Forget forms.Create digital customer journeys.
Create, manage, and track dynamic digital journeys connected to your business software and streamline customer data intake.
Empower digital
self-service
Unlimit your customer experience with end-to-end digital journeys that guide customers through requesting a quote, onboarding, filing a claim, or any journey needed to collect customer data.
The easiest Salesforce integration on the market
In just a few clicks, connect EasySend’s app to your Salesforce CRM to launch native digital journeys, track progress, and sync data back to your Salesforce fields.
How it works
Drag and drop components, sections, and pages to turn any manual process into a digital journey that’s thoughtful, dynamic, and easy.
Customize your journey so it’s native to your brand, adjust the functionality to reduce friction, and simplify multilingual management.
Drag and drop components, sections, and pages to turn any manual process into a digital journey that’s thoughtful, dynamic, and easy.
Solve any use case, no matter how complex
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Banking
Account Opening
Loans
Mortgages
Credit Card Application
Healthcare
Patient Intake
e-Consent
Medical History Report
HIPAA Authorization
Construction
Request for Proposal (RFP)
Building Permit Application
Contractor Agreement
Change Order
Real estate
Purchase Agreement
Lease Agreement
Rental Agreement
Listing Agreement
Financial services
Customer onboarding
KYC
Compliance
Investment
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Solve any use case, no matter how complex
Insurance
Insurance Quote
FNOL
Policy Update
Claims
Banking
Account Opening
Loans
Mortgages
Direct Deposit Form
Credit Card Application
Healthcare
Patient Intake
Consent Forms
Medical History Report
Construction
Permit
Contractor Agreement
Real estate
Lease Agreement
Mortgage Approval
Financial services
Customer onboarding
KYC
Compliance
Investment
Entertainment
Licensing
Talent Contract
Distribution Agreement
Talent Release Form
Retail
Supplier Onboarding & Registration
Customer Onboarding
Employee Contract
Purchase Order
Enterprise features made easy
Create digital journeys with drag and drop and customize dynamic interactions with low code.
Define how your journeys behave and add validations to reduce human errors.
Assign permissions for each role in your organization and control data access.
Guide customers through a digital journey by screen sharing.
Track how your journeys perform so you can optimize completion rates.
Plan and manage every digital customer touch point from start to finish.
Create a seamless experience across channels with email and SMS communication.
Seamlessly switch between languages to offer multilingual experiences.
Create documents, track progress, and collect legally-binding eSignatures.
Superior security and compliance
Journeys by EasySend offers ISO 27001 certification, flexible data residency, comprehensive logging and encryption, and enterprise-grade security controls.
FAQ
Our free trial gives you full access to our Journey platform, allowing you to build and customize digital journeys (also known as digital processes). You can explore key features, test workflows, and see how our solution fits your needs—no commitment required.
You don’t need to enter any payment details to begin your free trial. Simply sign up and start building!
Once your trial period ends, a sales representative will reach out to discuss your experience and explore the best plan for your needs. You’ll have the option to purchase a subscription to continue using the platform.
Your projects and data will be saved even after the trial ends. Once you subscribe, you’ll continue right where you left off. If not, your access will be limited.
You’ll have access to our extensive help center with informative articles and how-to videos. These resources will help you get the most out of our platform.