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Average Ratings 0 Ratings

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ease
features
design
support

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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

Introducing a software solution designed for the efficient documentation and sharing of your policies and procedures with your team, ideal for standard operating procedures (SOP), compliance, and onboarding personnel. Our company has dedicated over 14 years to assisting businesses like yours in effectively documenting their operational systems. Many of our clients express the challenges and time demands associated with crafting comprehensive policies and procedures. To simplify this process, we offer an extensive library of pre-made documents that can be readily utilized in your organization. This systems knowledge base enables seamless access to your policy and procedure framework from both desktop and mobile devices, ensuring that all employees, including contracted and remote workers, remain aligned with your operational standards. By implementing our solution, you can enhance team collaboration and foster a more consistent understanding of your policies across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zapier

Integrations

Zapier

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

$770 per user 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

Cornstalk Software

Country

Australia

Website

tkodocs.com

Product Features

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

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