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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 Opus●Guide?

Opus*Guide serves as an effective tool for streamlining your business operations. It enables you to manage various processes, standard operating procedures (SOPs), and employee onboarding efficiently. With its Chrome extension, generating documents becomes a quick and seamless task. Simply follow your usual workflows by interacting with the extension's buttons, and your process instructions will be captured automatically. Once you have your process instructions, you can finalize them and assign roles for easy accessibility across the organization. This tool not only simplifies business organization but also allows you to capture your screen effortlessly, turning screenshots into visually appealing instructions. Within moments, you'll be able to produce detailed, step-by-step guides. By clicking buttons to take screenshots, Opus*Guide empowers you to create comprehensive instructions in mere seconds. To initiate the automatic screenshot capture, just click "start" in the extension. Additionally, you can highlight the pointer throughout your workflow to enhance clarity. After generating your instructions, you have the option to edit them for precision and effectiveness, ensuring that your team has the best resources at their fingertips.

Media

Media

Integrations Supported

Google Chrome
Zapier

Integrations Supported

Google Chrome
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$6/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

Opus●Guide

Company Location

United States

Company Website

opus.guide/

Categories and Features

Categories and Features

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

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