ProcessPlan is excellent when it comes to providing insights that helps in identifying bottlenecks without changing the window. I can easily prepare flowcharts for representing the tasks involved with our Standard Operating Procedures (SOPs) through its Visual Editor. All crucial data such as task descriptions, checklists, necessary attachments for dependency insights can be defined in the Task details summary. Heat map functionality enables me to manage multiple processes & workflows so that no deadlines are falling behind the schedule.

The visual helped with the conditional options

Never drop the ball on a client or forget to update a sales page again. Everything in a business is a process, and this tool makes it easy to manage those processes, and more importantly delegate them when you are ready to hand them off to an employee or a VA. My favorite thing about the platform is the automation capabilities behind every task outcome. I wish I would have found this tool years ago when I started building out our internal process. Using Zapier it becomes plug and play with any CRM too - including automagically updating the client record as part of the process.