Overview
Set up client portals in no time.
Drag, drop, and edit with our no-code editor.
Collect any type of data from simple text to large files.
Easily request just about anything, in minutes.
Features: How does it work?
Offer a seamless experience to your clients with private forms that don't require login. OkaySend sends clients unguessable links for immediate access.
Personalize the client portals to reflect your brand or use our white-label feature with your own custom domain.
Your clients don't have to complete forms in one go either. Responses are saved automatically, allowing them to pick up where they left off when they return.
Moreover, client portals are responsive and look perfect on any device allowing clients to fill out forms and upload documents from their phones.
Keep your requests top-of-mind with automatic reminders.
We'll chase your clients for you.
Send personalized reminders with proven templates and reach your clients where they are with text messages along with email reminders.
Set appropriate schedules for us to follow and then sit back as we continue to remind your clients to upload any remaining documents.
Never chase your clients for documents again!
Quickly approve or reject items within the larger document to notify clients when they've provided incorrect information.
Easily provide feedback as if you were looking over your client’s shoulder.
Approve, or reject incorrect documents and ask for redos and modifications when unsatisfied.
Comment, leave notes, or provide clarifications on forms without ever losing context.
Get almost endless integrations.
OkaySend seamlessly integrates with your existing workflows whether it's connecting with CRM softwares, file storage solutions, or other tools you use.
Our platform ensures a smooth integration process, enhancing collaboration and data sharing across your entire workflow.
Get access to OkaySend today!
Plans & features
- Lifetime access to OkaySend
- You must redeem your code(s) within 60 days of purchase
- All future Basic Plan updates
- Stack up to 3 codes
- Create unlimited client portals
- Send unlimited reminders
- Add unlimited upload areas, questions, and fields
- No login required from clients
- Pre-made templates
- Data encryption at rest (AES-256) and in transit (HTTPS/TLS)
- Response approval system
- Zapier integration
- Email support
Plan 3
Includes:
- 50 active client portals (requests)
- 5 user seats
- 50 GB storage
- Custom branding