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