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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.

Description

Your recurring workflows and tasks will be more repeatable and accountable. Manifestly has been priced and designed to be a checklist software that can help you manage your organization’s recurring tasks. Our focus on ease-of use and integrations ensure seamless integration into your company’s daily tasks.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Access PeopleHR
Agolix by Assessment Generator
Easyflow
GitHub
Gmail
Intercom
Jira
Mailchimp
Microsoft Dynamics 365
Quickwork
Salesforce
Slack
Stackreaction
Stripe
Typeform
Wufoo
Zapier
Zendesk
Zoho CRM

Integrations

Access PeopleHR
Agolix by Assessment Generator
Easyflow
GitHub
Gmail
Intercom
Jira
Mailchimp
Microsoft Dynamics 365
Quickwork
Salesforce
Slack
Stackreaction
Stripe
Typeform
Wufoo
Zapier
Zendesk
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6.67 /user/month
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

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Manifestly

Founded

2013

Country

United States

Website

www.manifest.ly

Product Features

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

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Alternatives

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