Free up your time with ProcessKit. Imagine transforming your organisation into a system of repeatable processes and adaptable checklists. ProcessKit ensures your valuable knowledge stays put, empowering your team to consistently deliver high-quality service, no matter their experience level.
Free Plan
Unlimited Users
Unlimited Guests
Unlimited Processes
12 Months Project History
100 Projects
1 Account
$0
per month
Pro Plan
Unlimited Users
Unlimited Guests
Unlimited Processes
Unlimited Project History
1000 Projects (+ addons)
1 Account
Addons:
- 7 cents per project
- 3 cents per project AI task
$97
per month
Whitelabel 10k
Unlimited Users
Unlimited Guests
Unlimited Processes & Templates
Unlimited Project History
10,000 Projects (+ Shareable)
Unlimited Accounts
Your Brand on Everything
Addons:
- 3 cents per project
- 2 cents per project AI task
$497
per month
“ProcessKit is a profit-center for us.”
“Our customer onboarding used to be ad hoc and crazy. Now we can scale it and charge for it. Results are better. Customers are happier. The business is healthier.”
Aaron Kassovar, AgentMethods
“ProcessKit is a profit-center for us.”
“Our customer onboarding used to be ad hoc and crazy. Now we can scale it and charge for it. Results are better. Customers are happier. The business is healthier.”
Aaron Kassovar, AgentMethods
Set up your Business for success with ProcessKit
Make any process repeatable & predictable.
No more scrambling. A calm, efficient, workflow for setting up new clients for success —
USE AI to automate the creation of content
Quickly capture the steps in your process and add data that needs to be captured, like a selections of options, a date, a person, a number, anything you need to systemise your organisation.
Use our ready-made process templates or customise your own.
Build-in conditional logic, input forms and automations.
Continuously improve your process and propagate changes to all your active onboardings.
Assign task steps to roles (with many people) or specific people on your team or on your clients or suppliers team.
Track Kanban style all your processes and develop custom stages that they pass through (nb. make it manual drag and drop or automate it).
Make EVERY process in your organisation orderly, efficient, and make it visible at all times. Now you're free to push on growth, without worrying about things falling through the cracks by your staff, clients or suppliers.
Drag and drop your processes or projects around with clear visibility of where everything is at.
An automated kanban view that stays up-to-date as your people complete tasks.
If you have the permission, you can change things up on the fly.
More powerful than Trello or other simple kanban views as behind Processkit is a powerful automation and task system that captures data at each stage.
“ProcessKit gives me confidence to push on growth.”
“It gives us predictability and reliability. With ProcessKit, we can add more clients into the funnel knowing that our systems won’t break.”
Harry Morton, Lowerstreet
“ProcessKit gives me confidence to push on growth.”
“It gives us predictability and reliability. With ProcessKit, we can add more clients into the funnel knowing that our systems won’t break.”
Harry Morton, Lowerstreet
Delegate tasks to people or roles. ProcessKit has your team's back.
Empower your team to run client processes, checklists and tasks seamlessly, without your direction. With ProcessKit, they'll knock it outta the park. Every time.
Automatically delegate tasks to your team.
Automatically calculate due dates.
Pre-fill tasks with instructions, videos, and dynamic content.
Audit tasks to see who did what, and when.
Personal to-do lists managing tasks by person.
All your clients info at your fingertips.
Keep your client list, along with all of your clients' information. Pull a client's details into various systems and processes dynamically.
Store client information in the same place you onboard new clients.
Task lists and checklists automatically adapt based on the client and their attributes.
Invite clients as guests without requiring them to login or accept an invite.
Link to your CRM using Zapier.
Automate your systems to scale quickly, only hire great people with great attitude, you don't need to pay extra for skilful people. Your systems reduce your cost as they simply follow your process...
Ready to scale your processes? You need to automate it. ProcessKit automates this critical part of your operation, without you feeling overwhelmed.
Use “if-this-then-that” logic in your client onboarding process.
Set dependencies on tasks.
Run automated actions when key milestones are hit.
Integrate everything with Zapier or using webhooks.
“ProcessKit actually improved our onboarding process!”
“It simplified our processes and made it easy to follow for my team. It's exactly what we needed!”
Troy Cole, troycole.com
“ProcessKit actually improved our onboarding process!”
“It simplified our process and made it easy to follow for my team. It's exactly what we needed!”
Troy Cole, troycole.com
First-class Zapier integration
At ProcessKit, we love Zapier just as much as you do.
Connect all your apps and build powerful integrations.
“ProcessKit is a breeze. Everything's lined up, automatically.”
“We used to spend way too much time managing tasks. Now our process becomes a task list, with everything all set up in a matter of seconds.”
Cody Martens, Luminary Agent
“ProcessKit is a breeze. Everything's lined up, automatically.”
“We used to spend way too much time managing tasks. Now our process becomes a task list, with everything all set up in a matter of seconds.”
Cody Martens, Luminary Agent
Upgrade your Organization with ProcessKit
Your team and your clients will thank you.
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