Process Bliss
Customer Stories

How we help our customers get it right, every time, and run like clockwork.


How they took control of their business, gained visibility into operations and the freedom to develop


Put in the building blocks for growth to scale effectively, and used consistency to reduce costs


Improved motivation by empowering teams to drive development and feed back how to improve

“Every time we would start to grow we would experience the same issues … things would fall through the cracks.

While we have a handbook, people wouldn’t read it and were making up ways of doing things instead of using the procedures we had created.”

Read more about why Sheryl chose to use Process Bliss

Sheryl Soukup, President Soukup Strategic Solutions

“Process Bliss gives me control back of my business by knowing that everything is being done correctly, every time.

We need to standardise our own processes, especially as we recruit new staff. Process Bliss is the best tool for that.”

Read more about why Rebecca chose to use Process Bliss

Rebecca Woolmington
Managing Director, HRCentral
“With Process Bliss, I think I can get to a place where I have a light touch in the overall running of the business, and I am released to do sales all day long.

Being free to concentrate on the bits I really like doing, and the things I’m best at, will ultimately give a better result for the company.”

Read more about why Rory chose to use Process Bliss.

Rory Waterer
Managing Director, Urban Planters
“I need to know that tasks are being completed as efficiently and effectively as possible, and that processes are running like clockwork.

I could immediately see that Process Bliss would make all our lives easier, and help us to avoid any slip-ups that could affect the quality of service we give to our clients.”

Read more about why Melissa chose to use Process Bliss.

Melissa Hughes
Marketing Manager, Haslams Estate Agents
“Since using the Process Bliss software I’ve seen a significant improvement in productivity. I now get more done within a day as I have the ability to plan the day better.”


Read more about why Taylor chose to use Process Bliss.

Taylor Beavis
Director, Universe Financial Advice Ltd

“I knew we needed some kind of workflow with the capability to set reminders and make notes. Process Bliss fit the bill perfectly.”


Read more about why Lauren chose to use Process Bliss.

Lauren Hudson
Office Coordinator, Better Wealth Management
“Process Bliss is very easy and intuitive to use. Once you’ve created your process you can see, in a single view, where the process is being run and how far it has been completed. Great for checking where there are bottlenecks and potential improvements.”
Holly Hamilton
Head of Customer Insights, Clarify

One central library for 'how to do things'

Use the drag & drop process flowchart builder and embed video, docs & guidance to make things clear

Ensure everything
gets done

Execute as dynamic task checklists with automated notifications, dependent dates and owners for every step

Gain clear
progress visibility

View all task progress, what is on track and what is overdue, using summary dashboards or detail reports

Collaborate on what needs doing

Communicate, @mention & resolve issues as a team (even Guests), keeping a record of everything discussed

Save time with integration

Integrate & automate with over 2,000 applications including your CRM, email & finance software

Reduce cost of compliance

Manage audits, feedback, track process success and record ‘why not done’, with audit trails and timestamps throughout

See everything run like clockwork.