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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.
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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.
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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
Agencies that need help to onboard clients
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Audience
Teams or growing businesses looking for a platform to document processes, procedures and tasks
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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
$49 per month
Free Version
Free Trial
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Pricing
$99 per month
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 InformationProcessKit
Founded: 2018
United States
processkit.com
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Company InformationSweetProcess
Founded: 2012
United States
www.sweetprocess.com
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Categories |
Categories |
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