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Flexi Checklist | Smart, Configurable Checklists for Salesforce

By Clarium

Flexible Checklists for Smarter Workflows.

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$119.88 USD/user/year

Discounts available for nonprofits

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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

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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.

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