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Description
Fluency serves as a platform for process excellence that democratizes automation across all departments within a company, beginning with the creation of documentation. With just a simple click to record and execute a process, Fluency automatically crafts detailed step-by-step documentation for you. By utilizing AWS, Fluency allows you to centralize and secure your business processes effectively. It is the pioneering platform that enables organizations to harness the potential of their documented workflows. The suite of features provided by Fluency propels your business toward achieving process excellence, emphasizing the importance of documentation from the outset. Every organization, regardless of its focus—be it compliance-driven financial institutions or neighborhood healthcare providers—has its unique set of processes. These processes frequently encompass critical and sensitive data, which is why security remains a top priority for Fluency. The platform's design requires no complex integrations, ensuring a straightforward onboarding process. If you have particular IT specifications, security guidelines, or team configurations, feel free to contact us, and we will gladly assist you in getting everything set up seamlessly. Additionally, our commitment to customer support ensures that you will always have assistance as you navigate your automation journey.
Description
Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Confluence
Gmail
Google Drive
Microsoft SharePoint
Notion
Zapier
monday.com
Integrations
Amazon Web Services (AWS)
Confluence
Gmail
Google Drive
Microsoft SharePoint
Notion
Zapier
monday.com
Pricing Details
$26.94 per month
Free Trial
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fluency
Founded
2023
Country
Australia
Website
getfluency.com.au
Vendor Details
Company Name
ProcessKit
Founded
2018
Country
United States
Website
processkit.com
Product Features
Software Documentation
Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support