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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

Waybook is a cloud-based knowledge management and training platform that turns a company’s documents, standard operating procedures, policies, guides, and internal know-how into a centralized, structured business playbook that serves as the single source of truth for teams. It enables organizations to create step-by-step workflows, onboarding paths, quizzes, tests, and training materials that help new hires and existing employees learn processes independently and consistently, while tracking progress and completion. Users can organize unlimited content into categories with rich text, images, videos, embeds, and checklists, control access with granular permissions, and use revision history and document verification to keep information accurate as the business evolves. Waybook also offers powerful search and AI-assisted tools to help team members find needed information quickly, build learning paths, share or revoke public access to documents, and generate reports on progress.

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, and leadership teams that need to centralize, document, train, and share company knowledge so teams onboard, train, and execute processes consistently and efficiently

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

Pricing

$49 per month
Free Version
Free Trial

Pricing

$99 per month
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

Waybook
United States
www.waybook.com

Alternatives

Alternatives

Quick SOP

Quick SOP

Remark Interactive PTY LTD

Categories

Categories

Integrations

BambooHR
Breathe
ClickUp
CyberArk Secure Cloud Access
Dropbox
Google Docs
Google Sheets
Google Workspace
JumpCloud
Loom
Microsoft Azure
Microsoft Entra ID
Microsoft Teams
OneLogin
Slack
Tango
Trello
Unsplash
YouTube
Zapier

Integrations

BambooHR
Breathe
ClickUp
CyberArk Secure Cloud Access
Dropbox
Google Docs
Google Sheets
Google Workspace
JumpCloud
Loom
Microsoft Azure
Microsoft Entra ID
Microsoft Teams
OneLogin
Slack
Tango
Trello
Unsplash
YouTube
Zapier
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
Claim Waybook and update features and information
Claim Waybook and update features and information