Checkbox Features

Checkbox

Automate expert processes and services using no-code

4.88/5 (26 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Assessment Management
Asset Lifecycle Management
Audit Management
Audit Trail
Autofill
Batch Processing
Business Process Automation
Business Process Control
Cataloging/Categorization
Change Order Management
Code Enforcement
Collaboration Tools
Collaborative Development
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contract Drafting
Contract/License Management
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Aggregation and Publishing
Data Analysis Tools
Data Capture and Transfer
Data Import/Export
Data Replication
Data Storage Management
Data Visualization
Database Support
Deployment Management
Digital Signature
Document Automation
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Templates
Estimating
Exceptions Management
File Storage
Fixed Asset Management
For No-Code Development
Forms Creation & Design
Forms Management
Full Text Search
Graphical User Interface
Graphical Workflow Editor
HIPAA Compliant
ISO Compliance
IT Risk Management
Incident Management
Integrated Development Environment
Integrations Management
Internal Controls Management
Inventory Control
Inventory Management
Iteration Management
Legal Risk Management
Mobile Access
Mobile Development
Multiple Output Formats
No-Code
OSHA Compliance
Operational Risk Management
Order Management
Performance Metrics
Policy Management
Pre-Built Modules
Pre-built Templates
Process/Workflow Automation
Project Management
Project Workflow
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Recurring Appointments
Reminders
Reporting & Statistics
Reporting/Analytics
Reputational Risk Management
Requisition Management
Response Management
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Role-Based Permissions
Routing
Rules-Based Workflow
Scheduling
Shipping Management
Sourcing Management
Supplier Management
Surveys & Feedback
Task Management
Templates
Third Party Integrations
User Management
Version Control
Visual Modeling
Warranty Tracking
Web Forms
Web/Mobile App Development
Work Order Management
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Assessment Management
Asset Lifecycle Management
Audit Management
Audit Trail
Autofill
Batch Processing
Business Process Automation
Business Process Control
Cataloging/Categorization
Change Order Management
Code Enforcement
Collaboration Tools
Collaborative Development
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contract Drafting
Contract/License Management
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Aggregation and Publishing
Data Analysis Tools
Data Capture and Transfer
Data Import/Export
Data Replication
Data Storage Management
Data Visualization
Database Support
Deployment Management
Digital Signature
Document Automation
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Templates
Estimating
Exceptions Management
File Storage
Fixed Asset Management
For No-Code Development
Forms Creation & Design
Forms Management
Full Text Search
Graphical User Interface
Graphical Workflow Editor
HIPAA Compliant
ISO Compliance
IT Risk Management
Incident Management
Integrated Development Environment
Integrations Management
Internal Controls Management
Inventory Control
Inventory Management
Iteration Management
Legal Risk Management
Mobile Access
Mobile Development
Multiple Output Formats
No-Code
OSHA Compliance
Operational Risk Management
Order Management
Performance Metrics
Policy Management
Pre-Built Modules
Pre-built Templates
Process/Workflow Automation
Project Management
Project Workflow
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Recurring Appointments
Reminders
Reporting & Statistics
Reporting/Analytics
Reputational Risk Management
Requisition Management
Response Management
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Role-Based Permissions
Routing
Rules-Based Workflow
Scheduling
Shipping Management
Sourcing Management
Supplier Management
Surveys & Feedback
Task Management
Templates
Third Party Integrations
User Management
Version Control
Visual Modeling
Warranty Tracking
Web Forms
Web/Mobile App Development
Work Order Management
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Archiving & Retention
Assessment Management
Asset Lifecycle Management
Audit Management
Audit Trail
Autofill
Batch Processing
Business Process Automation
Business Process Control
Cataloging/Categorization
Change Order Management
Code Enforcement
Collaboration Tools
Collaborative Development
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contract Drafting
Contract/License Management
Customer Database
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Aggregation and Publishing
Data Analysis Tools
Data Capture and Transfer
Data Import/Export
Data Replication
Data Storage Management
Data Visualization
Database Support
Deployment Management
Digital Signature
Document Automation
Document Generation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Email Management
Email Templates
Estimating
Exceptions Management
File Storage
Fixed Asset Management
For No-Code Development
Forms Creation & Design
Forms Management
Full Text Search
Graphical User Interface
Graphical Workflow Editor
HIPAA Compliant
ISO Compliance
IT Risk Management
Incident Management
Integrated Development Environment
Integrations Management
Internal Controls Management
Inventory Control
Inventory Management
Iteration Management
Legal Risk Management
Mobile Access
Mobile Development
Multiple Output Formats
No-Code
OSHA Compliance
Operational Risk Management
Order Management
Performance Metrics
Policy Management
Pre-Built Modules
Pre-built Templates
Process/Workflow Automation
Project Management
Project Workflow
Purchase Order Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Recurring Appointments
Reminders
Reporting & Statistics
Reporting/Analytics
Reputational Risk Management
Requisition Management
Response Management
Risk Assessment
Risk Management
Risk Reporting
Risk Scoring
Role-Based Permissions
Routing
Rules-Based Workflow
Scheduling
Shipping Management
Sourcing Management
Supplier Management
Surveys & Feedback
Task Management
Templates
Third Party Integrations
User Management
Version Control
Visual Modeling
Warranty Tracking
Web Forms
Web/Mobile App Development
Work Order Management
Workflow Configuration
Workflow Management
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Checkbox Feature Reviews

