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EasySend

EasySend offers a no-code solution designed to transform form-driven workflows, enhancing the processes of customer onboarding and claims management. While a fe...

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EasySend offers a no-code solution designed to transform form-driven workflows, enhancing the processes of customer onboarding and claims management. While a fe...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

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

✘ analytics
✘ live chat
✘ workflows
✘ api access
✘ mobile crm
✘ purchasing
✘ cloud based
✘ node editing
✘ self service
✘ phone support
✘ web filtering
✘ call recording
✘ call scripting
✘ contact center
✘ issue tracking
✘ knowledge base
✘ sales tracking
✘ sla management
✘ call monitoring
✘ canned response
✘ case management
✔ crm integration
✘ data encryption
✘ lead generation
✘ lead management
✘ mlops platforms
✘ reporting audit
✘ task management
✘ automation tools
✘ canned responses
✘ customer profile
✘ customer support
✘ email management
✘ order management
✘ queue management
✘ sales automation
✘ security measure
✘ speech analytics
✘ ticketing system
✘ activity tracking
✘ client management
✘ customer feedback
✘ customer profiles
✘ real time preview
✘ sales forecasting
✘ ticket management
✘ activity dashboard
✘ contact management
✘ help desk software
✘ internal ticketing
✘ live chat software
✘ predictive dialing
✘ project scheduling
✘ selfservice portal
✘ service management
✘ alertsnotifications
✘ analytics reporting
✘ automated responses
✘ automation chatbots
✘ automation workflow
✘ calendar scheduling
✘ collaboration tools
✘ customer management
✘ document management
✘ email phone support
✘ employee engagement
✘ feedback management
✘ firewall protection
✘ incident management
✘ loyalty and rewards
✔ omnichannel support
✘ phishing prevention
✘ real time dashboard
✘ reporting analytics
✘ security compliance
✔ self service portal
✘ threat intelligence
✘ vector importexport
✘ welding and merging
✘ workflow automation
✘ call center software
✘ integration with crm
✘ inventory management
✘ knowledge management
✘ omni channel support
✘ ticketing management
✘ warehouse management
✘ active learning tools
✘ billing and invoicing
✘ crm integration tools
✘ customer segmentation
✔ escalation management
✘ inside sales software
✘ it service management
✘ multi channel support
✘ work order management
✘ call center management
✘ data labeling software
✘ deep learning software
✘ generative ai software
✘ opportunity management
✘ sales enablement tools
✘ security data handling
✔ analytics and reporting
✘ contact center software
✘ customer servicesupport
✘ customizable dashboards
✘ file sharing management
✘ knowledge base software
✘ real time communication
✘ remote support software
✘ reporting and analytics
✘ sla management software
✘ social media management
✘ supply chain management
✘ synthetic data software
✘ task project management
✘ ai automation governance
✘ compliance risk controls
✘ customer feedback survey
✘ deal pipeline management
✘ social media integration
✘ vulnerability management
✘ contact center management
✔ customer feedback surveys
✘ customer service software
✘ customer support software
✘ live chat crm integration
✘ machine learning software
✘ mobile payments invoicing
✘ natural language dialogue
✘ online portal for tenants
✘ sales pipeline management
✘ small business scheduling
✘ channel initiation support
✘ contact center outsourcing
✘ customer feedback profiles
✘ customer support ticketing
✘ integrations extensibility
✘ sales engagement platforms
✘ account management software
✘ ai integrated crm solutions
✘ anti virus and anti malware
✘ business process management
✘ customer service automation
✘ feedback analytics software
✘ knowledge base self service
✘ multi factor authentication
✘ sales acceleration software
✘ video surveillance software
✘ call center queue management
✘ call reporting and analytics
✘ customer self service portal
✘ integration with other tools
✘ omnichannel support software
✘ self service portal software
✘ sf customer service software
✘ task and activity management
✘ task assignment and tracking
✘ customer communications tools
✘ customer feedback and surveys
✘ deterministic execution layer
✘ remote video support software
✘ security audits and reporting
✘ appointment booking management
✘ automated appointment reminder
✘ barcode and qr code generation
✘ call transfer and conferencing
✘ customer experience management
✘ customer self service software
✘ escalation management software
✘ interactive voice response ivr
✘ call center management software
✘ collaboration and communication
✘ content and document management
✘ conversational support software
✘ crm integrated support software
✘ customer communication tracking
✘ other customer service software
✘ analytics and reporting software
✘ appointment managementscheduling
✔ automated responses and chatbots
✘ customer feedback sla management
✘ integration with marketing tools
✘ analytics and analytics reporting
✘ configuration management database
✘ integration with third party apps
✘ voicemail and callback management
✘ digital customer service platforms
✘ knowledge base self service portal
✘ conversational intelligence software
✘ customer relationship management crm
✘ customer service automation software
✘ omnichannel customer support software
✘ multilingual customer support software
✘ data science machine learning platforms
✘ enterprise feedback management software
✘ chatbots automated responses and chatbots
✘ omnichannel support multi channel support
✘ integration with help desk and support systems
✘ knowledge base content creation and management

Pros

  • ✔ Saves substantial time on form processing
  • ✔ Intuitive interface with no-code design tools
  • ✔ Highly responsive customer support responses

Cons

  • ✘ Occasional slow performance or loading delays
  • ✘ Some users report integration issues under certain workflows

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.