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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

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.

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

Small and Medium-Sized Businesses

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

$0 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

Whale
Founded: 2018
Belgium
www.usewhale.io

Alternatives

Alternatives

Method Grid

Method Grid

Method Apps Limited
Theum

Theum

Theum AG

Categories

Categories

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

Integrations

Zapier
ActiveCampaign
Adobe Marketo Engage
Asana
ClickUp
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
QuickBooks Online
Salesforce
Slack
Smartsheet
Stackreaction
Trello
Xero
Zoho CRM
monday work management

Integrations

Zapier
ActiveCampaign
Adobe Marketo Engage
Asana
ClickUp
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
QuickBooks Online
Salesforce
Slack
Smartsheet
Stackreaction
Trello
Xero
Zoho CRM
monday work management
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
Claim Whale and update features and information
Claim Whale and update features and information