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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
Process Shepherd's decision tree and agent scripting functionality furnishes agents with a step-by-step guides to complex workflows with optional integration to external services such as your CRM or helpdesk. The central aim of this platform is to refine workflows, strengthen compliance, and increase overall efficiency within contact centers and help desks.
The essence of Process Shepherd lies in its presentation of workflows as sequential steps or queries that agents follow one after the other. By delivering guidance in this segmented manner, the platform alleviates the complexity of handling complex tasks, minimizing both the time spent on training new agents and the average time consumed in individual interactions.
Cut Agent Onboarding Time by 80%
Diminish Ramp Time by 40%
Lower Average Handling by 30%
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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
Contact centers
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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 Videos |
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Pricing
$45 per year
Free Version
Free Trial
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Pricing
$20
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 InformationProcess Shepherd
Founded: 2022
United States
www.processshepherd.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Aircall
Freshdesk
Genesys Cloud CX
Salesforce
Zendesk
Zoho CRM
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