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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 Central Sales Assistant?

Leverage both voice and text commands to easily obtain all the necessary information regarding your clients. Every element of customer data, drawn from both your internal systems and public online resources, can be retrieved from one centralized platform at any time. This groundbreaking method can save your prospecting and customer service teams numerous hours that would typically be devoted to research tasks. In mere seconds each day, remain updated on all changes within your product line or geographic region. You will receive notifications to thank loyal customers, follow up on overdue payments, prepare for future meetings, and jot down notes from past conversations, among other tasks. Many CRM systems fail because of inadequate or incomplete data; however, with Sales Assistant, you can compile comprehensive customer information in one accessible location, optimizing your CRM investment. Effortlessly navigate complex integration processes across diverse systems, effortlessly incorporating SaaS data into your applications, portals, and intranets. You will benefit from having a single API that caters to all your corporate software requirements. Additionally, this organized method not only improves data access but also encourages better collaboration and communication among your teams, ultimately leading to a more efficient workflow.

Media

Media

Integrations Supported

HubSpot CRM
Microsoft Dynamics 365 Business Central
Salesforce
monday CRM

Integrations Supported

HubSpot CRM
Microsoft Dynamics 365 Business Central
Salesforce
ADP DataCloud
Adobe Marketo Engage
BigCommerce
Degreed
Google Cloud BigQuery
HubSpot Customer Platform
Impraise
Magaya CRM
Microsoft 365
Microsoft Dynamics 365 Finance
Microsoft Teams
Onfleet
Oracle Taleo
Rent Manager
Workday Extend

API Availability

Has API

API Availability

Has API

Pricing Information

Ask Sales

Pricing Information

$23,000 per year
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

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

EasySend

Date Founded

2016

Company Location

Israel

Company Website

easysend.io

Company Facts

Organization Name

TeamCentral

Company Location

United States

Company Website

www.teamcentral.ai/products/#sales-assistant

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

Chatbot

Natural Language Processing

iPaaS

Not specified

Low-Code Development

Not specified

No-Code Development

Not specified

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