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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises requiring a solution to make free checklists and recurring team processes
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Audience
Dynamics 365 users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$45 per year
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCheckli
Founded: 2014
United States
www.checkli.com
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Company InformationInogic
Founded: 2006
India
www.inogic.com
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Categories |
Categories |
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Integrations
Microsoft Dynamics 365
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