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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

XSOL Workplace modelling & automation your platform for change. XSOL is model-based. This means that all the components of a business - its structure, activities and resources - are linked by the relationships they have with one another. This is the key to success in changing a business. Understanding process in detail is the key to any improvement project and is particularly important for automation where anything less than a 100% fit to the real world can paralyze workflow. Once you really understand how a process works you are in a position to simplify and improve it. When the process is automated its model enables it to be quickly improved further, even while it is live. Apart from 100% accuracy of definition the key to automation success is to have an enterprise-wide model of the business. This provides a framework in which all processes will be integrated and data-integrity retained. Automate quickly and tune using live data.

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

Understand, Simplify and and Automate your business processes

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

$480 per month
Subscription licenses
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

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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

XSOL
www.xsol.com

Alternatives

Alternatives

Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Categories

Integrations

Zapier

Integrations

Zapier
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
Claim XSOL Workplace and update features and information
Claim XSOL Workplace and update features and information