Have customer onboarding
run like clockwork.

For high touch, repeatable customer onboarding projects.
Define success and achieve it, consistently.

When should you have a call? If you’re short on time, 10+ users or advanced use (e.g. complex templates, forms, integration)

14 day trial, can convert to free tier

“Communication used to be haphazard … we’ve seen real changes in efficiency and accountability … we’ve got an operating system now.

Murf, Co-founder, The Beefy Boys

Finance operations

Traction EOS®





Powerful, easy to use tool to track time critical workflow for our legal clients

Has transformed our onboarding, we’re now in ‘zero-friction’ territory which is awesome

Everyone uses it every day… we can’t live without beSlick now.

As an Agency we onboard and manage a lot of clients daily – beSlick handles it all.

Gives me back control of my business knowing that everything is being done correctly, every time.

The perfect solution to help standardise processes throughout the business

Employee onboarding process HR template screenshot

be consistent

Define your onboarding project workflow so every client receives a consistently high standard of service. Date dependencies and notifications are all automated.

You can even involve the client, for free, using guest access.

So everyone always knows what to do and when it needs to be done.

Project workflow library | Feedback | Drag & drop flowcharts | Embed video & docs | Training


Simplified screenshot of My Tasks personal todo manager in beSlick

be focused

Bin the spreadsheets, burn the paper… so nobody misses anything ever again.

Every user enjoys a simple task list for their steps in the onboarding, whether they are in operations, sales, customer success or finance.

Plus it integrates with Gmail, Outlook and is available on your mobile.

Quick add | Snooze | Prioritize | Reassign | Mobile app (iOS & Android)


Screenshot of Digital Forms field configuration using shortnames

be productive

Design forms to kick off projects, request client information or pass configuration details internally.

beSlick helps you streamline operations & reduce errors in minutes, not months.

Public Forms | Data validation | Form linking | Shortname variables | Compliance


Screenshot of a Template Report in beSlick

be informed

Gain instant visibility & accountability across operations.

beSlick shows progress, what is overdue and what couldn’t be done – including why.

To help with compliance every activity is timestamped with an audit trail, with data you can export.

Compliance | Track ‘why not done’ | Data export | Continuous Improvement


Less expensive than chaos

Discounts available for non-profits and education


Up to 3 users


Opt-in to free during trial
Can be upgraded at any point
Free plan includes:

Pre-built templates

HR, Finance, Onboarding and more in our Template library

Unlimited tasks

No limits to how many you can create

Unlimited digital forms

Streamline input to increase producitivity

Public forms up to 3

For online applications, department or client work requests

Mobile app

Android & iOS available

Gmail & Outlook add-in

Chrome extension & Outlook add-in

Online chat support

Friendly, expert always on hand


Best for teams

£ 8

per user/month billed annually
£ 9.60 billed monthly


Best for teams

€ 9

per user/month billed annually
€ 10.80 billed monthly


Best for teams

$ 10 USD

per user/month billed annually
$ 12.00 USD billed monthly
Everything in Free, plus:

Guest Access 2 per user

Assign tasks to non-users or clients and improve collaboration

1:1 onboarding tour

Expert guidance from our team to help you start


Best for multiple teams

£ 12

per user/month billed annually
£ 14.40 billed monthly


Best for multiple teams

€ 14

per user/month billed annually
€ 16.80 billed monthly


Best for larger teams

$ 14 USD

per user/month billed annually
$ 16.80 billed monthly
Everything in Standard, plus:

Dedicated success manager

Assigned specialist to help you leverage beSlick

Group assign & permissions

Improve team management & forms based task assignment

Unlimited guest access

Assign tasks to non-users or clients and improve collaboration

Unlimited public forms

Handle online applications, department or client work requests with ease

Branding with your logo

Expert guidance from our team to help you start

Priority video support

Chat or speak with our team for advice and issue resolution


For growing businesses


Identify requirements & priorities
Deliver to accountable roadmap
Everything in Pro, plus:

Branded portal for forms

Easy access for all staff to common forms & reports

Monthly management report

Detailed insight into process success, engagement, bottlenecks and areas to improve

Quarterly account review

Review process engagement and improvement opportunities

Need something packaged and ready to go?

