Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Opus*Guide can be used to organize your business. Manage processes, SOPs and onboarding. Chrome extension to quickly generate documents. Follow your normal process by clicking on the buttons. Your process instruction will be automatically captured. Finalize your process instructions and assign roles to allow for easy access within an organization. Easily organize your business. Our extension allows you to quickly capture your screen and create beautiful instructions using screenshots. In seconds, you can create step-by-step instructions. Click on buttons to capture screenshots. Opus*Guide allows you to create step-by-step instructions within seconds. To automatically capture screenshots, click "start" in the extension. You can also highlight the pointer as you go along your process. Edit your newly created instruction.

Description

Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Chrome Yes 
Zapier No 

Integrations

Google Chrome No 
Zapier Yes 

Pricing Details

$6/month
$6 per month for the Basic version, $19 for the Essentials edition and $39 per month for the unlimited Professional version
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Opus●Guide

Country

United States

Website

opus.guide/

Vendor Details

Company Name

ProcessKit

Founded

2018

Country

United States

Website

processkit.com

Product Features

Knowledge Management

Artificial Intelligence (AI) Yes 
Cataloging / Categorization No 
Collaboration Yes 
Content Management No 
Decision Tree Yes 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook Yes 
Employee Portal No 
File Management No 
Job Description Management Yes 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

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