Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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