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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
Whale is a knowledge & SOP sharing tool that centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams.
Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more.
75+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub.
Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions.
Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not.
With the Whale browser extension, you can connect Whale to all of your favorite applications to surface relevant content in your team's tools, websites, and portals. The extension works with every web-based app.
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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
Small and Medium-Sized Businesses
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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
$0 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 InformationWhale
Founded: 2018
Belgium
www.usewhale.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Knowledge Management Features
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Onboarding Features
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management
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Integrations
Zapier
ActiveCampaign
Adobe Marketo Engage
Asana
ClickUp
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
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Integrations
Zapier
ActiveCampaign
Adobe Marketo Engage
Asana
ClickUp
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
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