EasySend Portals
Your customers served. Your ops in control.
Manage every customer journey in one place and provide customers a branded portal to submit, track, and complete requests independently.
Operations Portal
Total command over your customer workflows
Monitor every transaction, resolve issues in minutes, and manage the full back-office workflow — without waiting on dev support.
Customer Portal · External
Self-service hub for your customers
A branded portal where customers submit requests, track progress, complete tasks, and retrieve documents — a place they return to.
Operations Portal
Total command over your customer workflows
Search for every interaction by name, email or ID
Locate bottlenecks and see how to unblock them
Resend links, cancel transactions, and download documents
Monitor sent, opened, completed, and expired requests in real time
Customer Portal
Convenient self-service for your customers
Enable customers to submit self-service requests
Allow customers to track live progress at every step
Empower customers to complete task from within the portal
Give customers a secure home to retrieve and download documents
Dual Portals with enterprise features built in
Everything both portals require to operate securely — engineered specifically for highly regulated industries.
Customer Portal
Operations Portal
Branded portal
Deploy seamlessly under your domain complete with your logo, brand colors and language.
Request center
Enable users to launch any request type directly from a unified, searchable process catalog.
Status tracking
Provide real-time visibility into every phase of the customer journey, backed by integrated SLA milestones.
My tasks
Empower users to execute ops-assigned actions and data corrections directly within a secure digital interface.
Document repository
Centralize historical records by ensuring all finalized documents are archived and accessible.
SSO & RBAC
Enforce rigid access controls with native Single Sign-On integration and robust role-based permissions.
Smart filters
Filter by status, group, sender, and date. Reset in one click.
Event history
Full step-by-step history on every transaction, inline.
Typeahead search
Find any transaction by name, email, ID, or process.
Resend & cancel
Act on any transaction directly — no dev support needed.
File download
Download all documents for a transaction in one action.
Business group scoping
Each agent sees only their accessible transactions.
Superior security and compliance
Journeys by EasySend offers ISO 27001 certification, flexible data residency, comprehensive logging and encryption, and enterprise-grade security controls.
Book a demo today
See how you can create and automate smart, AI-powered digital workflows that elevate customer experiences.
Let’s create a digital journey together
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