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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 Fluency?

Fluency acts as a catalyst for process excellence by making automation accessible to all departments within an organization, starting with the documentation process. With a simple click to initiate and perform a task, Fluency generates comprehensive, step-by-step documentation automatically. Leveraging AWS technology, Fluency enables efficient centralization and security of essential business processes. As a groundbreaking platform, it equips organizations to fully utilize their documented workflows. The array of features offered by Fluency drives businesses toward achieving excellence in their processes, highlighting the significance of documentation from the very beginning. Each organization has distinct processes, whether they are compliance-focused financial entities or local healthcare providers, often involving critical and sensitive data, which is why Fluency prioritizes security. The platform is designed with simplicity in mind, eliminating the need for complicated integrations and ensuring an easy onboarding experience. Should you have specific IT requirements, security protocols, or team structures, please reach out, and we will be happy to facilitate a smooth setup. Moreover, our unwavering dedication to customer support guarantees that you will receive ongoing assistance throughout your automation journey, reinforcing your confidence in adopting this innovative solution. This commitment to service ensures that every user feels empowered to optimize their operational efficiency.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Confluence
Gmail
Google Drive
Microsoft SharePoint
Notion
Zapier
monday.com

Integrations Supported

Amazon Web Services (AWS)
Confluence
Gmail
Google Drive
Microsoft SharePoint
Notion
Zapier
monday.com

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$26.94 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

Fluency

Date Founded

2023

Company Location

Australia

Company Website

getfluency.com.au

Categories and Features

Categories and Features

Software Documentation

Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support

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