Process Management, AI Employees and the AI Strategist are the core of ProcessPlan. The same system can also replace the other tools and outside help you pay for today. Tell your AI Strategist what a tool does for you and it builds that in ProcessPlan. If that is all you use the tool for, you can stop paying for it.
Survey and feedback answers become a score for every job you do for a customer. Your AI Strategist follows each customer across every process they appear in, and tells you who is drifting away and who is ready to hear a thank-you.
Use our document builder or provide your own PDF, and send it for signature. You get back a sealed PDF, with a certificate of completion anyone can verify. PDF forms fill themselves in from the details you collect, even the government ones you fill in by hand today.
Keep your contacts, companies and deals here, and run every follow-up as a process, with its reminders, emails and full history on the record.
There is no report to read and nobody to chase for one. Your AI Strategist goes and gets the numbers out of your other systems, then tells you what it changed and what that moved.
A customer emails in or fills out a form, and the ticket opens itself. Your team and the customer talk on one thread that stays on the ticket, and the customer replies straight from their email.
Each overdue account runs as a process. Letters and texts go out on a schedule you set, and a payment plan is signed like any other document.
A review starts on the schedule you set and goes to the manager, then to the employee. The employee signs it, and every review stays on file.
Applications come in through an online form with the resume attached, and each applicant moves through screening and interviews as a process. The offer letter fills itself in from what you collected and goes out for signature.
Every item and piece of equipment is a record: where it is, who has it, and how many are left. When a count drops below the level you set, the right person hears about it.
Keep your contacts, companies and deals here, and run every follow-up as a process, with its reminders, emails and full history on the record.
Your AI Strategist finds the improvements, makes them with your approval, and puts a dollar figure on each one.
Your AI Strategist works for the whole company, not just one person. Every process it improves runs the same way every time, with every step on one record.
There is no report to read and nobody to chase for one. Your AI Strategist goes and gets the numbers out of your other systems, then tells you what it changed and what that moved.
Use our document builder or provide your own PDF, and send it for signature. You get back a sealed PDF, with a certificate of completion anyone can verify.
Online forms collect the details, and every quote, contract or letter fills itself in from them, even the government PDF forms you fill in by hand today.
Your people and your AI Employees do the work in one place, with a complete audit trail.
Record any job and AI diagrams it in minutes. Free, with no limits.
AI Employees work on real screens, so there is nothing to integrate, nothing for you to build, and no developers to hire.
Today that is a stack of vendors and outside help, each with its own renewal and its own invoice. Here it is one bill.