Select a defined sector solution with templates ready to go. We'll customise to your business and train your teams on how to get started quickly.

Frequently Asked Questions

What happens to everything after my trial finishes?

If you sign up to an active subscription or convert to free (max 3 users), everything will transition so you can keep using the platform uninterrupted.

If you decide not to go ahead we'll keep the data for 30 days, it will then be deleted.

What features does the free tier of beSlick have?

The free tier of beSlick is limited to a maximum of 3 users. It doesn't include guest access, groups or logo branding. Support is chat or support documentation only.

You can still have unlimited tasks and templates, and install either the Gmail or Outlook plug-ins, and make use of the mobile app (iOS & Android).

Can I get a demo with an expert, to see if it is a fit (and get some guidance)?

Absolutely - we highly recommend a 1:1 video demo with one of the team, you can select in the enquiry form.

They'll listen to your requirements and let you know if it is a fit, and if it is they'll show you the best way to achieve what you need to.

They'll even map in an example process for you (if you have one).

Can I use this as a process or SOP library?

Yes, you can easily create flowchart templates using the simple drag & drop builder that supports decisions & loops.

You can embed pictures, video, docs & links to show how to do what needs to be done.

The value comes when you execute these templates as task checklists that follow the exact template you've designed, with an inbuilt feedback loop so people can suggest improvements that can be immediately implemented.

So everything improves, continuously.

Is this a to-do manager, that can track actions & reminders?

Absolutely - collate actions from meetings and assign them with due dates and dependencies. Collate ideas and suggestions into a new task. Create tasks on the mobile app for when you suddenly remember something you don't want to forget.

Need to get milk on the way home or book a family holiday?

Keep it all in one place, and mark them as private if you need to.

Do you offer support other than chat?

Yes, and we help with real experts discussing your challenges and how to solve them right at the start.

Our support is one of the key differentiators in how you work with us, as we know that getting the right advice and guidance signficantly improves the value you achieve and the speed at which you can implement.

We highly recommend a demo with one of our system experts before you purchase to make sure it is the right fit and help you start.

Worth noting, even our free implementation tier includes a specialist for the first month to make sure your journey is a success.

What integration & automation do you support?
This is where things can get exciting. We always recommend starting simple, and making sure the process works - because automating something that isn't great won't make things better.

We support integration through Zapier, which means you connect beSlick to over 4,000 applications including CRM, email, finance or other databases. This could be Salesforce, Pipedrive, Google Sheets or a SQL database - or anything else.

Example use cases include;

  • Data captured during a process task to be automatically inserted into your CRM
  • Automatically email a generated PDF report to a client using data entered during the task
  • Kick off a beSlick task based on a field changing in Salesforce
  • Creating a beSlick task from an email in your inbox, to add it to your personal 'to-do' list

Integrating systems and automating activities helps you save time and reduce cost, and to provide an even more brilliant service to your customers.


If I need help getting started, how do you help?

While beSlick is simple to use, we're keen to make sure you get value as quickly as possible. As you'd expect, all customers have access to our extensive support documentation library, email support and responsive online chat for any queries.

We also offer a range of implementation options;

  1. Free support call during your trial
    • To answer questions, discuss your use case, map in an example process
  2. Starter Assistance - included free
    • Assigned, dedicated specialist
    • 4x One hour video calls
    • To advise, train, help map, advise on integration
    • Included free with every active subscription
    • Recommended for less than 10 users
  3. Accelerator Pack - £995, $1,350 or €1,200
    • Delivered to Proven Process
    • 3x 4hr remote or on-site sessions
    • Help you achieve more value, faster
    • Onsite is UK only, travel costs may be charged
  4. Managed Implementation - Bespoke
    • Agreed scope of delivery
    • Senior consultants embedded in your business
    • Typically targetting compliance (for example ISO, CQC, FCA)
    • Cost is bespoke depending on requirements
    • For larger implementations or complex requirements