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We give 1:1 help with every trial to save you time.
Every business has unique challenges, we’ll show you the best way to solve them – quickly.
How does the call work?
- You tell us what you need, we show you how
- As soon as you need, access to your 14 day free trial
- Don’t have time for a call? Let us know in the form
Powerful, easy to use tool to track time critical workflow for our legal clients
Has transformed our onboarding, we're now in 'zero-friction' territory which is awesome
Process Bliss transformed our entire business, now everyone knows exactly when and what to do
As an Agency we onboard and manage a lot of clients daily - Process Bliss handles it all.
Gives me back control of my business knowing that everything is being done correctly, every time.
I could immediately see that Process Bliss would make all our lives easier and help us avoid any slip-ups
Create & share easy to follow processes that detail everything staff need to know
Drive consistency across functions and customers to ensure nothing is missed
Execute as team checklists with dynamic due dates and clear step owners
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
Time to make work easier.
Powerful workflow builder
Process quality Analytics
Pre-built Template Library
Execute team checklists
Gain operational visibility
Integrate & automate
Issue tracking & resolutions
Audit trail of all activity
Save time and effort, making your teams more productive
Ensure what is meant to happen, actually happens
54% of senior management waste one day every week just managing process.
Trying to keep everything in your head doesn’t work. Process Bliss lets you recover valuable time and helps teams be more productive, wherever they are.
No more chasing for spreadsheet updates
Help everyone know what to do and when
Give your teams the platform to be brilliant
Less expensive than chaos.
- First month Premium Support free to help implement
- Pay annually and get two months free
- Discounts for charity, education and startups
Centralise best practice
Drag & drop template builder
Dependent dates, decision branches & loops
Attachments, forms & data capture
Pre-built process Template Library
Continuous Improvement feedback
Task collaboration & workflow
Ad-hoc & Repeatable Task management
Notifications & Activity feed
Scheduled & Recurring Tasks
Resolvable comments & @mention
Task/Step Quick Reassignment
Track & report progress
Process quality analytics
Template RAG progress reports
Organisation Task status reports
Permissions based folder structure
User management & permissions
Full audit trail of all activity
Integration & save time
Integration with 2,000+ applications
Native mobile apps (iOS & Android)
Live Chat & Email support
Frequently Asked Questions
We're looking at this across the business, how will it help?
Creating consistency in how your business operates drives efficiency, reduces cost and allows you to scale. Customers receive a better service, increase spend and recommend you to their network.
Systemising does not mean documenting process in a file share. This doesn't work. They become out of date, people forget things, or they stick with the old way. You can spend a lot of time and money, with no real value gained.
To systemise process needs to be embedded, by integrating process and workflow. What is meant to happen, happens, and any improvements are put in place quickly.
Process Bliss provides a simple to use platform that allows you to centralise process, execute workflow and track progress - making you more agile, more efficient, and ready to scale - to wherever you want to go.
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. Every business function has repeatable activities including HR, finance, operations and customer success, that are important to their success.
Areas where Process Bliss offers immediate value are where key business process is currently being tracked by spreadsheet, or email - or not at all. This might be customer onboarding, tracking service issues or hiring new employees.
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.
What makes Process Bliss different?
Our difference is central to our ethos - that people are smarter than process. Rather than have process create conflict, people should be engaged in working together to improve the workflow that makes a business successful.
For process to become successfully embedded, the ability for 'doers' of process to own or easily feed back and improve the very activities that they perform daily themselves.
- It requires a system that is simple for everyone to collaborate in
- Provides clear flowchart visuals so process workflow can be understood
- Allows easy feedback on process improvement
- Show you when something can't be done, including the reason why - so it can be fixed.
Process Bliss includes these feedback loops for a reason. We want your teams to be engaged and motivated to help improve how your business operates, because an engaged and motivated team that knows exactly what to do will always succeed.
When you say integration, how can that help me?
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?
That's not all we do - here is how we help you further;
- Free implementation support call during your trial
- To answer questions, discuss your use case, map in an example process
- 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
- Optional Project Managed Implementation
- Defined scope of implementation to map, implement and train your teams to help systemise your operations. More detail here.
- 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.
- 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.
What product features does Process Bliss have, so we're clear?
There are many features to Process Bliss, we highly recommend booking a demo to understand how they can work for your business use case.
Integration & Support