Plan
Discovery Work Begins
Decide which plan is right for you and adopt a platform that serves both your team and your customers.
Visual knowledge your team can navigate, collaborate and count on.
27.50 USD
Get a DemoIncludes but not limited to:
Strategic knowledge that scales across your entire company.
Talk to sales
Get a DemoEverything in Professional, plus:
Feature | Professional | Enterprise |
---|---|---|
Linked Visual Flows
Turn text heavy processes into guided workflows that are accessible and easy to navigate
|
✔ | ✔ |
Change Notifications
Expedite process collaboration and updates while ensuring all users are kept in the loop
|
✔ | ✔ |
Side by side comparisons
See changes before they’re applied to ensure no errors are being produced
|
✔ | ✔ |
Flow data access
Export all flow data in a more automated way to streamline process adjustments
|
✔ | ✔ |
Memberships and permissions
Ensure proper team access and management of processes, approvals, and updates
|
✔ | ✔ |
Enhanced collaboration
Easily manage changes and approvals while collaborating on content as a team
|
✔ | ✔ |
Feature | Professional | Enterprise |
---|---|---|
Separate Flow Groups
Simplify information hierarchy based on topics, requests, departments and more
|
✔ | ✔ |
Revision Control
Trace and monitor process improvements to see how procedures evolve over time
|
✔ | ✔ |
Offline Backup
Ensure critical process information is accessible if there is a network outage or other unforeseen circumstances
|
✔ | |
Single Sign-on (SAML 2.0)
Allow users to securely access multiple applications through prior authentication and a single set of login credentials
|
✔ | |
Embedding [Authenticated]
Enable Procedureflow to live within an existing CCaaS or CRM to ensure timely information transfer and knowledge sharing
|
✔ | |
SCIM - User & Group Provisioning
Automate user provisioning and deprovisioning by integrating with existing employee database systems
|
✔ |
Feature | Professional | Enterprise |
---|---|---|
Unreviewed Changes
Get visibility into changes that need to be reviewed, accepted, and pushed to keep processes up to date
|
✔ | ✔ |
User Activity
Gain an inside look at top performers and employee performance based on their usage
|
✔ | ✔ |
Most Viewed Flows
See which flows are the most utilized to help uncover areas of improvement
|
✔ | ✔ |
Export Data Activity
Pull process and team activity details to dive deeper into the insights and customize reporting
|
✔ |
Feature | Professional | Enterprise |
---|---|---|
Power Shapes
Automate steps in your workflow to eliminate manual tasks and platform switching
|
2 | 5 |
Access to APIs
Connect Procedureflow to other platforms and securely share data between applications
|
✔ | ✔ |
Access to Pre - Built Integrations
Seamlessly connect to a selection of popular business tools your team already uses
|
✔ |
Just like our product, we designed our onboarding services with simplicity in mind. Choose one of our three base packages and speak with one of our sales consultants to determine what level of onboarding works best for your organization.
We take a unique approach to onboarding by working with you and your team to implement a step-by-step framework that focuses on continuous improvement to ensure your processes are being built the right way.
Discovery Work Begins
Training Takes Place
Adoption Planning Occurs
“Procedureflow is an integral part of our employee performance architecture to successfully transition employees from training to production, support employees through change, and evaluate process adherence.”
Amanda Menard,
Director of Operations Administration
No, our team is here to help you navigate the product and see its full potential. We do offer a pilot program if you wish to try out the product without full financial commitment. We can also create a custom demo with one of your procedures so you get a better understanding of how it will look and feel in our platform.
Typically, our team of experts can have our clients up and running in 90 days with a dedicated set of processes.
It’s important to assemble the proper stakeholders to ensure a successful rollout and identify key roles and responsibilities to manage your processes. You will want to bring in your technical team if we are integrating with any of your other systems.
Don’t fret. Part of our approach is to interview your experts, so processes are properly documented, and the best knowledge is captured. Sometimes starting fresh is best.
There are no limits to the number of users or procedures you can have in Procedureflow. Our pricing model is user based so you simply pay for what’s required. You’ll want to make sure you set the proper permissions to manage users and their access.
Yes, we take data security very seriously. You can see our full list of security standards here.