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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

Overview

Image 1 of 10

Overview

Pricing

Free, paid plans from $5 per user per month.

Checklist Genius plans
PlanPriceBilled
Basic$5 per userMonthly

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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