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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
Whale is the simple yet powerful tool that helps you a) capture, share and manage company knowledge with ease, and b) maintain consistency across your teams and build a foundation for growth.
Embed SOP suggestions in your team’s workflows with Whale’s powerful browser extension.
We know you’re busy so grab one of our +75 templates and roll out new processes and SOPs in minutes.
Engage your subject matter experts to keep all your documentation relevant and up-to-date.
Send, schedule and track read assignments to make sure every employee is up-to-speed with the latest updates.
Easily find exactly what you need with the full-text search and customize it to your needs with the built-in tagging manager.
Whale’s editor makes it easy to create easy-to-digest content. Use the screen recorder, Giphy, and Unsplash library, Google, and one drive integration to take it to the next level.
Automate what and how knowledge should flow to your teams so you can streamline the onboarding and training process of your new hires.
API Access
Has API
API Access
Has API
Integrations
Zapier
Asana
ClickUp
Constant Contact Lead Gen & CRM
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft 365
Integrations
Zapier
Asana
ClickUp
Constant Contact Lead Gen & CRM
Freshsales
Gmail
HubSpot CRM
HubSpot Customer Platform
Marketo
Microsoft 365
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$0 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
Whale
Founded
2018
Country
Belgium
Website
www.usewhale.io
Product Features
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Onboarding
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management