Name: ProcessKit
Price: 49 USD
Author: CasJam Media

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

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ProcessKit is a process automation software developed by ProcessKit LLC to assist service-based companies in streamlining and scaling their operations. According to the vendor, ProcessKit is suitable for businesses of all sizes, from small startups to large enterprises. It caters to various professions and industries, including marketing agencies, consulting firms, creative agencies, web development companies, and professional services providers.

## Key Features

**Process Automation**: According to the vendor, ProcessKit helps service-based companies automate their processes, enhancing efficiency and predictability. It enables users to create, track, and manage repeatable processes within the software. ProcessKit offers automation features such as conditional logic, input forms, and dynamic dates to optimize workflows.

**Repeatable Process**: ProcessKit allows users to create repeatable processes that can be utilized across different projects or clients. Users can select from a range of ready-made process templates or customize their own processes. The software supports the inclusion of conditional logic, enabling processes to adapt based on specific conditions or variables. ProcessKit provides flexibility for real-time modification and adjustments.

**Track Progress**: ProcessKit provides clear visibility into project and process progress. Users can monitor progress at each stage, ensuring timely task completion and preventing any oversights. The software offers checklists, intake forms, and dynamic dates to help users stay organized and on top of their tasks. ProcessKit provides an organized Kanban view that automatically updates, providing a comprehensive overview of all key information.

**Delegate**: ProcessKit facilitates seamless task delegation to team members. Users can assign tasks to team members and calculate due dates based on project timelines. The software allows users to pre-fill tasks with instructions, videos, and dynamic content to simplify task completion. Users can also track task history to ensure accountability and transparency.

**Client List**: ProcessKit includes a client list feature for storing and managing client information. Users can dynamically incorporate client details into onboarding tasks, ensuring personalized attention to each client's unique attributes. The software allows users to invite clients as guests without requiring them to log in or accept an invitation. Users can automate their client onboarding process, improving efficiency and scalability.

Basic

Projecturf

Goodwerp is an online business management platform geared towards teams and service firms worldwide. The platform covers essential tools to run and manage a small-business. It features: project management, task management, notes, storage, time management, pipeline management, finance, budgeting, and real-time chat /collaboration.

Goodwerp (discontinued)

ProcessKit

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

CasJam Media

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Professional Services Automation

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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What is ProcessKit?