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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Utilize both voice and text commands to effortlessly gather all the information you require about your clients. Every piece of customer data, sourced from your internal systems as well as public web resources, can be accessed from a single location whenever needed. This innovative approach can save your prospecting and customer experience teams countless hours that would otherwise be spent on research. In just seconds each day, stay informed about all developments within your region or product line. You’ll receive reminders to express gratitude to loyal customers, follow up on overdue invoices, prepare for upcoming meetings, document notes from previous discussions, and much more. Many CRM implementations fall short due to poor or incomplete data; however, with Sales Assistant, you can gather extensive customer data in one centralized location, maximizing your CRM investment. Seamlessly manage intricate integration processes across various systems, incorporating SaaS data into your applications, portals, and intranets with ease. You'll have access to a single API that serves all your corporate software needs. Furthermore, this streamlined approach not only enhances data accessibility but also fosters improved collaboration among your teams.

Description

EasySend simplifies the creation of digital customer journeys by allowing businesses to automate customer data intake, document management, and approval processes. Whether it’s for claims, loans, or quotes, EasySend’s no-code platform helps companies digitize their workflows, eliminating manual tasks and speeding up processes. With secure integrations, seamless e-signatures, and compliance with global data regulations, EasySend offers a robust solution for digital transformation. Trusted by Fortune 500 companies, it empowers businesses to offer dynamic, branded customer experiences while maintaining security and compliance across all stages of the journey.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Microsoft Dynamics 365 Business Central Yes 
Salesforce Yes 
Active Directory Yes 
Acumatica Cloud ERP Yes 
Adobe Marketo Engage Yes 
Benchmark Yes 
Google Cloud BigQuery Yes 
Impraise Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Teams Yes 
NetSuite OpenAir Yes 
SAP Concur Yes 
SQL Server Yes 
ServiceNow Yes 
Shopify Yes 
monday CRM No 

Integrations

HubSpot CRM Yes 
Microsoft Dynamics 365 Business Central Yes 
Salesforce Yes 
Active Directory No 
Acumatica Cloud ERP No 
Adobe Marketo Engage No 
Benchmark No 
Google Cloud BigQuery No 
Impraise No 
Microsoft 365 No 
Microsoft Dynamics 365 Finance No 
Microsoft Teams No 
NetSuite OpenAir No 
SAP Concur No 
SQL Server No 
ServiceNow No 
Shopify No 
monday CRM Yes 

Pricing Details

$23,000 per year
Free Trial Yes 
Free Version No 

Pricing Details

Ask Sales
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

TeamCentral

Country

United States

Website

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

Vendor Details

Company Name

EasySend

Founded

2016

Country

Israel

Website

easysend.io

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing Yes 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

iPaaS

AI / Machine Learning No 
Cloud Data Integration No 
Dashboard No 
Data Quality Control No 
Data Security No 
Drag & Drop No 
Embedded iPaaS No 
Integration Management No 
Pre-Built Connectors No 
White Label No 
Workflow Management No 

Low-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop No 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates No 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management No 

Natural Language Processing

Co-Reference Resolution No 
In-Database Text Analytics No 
Named Entity Recognition No 
Natural Language Generation (NLG) No 
Open Source Integrations No 
Parsing No 
Part-of-Speech Tagging No 
Sentence Segmentation No 
Stemming/Lemmatization No 
Tokenization No 

No-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop No 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates No 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management No 

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats No 
Templates Yes 

Forms Automation

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

Low-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring No 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring No 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Online Form Builders

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

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