Automate
your workflow

Free up your staff to focus on tasks only humans can handle. With workflow automation, cut out repetitive labor, boost productivity, and deliver great customer experiences.

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.

See, plan, and build the big picture

Visualize your workflow and map your digital process step by step.

Break down forms into easy digital experiences

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

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.
EasySend Electronic signature icon

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.
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.
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.
Platform

Deliver real value with EasySend

Build digital processes with no-code
Launch a digital customer journey in days without writing a single line of code.
Sign remotely with EasySign
Eliminate paper so agents and customers can sign digitally from anywhere.
Provide better support with Co-Browsing
Assist customers in real-time by sharing a screen.
Improve operations with analytics
Gain visibility on how your business is running and identify user gaps.

Secure at every step

The EasySend platform is compliant with the highest security standards to make sure all personal and corporate information is safe. SOC 2 Type II, GDPR, and HIPAA Compliance are just a few ways we’re keeping your data protected and secure.
GDPR iconHippa compliant iconISO iconPCI DSS certified iconSOC2 icon
Learn more about security
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Your digital partner

We’ll help you evolve forms into easy digital experiences.
Let's talk

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