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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Develop free checklists and established team processes to effectively scale your business. Ensure tasks are completed correctly and on schedule every single time. By creating a recurring checklist or process, you can share it with your team members and monitor the work they submit. You have the option to craft a new process template or replicate an existing one. Incorporate detailed step-by-step tasks and descriptions to guarantee that everything is executed properly, consistently. Since team members prefer not to log in to multiple software platforms, simply share a private link to any process, allowing them to submit it repeatedly. Whenever a team member finishes a business process, you'll receive a notification, ensuring that ongoing tasks are completed accurately. With access to thousands of free checklists and business processes, you can easily copy, modify, and utilize them at no cost. To unlock all features, just create a free account, and take advantage of Checkli's extensive template library to create, share, and track your processes effectively. This approach not only streamlines operations but also enhances team collaboration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$10.00/month/user
Free Trial
Free Version

Pricing Details

$45 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Indellient

Founded

2010

Country

Canada

Website

www.bluerelay.com

Vendor Details

Company Name

Checkli

Founded

2014

Country

United States

Website

www.checkli.com

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Workflow Management

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

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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