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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

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-

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

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

Audience

Agencies that need help to onboard clients

Audience

SMEs interested in a powerful workflow management platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

$70 per month (inc. 5 users)
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ProcessKit
Founded: 2018
United States
processkit.com

Company Information

beSlick
Founded: 2017
United Kingdom
beslick.com

Alternatives

Alternatives

TKO Policy Guides

TKO Policy Guides

Cornstalk Software

Categories

Categories

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

Integrations

Zapier Supported
Wufoo Not Supported

Integrations

Zapier Supported
Wufoo Supported
Claim ProcessKit and update features and information
Claim ProcessKit and update features and information
Claim beSlick and update features and information
Claim beSlick and update features and information