Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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.
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