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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
TRIM-SOP™ is an innovative tool that facilitates the creation of clear and visually appealing Standard Operating Procedures (SOPs). This productivity-enhancing software alleviates the burdensome tasks linked to developing procedures, allowing your team to focus on crafting valuable content. Its core features include customizable templates tailored to client specifications and a user-friendly interface that consolidates all necessary functions in one location. Notable functionalities encompass automatic formatting and numbering, efficient organization of information and images, a symbols library, and seamless cross-referencing. Additionally, it provides integrated Help and Guides for user assistance. Developed and maintained by PerformaTech, TRIM-SOP is specifically designed to cater to the diverse needs of SOP owners, authors, and users alike, ensuring effective and efficient procedure management. Ultimately, this software not only simplifies the SOP creation process but also enhances overall productivity within organizations.
API Access
Has API
API Access
Has API
Pricing Details
$49 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
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Vendor Details
Company Name
PerformaTech
Founded
2012
Website
performatech.com.au