Consent checked before every message
EasyEngage checks each contact with your consent system on every send. STOP takes effect instantly. If the consent system cannot be reached, nothing goes out.
Business texting for regulated teams
Take customer texting off personal phones.
Every agent texts from a business number in a browser inbox. EasyEngage checks consent before each message and sends opt-in and opt-out messages automatically. Conversations and files are stored in EasyEngage, and consent changes go into an append-only audit log.
- Built to PII and HIPAA standards
- AES-256 encryption at rest
- Hosted on Microsoft Azure
Every sendchecked for consent, blocked if the check cannot run
All filestexted photos and PDFs stay with the conversation
1 textto a new lead, with your disclosure attached
Audit logappend-only record of every action in EasyEngage
Outcomes
Customer texting under your control
Customers already text your staff. EasyEngage moves those conversations off personal phones and onto business numbers, with consent and history on record.
Missing documents arrive in the conversation
Quotes and renewals stall on missing documents. With EasyDocs, our document collection product, agents send a secure upload link from the chat. Each new file marks the chat unread, so agents know it arrived.
Every conversation on the record
Messages, notes and files live in EasyEngage, not on personal phones. Photos and files stay downloadable from the conversation. Every tag, note, document request and consent change is also recorded in an append-only audit log.
How it works
How EasyEngage fits your existing systems
We connect EasyEngage to your CRM and consent system during setup. Each agent then works from a browser inbox, with contact details and consent status already filled in.
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Connect your records
We scope each connection with you before rollout. EasyEngage reads contact details and never writes back to your CRM.
- Contact details refreshed from your CRM when a contact is opened, if over an hour old
- Consent checked with your consent system on every send
- Sign in with single sign-on from any identity provider, or username and password
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Agents text from the browser
Each agent works from an assigned business number in the browser, with templates, tags, notes, files and translation on one screen.
- Type / for approved templates
- Attach up to 5 files per message
- Spanish detected and translated on request
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Every contact keeps a dated timeline
Consent changes, document requests, tags, notes and failed deliveries land on each contact's timeline, a record of what happened and when.
- Sent, Delivered or Failed on every message
- Files kept and downloadable from the contact
- Web form and dialer opt-outs shown at the next consent check
Everything you expect
Everything you expect from a business texting platform
These are the features you will compare across vendors. Each one is built into EasyEngage.
- Business number per agentEach agent texts from an assigned business number. No personal phone needed.
- Two-way SMS and MMSSend and receive texts, photos and PDFs from a desktop browser.
- Templates with merge fieldsType / to insert approved replies, filled with contact, agent and brand details.
- Tags and inbox filtersShared tags such as Renewal Due, private tags, and filters by tag.
- Internal notesStaff-only notes up to 3,000 characters. Customers never see them.
- Automatic STOP and STARTOpt-outs and opt-ins apply instantly and are recorded on the contact.
- Delivery status per messageSent, Delivered or Failed on every message. Failed messages can be retried.
- Search, sort and bulk actionsFind contacts by name, number or message text. Tag or mark read in bulk.
- Mute, archive and blockAgents mute, archive or block contacts in their own inbox. Full history is kept.
- Connected to your CRMName, phone, email and language, through a connection we set up. Never written back.
- Pinned messages and notesPin key details to the conversation header and the contact panel.
- Single sign-onWorks with any identity provider, with access limited to approved user groups. Username and password also supported.
What sets EasyEngage apart
The details that matter when texting is regulated
Consent checks, first-contact disclosures and EasyDocs document requests run inside the chat, the same way for every agent. Consent changes and requests show on the contact's timeline.
Consent checked live, opt-outs written back
Your consent system is checked on every send and reply. STOP and START write back instantly. Web form and dialer opt-outs recorded there appear in the conversation at the next check.
Why it mattersDialer and web form opt-outs in your consent system block the next text.
Reach a new lead in one text
With no consent on file, the agent sends one message and the legal disclosure is appended automatically. Messaging stays locked until the customer replies START. The disclosure repeats every 30 days.
Why it mattersAgents text new leads right away, without improvising legal wording.
Request documents without leaving the chat
With EasyDocs connected, agents send a secure upload link from the chat. A live card tracks progress, shows thumbnails as files arrive, and downloads everything as one .zip.
