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Software You’ve Never Heard About But Will Wonder How You Lived Without It: Manifestly Checklists
What Is Manifestly?
Manifestly is a cloud-based checklist and workflow management tool designed to help businesses standardise and automate recurring processes. Whether you're onboarding a new employee, managing client interactions, or ensuring compliance with standard operating procedures (SOPs), Manifestly provides a structured approach to ensure tasks are completed consistently and efficiently.
Why Small Business Owners Should Consider It:
For small business owners aiming to implement quality management systems, Manifestly offers a solution that addresses common operational challenges:
* Consistency: By standardising processes, businesses can ensure that tasks are performed uniformly, reducing errors and enhancing quality.
* Accountability: Assigning tasks to specific team members ensures clarity in responsibilities, fostering a culture of accountability.
* Efficiency: Automating recurring tasks frees up time, allowing teams to focus on strategic initiatives.
Key Features and Benefits:
* Easy Workflow Creation: Designing workflows is straightforward. Users can import steps from spreadsheets or documents, customise them, and set them into motion.
* Conditional Logic: This feature allows workflows to adapt based on specific inputs or conditions, ensuring users only see tasks relevant to their role or situation.
* Role-Based Assignments: Tasks can be assigned based on team members' roles, ensuring that responsibilities align with expertise.
* Data Collection: Manifestly supports various data input types, including text, dates, files, images, and signatures, streamlining data management.
* Recurring Task Scheduling: Businesses can schedule tasks to recur daily, weekly, monthly, or at custom intervals, ensuring routine tasks are never missed.
* Integrations: Manifestly integrates seamlessly with tools like Slack, Microsoft Teams, Zapier, and Salesforce, enhancing collaboration and efficiency.
* Audit Trails and Reporting: Every action within a workflow is logged, providing a comprehensive audit trail invaluable for quality assurance and compliance purposes.
Who Is It For?
Manifestly is particularly beneficial for:
* Small to Medium-Sized Enterprises (SMEs): Businesses seeking to standardise operations without investing in complex systems.
* Teams with Recurring Processes: Departments like HR, finance, and operations that handle repetitive tasks can automate and streamline their workflows.
* Client-Facing Roles: Ensuring consistent client on-boarding and service delivery enhances customer satisfaction.
Pricing Overview:
Manifestly offers flexible pricing to accommodate various business needs:
* Free Plan: Limited to 6 workflow runs per month, suitable for small teams or trial purposes.
* Business Plan: At $8/user/month, this plan offers unlimited workflows, runs, and users, along with 5 GB of file storage. It also includes 5 free limited users per paying user.
Non-profit organisations and educational institutions can avail of discounts, making Manifestly an affordable solution for a wide range of users.
Final Thoughts:
Manifestly may not boast the flashiest interface, but its functionality is exceptional. In fact, I find it surpasses even SafetyCulture in functional and collaborative user aspects. One standout feature is the ability to share "RUNS" with external guests without requiring them to sign up or log in. Additionally, you can configure workflows so that guests only see tasks assigned to them, enhancing focus and security.
The Manifestly support team, particularly Phillip and Mark, are highly responsive during U.S. business hours, providing prompt and helpful assistance.
What sets Manifestly apart is its commitment to affordability without compromising on quality. It's refreshing to encounter a company that prioritises user accessibility in its pricing model.
If you're seeking SOP software that's straightforward to set up and deploy—and you value supporting genuinely dedicated professionals—Manifestly is well worth exploring.
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