Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.
API Access
Has API
Yes
API Access
Has API
No
Integrations
HubSpot CRM
Yes
Microsoft Dynamics 365 Business Central
Yes
Salesforce
Yes
monday CRM
Yes
Integrations
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
No price information available.
Free Trial
Yes
Free Version
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EasySend
Founded
2016
Country
Israel
Website
easysend.io
Vendor Details
Company Name
GuideCX
Founded
2017
Country
United States
Website
www.guidecx.com
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
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No