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ProcessKit Logo

Streamline client onboarding & service delivery

Table of Contents

ProcessKit - 2026 Pricing, Features, Reviews & Alternatives

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ProcessKit overview

What is ProcessKit?

ProcessKit is an agency process and client management software designed to help businesses streamline their client onboarding and service delivery. The software offers a range of features to make client onboarding a profit-center for agencies, rather than a cost-center.

ProcessKit's key features include the ability to create repeatable, customizable onboarding processes using pre-built templates or custom workflows. The software allows users to track progress at every stage of the client pipeline, with an organized Kanban view, checklists, intake forms, and dynamic due dates. Onboarding tasks can be automatically delegated to team members, with pre-filled instructions, videos, and content to ensure consistency and efficiency.

The platform also provides a centralized hub for managing all client information, allowing users to pull client details directly into onboarding tasks. ProcessKit's automation capabilities, including if-this-then-that logic, task dependencies, and integrations with tools like Zapier, enable agencies to scale their onboarding processes without sacrificing quality or control. With ProcessKit, agencies can unlock predictable growth, improve client lifetime value, and deliver a positive onboarding experience.

Key benefits of using ProcessKit

Automates client onboarding to provide a repeatable, predictable process
Tracks progress at every stage for clear visibility into client pipeline
Empowers teams to run onboarding tasks seamlessly without direction
Stores all client information in one place for easy access
Integrates with other tools like Zapier to connect workflows

Starting price

97flat rate /
per month

Alternatives

with better value for money

ProcessKit’s user interface

Ease of use rating:

ProcessKit reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

ProcessKit's key features

Most critical features, based on insights from ProcessKit users:

Customizable templates
Client portal
Kanban board
Task management
Collaboration tools
Reporting/Project tracking

All ProcessKit features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Notifications
API
Approval process control
Audit management
Audit trail
Business process automation
Business process control
Checklists
Client management
Commenting/Notes
Configurable workflow
CRM
Customizable fields
Customizable forms
Document management
Document storage
Drag & drop
Forms automation
Forms management
Mobile access
No-Code
Onboarding
Process change tracking
Process modeling & designing
Progress tracking
Real-Time data
Reporting/Analytics
Role-Based permissions
Rules-Based workflow
Task progress tracking
Templates
Third-Party integrations
User management
Version control
Workflow configuration
Workflow management

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ProcessKit pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Free Plan

0.00

Features included:

  • Process Planning
  • Kanban Boards

Pro Plan

97

Per month

Features included:

  • Kanban Boards
  • Process Planning
  • AI Assistance
  • Zapier Integration

Whitelabel Plan

497

Per month

Features included:

  • Process Planning
  • Kanban Boards
  • AI Assistance
  • Zapier Integration

User opinions about ProcessKit price and value

Value for money rating:

ProcessKit integrations (1)

Top integrations

ProcessKit support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Email/Help Desk
FAQs/Forum
Knowledge Base

Training options

Live Online
Documentation
Videos

ProcessKit FAQs

Q. What type of pricing plans does ProcessKit offer?

ProcessKit has the following pricing plans:
Starting from: $0.00/month
Pricing model: Free, Subscription

These products have better value for money


Q. Who are the typical users of ProcessKit?

ProcessKit has the following typical customers:
Freelancers, Non Profit, Small Business


Q. What languages does ProcessKit support?

ProcessKit supports the following languages:
English


Q. Does ProcessKit offer an API?

No, ProcessKit does not have an API available.


Q. What other apps does ProcessKit integrate with?

ProcessKit integrates with the following applications:
Zapier


Q. What level of support does ProcessKit offer?

ProcessKit offers the following support options:
Chat, Email/Help Desk, FAQs/Forum, Knowledge Base

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