Checklist Genius

Highly Engaged Team + Powerful, Flexible Solution

We’ve had a great experience working with Kandisa and their Checklist Genius app. Their team is extremely hands-on, responsive, and always available to answer questions or walk through use cases. It’s clear they truly partner with their customers—not only supporting implementation, but continuously gathering feedback and rolling out meaningful enhancements. From a product standpoint, Checklist Genius has been a game changer for us. The app’s flexibility and robust feature set allowed us to migrate multiple teams off external systems and fully centralize our processes within Salesforce. That alone has significantly improved visibility, consistency, and reporting across our organization and resulted in significant cost savings. Checklist Genius allows for task tracking with clear ownership and accountability, gives us real-time visibility into progress and completion status and they have built in configuration for flows that save a lot of time when integrating the checklist into our tasking. Kandisa’s commitment to being data-driven really shows—they actively seek feedback and use it to improve both the product and the end-user experience. Enhancements feel purposeful and aligned to real customer needs, not just feature additions for the sake of it. Overall, Checklist Genius has helped us streamline operations, improve adoption, and create a more cohesive experience for our users within Salesforce. I would strongly recommend both the app and the Kandisa team to any organization looking to modernize and standardize their process management.

Love this checklist app

Checklist Genius is easy to configure and allows more advanced automation using Flows. It's also easy for the users. We had been building checklists using fields, but those are not easy to create or use. This app does exactly what I expected, and it does it well. Users can even create their own custom checklists. The support team was also very responsive to questions and provided clear instructions. They even updated the user manual to better describe how to set up an automation when I was having trouble following along. I'd highly recommend if you are looking to create checklists in Salesforce.

Great app, easy to use, fantastic support!

This app allows our team to decrease the number of Salesforce "tasks" we use by including a checklist to reflect the multiple "steps" required to finish one task (i.e., Request a booking, booking received/confirmed, records updated, etc.). The app is very customizable and easy to use in flows for automating task updates and triggering field updates on related objects. The support team has been incredibly helpful and responsive, offering guidance and fixes with any minor issues I've had. Very happy overall!

Loving this app - visually assists our sales teams

Really love this app! Just rolled it out to ten users across our business development, sales and account sales teams. Super simple to setup and use. The developers have been brilliant and already implemented a number of suggestions we put forward. Price is very reasonable!

Exceeding Expectations: Perfect Tool with Beautiful Design and Outstanding Support!

We have been thoroughly impressed with this app. It has fully met our business requirements, offering comprehensive features that enhance our workflow. The design of the interface is exceptionally sleek and user-friendly, which has made navigation a breeze for our team. Moreover, the customer support team has been outstanding, always ready to assist with any inquiries we have. Their prompt and helpful responses have made the process seamless. We highly recommend this app to any business looking to optimize their Salesforce experience!