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What is EasySend?

EasySend provides a powerful, no-code platform for businesses to transform traditional customer journeys into digital experiences. Whether onboarding new clients or handling claims, loans, and quotes, EasySend enables companies to collect and manage customer data with ease. Its user-friendly tools allow for automated workflows, customizable forms, and integrated e-signatures, all within a secure, compliant framework. Serving industries like insurance, healthcare, and finance, EasySend accelerates digital transformation while ensuring privacy and security. With rapid deployment and dedicated support, it helps businesses deliver seamless customer experiences from start to finish.

What is Affinity Canvas?

Revitalize your conventional designs by transforming them into a dynamic and flexible service engine. Our user-friendly design tool makes it easy to convert your established processes into clearly defined visual stages, featuring tasks and resources and allowing for modifications without the need to start over. Enhance the client onboarding experience with a straightforward dashboard that simplifies interactions. With access to real-time information, you can better manage time-to-value and improve client retention strategies. This will enable you to pinpoint critical areas within your workflow that need attention and creative solutions, fostering effective communication throughout your organization. By encouraging your frontline teams to voice their experiences, you will gain valuable insights into customer difficulties, paving the way for process enhancements and innovation. This strategy not only boosts employee morale and fulfillment but also nurtures a company culture focused on resolving customer challenges. Ultimately, a more motivated workforce leads to superior service delivery and stronger relationships with customers, creating a win-win scenario for everyone involved.

Media

Media

Integrations Supported

HubSpot CRM
Salesforce
Microsoft Dynamics 365 Business Central
monday CRM

Integrations Supported

HubSpot CRM
Salesforce
HubSpot Customer Platform
Pipedrive
Puntt AI
Sprinklr

API Availability

Has API

API Availability

Pricing Information

Ask Sales

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

EasySend

Date Founded

2016

Company Location

Israel

Company Website

easysend.io

Company Facts

Organization Name

Affinity Canvas

Company Location

United States

Company Website

www.affinitycanvas.com/product/

Categories and Features

Customer Onboarding

Not specified

Document Generation

Digital Signature
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Iteration Management
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Iteration Management
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Reporting / Data Visualization

Categories and Features

Customer Onboarding

Not specified

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