Workflow manager

Workflow Manager

Visualize your workflows

Map, manage and optimize every step in the customer journey with business logic, workflow automations, and built-in integrations.

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Accelerating processes in real estatefinanceinsurancehealthcareretail

Put your journeys to work

Gain full visibility

See every step in the customer journey from start to finish—and every dynamic path along the way.

Create seamless experiences

Create thoughtful, dynamic and easy digital experiences customers can complete from anywhere.

Automate repetitive tasks

Connect your business software and automate communication.

Speed up completion rates

Get insights on every step in the customer journey so you can optimize results.

Launch dynamic workflows

Optimize your operations with EasySend. Plan and automate every digital touchpoint, so your team can improve efficiency and deliver excellent customer service.

Drag and drop

Create workflows without code

Improve workflow management. Drag and drop each step in the customer journey from start to finish with our no-code solution.

Business Integrations

Connect your business tools

Integrate your CRM and business software to intake customer data and pre-fill journeys automatically.

Business Logic

Personalize journeys at scale

Segment customers and create branching conditional logic based on user responses, demographics and preferences.

Roles & Permissions

Improve cross-team collaboration

Assign roles to specific steps and decide on serial or parallel flows, so the right people move the journey forward.

Communication

Automate reminders

Trigger email or SMS communication to help customers complete the journey faster.

Advanced Analytics

Optimize the customer journey

Monitor user progress in real time and spot gaps in the funnel so you can optimize for better conversions and engagement.

Connect Salesforce
in a click

Integrate your Salesforce CRM to automatically sync customer data intake with your digital journey workflow.

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How it works

1 Build your journey

Create digital journeys or documents using AI. Customize the look, fields, sections and conditional logic to fit your needs.

2 Map your workflow

Drag and drop each step in your digital journey including business logic, webflows, communication, and integrations.

3 Share the link

Send a link via email, SMS or embedded on your website to empower digital self-service from anywhere.

Optimize your workflows from start to finish

Track every step of the customer journey and gain insights to close gaps and improve completion rates.

Insurance

Insurance Quote 

FNOL 

Policy Update 

Claims

Healthcare

Patient Intake 

e-Consent

Medical History Report

HIPAA Authorization

Financial services

Customer onboarding 

KYC 

Compliance 

Investment

Business Operation

Vendor Onboarding

Purchase Order 

Customer Onboarding Employee Contract

Construction

Request for Proposal (RFP)‍

‍Building Permit Application‍

‍Contractor Agreement‍

‍Change Order

Real estate

Purchase Agreement

‍‍Lease Agreement

‍‍Rental Agreement

‍‍Listing Agreement

Entertainment

Licensing

Talent Contract

Distribution Agreement

Talent Release Form

Retail

Supplier Onboarding & Registration

Customer Onboarding

Employee Contract

Purchase Order