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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

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 

Integrations

Microsoft Dynamics 365 Yes 

Pricing Details

$45 per year
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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) No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Checkli

Founded

2014

Country

United States

Website

www.checkli.com

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Product Features

Business Process Management

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

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