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features
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support

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Description

CheckFlow is a SaaS app that businesses can use to manage and create their processes using powerful checklists. The process creation is done using a drag-and-drop designer that doesn't require any code. There are many clever controls that can be used to meet your needs. Advanced workflows can be easily set up with features like task assignments, dynamic due dates, halt tasks, conditional logic, checklist parameters, and task assignment.

Description

The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Dynamics 365 No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Zapier Yes 

Integrations

Microsoft Dynamics 365 Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Zapier No 

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 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CheckFlow

Founded

2019

Country

United KIngdom

Website

checkflow.io

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

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 

Product Features

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