EasySend for NGOs

Digitize donor onboarding, volunteer registration, grant applications, and beneficiary intake with AI-powered digital journeys designed for mission-driven organizations.
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Why NGOs love EasySend

Streamline operations

Minimize manual admin work, collect missing information, and standardize processes.

Save time and resources

Lower administrative overhead and direct more budget toward high-impact programs.

Improve beneficiary experience

Lower the barrier to entry with mobile-friendly and multilingual digital journeys.

Boost
engagement

Provide frictionless onboarding with higher completion rates and automated reminders.

Our suite of
digital products

Journeys, DynamicDoc, and EasySign help your teams transform static nonprofit processes into digital customer journeys that automate your service workflow, improve data accuracy, and simplify compliance.
Journeys

Digitize program onboarding

Save your staff and community members valuable time. Turn donor forms, grant applications, volunteer onboarding, and beneficiary intakes into reliable digital journeys accessible anywhere, anytime—on desktop and mobile.
DynamicDoc

Generate personalized nonprofit documents

Automate manual tasks like producing grant letters, consent forms, donor receipts, or case summaries from a single Microsoft Word template. Perfect for NGOs managing high-volume documentation.
EasySign

Collect signatures 
from donors, volunteers & beneficiaries

Embrace modern digital consent. Collect legally binding eSignatures for waivers, applications, reports, agreements, and compliance forms.
Workflow Manager

Map impact 
touchpoints

Automate every donor, volunteer, and beneficiary workflow so nothing falls through the cracks.
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Analytics

Optimize your 
NGO journeys

Track completion rates and identify drop-off points to improve engagement and drive conversions.
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Sync with Salesforce

Map journey data to Salesforce objects and trigger automated workflows for donors, volunteers, and beneficiaries. Track progress in real time and sync data from any channel into NPSP or Nonprofit Cloud.
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Salesforce and Easysend integration

Tools that power your mission

Multilingual journeys

Support global NGOs and diverse communities with fully translatable digital experiences.

Role-based access controls

Protect sensitive donor, volunteer, and beneficiary data by assigning access permissions by role, team, or program.

Mobile-responsive

Ensure every journey works seamlessly on phones, tablets, and desktops for field teams and communities.

Conditional logic for eligibility

Guide users through tailored paths based on program rules, eligibility requirements, or case conditions.

Smart validations
& required fields

Prevent incomplete or inaccurate submissions to ensure data accuracy for case management and donor reporting.

File uploads & attachments

Enhance your digital journeys with dynamic conditions and smart validations.

Unify your systems

EasySend integrates with key nonprofit tools, including Salesforce, payment providers, and essential third-party systems, so your organization works more efficiently across fundraising, programs, and operations.
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Streamline your NGO workflows

Digital journeys allow your NGO to simplify operations, enhance data reliability, and improve beneficiary and donor experiences.
Common digital journeys:
Donor Onboarding & Recurring Donation Setup
Membership or Partner Onboarding
Volunteer Registration & Background Checks
Case Documentation Updates
Grant Applications & Progress Reporting
Event Registration
Beneficiary Intake & Eligibility Assessments
Payment or Donation Processing
Consent Forms & Waivers

Global nonprofit compliance

EasySend protects sensitive beneficiary and donor data with secure, encrypted journeys and adherence to global compliance standards. Detailed audit trails track activity, log documents, and capture digital signatures—ensuring transparency for grants and government-funded programs.

Learn more about security

Book a demo today

See how you can create and automate smart, AI-powered digital workflows that elevate customer experiences.