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Description
Our aim is to establish a comprehensive platform that facilitates the standardization and sharing of operating procedures, ultimately enhancing the performance of diverse teams across the globe. We are dedicated to demystifying complexities by empowering anyone to create and execute standard operating procedures from any location, at any time, and on any device. With Keeni's software for standard operating procedures, you can transform your PDF, Word, and Google Docs into collaborative digital workflows that enhance business processes. The transition to digitized workflows using cutting-edge software lays the groundwork for automating processes within an organization. By utilizing Keeni, you can easily upload or import your PDF, Word, and Google Docs, converting them into effective digital workflows. Successful companies are minimizing human error by adopting systematic processes and focusing on continuous improvement in their everyday operations. Keeni supports organizations in evolving from reliance on paper documents and spreadsheets to a more collaborative and methodical approach to team procedures, leading to greater efficiency and productivity. In doing so, businesses can foster innovation and adaptability in a rapidly changing environment.
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
Adobe Acrobat
Amazon Web Services (AWS)
Google Docs
Microsoft Word
Zapier
Integrations
Adobe Acrobat
Amazon Web Services (AWS)
Google Docs
Microsoft Word
Zapier
Pricing Details
No price information available.
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
Keeni
Founded
2019
Country
United States
Website
keeni.space/
Vendor Details
Company Name
ProcessKit
Founded
2018
Country
United States
Website
processkit.com