Checklist Genius
By Kandisa TechnologiesCustomer Service
- Rating
- 5.0
- Reviews
- 5
- Pricing
- Free
- Paid plans from $5 per user per month
- Listed since
- 2024
About Checklist Genius
Tasking Made Smarter
Checklist Genius is a powerful and intuitive checklist management app designed to streamline your task tracking and organisation. Seamlessly integrated with Salesforce, Checklist Genius empowers you to create, manage, and collaborate on checklists with ease. Whether it's project milestones, compliance processes, or daily to-dos, Checklist Genius simplifies your workflow, enhances productivity, and ensures nothing falls through the cracks. Experience efficient task management, customisable templates, real-time collaboration, and insightful reporting, all within your Salesforce environment. Elevate your checklist game with Checklist Genius and achieve unmatched control over your tasks and projects.
Highlights
- INTUITIVE CHECKLIST CREATION Create comprehensive checklists quickly and easily using a user-friendly interface. Customise lists with tasks, subtasks, due dates, and priorities.
- CUSTOMIZABLE TEMPLATES Save time by using pre-built templates for common tasks and projects. Tailor templates to match your unique processes and workflows.
- MOBILE ACCESSIBILITY Access your checklists and tasks on the go with a responsive mobile interface. Stay productive whether you are in the office or out in the field.
- ENHANCED PRODUCTIVITY Boost your overall productivity by efficiently managing tasks, collaborating effectively, and achieving better task organisation.
- FLOW INVOCABLE Easily automate checklist creation using the provided invocable Apex method. Build simple, custom flow in your Salesforce org to streamline checklist creation and enhance efficiency.
- FEATURES COMING SOON Dark Mode compatible UI Filter Combo-box with filter retention A suite of Advanced Features
- SCHEDULE A DEMO Visit https://bit.ly/4iiat4Z and schedule an in-depth demo with us. We will showcase all the features of the app and also answer any questions you might have.
Screenshots

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Pricing
Free, paid plans from $5 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Basic | $5 per user | Monthly | 7 days |
Customers with more than 3 users can purchase additional licenses at $5 per user per month priced annually. Contact us for bulk discounting.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Revenue Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on July 22, 2024
- Industries
- Financial Services
- Manufacturing
- Travel, Transportation, and Hospitality
- Languages
- English
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