ProcessKit Description
Your client onboarding process should be predictable and repeatable. No more rushing. A calm and efficient workflow to set up new clients for success. You can either use our pre-made templates or create your own. You can add conditional logic, input forms, and automations. Continuously improve your process, and make changes to all active onboardings. You can ensure that client onboarding runs smoothly and efficiently, and you have clear visibility at all times. You can now focus on your growth without worrying about anything falling through the cracks. Checklists, intake forms and dynamic dates. A Kanban view that is organized and keeps you up-to-date. You can change things as you please. All the key information is at a glance. Tasks for delegation. ProcessKit is there for your team. Your team can run client onboarding tasks without you. ProcessKit will make it easy for them. Every time.
ProcessKit Alternatives
SweetProcess
SweetProcess can help you to manage repetitive tasks and increase productivity. Keep track of how things are done. Finally, take out the repetitive tasks and write them down so you don't have to do everything all by yourself. SweetProcess is the systemization that you need to scale your business, no matter if you manage a team of employees or hire your first employee. Concentrate on the important work. You can keep your business focused by putting all of your processes, procedures, and tasks in one place. SweetProcess is the perfect tool for anyone who manages a team or hires their first employee. Give your team all the information they need in order to do their job well. Documenting repetitive tasks in one place means that there are fewer emails and less guesswork.
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Opus●Guide
Opus*Guide can be used to organize your business. Manage processes, SOPs and onboarding. Chrome extension to quickly generate documents. Follow your normal process by clicking on the buttons. Your process instruction will be automatically captured. Finalize your process instructions and assign roles to allow for easy access within an organization. Easily organize your business. Our extension allows you to quickly capture your screen and create beautiful instructions using screenshots. In seconds, you can create step-by-step instructions. Click on buttons to capture screenshots. Opus*Guide allows you to create step-by-step instructions within seconds. To automatically capture screenshots, click "start" in the extension. You can also highlight the pointer as you go along your process. Edit your newly created instruction.
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Method Grid
Method Grid is the AI-empowered knowledge and project management platform that helps teams improve how they deliver projects and services by connecting knowledge, experience and technology.
Collaborate and build knowledge-rich playbooks that define how you deliver individual projects and services. Leverage your expertise, knowledge and insights.
Bring projects to life by creating playbooks that can be customised and tailored for each client. Method Grid makes it easy to highlight your organisation’s capability and expertise in a way that resonates with your specific needs and challenges.
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Whale
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.
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Pricing
Pricing Starts At:
$49 per month
Free Trial:
Yes
Integrations
Company Details
Company:
ProcessKit
Year Founded:
2018
Headquarters:
United States
Website:
processkit.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online
ProcessKit Features and Options
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