Product Features of ezyClients
Overview
ezyClients is a comprehensive client onboarding and document collection software designed to streamline the process of gathering essential information and documents from clients. It offers a user-friendly interface and a suite of powerful tools to enhance the client experience.
Main Purpose and Target User Group
The primary purpose of ezyClients is to simplify client onboarding by automating document collection, managing intake forms, and facilitating e-signatures. It is ideal for businesses across various industries, including finance, digital agencies, and legal services, that require efficient client management solutions.
Function Details and Operations
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Dynamic Workflow: Automate procedures with customizable workflows tailored to specific client needs.
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Smart Forms: Easily create and manage intake forms to collect information from clients.
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E-Signature: Enable clients to sign documents digitally, eliminating the need for physical signatures.
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PDF Filler: Automatically complete PDF documents to save time and reduce errors.
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File Sharing: Share any type of files securely with clients.
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Automatic Reminders: Set up automated reminders to follow up with clients for document submissions.
User Benefits
- Save up to 70% of time spent on document collection.
- Provide a transparent and organized client experience.
- Centralize all client information in one place for easy access.
- Handle onboarding tasks with just a few clicks, reducing administrative burden.
Compatibility and Integration
ezyClients is designed to integrate seamlessly with various applications and platforms, allowing users to customize their workflows and enhance functionality. It supports SAML/OpenID Connect SSO for secure access.
Access and Activation Method
Getting started with ezyClients is easy and requires no credit card. Users can sign up for a free plan to explore the features and determine the best pricing plan that suits their needs, including options for business and enterprise levels.