23 reviewers had the following to say about Checkbox's features:

Natalie R.

Checkbox review

2020-09-01

The platform is easy to use, versatile and truly a very valued piece of technology in our organisation's armoury.

Pros

From unpacking complex regulatory questions to assessments and quick compilations of commonly used documents. It is easy to use to deploy apps and the support is great.

Cons

Would be good to have integration with other key systems like document management and / or practice management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel C.

Easy design and implementation, effective workflow management

2021-07-07

Excellent support, from initial conversations to module design to implementation.

Pros

The product is adaptable to a variety of use cases, easy to tailor to specific needs, and provides an excellent end-user experience.

Cons

No doubt the product will gain additional features over time - perhaps those related to reporting will be of most benefit for us - but at this time it has everything we need

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Will L.

Great tool to organise and automate your workflows

2020-09-14

Pros

Ability to set up processes and workflows; rank, list, and score items; send automated emails, do logic jumps; and set dependent / conditional fields for forms, surveys, and other elements to gather data

Cons

Unable to put in different languages at the moment; not able to put in pictures and other visuals; not as easy at the moment to integrate to some APIs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
stephen s.

No-Code, No-Hassle

2021-07-06

Their product, support team and updates are amazing. By the time you read this review, they've probably addressed some of the cons.

Pros

. - Powerful workflow - Support - Constant improvements in their development - User engagement

Cons

- Depending on the complexity of your workflow, could get too sophisticated for the everyday person - User management - could be improved to off-board, group and categorise

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Henry L.

Awesome feature from the team!

2021-07-05

Pros

Ease of use (drag and drop) and continual improvement of software in alignment with our needs

Cons

Only feature that requires improvement is the exporting of data, and visualisation.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rajesh S.

Checkbox just works

2021-07-02

Excellent.

Pros

Easy to train and use.

Cons

Could have more ready to go templates fir legal workflow but this will improve over time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sue-Ann W.

Trial for Singapore based client

2021-10-03

Easy to work with, flexible, generous with sharing their experience and ideas

Pros

Easy to use and intuitive for clients to navigate

Cons

We are yet to explore business integration

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sandy L.

Transformation of highly administrative process

2021-07-21

The platform can streamline and automate processes to free up time, allowing staff to work on value add activities.

Pros

Checkbox has been able to transform an administratively burdensome process to an efficient process managed entirely within the platform. The workflow process is able to seek approvals from different stakeholder groups depending on the options selected and complex bespoke documents can also be generated at the end of the process.

Cons

Platform has been great so far and currently working with the Checkbox team to improve their dashboard capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Meg T.

A platform that is easy to use, implement and embed in your business

2020-09-08

The overall experience has been extremely positive, the team have been so helpful in ensuring we are making the most out of Checkbox.

Pros

User Friendly - easy for anyone to learn in your business to build a basic app (note: can also build complex apps but requires more support/training). 2.

Cons

I think there is an opportunity for Checkbox to provide real life use cases of what it can do across different industries (not just legal or insurance focussed).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jenna R.

a step forward towards automation!

