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Fyvia Automated Client Onboarding

ExtensionWorkflow & Planning
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Overview

Automate Your Client Onboarding. Save Hours Every Week.

Fyvia helps you streamline client onboarding so every new client receives a professional, timely welcome email — without extra effort. Key Features: ✨ Quick Client Capture: Add new clients to your Fyvia dashboard with a single click. 📧 Automated Welcome Emails: Schedule custom onboarding emails to be sent to your clients directly from your Gmail account. 🗓 Dashboard Overview: See and manage all your clients at a glance — no manual tracking needed. 💼 Lightweight & Secure: Minimal system resources, OAuth-secured Gmail integration, and encrypted credentials.

Details

  • Version
    1.0.5
  • Updated
    August 14, 2025
  • Size
    97.63KiB
  • Languages
    English
  • Developer
    Website
    Email
    chobinmendoza@gmail.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Fyvia Automated Client Onboarding has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Fyvia Automated Client Onboarding handles the following:

Personally identifiable information
Authentication information
Location
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes
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