EasySend

What it is

EasySend is a no-code platform for building digital customer journeys and workflows, aimed at enterprises, with insurance, financial services and healthcare as its headline industries. Its home page describes it as "Customer journeys & workflows for enterprises" and puts the pitch as "Forget forms. Create digital customer journeys." So the form is the starting point, and the product extends past it into document generation, e-signature, workflow mapping and portals.

The reader it fits is an operations, product or IT team in a larger organization that collects data and signatures from customers at volume. The company lists offices at 1412 Broadway in New York and at 18 Yosef Karo in Tel Aviv. It is not a tool for a founder who needs one contact form on a weekend, and the rest of this entry makes clear why.

What you build and how

The core product is called Journeys. The company describes it as a way to "create, manage, and track dynamic digital journeys with AI" so that customer data intake takes less manual work. The editor is no-code and works by drag and drop. Per the site, you "drag and drop page sections, fields, dynamic images, special inputs, and payment options." That covers the forms category directly: a journey is a form-based experience that can include payment, not just a list of fields.

Around Journeys sit the other products on the product menu.

• DynamicDoc generates personalized documents at scale. The company says it works from "a single, adaptable template inside Microsoft Word", which means the template is authored in a tool most business teams already know.
• EasySign is the e-signature product. The site says it creates "legally-binding documents with AI" and captures signatures with a "secure and privacy-compliant eSignature solution".
• Workflow Manager is described as end-to-end journey mapping. It lets you "map the business logic, communication and integrations behind your digital journeys" so you can automate the workflow.
• Portals covers operations portals and customer portals.
• EasySend AI is presented as a conversational way to "build faster with responsible AI", creating digital journeys and fillable documents instantly. A separate link on the site mentions creating a free form in minutes with AI.

Several platform features are named in a list the company calls "One platform for every journey".

• White label branding lets you brand the suite with your own logos, colors and fonts.
• Roles and permissions let you assign permissions for each role in your organization and control data access.
• Co-browsing lets agents guide customers through a digital journey from start to finish by sharing screens.
• A responsive layout is meant to adapt to any customer need or device.
• Multichannel and multilingual delivery covers email, SMS and web, in any language.

The site also lists Integrations, which it describes as a way to connect your CRM, ERP and core business software so customer data intake works from any channel or device. Under "EasySend for CRM" it names 2 systems, Salesforce and monday. The pages held do not name ERP systems or other connectors, so treat any other integration as something to confirm in a demo. Analytics is described as a way to "track every digital interaction and turn insights into better customer experiences."

The home page shows what the finished journeys look like through a long list of use cases. Insurance covers an insurance quote, FNOL, policy update and claims. Banking covers account opening, loans, mortgages, a direct deposit form and a credit card application. Healthcare covers patient intake, consent forms and a medical history report, plus HIPAA authorization. Financial services lists customer onboarding, KYC, compliance and investment. Other sections list vendor onboarding, purchase orders and employee contracts for business operations, a request for proposal, building permit application, contractor agreement and change order for construction, purchase, lease, rental and listing agreements for real estate, licensing and talent contracts for entertainment, and supplier onboarding for retail.

What the pages say about plans, security and support

The pages carry no prices. There is no plan list, no free tier and no trial. The calls to action are "Book a demo" and "See product tour", and the footer offers a "Book a free demo". For budgeting, that means a sales conversation before you learn what it costs.

On security, the company states that "our suite of products is compliant with GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA." It adds that the platform is "built on a foundation of strict data privacy, continuous compliance, and total transparency." These are the company's own claims, and a regulated buyer would ask for the reports behind them.

The site gives 3 headline outcomes under "Why enterprises choose EasySend": a 221% uplift in customer adoption, a 70% faster sales cycle and 50% reduced operational costs. The page does not say which customers or deployments they come from. One named testimonial appears, from Scott Hagberg, Application and Automation Architect at VGM: "Now we're able to give our customers and teams tools that go above and beyond their expectations." The company also says it is "trusted by insurance, financial and healthcare businesses worldwide."

Support is positioned as hands-on. The site says "our local experts work alongside your team from day one" through launch and renewals. Self-serve material includes a Help Center, EasySend Academy, a blog, eBooks and customer stories, and the company runs partner programs.

The company's own 2020 blog post on choosing a no-code vendor shows how it frames its ideal first project. It argues that digitizing customer-facing forms at insurers and financial institutions is a good first no-code project, because "organizations often have hundreds or even thousands form variants that must be digitized", the work is standardized and repeatable, and manual data entry leads to errors and delays. The same post says no-code environments need a centralized management dashboard so IT can manage permissions and policies, and suggests duplicating app templates that IT and security have already vetted. It also advises asking whether a vendor supports integration through an API and CRM support. Those are criteria the post tells buyers to apply, not feature claims about EasySend, so check the API question directly.

Who it suits and who it does not

EasySend suits a team that has many form variants, signatures and documents to digitize, usually in a regulated sector. An insurer moving claims intake online, a bank replacing paper onboarding, or a healthcare group digitizing patient intake and consent fits the use cases the company lists. IT teams that want a governed no-code layer with roles, permissions and white-label branding will recognize the features they would ask for.

It is a weaker fit for a solo founder, a freelancer with one form, or a small team that wants to see a price list and start the same day. The pages show no self-serve pricing, no free plan and no public template counts, so you cannot compare cost against a simple form tool without talking to sales. The pages also do not describe a built-in database or conditional logic by name, so a team that needs those should ask for them in a demo. Treat the compliance list and the outcome percentages as vendor claims to verify during procurement.