--- title: "ApplyEasy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ApplyEasy Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more." source_url: "https://www.capterra.com/p/10005759/ApplyEasy/" page_type: "product" language: "en" --- # ApplyEasy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) ApplyEasy ## What is ApplyEasy? Great customer onboarding is easy to achieve with the right solution. CreditorWatch’s onboarding solution provides everything a business needs to confidently onboard new customers—all in the one platform. Take the guesswork out of onboarding and better manage your new customers. - Apply from anywhere, securely: Our secure, mobile-friendly forms allow applicants to apply and electronically sign from anywhere, 24/7. - Complete forms quickly and accurately: Instantly auto-fill application fields using government databases, ensuring you receive accurate, reliable information without friction. - Identify risky applicants: Assess credit risk, identify bankrupt directors, uncover fraudulent attempts, check for active licences and more to speed up decisions. - Automated decisioning: Minimise manual assessments and approve, reject or refer applications instantly based on your predefined rules. - Ongoing monitoring: We’ll keep you up to date with important changes to your customers. ## What is ApplyEasy used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ApplyEasy?[Manage this product listing](https://www.g2.com/products/applyeasy/claim_requests/new?auto=true) ## FAQs about ApplyEasy Overview ### What company size and specific industries is ApplyEasy built for? ApplyEasy is designed for businesses in construction, manufacturing, retail, hospitality, transport, and similar industries. The target audience is broad rather than limited to a specific company size, making it suitable for organizations of many sizes that need an application process for these sectors. Features and Usability ### What are the key features of ApplyEasy? ApplyEasy offers client management and client tracking, plus a client portal and self service tools for handling forms and onboarding. Core workflow features include task management, workflow management, reminders, commenting/notes, and activity dashboard reporting. It also includes electronic forms, document generation, electronic signature, online payments, and third-party integrations. Getting Started and Support ### What training and onboarding options does ApplyEasy offer? ApplyEasy provides live online sessions and documentation for teams getting started. Live online sessions support guided setup and real-time instruction, while documentation offers written reference material for self-paced learning, feature review, and step-by-step consultation when needed. Getting Started and Support ### What customer support options does ApplyEasy offer? ApplyEasy provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available about support experiences, no reliable claim can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 288 Client Onboarding reviews Capterra data shows that buyers of client onboarding software rank the following features as their top priorities: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) ApplyEasy supports all three of the features reviewers consider most important: **Task Management**, **Onboarding**, and **Data Security**. Together, these capabilities help businesses organize onboarding steps, guide clients through each stage of the process, and protect sensitive information, allowing teams to deliver a more consistent and secure client onboarding experience. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Client Tracking Track all company interactions with current clients ApplyEasy 29 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Commenting/Notes: Leave comments and notes on documents for others to view - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Generation: Custom forms to streamline repetitious aspects of a document - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Mobile Access: Access software remotely via mobile devices - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.