Related Products
|
||||||
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
Stop doing it all yourself, use SweetProcess to document all those repetitive tasks that eat up your precious time, so you can grow your team and grow your business. Document how things get done. Finally, get those repetitive tasks out of your head and documented, so you’re not stuck doing everything yourself, forever. Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business. Focus on the work that matters. Document processes, procedures and tasks in one place so you can stay focused on growing your business. Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business. Empower your team with all the information they need to do their job right. By documenting repetitive tasks in one place there's less emails and no more guesswork.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Agencies that need help to onboard clients
|
Audience
Teams or growing businesses looking for a platform to document processes, procedures and tasks
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Not Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$99 per month
for a team with up to 20 active members
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationProcessKit
Founded: 2018
United States
processkit.com
|
Company InformationSweetProcess
Founded: 2012
United States
www.sweetprocess.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
|
|
|