Launch customer workflows 10x faster
Customer workflows for every use case
Contracts & proposals
- Adaptable templates
- Built-in business logic
- Auto-updates with pricing
Onboarding & KYC
- Automated KYC/AML workflows
- Secure document collection
- Real-time validation
Renewals & requests
- Automated reminders
- Request routing
- Status tracking
Built for your industry
Financial services & banking
Loan Applications | Credit Card Applications | Account Opening | KYC & AML Compliance | Mortgage Applications | Wire Transfer Requests
Retail & e-commerce solutions
Customer Registration | Return & Refund Requests | Loyalty Program Enrollment | Vendor Onboarding | B2B Order Forms | Store Credit Applications
Manufacturing solutions
Supplier Onboarding | Purchase Order Requests | Quality Assurance Forms | Vendor Contracts | Equipment Maintenance Requests | Safety Incident Reports
Healthcare & pharma solutions
Patient Intake Forms | Consent Forms | Insurance Verification | Prescription Requests | Telehealth Registration | Medical Records Requests
Real estate solutions
Rental Applications | Lease Agreements | Property Management Forms | Tenant Onboarding | Maintenance Requests | Purchase Agreements
Insurance solutions
Policy Applications | Claims Submissions | Quote Requests | Policy Changes | Beneficiary Updates | Coverage Renewals
Seamless CRM integration
"EasySend is a tool to improve customer experience and shorten our SLA."
"EasySend helps us digitize processes in an easier and faster way."
"Agents move confidently through one common process.”
Complex customer workflows made easy
Break the form barrier with AI
Create workflows through natural language prompts.
Convert PDFs into interactive workflows instantly.
Transform static PDFs into dynamic forms.
Security is our top priority
You can trust your data is in good hands. EasySend is compliant with the highest international security and privacy standards including: GDPR, SOC 2, ISO 27001, PCI DSS, HIPAA compliance.
