Features

Pricing

Easy to use task management software to help teams organise and deliver brilliant work

  • Create task templates for repeatable activity

  • Notify, collaborate & track in one platform

  • View progress with dashboards & reports

Make best practice repeatable

Create & share easy to follow process templates detailing everything teams need to know

Ensure everything
gets done

Execute workflow as team checklists with dependent dates and clear owners for each step

Gain clear
progress visibility

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

Raise & resolve

Communicate, @mention & resolve issues as a team, keeping a record of everything discussed

Save time with integration

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

Constantly improve

Track & resolve Template feedback, review workflow analytics & record ‘why not done’

Help optimise everyone's working life with these 4 key elements:

01.
Centralise everything
02.
Execute workflow
03.
Manage tasks
04.
Track progress
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01.
Centralise Everything
Eliminate the chaos by centralising process, procedures & playbooks as Templates in a permissions based central library.
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So everyone knows where to find the information they need

Faster onboarding, less mistakes, get it right, every time

Get started even quicker with our pre-built template library

02.
Execute workflow
Stop things getting missed by creating repeatable Task checklists, exactly from your Templates, that notify people when and what to do.
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Deliver consistent workflow that exactly matches the process

Clear ownership & accountability at every stage

Configure recurring schedules for daily or monthly workflow

03.
Manage tasks
Make work easy by helping teams manage & assign activity in one place as a daily to do list. Use as your personal task reminder or manage across teams.
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Track team progress on important workflow from a single view

Be notified of what you need to do and when, and what is overdue

Communicate in the same platform you work in, so nothing is missed

04.
Track progress
See instantly what you need to with clear, detailed progress reports showing done, overdue and ownership. Look at the detail, or see the high level numbers in shareable Dashboards.
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Instantly see what has been done, by whom, and what is overdue

View dashboard summaries that click directly into the detail

Create transparency so that people work better together

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Less expensive than chaos

“The best product we have invested in so far, now everyone knows exactly when and what to do”

 

Chrissy Wilson
Operations Manager

Features

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See Main

Centralised workflow library

  • Drag & drop workflow builder
  • Dependent dates, decision branches & loops
  • Attachments, forms & data capture
  • Pre-built process Template Library
  • Continuous Improvement feedback

Task management & workflow

  • Ad-hoc & Repeatable Task management
  • Notifications & Activity feed
  • Scheduled & Recurring Tasks
  • Resolvable comments & @mention
  • Task/Step Quick Reassignment

Dashboards & reporting

  • Process quality analytics
  • Template RAG progress reports
  • Save & share Task status reports
  • Dashboard report views

Compliance management

  • Permissions based folder structure
  • User management & permissions
  • Full audit trail of all activity

Integrate & save time

  • Integration with 2,000+ applications
  • Native mobile apps (iOS & Android)
  • Live Chat & Email support

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Process & Policies

One central accessible library

Collaborate, create, publish & share
Documents, data & flowchart support
Permissions based folder structure
Pre-built Template library

Workflow

Deliver operational visibility

Execute as dynamic Task checklists
Report on progress & status
Improve with continuous feedback
Integrate & automate 3,000+ apps

Compliance

Reduce cost of compliance

e.g. CQC, ISO, GDPR, HSE, MFID2, FCA
Policy acceptance & Audit Templates
Evidenced audit trail of all activity
Record process success & failure

Frequently Asked Questions

What kind of process or workflow tasks can Process Bliss help manage?

In Process Bliss you can create, centralise and execute all of your business process, no matter how big or small. Whether HR, finance, operations or customer success, we can help with;

  • Customer onboarding
  • Approval processes
  • Content production
  • Employee onboarding
  • Finance operations
  • Quarterly reviews
  • Compliance reviews
  • And anything else you need...

Process Bliss also assists with compliance, such as ISO or FSA, in order to show that processes exist, are maintained, and are followed - with a full audit trail.

When you say integration, how can that help me?
This is where things can get exciting. We always recommend starting simple, and making sure the process works - because automating something that isn't great won't make things better.

We support integration through Zapier, which means you connect Process Bliss to over 3,000 applications including CRM, email, finance or other databases. This could be Salesforce, Pipedrive, Google Sheets or Google Forms or many other systems.

Example use cases include;

  • Data captured during a process task to be automatically inserted into your CRM
  • Automatically email a generated PDF report to a client using data entered during the task
  • Kick off a Process Bliss task based on a field changing in Salesforce
  • Creating a Process Bliss task from an email in your inbox, to add it to your personal 'to-do' list

Integrating systems and automating activities helps you save time and reduce cost, and to provide an even more brilliant service to your customers.

 

If I need help getting started, what do you offer?
While Process Bliss is simple to use, we're keen to make sure you get value as quickly as possible. As you'd expect, all customers have access to our extensive support documentation library, email support and responsive online chat for any queries.

That's not all we do - here is how we help you further;

  1. Free implementation support call during your trial
    • To answer questions, discuss your use case, map in an example process
  2. Free Premium Support during your first month
    • Weekly calls with one of our experienced implementation specialists to map process, offer best practice guidance, or help train your team
  3. Optional Project Managed Implementation
    • Defined scope of implementation to map, implement and train your teams to help systemise your operations. More detail here.
  4. ISO Certified Lead Auditor led services

    • Process Bliss is excellent software to help you meet compliance and implement ISO standards, we can provide ISO Certified Lead Auditor professional services to help you scope, implement and maintain ISO on an ongoing basis.
  5. Business Process Automation - Integration & automation services
    • We can work with you to identify opportunities for business automation and implement them across your systems, with practical experience using systems such as Xero or Salesforce alongside Process Bliss to save time and reduce cost.
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Deftli Ltd t/a Process Bliss
Registered address: Chantry House, Hill Green, Leckhampstead, RG20 8RA