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About

Make your client onboarding process repeatable & predictable. No more scrambling. A calm, efficient, workflow for setting up new clients for success—every time. Use our ready-made process templates or customize your own. Build-in conditional logic, input forms and automations. Continuously improve your process and propagate changes to all your active onboardings. Your client onboarding is orderly, efficient, and you've got clear visibility at all times. Now you're free to push on growth, without worrying about things falling through the cracks. Checklists, intake forms, and dynamic dates. An organized Kanban view that stays up-to-date automatically. Flexibility to change things up on the fly. All key information, there at a glance. Delegate onboarding tasks. ProcessKit has your team's back. Empower your team to run client onboarding tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.

About

Sendabrief is a system of record for process documentation. Five ways in, all landing in one editor: capture a click path with the Chrome extension, talk or type through a process, upload a PDF, Word doc or deck, paste a meeting transcript or recording, or write it by hand with no AI involved. Every path produces the same structure: numbered steps, the role that owns each one, if/then decision branches, and a flow preview of the whole path before you publish. The governance is the point. Nothing publishes until a person approves it. Every SOP carries an owner, a review cadence, and the date it was last verified, so the library does not quietly go out of date. Read confirmations, search analytics, PDF and Word export with your branding, share links, plus a REST API and webhooks. Priced per workspace, not per seat: 49 dollars a month flat, the same at 5 people and at 80. Free tier covers 5 SOPs, no card.

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

Agencies that need help to onboard clients

Audience

Operations, HR, support and finance teams who need their SOPs to stay accurate after they are written

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

$49 per month
Free Version
Free Trial

Pricing

$49 per month flat
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

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

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

ProcessKit
Founded: 2018
United States
processkit.com

Company Information

Sendabrief
Jordan
sendabrief.com

Alternatives

Alternatives

Categories

Categories

Integrations

Zapier

Integrations

Zapier
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
Claim Sendabrief and update features and information
Claim Sendabrief and update features and information