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Flexi Checklist | Smart, Configurable Checklists for Salesforce

By Clarium

Flexible Checklists for Smarter Workflows.

No Ratings
$119.88   USD/user/year

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Business Need
Productivity
Customer Service
Collaboration
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Flexi Checklist lets you create reusable templates, assign them to any Salesforce object, and control visibility with criteria. Users can complete checklists with multiple input types, send for approval, download results, and track all in My Checklist.

Highlights

Create Reusable Templates - Build checklists once and use them across any Salesforce object.

Criteria-Based Assignment - Show the right checklist to the right user at the right time.

Flexible Input Types - Capture text, picklists, multi-select, files, and checkboxes.

One-Click Approvals - Send checklists for manager approval and track decisions instantly.

My Checklist - View all checklists assigned to a user in a single place.

Fully Configurable - Every feature can be tailored to your organization’s processes.

Provider Details

Clarium
Miami, Florida, US
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
1998
Website
Email
Phone
+1 305-341-2829

Clarium helps customers reinvent their business and reach their full potential with its innovative agile and customer centric approach. Clarium specializes in digital transformation, cloud transformation, business process optimization, and testing services for various industries which makes it a niche provider of end-to-end services using latest technologies. With a track record on cybersecurity practice and all levels of information security including guidance, design, implementation, and delivery of a secure eco-system, Clarium has a unique value proposition to share with their customers.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

For any queries on pricing, please reach out to us at salesforce@clarium.tech

Default Plan

$119.88 USD/user/year

More From This Provider

Clarium
by Clarium
At Clarium Tech, we elevate businesses through innovative solutions, agility, and a customer-centric solutions. With expertise in digital and cloud transformation, we push boundaries to optimize processes and provide rigorous testing services.