# ApplyEasy Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ApplyEasy Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more.

Source: https://www.capterra.com/p/10005759/ApplyEasy

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# 

 ApplyEasy Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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

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## FAQs about ApplyEasy

Overview

### What company size and specific industries is ApplyEasy built for?

ApplyEasy is designed for businesses of many sizes across construction, manufacturing, retail, hospitality, and transport. It also fits other industries that need application management, making it suitable for organizations looking for a general-purpose tool rather than one built for a single sector.

Features and Usability

### What are the key features of ApplyEasy?

ApplyEasy offers workflow management, task management, and onboarding features for client and case processes. It also includes electronic forms, form builder, document generation, and electronic signature, plus client portal, client tracking, commenting/notes, reporting & statistics, audit trail, customizable fields, customizable branding, and mobile access.

Getting Started and Support

### What training and onboarding options does ApplyEasy offer?

ApplyEasy provides live online sessions and documentation to help teams get started. Live online sessions support guided setup and direct instruction, while documentation offers written reference material for self-paced learning and feature lookup.

Getting Started and Support

### What customer support options does ApplyEasy offer?

ApplyEasy offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details are presented through these channels for users who need help with setup or day-to-day issues. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

ApplyEasy 19 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A record of all activities within the system, including user access, changes made, etc.

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Leave comments and notes on documents for others to view

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Protect sensitive data for digital privacy

Custom forms to streamline repetitious aspects of a document

Digital forms that are shared and accessed online

Digitally sign online documents

Adds a customizable form to the landing page, usually for the purposes of lead generation

Access software remotely via mobile devices

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage and track all task activities and progression

Sample files or documents that could be customized as needed or used as is

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

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