"It was amazing. We went from verbal discussions to live with our first process in less than three weeks. It was so easy. It was so fast. It was actually the fastest partnership integration project I’ve ever worked on. And I’ve been in this industry and call center management support for about 20+ years."
“Ever since we started working with EasySend, we have noticed an improvement in our sales onboarding process. EasySend is reliable, transparent, and completely digital, which is exactly what we need in the current times.”
"When we went to production, we realized that we had moved past the major point. We built our processes software around PDFs and now we're building processes and then defining the PDF. We're no longer tied to the questionnaire, so we can branch out. We've got five, six, seven different enhancements going, and three months later live in production."
Digital transformation is easier than you think with our no-code customer engagement platform. Start from scratch or digitize any PDF. Use smart tools like validations and conditions to make sure each form is filled out accurately. Assign custom roles and permission to manage the workflow every step of the way. With custom themes, every journey you build will feel true to your brand.
Our AI Builder is ready to turn your PDFs into digital consumer journeys. Just choose the PDF you want to transform and the AI Builder will analyze it, mark all the fields, and prep it for data collection. All that’s left to do is add characteristics to make your journey smarter, like validations, conditions, workflows and integrations.
Create a seamless workflow from start to finish by integrating any third-party app or CRM like PayPal, Salesforce, or Twilio. By automating your data documentation with the organizational systems you already use, you’ll reduce human error, and cut back on manual labor, so your agents can focus on what they do best—building relationships.
See the big picture or dive into the data. With your Analytics Dashboard, you can track each journey and understand where customers are getting stuck at any stage. By seeing your data visually, you’ll better understand how to optimize your onboarding for better conversions. With weekly, monthly, or daily data reports you’ll be more on top of your sales game than ever before.
Assist customers remotely to help them finish their digital journey in real-time. With our Co-Browsing software, your agents can be their awesome selves remotely and continue building relationships even from afar. It’s the best way to boost brand loyalty and speed up the sales cycle—from any device.
Make it easy for agents and customers to sign securely from any device with our eSignature solution for enterprises. Cut out any manual tasks and automate data documentation. Set up reminders, so your customers finish the process as efficiently as possible. Your agents are ready for change and your customers will thank you for making the process hassle-free.