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What is ProcessKit?
Enhance the efficiency of your client onboarding by creating a structured process that is both consistent and reliable, minimizing the potential for confusion during the setup phase. Develop a smooth workflow aimed at ensuring new clients achieve success on a regular basis. You can either select from our ready-made process templates or customize one to suit particular requirements. Incorporate features like conditional logic, input forms, and automation to elevate the client experience. Emphasize continual enhancement by making seamless updates across all current onboardings. This organized methodology transforms your client onboarding into a streamlined and effective operation, granting you constant visibility and the ability to focus on growth without worrying about overlooking essential steps. Use checklists, intake forms, and adjustable timelines to maintain order, while an automatically refreshing Kanban view provides real-time organization. Experience the flexibility to make quick adjustments when necessary, ensuring that all key information is readily available. Share onboarding tasks among your team members, as ProcessKit is designed to support you throughout this process. Equip your team to manage client onboarding tasks with ease, ensuring positive outcomes consistently. With this comprehensive system established, you can confidently broaden your client base, assured that your onboarding process is well-managed and effective. Ultimately, a well-defined onboarding strategy not only enhances client satisfaction but also fosters long-term relationships, as clients feel valued and supported from the very beginning.
What is Flowster?
Flowster was created to assist entrepreneurs lacking expertise in business processes in developing comprehensive Standard Operating Procedures (SOPs). This approach enables them to increase their earnings while reducing their workload. SOPs serve as a guide for team members to efficiently manage repetitive tasks, minimizing reliance on memory and preventing expensive errors. Users can swiftly generate their SOPs using our ever-growing library of customizable templates or by utilizing our FlowsterCapture chrome extension to create documents from scratch. Once established, these business processes simplify the delegation of tasks to remote teams. Consequently, this allows entrepreneurs to enjoy more quality time with loved ones while working less. Ultimately, a well-defined process that clearly delineates each step can significantly enhance productivity and effectiveness in achieving goals. By implementing such processes, entrepreneurs can transform their work-life balance, leading to a more fulfilling personal and professional life.
Integrations Supported
Zapier
Asana
Calendly
Google Chrome
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Integrately
Intercom
InvoiceBerry
Integrations Supported
Zapier
Asana
Calendly
Google Chrome
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Integrately
Intercom
InvoiceBerry
API Availability
Has API
API Availability
Has API
Pricing Information
$49 per month
Free Trial Offered?
Free Version
Pricing Information
$12 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ProcessKit
Date Founded
2018
Company Location
United States
Company Website
processkit.com
Company Facts
Organization Name
Flowster
Date Founded
2018
Company Location
United States
Company Website
flowster.app/
Categories and Features
Categories and 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
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