Why it mattersCuts the back-and-forth that stalls quotes, renewals and onboarding.
Spanish messages translated in one click
EasyEngage detects Spanish in incoming messages and translates them on demand. Templates can be set up in English and Spanish.
Why it mattersAny agent can read a Spanish reply and answer with your approved Spanish template.
Brand-controlled templates that flag empty fields
Templates are managed centrally per brand. Agents cannot save their own templates, so the shared library stays approved. Merge fields fill from contact, agent and brand. Empty fields are flagged before sending.
Why it mattersOne approved template library. Agents see unfilled fields before they send.
An append-only record of every action
Each contact has a timeline: tags, notes, blocks, archives, document requests, CRM updates, failed deliveries and every consent change, including those made outside EasyEngage. Behind it sits one append-only audit log.
Why it mattersEach contact carries a dated history of consent changes and agent actions.
Security and compliance
Customer conversations, protected
Text messages often contain personal details. EasyEngage keeps them on secure infrastructure instead of personal phones.
- AES-256 at rest
- TLS in transit
- Microsoft Azure
- PII and HIPAA standards
We are happy to complete your security questionnaire as part of the evaluation.
Encrypted in transitEvery connection uses HTTPS with TLS.
Encrypted at restStored data is encrypted with AES-256.
Hosted on Microsoft AzureEnterprise cloud infrastructure, with Cloudflare in front for DDoS protection.
Built to PII data management and HIPAA standardsDesigned for personal information and protected health information.
Role-based accessPeople only see the conversations they are allowed to see.
Consent recordsEvery opt-in and opt-out is logged against the contact.
Who it is for
Built for financial services, insurance, healthcare and service teams
Applications, onboarding and account follow-ups
Loan officers and account teams text from a business number, not personal phones. With EasyDocs, request IDs and statements through a secure upload link. Every consent change stays on record.
Quotes, renewals and missing documents
Tags such as Renewal Due, Payment Due and Missing Documents come standard, and with EasyDocs, document requests live inside the chat.
Patient follow-ups with consent on record
Built to PII data management and HIPAA standards. Text patients from a business number, consent checked first. With EasyDocs, collect forms and insurance cards through a secure upload link.
Scheduling, updates and support
Give customers a fast way to reach your team while every conversation stays with the business.
Do agents need a new phone or app?
No. EasyEngage runs in a desktop web browser. Each agent texts from a business number assigned to them, so customer conversations are stored in EasyEngage, not on personal phones.
How does EasyEngage handle consent?
Every contact shows Opted in, Pending opt-in or Opted out, read from your consent system. Consent is checked when a chat opens, on every send and reply. STOP and START apply instantly and are written back. Web form or dialer opt-outs in that system show at the next check. If the consent system cannot be reached, nothing is sent.
Can we text someone who has not opted in yet?
EasyEngage allows one first message to a contact with no consent on file, and attaches your legal disclosure to it, so the customer receives a single text. Messaging then stays locked until the customer replies START. Opt-in, opt-out and HELP replies are sent automatically.
Does it connect to our CRM?
We set up the CRM connection with you before rollout. EasyEngage reads contact details and refreshes them when the contact is opened, if the stored copy is over an hour old. Changed fields show on the contact's timeline. Edits in EasyEngage never overwrite your CRM. Unknown numbers show a Not in CRM badge and a Link with CRM button.
Can we bring our existing message history?
We work with you to bring your history across from your current texting platform. The approach depends on what your current provider can export.
Is it suitable for healthcare and other regulated teams?
EasyEngage is built to PII data management and HIPAA standards. Data is encrypted in transit (TLS) and at rest (AES-256) and hosted on Microsoft Azure. Every action is recorded in an append-only audit log, and sign-in supports single sign-on with any identity provider.
How is EasyEngage priced?
Pricing depends on the number of agents and your message volume. Book a demo and we will give you a quote for your team.
Book a demo
See EasyEngage on a workflow like yours
Book a short demo. We will walk through the inbox, consent checks, the first-contact flow and EasyDocs document requests using a scenario from your team.
- A walkthrough built around your team
- Pricing for your team size
- A reply within one business day
Thanks, we have your request
We will be in touch within one business day to set up your EasyEngage demo.