Workflow automation | EasySend.io

Think digitally

Shift from disconnected forms to one connected journey. With EasySend, visualize your workflow, integrate your core systems, and automate customer data intake.

Simplify your workflow

Turn PDFs into easy digital experiences that can be launched from any channel.

Save time and energy

Integrate all your manual processes into one business automation workflow that magnifies your efficiency.

Reduce human
error

Use validations to guide the right responses and sync customer information with your existing CRM platform.

Gain visibility on roadblocks

Analyze the customer journey and identify where to use your resources more effectively to deliver more value for less.

Create better customer experiences

Empower your customers to start and complete the process on their own time.

Break down forms into easy digital experiences

Connect EasySend with your core systems and automate customer data intake.

Map out your workflow

Drag and drop your digital process visually and sync stakeholders.

Launch your digital process

Send a link to your customers via SMS or email.

Fill and eSign

Make it easy for each party to fill out and sign from any device.

Automate customer intake

Reduce manual work and send customer data directly to your CRM or core system.

Workflow Manager

Set your work in motion

Visualize each step in your workflow using drag and drop. Then build your digital process and set roles and permissions. Send auto SMS or email reminders to keep the journey moving forward while improving customer communication. With analytics, review how well your business runs and improve where necessary. With the Workflow Manager, you’ll create processes that do the work for you.

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Automations

Scale your workflow

Automate communication

Automate communicationSet up auto email or SMS reminders triggered by specific actions and time.

Send in bulk

Automate hundreds of pre-filled processes at once and gather eSignatures for collective agreements.

Personalize links

Speed up the signing process and send custom links to multiple people in an organization with personal info already prefilled, like an employee's name, business, and address.

Think mobile-first

Make it easy for your customers and agents to start, sign and complete their digital process on mobile.