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ProcessKit helps agencies streamline client onboarding by creating repeatable checklist processes, managing tasks on a Kanban board, and integrating with other solutions.

Turn client onboarding into a profit-center. ProcessKit helps your agency onboard clients successfully at scale. Processkit does REPEATABLE PROCESSES using the BEST approach in the industry. It will handle projects, but it SHINES on repeat... - Design Repeatable Checklist Processes - Manage all these Processes on a simple Kanban board - Delegate Tasks, Setup Due Dates, Record custom information on each Task - Send Emails - Integrate with over 5000+ other solutions via first class Zapier integration

Categories:

Business

Standard Operating Procedures Software

Website: processkit.com

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ProcessKit

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