Deliver brilliant customer onboarding

A brilliant 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. 

  Evolve beyond spreadsheets and stop chasing for internal updates
  Enable teams to easily collaborate with clear accountability
  Increase onboarding capacity, reduce risk

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Support compliance with confidence

Integrating workflow and process reduces the cost of compliance.

Process Bliss provides a central home for policies, procedures and process to help meet ISO, GDPR or FCA compliance as examples. Critically, workflow then exactly matches these with a clear audit trail of who did what, and when. You can see what couldn’t be done, with a reason why, and continuously improve.

  Validate staff are correctly trained and effective
  Easily provide evidence to support audit
  Ensure high quality standards are consistent

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Systemise your finance processes to create efficiency

Create efficiency in your finance operations to increase capacity.

Finance process is critical to profitability, and is a combination of repeatable and high priority tasks that cross multiple departments for information. Process Bliss allows you to build finance operations that run like clockwork, with clear visibility of tasks and what needs doing next. 

  Evolve beyond spreadsheets and stop chasing teams for updates
  Provide consistency in finance operations and reporting
  Increase finance efficiency and eliminate task backlog

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Improve employee onboarding and reduce workplace stress

Motivated staff are clear on their roles and encouraged to make a difference.

Create employee onboarding process that motivates from day one, with a centralised process library to help everyone know exactly what to do. By providing clear accountability and workflow tracking, you eliminate chasing for updates and reduce workplace stress. 

  Onboard effectively to help employees be more effective, quicker
  Encourage continuous improvement and employee engagement
  Improve wellbeing and reduce workplace stress

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Manage marketing campaigns and delivery with ease

Build trust & confidence in your brand.

Marketing success is the sum of consistently delivering across multiple channels. Having clarity what needs to be done and when, with the ability to handle critical campaigns alongside daily marketing operation means your teams can run like clockwork.

  Manage repeatable processes across multiple channels
  Streamline campaign delivery with a clear view on progress
  Collaborate across departments to ensure deadlines are met

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Drive operational consistency in production

Enable your operations to run like clockwork.

High value content and product delivery can mean a complex underlying process where mistakes are unacceptable. Process Bliss helps you standardise and execute every permutation with a clear visual report to track progress. Every action is logged with an audit trail so you know exactly what happened, and when. 

  Improve efficiency with continuous improvement of delivery
  Reduce cost with increased capacity and data to support
  Manage special cases in the same system you deliver consistency

Back to top | Request an operations demonstration


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


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


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


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


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


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

Time to make work easier.

Centralise process

  • Powerful workflow builder

  • Process quality Analytics

  • Pre-built Template Library

Execute workflow

  • Execute team checklists

  • Gain operational visibility

  • Integrate & automate

Track progress

  • Continuously improve

  • Issue tracking & resolutions

  • Audit trail of all activity

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?
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.
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.


Features overview:


  • Powerful drag & drop process flowchart builder
  • Decisions & branching logic
  • Attachments and picture preview
  • Pre-built Template process library
  • Forms & data capture
  • Process feedback


  • Task management
  • Notifications & Activity Feed
  • Task Schedules & Recurring Tasks
  • Resolvable comments & @mention
  • Team checklist execution
  • Task/Step quick reassignment
  • Report on progress & status


  • Process Analytics
  • Workflow Template RAG progress reports
  • Business wide task activity reporting
  • Operational dashboards*


  • Permissions based folder structure
  • User management & permissions
  • Full Audit Trail of all activity
  • Time-stamped and recorded

Integration & Support

  • Automation & integration with 2,000+ applications using Zapier
  • Live Chat & Email support
  • Implementation assistance
  • Remote video support
  • Premium Support & Managed Service options
  • Mobile application (iOS & Android)
  • Hosted on AWS

“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.”

Rory Waterer
Managing Director, Urban Planters