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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.
Description
Our platform is designed to guarantee that all employees adhere to the Standard Operating Procedures (SOPs) and relevant internal documents associated with their roles. With SOPTracker, it becomes effortless to assign SOPs and other important documents to any team member within your organization. Compliance among employees can be monitored with just a few clicks, all while maintaining the confidentiality and security of your company's sensitive information. Finally, there's a simple and cost-effective solution for tracking employee compliance. SOPTracker efficiently generates reports on employee adherence, safeguarding your proprietary information at the same time. By using SOPTracker, you can relax and let the platform streamline your compliance management process. In the modern workplace, where individuals often juggle diverse roles and responsibilities across various projects, maintaining compliance with SOPs can seem overwhelming; however, SOPTracker effectively addresses this challenge and simplifies the entire process.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$1000 per year
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
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Vendor Details
Company Name
Information Management Services (IMS)
Founded
1973
Country
United States
Website
www.soptracker.com/about/