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Description
Create exceptional checklists using forms and documentation to ensure accountability and minimize errors. Establish your checklist templates once and reuse them repeatedly. Always be prepared for audits and reviews with readily accessible records. Organize recurring tasks to uphold quality benchmarks. Enhance user responsibility by collecting evidence of completed tasks. Clever Checklist is designed to assist you in achieving consistent and repeatable outcomes for your enterprise. The process can be streamlined and visually appealing. Accessible from any device with a contemporary web browser, no software installation is necessary. Plan your checklists months ahead to ensure quality maintenance and compliance. Master checklist templates serve as a definitive resource, ensuring that everyone collaborates effectively. Easily locate and monitor the progress of checklists by storing your records in well-organized folders that align with your business needs. Confidently outsource tasks by securely assigning checklists to external parties for execution and review, fostering a more efficient workflow. This comprehensive system ensures that your operations run smoothly while keeping everyone aligned towards common goals.
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
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Pricing Details
$9 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Clever Group
Founded
2014
Country
Australia
Website
www.cleverchecklist.com
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View