2021-07-13

Pros

We are using the tool for contract automation within HR and it has cut our contract generation time in half, leaving the team with capacity to focus on other daily activities and projects.

Cons

i am not a day to day user of the tool, however my team have not had any bad experiences or noted any change that would make to the platform. it's fit for purpose!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Holly R.

An excellent product.

2021-07-04

My overall experience with Checkbox has really been fantastic. The team at Checkbox is always there to assist with any query we have and is really enthusiastic in engaging with our business people to help them in getting the most out of the use cases.

Pros

The software is really easy to use and has really good functionality.

Cons

There are a couple of dashboard fields that could be improved, however, I believe these changes are already coming in the pipeline of updates to the dashboards.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew S.

Best low/no-code workflow automation platform

2021-07-02

Pros

It is simple to deploy, low/no code helps non-technical users to learn and build their own workflows. The WYSIWYG interface also makes quick for us to modify and preview the changes.

Cons

It's database features are limited, but workarounds are possible.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex C.

An incredibly helpful toolkit for rolling out apps quickly

2021-07-03

Pros

Checkbox has an excellent UI/UX that allows for various functional apps to be produced, tested and implemented quickly.

Cons

Checkbox users, while not needing to know any coding, do need some time to grasp some of the logic and syntax involved and this has discouraged some users, but otherwise the product is very user friendly to many skillsets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard C.

Checkbox

2020-09-08

We have learnt that it is critical to have a core team of people who can support those people who are building apps and provide them with some guidance, and time spent thinking about and designing solutions before you start building is time well spent.

Pros

After deployment of solutions, Checkbox also provides analytics to help you understand how well that solution is working.

Cons

Finding and fixing errors in your solutions can also be time consuming and the Checkbox team have been proactive in launching things to assist with this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
PETER H.

Create Product & Customer Service

2021-05-02

In addition, the Checkbox customer service is exceptional. I feel like I have an actual relationship with the tech specialists I have worked with. They live the attitude that if we work together on an application, both organisations will prosper.

Pros

Checkbox's no code software is easy to use in the backend and it creates a clean, user-friendly app for client deployment.

Cons

There are some advanced features I have not used because I haven't invested the time to be trained how to use them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin Y.

Just use it already

2021-07-05

Pros

Checkbox is a platform that is easy for anyone to jump in and put their dream workflows into a prototype like reality.

Cons

If we did feel blocked by anything their staff have been very easy to communicate with and provide us with solutions to help us push forward.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
James C.

Automate your processes now

2021-05-03

Pros

Easy to jump in and starting designing a workflow with drag-and-drop Plenty of guidance provided through the Checkbox support wiki Amazing team who are always helpful The Checkbox Certification program is a good self-serve training resource

Cons

Formatting options, while present, are not consistently available across the different elements or blocks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter C.

Modern low code toolset, great features, agile company very customer focussed and moving fast

2020-09-10

We also use it to manage workflow steps in some processes and to generate documents (assembkling them based on answers to questions).

Pros

Easy to use. We can put it in the hands of citizen developers easily, and the developers even like it because it is powerful and extensible.

Cons

No cons. There isn't a use case that we have had a challenge with. Three years ago there were a few features missing because it was still quite new, but that is rectified now and improving beyond our requirements every month.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sam B.

Too Easy!

2021-07-06

So easy - unbelievably helpful team.

Pros

Very slick and easy to use.

Cons

We are 100% happy with the software - suits our needs perfectly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie W.

Great product

2020-09-14

The support was amazing, very quick and fast.

Pros

Very easy to use and we could customise it to our needs.

Cons

Some of the features were limiting but I think that was because we were on the lower level licence.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sebastian S.

Easy-to-use no code platform

2021-05-02

I'm automating processes for my clients (legal departments). Mostly intake & triage, and doc generation.

Pros

It's very easy to use.

Cons

No cons for me. Would be great to have additional features in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joel K.

Great product

2021-07-12

Pros

Very easy to use with the ability to develop powerful apps very quickly.

Cons

No major issues with the product; always being improved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Trevor N.

Great product and a fantastic team

2021-08-10

Pros

It's easy to start building apps in Checkbox.

Cons

Haven't experienced any issues with Checkbox.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more