ProcessKit

Sit back and watch your service scale.

ProcessKit streamlines repeatable client work, makes your team more efficient, and sets your business up for 
predictable growth.

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See ProcessKit in action

Process-driven project management software made for client services.

Client intakes

Manage your new client onboarding, gather assets, and make every client successful 
and long-lasting.

Repeatable projects

Automate repetitive tasks. Integrate your entire operation. Finally! A tool made for executing repeatable projects.

Client deliverables

Take your production process to the next level. Track your team’s progress as they deliver consistent quality work at scale.

Your team & clients will thank you. Here's why...

Process Workflow
1 Better Processes

Create smart SOPs that adapt to your team's work.

  • Document your processes
  • Decisions & dependencies
  • Dynamic due dates
  • Access our process templates library
  • Done-with-you support
Team Collaboration
2 Team Efficiency

Automate repetitive tasks and track your team's progress

  • Automated assignments
  • Personal task lists
  • Workload oversight
  • Permissions & access
  • Share with guests & clients
Project Management
3 Successful Projects

Streamline projects using your processes and automated workflows.

  • Pre-loaded project templates
  • Recurring projects & tasks
  • Custom fields
  • Activity history
  • Zapier integrations
Client Deliverables
4 Predictability

Quality control every deliverable and communication

  • Form intakes
  • Email templates
  • Approvals
  • Guest access
  • Multiple accounts

See all of what ProcessKit can do

Plays nice with your other apps

Connect all the apps you’re already using with ProcessKit’s 2-way Zapier integration.

ProcessKit Zapier App
Zapier

One plan. All in.

Monthly Yearly (save 20%)
$
49
/month

Unlimited projects, processes and tasks.

Up to three team members and unlimited guests.

$19/month per additional team member.

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Free for 14 days. No credit card required.

How long is the free trial?

Every new account starts with a 14-day free trial. No credit card required to start. Need more time? Just ask!

Can ProcessKit integrate with… ?

You use Zapier, right? (who doesn’t?). ProcessKit has an advanced 2-way integration with Zapier, which enables you to integrate to thousands of popular apps.

What’s the difference between a “guest” and a “team member”?

Team members have full capabilities within ProcessKit (but you can manage individual member’s permissions).

Guests are temporary users who you can invite to a single project with limited access and/or assign a few task(s) to.

Can I see a demo?

Sure! for a personalized demo and consultation.

Where can I find support & documentation?

All features have been meticulously documented with text and video tutorials and catalogued in our Knowledge Base, which you can access right inside ProcessKit.

You can also send us an email or live chat. We’re here to help!

Can you help me design better processes?

Yes! With our ProcessKit Implementer service, you can hire us for a deep engagement where we’ll audit your current work and develop more streamlined workflows, while setting you and your team up on ProcessKit. Learn more about ProcessKit Implementer.

Or, get a free demo & trial, and during our call, we'll help you set up your first process and pipeline in ProcessKit. Book a free demo and consultation here .

Scale your operation with ProcessKit

Your team will thank you.

Start Your Free Trial