Be known for consistently brilliant customer onboarding

A brilliant customer onboarding experience is critical for consistent revenue growth.

For repeatable, high touch onboarding Process Bliss helps you deliver each project efficiently, on time and with no surprises. It notifies who needs to do what and when, and shows you all client progress in one dashboard view.


  Eliminate paper and spreadsheet silos

  Increase delivery capacity, reduce risk

  Easily collaborate with clear accountability

  See what isn’t working, so you can fix it

G2 Crowd

Onboarding software that delivers brilliant, consistently

For repeatable, high touch client onboarding process where accountability and team collaboration needs to be easy, efficient and on time.

Process Bliss provides visibility and accountability for your onboarding projects. Create repeatable onboarding process as workflow templates and execute as a clear onboarding checklist with owners and due dates for every step. Evolve beyond spreadsheets or CRM tasks to gain instant visibility of what is overdue, where things need improving, and when everything is on track.

Gain instant delivery clarity with reports

With Process Bliss, you gain instant and detailed visibility of Task progress from one single dashboard. For each Step, you can see if it has been done, who by and when. It shows what is overdue, and who should have done it on what date. When a Step couldn’t be completed, it gives you insight into the reason why.

Process Bliss provides the progress insight you need to update customers, keep your team focused and get it right, every time.

onboarding report

Build a customer success experience that scales

Process Bliss is not just client onboarding software, it can help your entire business run like clockwork.

With Process Bliss, you can manage all business process to help you scale. Build related business processes into the same software that manages your onboarding and integrate with other systems. Billing, HR, technical and client management all have a role in customer success, why not have everyone reading from the same page?

Create & share easy to follow processes that detail everything staff need to know

REDUCE COSTS WITH CONSISTENCY Drive consistency across functions and customers to ensure nothing is missed

ENSURE EVERYTHING GETS DONE Execute as team checklists with dynamic due dates and clear step owners

SAVE TIME WITH INTEGRATION Integrate with over 2,000 applications including your email & CRM

View in one dashboard all Task progress, what is overdue and what is on track

Track process success, where they are working and where needs improvement

Combine three core requirements to run like clockwork

One central home for all process

  • Simple yet powerful process builder
  • Branching logic & attachments
  • Onboarding & training
  • Pre-built Process Library

Deliver operational visibility

  • Easily run through a Task checklist
  • Report on progress & status
  • Improve with continuous feedback
  • Integrate & automate with Zapier

Support compliance with confidence

  • i.e. ISO, GDPR, HSE, MFID2, FSA, FCA
  • Verify training of specific processes
  • Evidenced audit trail of all activity
  • Validate process & workflow quality

Simple pricing that scales as you grow

All services offer full functionality and include a 14 day trial, no credit card needed

Request a free Trial

We handhold every enquiry to ensure you get the most from Process Bliss in the quickest amount of time.


What can I expect from the call?

  A brief conversation about your challenges and how to solve them
  Personalised demonstration of Process Bliss from our system experts
  If provided, free mapping of one of your existing processes into the system
  When you are ready, access to your 14 day free trial

G2 Crowd

“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.”

Rebecca Woolmington
Managing Director, HRCentral