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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

Enhancing the customer experience in Client Communications involves elevating both document accuracy and processing speed. Blue Relay simplifies Client Communications Management by automating workflows and business processes effectively. Additionally, it offers comprehensive visibility through Resource Management, which includes customizable dashboards and reports tailored to specific needs. The platform enhances compliance and adherence to service level agreements (SLA) with robust features that facilitate the exchange of detailed requests, incorporating inline annotations, comments, document comparisons, and checklists. A major provider of customer communications utilized these advanced capabilities to achieve significant reductions in operational costs, effort, and errors. The increasing adoption of Blue Relay among clients demonstrates its value, leading to a more empowered workforce across various sectors. Furthermore, the implementation of custom checklists ensures that essential processing steps are executed consistently and uniformly, enhancing overall team performance and reliability. This systematic approach not only fosters efficiency but also reinforces accountability within the organization.

Description

CheckFlow turns standard operating procedures into checklists people actually work through. Write the SOP once as a template, with the instructions inside each step, then run it by hand, from a link or on a schedule. Each step goes to its owner with a due date; halts stop later steps until a check or sign-off is done; conditional logic shows only the steps that apply. Every run records who did what and when, and every save of the template is a numbered version, so completed checklists show the procedure as it was followed. Written procedures and files live beside the templates in a Library with folder permissions. Plans start at $10 per user per month, guests are free, and there is a 14-day free trial with no credit card. A free AI SOP generator drafts a first version without an account.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 
Zapier No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Zapier Yes 

Pricing Details

$10.00/month/user
Free Trial No 
Free Version Yes 

Pricing Details

$10/month/user
Business Plan - $10/month/user
Enterprise Plan - $18/month/user

Prices are based in USD but can be paid in many local currencies.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Indellient

Founded

2010

Country

Canada

Website

www.bluerelay.com

Vendor Details

Company Name

CheckFlow

Founded

2019

Country

United KIngdom

Website

checkflow.io

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management No 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management No 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms Yes 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management Yes 
Orientation Management Yes 
Self Service Portal Yes 
Task Management Yes 
Tax Forms No 
Training Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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