Clever ChecklistClever Group
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Related Products
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About
Build awesome checklists with forms and documentation to easily deliver accountability and eliminate mistakes. Define checklist templates once & use them many times. Always have your records ready for audit & review. Schedule recurring work to meet quality standards. Increase user accountability with collectible evidence. Clever Checklist is built to help you deliver consistent, repeatable results for your business today. The process doesn't have to be ugly. Available from any device with a modern web browser there is no software to download or install. Plan out months in advance the Checklists you need to complete to maintain quality and remain compliant. Master checklist templates act as your central source of truth and keep everyone working from the same page. Easily find and track checklist progress by keeping your records in folders that make sense to your business. Outsource with confidence by securely delegating checklists to third parties for action and review.
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About
Business Process Checklist is a Microsoft Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for day-to-day activities. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get connected against records or Business Process Flows when set conditions are met. Be it custom, OOB entities or custom flows, users will have a predefined set of actions reflecting the organization’s best practices to perform. With Business Process Checklist, set a plan of action for your salespeople/customer executives to follow and in the order, they want them to follow. Increase user productivity by better aligning your business processes with Business Process Checklist within your Dynamics 365 CRM.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone seeking a tool to build checklists with forms and documentation
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Audience
Dynamics 365 users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$9 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClever Group
Founded: 2014
Australia
www.cleverchecklist.com
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Company InformationInogic
Founded: 2006
India
www.inogic.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Task Management Features
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
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Integrations
Microsoft Dynamics 365
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