
ezyClients
All you need to onboard clients and collect documents



About | Details |
---|---|
Name: | ezyClients |
Submited By: | Alford Marvin |
Release Date | 11 months ago |
Website | Visit Website |
Category | Customer Success SaaS Business |
We help companies streamline the document collection process, eliminating the hassle of email follow-ups and status checks. ezyClients enables clients to securely upload documents and information and sends automatic reminders for required submissions.
Congrats to ezyClients! This tool is a lifesaver for businesses needing to streamline the document collection process. No more endless email follow-ups and status checks—ezyClients makes it easy for clients to securely upload their documents and sends automatic reminders for submissions. This is a must-have for any company looking to improve their onboarding process. Great job, ezyClients team!
11 months ago
Congratulations on the launch! Sounds interesting - we'll definitely test and share our opinion later!
11 months ago
It seems so interesting for both personal and business use, and the free version is enough for the personal one, while you can pay when your business activity scales. It's as I see your product, and I'm certainly planning to use it regularly!
11 months ago
Hello, as a real estate professional, this can save a lot of time! The user experience is a bit confusing so far. After creating an account, there were no templates offered. I had to go to the website to add one to my workflow. But now it is a bit confusing how to edit and share the template.
11 months ago
Hey @akmyrat ezyClients sounds like a helpful tool for businesses. It seems to make it easy for companies to get the documents they need from clients without all the back-and-forth emails. By letting clients upload files and sending reminders, it saves time and reduces errors. It's a good idea to simplify this process.
1 year ago
ezyClients makes onboarding and document collection so much easier. A real productivity booster! @akmyrat
1 year ago
ezyClients is a fantastic tool for streamlining the client onboarding and document collection process. It eliminates the hassle of email follow-ups and status checks by providing a centralized platform for clients to securely upload documents. The automatic reminders for required submissions and the ability to autocomplete PDFs based on client information are standout features. As someone who values efficiency, this tool is a game-changer. One suggestion: integrating more customization options for workflows could enhance its flexibility. Kudos to Akmyrat and the ezyClients team for this innovative solution. Highly recommended! Congratulations to the team! 🎉 @akmyrat @fabianlindner
1 year ago
Hey @akmyrat, do you provide customization options? Let’s say I want to add company branding on a PDF or change its layout, is that possible? Really looking forward to more integrations, congrats on the launch!
1 year ago
ezyClients makes onboarding and documentation so much easier! Congrats on the launch!
1 year ago
ezyClient is an exceptional platform, distinguished by its intuitive design and robust features. It excels in streamlining client management, offering a user-friendly interface that simplifies complex processes. ezyClient's dedication to enhancing efficiency and providing comprehensive support makes it a vital tool for businesses aiming to improve their client interactions and overall productivity 🤩✨
1 year ago
Making onboarding clients and collecting documents effortless is a great idea. Congrats on the launch. Good luck!
1 year ago
I've personally dealt with the frustration of chasing down clients for missing documents, your platform is going to help me a lot. Congrats🥳
1 year ago