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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
Develop clear and coherent process diagrams that ensure every member of your organization comprehends the workflow seamlessly. Establish a centralized Process Repository, providing your team with a singular source of truth for all process documentation. With TeamFlow®, your diagram serves as more than just a visual representation; it acts as a comprehensive graph data model of your operations. Utilizing a universal data model, TeamFlow® transcends mere imagery, allowing you to dive in and craft your process diagram in just seconds. You can easily drag and drop elements such as tasks, meetings, and decisions, bringing your workflow to life with ease. Visual clarity is achieved through clean shapes and colors, ensuring that all individuals in your organization grasp the flow of processes without difficulty. Moreover, TeamFlow® features a straightforward design language, guaranteeing a uniform appearance for your process diagrams every time. Additionally, TeamFlow® prioritizes privacy and security at all levels, providing peace of mind for your organization's sensitive information. This comprehensive approach ensures that your team can work collaboratively and efficiently, leveraging every diagram to its fullest potential.
API Access
Has API
API Access
Has API
Integrations
Zapier
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$10 per 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
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Vendor Details
Company Name
TeamFlow
Founded
2021
Website
www.teamflow.com
Product Features
Product Features
Diagram
Data Import / Export
Drag & Drop
Flowchart
For Developers
Mind Map
Multi-User Collaboration
Organizational Charting
Templates
Flowchart
Collaboration
Diagramming
Drag & Drop
Organizational Charting
Process Mapping
Revision Management
Templates
Text to Chart
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration