EasySend logo

EasySend

by EasySend · Since 2016
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorEasySend
Year launched2016
StatusActive
Location157 Columbus Ave, #506 New York, NY 10023
Countries servedGlobal
Languages6
Integrations4+
Free tier
Free trial
Contact salesYES

About EasySend

EasySend is a digital use platform from EasySend that focuses on digitizing customer journeys. It provides tools for creating digital forms, process automation, and data collection so businesses can improve engagement and efficiency. With EasySend, organizations can quickly convert paper-based processes into digital workflows, allowing for real-time data access and reduced manual errors. The platform supports integration with various backend systems and includes analytics for tracking user interactions. Key capabilities: form builder process automation data analytics user management integration options Best for: businesses that need to digitize customer interactions efficiently.

EasySend is a digital process automation platform designed to streamline data collection and form automation for industries like insurance, finance, and banking. The software focuses on transforming manual, paper-based, or outdated digital processes into seamless, interactive digital journeys. With a no-code approach, EasySend enables organizations to create and deploy digital forms and workflows without the need for extensive IT involvement. This significantly reduces the time and cost associated with traditional development, making it a powerful tool for companies looking to enhance customer experiences while maintaining regulatory compliance. The platform offers a variety of features, including drag-and-drop form builders, automated workflows, integration capabilities, and analytics, all designed to optimize efficiency and user engagement. The user interface of EasySend is designed to be highly intuitive and accessible, making it easy for businesses to build, customize, and deploy digital forms with minimal technical expertise. The no-code environment allows users to drag and drop elements to create forms, ensuring that even those without coding experience can develop professional-looking digital journeys.

Pros & Cons

What users like
  • +Innovative & User-Friendly: Drag-and-drop, easy to learn.
  • +Great Support: Attentive and helpful.
  • +Fast Implementation: Quick deployment.
  • +Integrates Well: Connects to back-office systems.
  • +Users Like It: Positive feedback from customers and staff.
What users flag
  • New Company: Still developing, potential for more features.
  • Workflow Learning Curve: Workflow features less intuitive for non-developers.

Features

Key features

No-Code Digital Experience Platform
Enables businesses to build and manage digital customer experiences without coding.
Workflow Automation
Streamlines and automates workflows, particularly for data intake and customer processes.
Digital Form Conversion
Transforms existing PDFs and manual forms into interactive digital experiences.
e-Signature Integration
Offers built-in e-signature functionality for legally binding digital agreements.
Enterprise-Grade Security & Compliance
Maintains high security standards and complies with international data privacy regulations.

