- Application
- Business Operations
- Case Management
- Cybersecurity
- Enterprise
- Front-End
- No Code
- Outsourced
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Who is EasySend?
EasySend is a private software and IT services company that provides a no code platform for building and managing digital customer-facing forms, workflows, and document processes used in data collection and outsourced business operations.
- No code digital journey and form building
- Workflow orchestration for customer onboarding, servicing, and claims processes
- Document collection, e-signature support, and data capture from web and mobile channels
- Integration with enterprise systems, APIs, and back-office processing environments
- Analytics, process visibility, and optimization for regulated and document-heavy operations
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More About EasySend
EasySend is generally used by enterprises that need to replace PDF forms, email-based intake, and manual document handling with structured digital processes. Its platform is positioned in the data processing and outsourced services segment of enterprise IT, where organizations use software to capture customer information, validate submissions, route work, and maintain auditable records across service workflows. Common enterprise use cases include onboarding, policy or account changes, service requests, and claims or application intake.
The offering is commonly associated with no code application design, workflow automation, form rendering, document upload, and integration layers that connect customer-facing journeys to internal systems. In enterprise environments, these platforms typically expose APIs and connectors for CRM, policy administration, case management, content repositories, identity verification, e-signature, and analytics systems. They are used across browser and mobile experiences to standardize intake, reduce rekeying of data, and support process controls required in regulated operations.
Compared with general purpose form builders, EasySend is better understood as a digital process and customer interaction platform for document-heavy workflows rather than a simple survey or web form tool. Its role sits between front-end experience capture and back-office processing, with attention to workflow logic, document requirements, and operational tracking. That places it near categories such as digital workflow automation, customer onboarding technology, and data capture platforms used by insurers, financial services firms, and other enterprises with complex service processes.
From a directory perspective, EasySend fits within software and IT services focused on data processing and outsourced business workflows. In practical terms, that means software used to collect, validate, and route information at scale, especially where forms, attachments, approvals, and downstream system updates are part of the operating model. Its current solution areas are centered on digital forms, workflow automation, integrations, and process visibility for enterprise customer operations.
Our description of EasySend. Updated September 2026.
