EasySend provides a no-code platform for creating AI-powered digital customer journeys, moving beyond traditional forms. The platform integrates document generation, eSignature capabilities, and workflow management to streamline data intake across various industries. By connecting to existing business software, EasySend accelerates processes and enhances customer self-service experiences.
Funding
$50.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions and insurance companies often rely on manual processes and static PDF forms for customer interactions, leading to inefficiencies, errors, and a suboptimal customer experience. These outdated methods result in lengthy processing times, increased operational costs, and potential compliance issues.
Solution
EasySend offers a no-code platform that empowers businesses to convert manual processes and PDFs into interactive, fully digital workflows. The platform streamlines customer data collection, automates document signing, and integrates with existing CRM and ERP systems. By digitizing these processes, EasySend reduces processing times, minimizes manual errors, and enhances the overall customer experience. The platform's features, such as conditional logic, role-based permissions, and real-time co-browsing, enable businesses to create customized, user-friendly digital journeys.
Target Audience
EasySend primarily targets banks, insurance companies, and other financial institutions seeking to streamline customer onboarding, claims processing, and other document-intensive workflows.
Features
- No-code interface for building and managing digital experiences without programming.
- PDF digitization to transform static forms into interactive digital processes.
- Workflow automation to integrate manual processes into a single digital workflow.
- Integrations with CRM, ERP, and other enterprise systems for seamless data flow.
- Real-time co-browsing to assist customers remotely and improve completion rates.
- Electronic signature (eSignature) capabilities for secure and legally binding document signing.
- Analytics dashboard to track process performance, identify bottlenecks, and optimize customer engagement.
- Customizable themes to align digital experiences with brand guidelines.
- Role-based permissions to manage workflow access and ensure data security.
- Compliant with GDPR, SOC 2 Type II, ISO 27001, PCI DSS and HIPAA.