EasySend

star star star star star 0.0 (0 reviews) | Customer Service Software · Customer Communications Tools

Transform your customer onboarding and claims handling with EasySend's no-code platform, streamlining workflows and enhancing efficiency effortlessly.

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Product Overview

EasySend offers a no-code solution designed to transform form-driven workflows, enhancing the processes of customer onboarding and claims management. While a few users mention sporadic loading delays, the platform's automation capabilities, robust integration features, and secure framework position it as an attractive option for teams looking to modernize intricate operations.

Product Details

What Is EasySend?

EasySend is a no-code platform that streamlines digital journeys, transforming conventional forms and data collection into automated workflows. Users can easily create custom forms or convert existing PDFs using a simple drag-and-drop interface, incorporating logic, validations, and branding elements. With functionalities like e-signature support and conditional workflows, this software assists businesses in decreasing manual tasks, lowering error rates, and speeding up customer onboarding or document processing.

EasySend Pricing

The pricing for EasySend is tailored to individual needs. However, the pricing for EasySign is structured into three tiers:

Personal: $12/month
Team: $35/month
Business: $60/month
Enterprise: Custom Pricing

Get in touch for a customized EasySend cost estimate for your organization today!

EasySend Integrations

This software offers integration with various systems and platforms, including:

Salesforce CRM
Slack software
Microsoft Dynamics 365
Jira software
monday.com
Zendesk suite

Watch the EasySend demo to discover more about its integration capabilities.

Who Is EasySend For?

EasySend caters to a diverse array of industries and sectors, such as:

Insurance
Financial services
Healthcare
Retail

Is EasySend Right For You?

If your organization values data security, regulatory compliance, and enterprise-grade scalability, EasySend is an excellent option. The platform holds certifications for SOC 2 Type II, ISO/IEC 27001, GDPR, HIPAA, and PCI DSS, guaranteeing strong data confidentiality and integrity even in highly regulated environments. With its ability to digitize workflows like claim handling, loan processing, and onboarding at scale while adhering to enterprise-level security standards, EasySend is especially suited for businesses undergoing significant digital transformations and managing sensitive customer information.

If you're still uncertain whether EasySend is the right solution for you, reach out to our customer support team at info@softwareseekers.com for additional assistance.

Customer Service Software Features

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Pros & Cons

Pros

checkSaves substantial time on form processing

checkIntuitive interface with no-code design tools

checkHighly responsive customer support responses

Cons

closeOccasional slow performance or loading delays

closeSome users report integration issues under certain workflows

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Frequently Asked Questions

EasySend is primarily available in English.

EasySend offers support via email, help desk, and knowledge base.

EasySend price is customized, however, EasySign pricing is divided into several paid plans: Personal ($12/month), Team ($35/month), Business ($60/month), and Enterprise (Custom Pricing). Request custom EasySend pricing for your business.

Yes, EasySend provides an API for integration with external systems and custom workflows.

Typical users include companies and organizations in insurance, financial services, healthcare, real estate, retail, loan processing, and claims management, from small teams to large enterprises.

EasySend integrates with platforms such as Salesforce, Microsoft Dynamics 365, monday.com, Zendesk, Slack, Box, and Dropbox.

The software is mobile responsive and supports signing or form completion from mobile devices, although it does not describe a dedicated mobile app.

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