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yChecklists | Get things done, stay motivated, save time, and avoid mistakes
Easy-to-use, native, customisable checklist management for Salesforce
- Industries
- Horizontal ProductEducationFinancial Services
- Business Need
- ProductivityAgent ProductivityData Management
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Define checklists that your users can tailor and add to any record, enabling them to stay on top of their tasks, comply with your business processes, avoid potential mistakes, and get the satisfaction of completing their to-do list.
Highlights
EASY-TO-USE CHECKLISTS Your employees will be able to easily add new checklists on a record so they can organise their work better and avoid forgetting any task.
CUSTOMISABLE TEMPLATES Your administrators will be able to define checklist templates that fit your business processes, saving time and money for the whole company.
AUTOMATION-READY Checklists can be created manually from record pages, and also automatically with processes, flows, or Apex code.
Provider Details
Yplicity Ltd
London, United Kingdom
"Taking the complex and making it simple" We take pride in the values that empower us to build better products: - simplicity: user-centric design that just makes sense, - quality: strive for the best, - innovation: think outside the box, - responsibility: be kind and share with those around.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Billed annually. VAT (20%) not included.
Default Plan
£5 GBP/user/month
Free trial available for 30 days