Checklist3
Flexible, Efficient Task Management & Collaboration Solution
By Platinum CubedCollaboration
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $25 per user per month
- Listed since
- 2023
About Checklist3
Ready, Set, Done! Fast-Track Multi-Step Approvals & Speed Up Complex Tasks
Looking for a solution to help make your processes faster, more efficient, and better for team members, partners, vendors, and customers?
Inspired by popular demand and years of experience, Checklist3 by Platinum Cubed is a flexible, scalable solution designed to help your team use Salesforce to:
✓Set up and complete multi-step checklists ✓Secure multiple approvals quickly ✓Collaborate internally and with 3rd parties ✓Collect, review, organize & share documents ✓Keep up with deadlines, next steps & completion status ✓Streamline, automate & improve your processes
Checklist3 Benefits:
✓Time & money savings ✓Improved accuracy & fewer mistakes ✓Better experience for everyone involved
Checklist3 Features:
✓Customizable templates ✓Recurring task management ✓Built-in task dependencies ✓Status updates ✓Detailed reporting ✓Document organization & sharing ✓Task automation
Checklist3 is ideal for:
✓Real Estate ✓Private Equity ✓Mortgage & Lending ✓Companies with processes requiring multiple steps, stakeholders & approvals
Checklist3 Use Cases:
✓Underwriting ✓Mortgage & Loan Approvals ✓Due Diligence ✓Compliance ✓Vendor & Customer Onboarding ✓Vendor Management ✓Licensing
Highlights
- ✔ Platinum Cubed specializes in Salesforce solutions for real estate, mortgage lending, private equity, insurance & other financial services businesses.
- ✔Checklist3 speeds up complex tasks involving multiple steps, multiple approvals & multiple documents
- ✔Checklist3 is Salesforce-native and designed with ease-of-use in mind. It’s easy for business users to set up and get going — no IT project required!
- ✔Clear status updates + easy access to relevant documents help you say goodbye to approval delays, missing files & messy spreadsheets
- ✔Simplified internal processes + streamlined external collaboration powered by Salesforce Experience Cloud
- ✔ Save time & improve accuracy with features like customizable templates, recurring task management & built-in task dependencies
- ✔Checklist3 is a flexible, scalable solution for real estate & private equity companies looking to speed up due diligence process without sacrificing rigor.
- ✔Checklist3 helps mortgage & lending teams seamlessly collect documents and manage approvals needed for underwriting and loan qualification
- ✔Checklist3 helps companies in all industries improve customer onboarding, vendor management, compliance, licensing & other recurring processes involving multiple steps and stakeholders
Screenshots
Image 1 of 8
Pricing
Paid, from $25 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Per user pricing | $25 per user | Monthly | 15 days |
Compatibility
- Works with
- Service Cloud
- Platform Cloud
- Experience Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 12, 2023
- Industries
- Engineering, Construction, & Real Estate
- Financial Services
- Healthcare & Life Sciences
- Languages
- English
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