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About

Make free checklists and recurring team processes. Scale your business with checklists and processes. Get work done the right way, on time, every time. Make a recurring checklist or process, share with team members, and then track submitted work. Create or copy a process template. Add step-by-step tasks and task descriptions to make sure work gets done the right way, every time. Team members don't want to login to more software. Jus share a private link to any process so they can submit it over and over. When a team member completes a business process you'll get notified so you make sure recurring work gets done right. Copy, edit and use thousands of free checklists and business processes for free. Create a free account to access all features. Create or copy a process, share with team members, track your processes. Checkli offers a free template library.

About

Business Process Checklist is a Microsoft Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with Business Process Checklist within your Dynamics 365 CRM.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises requiring a solution to make free checklists and recurring team processes

Audience

Dynamics 365 users

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$45 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Checkli
Founded: 2014
United States
www.checkli.com

Company Information

Inogic
Founded: 2006
India
www.inogic.com

Alternatives

Alternatives

Clever Checklist

Clever Checklist

Clever Group
Tickler

Tickler

Lovestock & Leaf
Paperless

Paperless

Crush Apps
Clever Checklist

Clever Checklist

Clever Group

Categories

Categories

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365
Claim Checkli and update features and information
Claim Checkli and update features and information
Claim Inogic Business Process Checklist and update features and information
Claim Inogic Business Process Checklist and update features and information