EasySend
Forget forms. Create dynamic digital journeys for Salesforce
By EasySendDocument Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2020
About EasySend
Empower self-service and collect customer data with digital journeys
Launch, manage, and track dynamic digital journeys from Salesforce. Drag and drop components, add Salesforce objects, and go live in days. Sync your Salesforce CRM to prefill data and send journey links via email or SMS. Offer Co-Browsing to guide customers from start to finish.
With EasySend for Salesforce, create better customer experiences and streamline customer data collection. Try it free for 14 days!
✓ Pre-built components for onboarding, lending, claims, policy renewals, e-consents, contracts & more ✓ Continually improve customer experiences ✓Advanced analytics ✓Understand where customers drop off ✓Take data-driven action
Integrate easily ✓ With any Salesforce object ✓ With any internal system & third party service ✓ Custom-built so you can choose the flow of data
Manage effortlessly ✓Easy remote management on any device ✓Virtual assistance for your customers
Keep secure & compliant ✓Multiple layers of security ✓SOC2, ISO27001, and GDPR compliant
Build digital journeys for any industry: Insurance, Banking, Healthcare, Financial services, Construction, Real estate, Retail & more.
Highlights
- EMPOWER DIGITAL SELF-SERVICE Launch dynamic, interactive digital journeys synced with Salesforce and your core business software. Send journey links via email or SMS and use analytics to track customer progress, gain insights, & optimize completion rates.
- LOW CODE WITH FULL CUSTOMIZATION Drag, drop, and customize any component without limits. Go live in days with digital journeys that feel native to your brand. Give your IT team full control over the logic and validations built into your journeys.
- DATA COLLECTION, E-SIGNATURES, AND CO-BROWSING Connect journey fields to Salesforce objects and sync customer data with ease. Sign and collect eSignatures digitally, and guide customers from start to finish with Co-Browsing.
Screenshots
Image 1 of 8
Pricing
Free to install.
EasySend offers flexible pricing plans based on usage and features. Annual billing discounts are available. For custom plans or enterprise pricing, contact us at: info@easysend.io. Start with a 14-day free trial at: journeys.easysend.io
Compatibility
- Works with
- Sales Cloud
- Marketing Cloud Growth
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Industries
- Communications
- Financial Services
- High Tech
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
More Document Management apps
The most reviewed Document Management apps on the AppExchange, to compare before you choose.