Related Products
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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
Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports. Communicate, @mention & resolve issues as a team (even Guests), keeping a record of everything discussed. Manage audits, feedback, track process success and record ‘why not done’, with audit trails and timestamps throughout. Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear. Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step. View all task progress, what is on track and what is overdue, using summary dashboards or detail reports-
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Agencies that need help to onboard clients
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Audience
SMEs interested in a powerful workflow management platform
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$70 per month (inc. 5 users)
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationProcessKit
Founded: 2018
United States
processkit.com
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Company InformationbeSlick
Founded: 2017
United Kingdom
beslick.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Business Process Management Features
Access Controls / Permissions
Not Supported
Alerts / Notifications
Not Supported
Business Process Automation
Not Supported
Business Rules Management
Supported
Collaboration
Supported
Process Change Tracking
Supported
Process Mapping
Supported
Process Modeling & Design
Supported
Visual Workflow Management
Not Supported
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