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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Streamline, automate, and oversee customer onboarding from the initial handoff right through to the launch phase. Finally, there's software designed specifically for teams focused on customer implementation. Recognizing that customer onboarding should not be a uniform process, this tool acknowledges the individuality of each customer, allowing you to move on from rigid templates. Onboard’s software tailors dynamic launch plans, known as Maps, based on varying customer needs, which conserves valuable time and energy while delivering a personalized onboarding journey. Both internal team members and external customer stakeholders collaborate using these adaptable launch plans, ensuring comprehensive visibility, accountability, and alignment among all parties involved. Say goodbye to the frustration of asking, "What stage is this customer in during onboarding?" Since much of the onboarding task is repetitive, empower your team to accelerate client launches with greater efficiency and reduced strain. By offering consistent and dependable service, you can enhance customer ROI and significantly cut down on the time it takes to realize value. Additionally, this approach fosters stronger relationships by making each customer feel valued and understood throughout the onboarding experience.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
HubSpot CRM Yes 
Microsoft Dynamics 365 Business Central Yes 
Salesforce Yes 
monday CRM Yes 

Integrations

Axis LMS Yes 
HubSpot CRM No 
Microsoft Dynamics 365 Business Central No 
Salesforce No 
monday CRM No 

Pricing Details

Ask Sales
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EasySend

Founded

2016

Country

Israel

Website

easysend.io

Vendor Details

Company Name

Onboard.io

Founded

2020

Country

United States

Website

onboard.io

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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