Cross-Sector / Enterprise Fintech › Customer & Sales › Customer Communications Management (CCM)

EasySend

No-code platform for building AI-powered digital customer journeys, document generation, and eSignature workflows

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Overview

EasySend provides a no-code platform for enterprises to digitize customer data intake and automate workflows across onboarding, applications, claims, and renewals. The platform includes Journeys for dynamic digital form flows, DynamicDoc for personalized document generation, EasySign for legally-binding eSignatures, and Workflow Manager for end-to-end process mapping. It features conversational AI for rapid journey creation, drag-and-drop interfaces, white-label branding, multichannel delivery (email, SMS, web), and real-time analytics.

The platform integrates with CRM, ERP, and core business systems and serves insurance, financial services, healthcare, retail, and other sectors. EasySend maintains compliance with GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA.

Key Features

+ AI-powered journey builder with conversational interface
+ DynamicDoc personalized document generation from Word templates
+ EasySign HIPAA/GDPR-compliant eSignature solution
+ Workflow Manager for visual process mapping and automation
+ No-code drag-and-drop interface with white-label branding
+ Real-time analytics and multichannel delivery (email, SMS, web)

Integrations

SalesforceMonday.comMicrosoft WordCRM and ERP systems

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