Additional features

No-Code Digital Experience Builder
Empowers users without any programming skills to create and manage interactive digital processes, customer journeys, and online forms through a user-friendly, visual interface, democratizing digital transformation across organizations.
Enterprise-Grade Digital Transformation Platform
Provides a robust and scalable solution specifically designed to meet the complex digital transformation needs of large organizations, offering reliability, security, and advanced functionalities required by enterprises.
Workflow Automation for Streamlined Processes
Automates the flow of data and tasks within digital experiences, particularly focusing on customer data collection and internal business processes, reducing manual steps, improving efficiency, and accelerating process completion.
Rapid Digital Form Conversion from PDFs and Manual Processes
Offers tools to quickly transform existing static PDF forms and paper-based workflows into dynamic, interactive digital experiences, preserving existing form structures while adding digital functionalities and reducing the need to redesign processes from scratch.
Integrated e-Signature Functionality for Legally Binding Agreements
Incorporates built-in electronic signature capabilities that comply with legal standards, enabling users to collect legally valid signatures directly within digital processes, eliminating paper-based signing and accelerating agreement closures.
Seamless Integration with Existing Software Systems
Provides integration capabilities to connect EasySend with other enterprise software systems (like CRM, databases, etc.) via APIs and connectors, ensuring smooth data flow, eliminating data silos, and enhancing overall system interoperability.
Comprehensive Analytics Dashboard for Performance Monitoring & Insights
Includes a detailed analytics dashboard that allows users to track key metrics, monitor the performance of digital processes, gain insights into user behavior, and identify areas for optimization, enabling data-driven process improvements.
Real-Time Co-Browse Support for Enhanced Customer Assistance
Offers a co-Browse feature that allows agents to interactively guide customers through digital processes in real-time, providing immediate support, resolving issues, and improving customer completion rates, especially for complex forms or applications.
Flexible Platform
Build from Scratch or Digitize Existing Forms: Offers dual approaches to digital transformation, allowing users to create entirely new digital experiences from the ground up or to efficiently convert and enhance their existing PDF forms and manual processes, catering to diverse project needs and starting points.
Smart Form Tools with Data Validations & Conditional Logic
Equips users with intelligent form building tools, including data validation rules to ensure data accuracy and conditional logic to dynamically adapt forms based on user inputs, creating smarter, more user-friendly, and error-resistant digital experiences.
Customizable Roles and Permissions for Workflow Management
Provides granular control over user access and permissions within the platform, allowing administrators to assign custom roles and manage user rights at each step of the digital workflow, ensuring security and controlled process management.
Branded Digital Experiences with Custom Themes
Enables businesses to fully customize the visual appearance of their digital experiences with custom themes and branding elements, ensuring that all customer-facing interactions are consistent with the company's brand identity and create a cohesive brand experience.
Robust Enterprise-Grade Security Measures for Data Protection
Implements stringent security protocols and technologies to protect sensitive data, ensuring the confidentiality, integrity, and availability of user information and business data within the platform, meeting enterprise-level security expectations.
Adherence to Global Security Standards and Compliance Certifications
Maintains compliance with leading international security standards and data privacy regulations, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA, demonstrating a commitment to data protection and regulatory adherence.
SSO (Single-Sign-On) Integration for Secure and Streamlined Access
Supports Single-Sign-On (SSO) capabilities, allowing both agents and customers to securely access the platform and digital experiences with a single set of credentials, enhancing security and improving user convenience by simplifying login processes.
Comprehensive Training, Onboarding, and Consulting Services
Offers extensive support services, including onboarding assistance to get started quickly, training programs for user proficiency, project mapping to define digital transformation strategies, and ongoing consulting to ensure continuous success and maximize platform value.
Dedicated White-Glove Customer Success Service
Provides a premium support model with a dedicated team of experts, including a Customer Success Manager, UX Specialist, Project Manager, and Technical Support, ensuring proactive, personalized, and comprehensive assistance throughout the customer journey.
Tailored Custom Solutions to Meet Unique Business Requirements
Offers the flexibility to develop fully customized digital experiences and platform configurations that are precisely tailored to the specific and unique needs of each business, ensuring that the solution perfectly aligns with individual business objectives and workflows.
Solutions for Diverse Industries and Use Cases
Provides adaptable digital transformation solutions applicable across a wide range of industries, including insurance (P&C, Health, Life), financial services, automotive, and healthcare/pharma, and for various use cases like claims processing, loan applications, quote generation, and digital onboarding.
Rapid Deployment and Fast Time to Value
Enables businesses to quickly implement and launch digital processes, as highlighted by customer testimonials of going live with processes in just weeks, accelerating digital transformation initiatives and delivering rapid business value.
Focus on Enhancing Customer Experience through Digitization
Prioritizes improving the overall customer experience by transforming complex and manual processes into user-friendly, efficient, and engaging digital interactions, leading to increased customer satisfaction and loyalty.
Proven Track Record of Improving Sales Onboarding Efficiency
Demonstrated success in streamlining and improving sales onboarding processes for businesses, resulting in faster onboarding times, reduced administrative burden, and enhanced sales team effectiveness, as evidenced by customer testimonials.
Significant Reduction in Manual Data Handling and Processing
Substantially minimizes or eliminates manual data entry, paper handling, and manual processing steps by digitizing data intake and workflows, reducing errors, freeing up staff for higher-value tasks, and improving data accuracy and accessibility.
Reliable and Transparent Digital Platform for Trust and Confidence
Marketed as a dependable and transparent digital solution, building trust and confidence in the platform's capabilities, security, and commitment to delivering promised outcomes for businesses undergoing digital transformation.
Fully Digital Solution Enabling End-to-End Digital Processes
Offers a complete digital alternative to traditional manual and paper-based processes, enabling businesses to achieve fully digital workflows from start to finish, streamlining operations and creating a modern, efficient, and customer-centric digital environment.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
6
Interface languages
11
Billing currencies

Interface languages

GermanEnglishFrenchJapaneseDutchSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇴NOK🇩🇰DKK

No reviews yet

Be the first to drop a review

Alternatives to EasySend

Strider logo

Strider

Strider is a field management software from AgTerra Technologies that provides tools for agricultural operations.…

Google Forms logo

Google Forms

Google Forms is a survey and form creation software from Google Workspace that enables users…

Shadow Forms logo

Shadow Forms

Shadow Forms is a form management software from Shadow Forms [designed for creating and managing…

Form.io logo

Form.io

Form.io is a zero-trust, data governance platform from Form.io that supports the development of AI-driven…

TellForm logo

TellForm

TellForm is an opensource form builder software from TellForm GmbH that provides an alternative to…

Zegeba  logo

Zegeba

Zegeba is a content management software from Zegeba that focuses on managing digital assets. It…

Often compared with EasySend

Compare any two tools →
Strider logo
Strider
Field Service Management
0.0
Google Forms logo
Google Forms
Forms Automation
0.0
Shadow Forms logo
Shadow Forms
Forms Automation
0.0
Form.io logo
Form.io
Forms Automation
0.0