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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
Drag & Drop process flowchart maker allows you to embed video, docs and guidance to make things easier. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. Summary dashboards and detail reports allow you to view all task progress, track the status of tasks, and see what is due. Communicate, @mention and resolve issues as a group (even Guests), keeping track of everything discussed. Audits, feedback, tracking process success, and recording 'why not done' are all possible with audit trails and timestamps. Drag and drop process flowchart maker to create clear instructions. Create dynamic task lists with automatic notifications, dependent dates, and owners for each step. You can view all task progress, track the status of tasks, and see what is due using summary dashboards and detail reports.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$70 per month (inc. 5 users)
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
beSlick
Founded
2017
Country
United Kingdom
Website
beslick.com
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
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Team Management
Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking
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