How Process Bliss works

Process Bliss is a business operating system to help you systemise and deliver consistently better customer experiences. Centralise process, execute workflow, see your business run like clockwork.


  Eliminate paper and spreadsheet silos

  Improve efficiency, reduce costs

  Deliver a consistent customer experience

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

G2 Crowd

Capture process and add value to transform your business

With Process Bliss, you can turbo charge your workflow processes with clear owners for each step and dependant due dates. Create decisions and loops to account for every eventuality.  Attach files and pictures, or templates for communication. Processes continue to evolve, with visibility & inbuilt feedback capability on where to improve.

Creating a central home for business process is critical to ensure that everyone knows what they need to do – and get it right, every time.

Complete tasks as a team with clear accountability

Executing process as a Task checklist make it clear who needs to what and when. Notifications ensure nothing is missed, with comments to keep updates in one place. Critically if something can’t be done you can record the reason why, and improve. ‘My Tasks’ helps you see exactly what needs focus, while ‘All Tasks’ allows you to drill down into activity status across the business.

Integrating workflow process and task execution ensures everything happens exactly as it is meant to, every time.

Track progress to see what is working, and what needs fixing

onboarding report

Process Bliss gives you a crystal clear, detailed view of progress from a single dashboard – what has been done and when, what still needs doing, and what is overdue, with a full audit trail. It provides analytics on your process, to see how often they are run, how successful they have been and where you can focus for improvements.

Understanding progress and the quality of your process is critical for continuous improvement, and to help your business run like clockwork.

Gain insight with Analytics and see where to improve

For process to be effective, it needs to be embedded into your business. Process Bliss allows you to see clearly where processes are being used, and how successful they are. Define per Template the time period they should be analysed. Instantly see unresolved process feedback to ensure employees are motivated and engaged.

Understanding process quality and how it is embedded into your business is vital in helping you get a grip on your operations.

process analytics

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

“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.”

Melissa Hughes
Marketing Manager, Haslams Estate Agents