ProcessKit 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ProcessKit

5.0

(2)

Pricing

Starting at $97.00 per month

About ProcessKit

ProcessKit is a client management software designed to help agencies and client service businesses streamline their client onboarding process. The software allows users to build repeatable client onboarding processes using pre-made templates or customized workflows. It provides a Kanban-style view to track progress at every stage of the client onboarding pipeline, with checklists, intake forms, and dynamic due dates.

ProcessKit empowers teams to run client onboarding tasks seamlessly, with automatic task delegation, due date calculation, and process automation. The software also acts as a centralized hub to store all client information, which can then be dynamically pulled into the onboarding process.

Additionally, ProcessKit seamlessly integrates with Zapier, allowing agencies to connect their client onboarding process with other workflows and sales processes. This integration helps streamline the entire client management ecosystem.

ProcessKit Screenshots

ProcessKit Pricing and Plans

Starting price: $97.00 per month

Free Trial

Free Version

Free Plan

$0.00

flat rate, per month

Plan includes:

Process Planning
Kanban Boards

Pro Plan

$97.00

flat rate, per month

Plan includes:

Kanban Boards
Process Planning
AI Assistance
Zapier Integration

Whitelabel Plan

$497.00

flat rate, per month

Plan includes:

Process Planning
Kanban Boards
AI Assistance
Zapier Integration

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ProcessKit Features

Popular features found in Business Process Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Collaboration Tools
Data Import/Export
Document Management
Drag & Drop
Reporting/Analytics
Task Management
Third-Party Integrations
Workflow Management
More features of ProcessKit
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Management
Audit Trail
Business Process Control
Checklists
Client Management
Client Portal
Commenting/Notes
Configurable Workflow
CRM
Customizable Fields
Customizable Forms
Customizable Templates
Document Storage
Forms Automation
Forms Management
Kanban Board
Mobile Access
No-Code
Onboarding
Process Change Tracking
Process Modeling & Designing
Progress Tracking
Real-Time Data
Role-Based Permissions
Rules-Based Workflow
Task Progress Tracking
Templates
User Management
Version Control
Workflow Configuration

ProcessKit Integrations

Zapier

ProcessKit User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Have you used ProcessKit and would like to share your experience with others?

Federico J.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2020

Makes my productized service business easier and predictable

I run a productized service. This means every client we sign up goes through a very similar process. The meetings are always the same, the research is the same, the delivery is the same. And I've documented a process for each step of the work. ProcessKit is FAN-TAS-TIC por businesses like mine. It combines processes and projects helping you do the work with minimal brain power. If your work is repeatable, ProcessKit saves you time, stress and helps deliver work consistently.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ProcessKit is built for businesses like mine. If you have gone through the hassle of building and documenting your processes, you need a tool like this one. You basically store your processes in ProcessKit and then trigger new projects from it. This makes your projects easy to follow and execute. You always have a clear view of what's happening with each client and your team gets a clean task list they need to work on every day. Each task has a set of instructions coming from your processes. It doesn't get easier than that. The app is very flexible in adapting to any process you have and it has automation features that help you move the work forward without you having to babysit projects or micromanage your team. Like notifying others, updating due dates, showing/not showing certain tasks based on how the project is going. It takes a lot of busywork off my plate.

Cons:

Setting it all up takes a bit of time. It's not that the software is not easy to use, but you have to understand how your processes work and then start "building" them inside ProcessKit. The easier your processes, the easier is going to be for you to set them up inside the tool. I suggest starting with a very simple processes to get the hang of it. Once you get how the tool works, create one of your core processes. At this point you'll see how much value and saved time you get from it.

Reasons for choosing ProcessKit

ProcessKit felt like the easiest to use of them all. They have a single plan that fits my budget and includes every single feature.Also, the [SENSITIVE CONTENT HIDDEN] was great at onboarding us into the tool. He was always helpful and quick to reply to our questions as we started setting up.

Reasons for switching to ProcessKit

Asana is great, but it's not built for repeatable processes and recurring tasks.

Lindsay H.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2021

We're Scaling our Business Thanks to ProcessKit

Great customer support. We're happy customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love that it integrates our documentation (how-to) with project management.

Cons:

It's very customizable. That's an asset in the long run, but took our team a little getting accustomed to as we were building out our initital processes.

Reasons for switching to ProcessKit

The need to integrate process with project management.

Showing 1 - 2 of 2 Reviews