Checklist Fácil

Basic Plan:

• 100% online implementation.

• Self-training with access to support materials.

• Ideal for small teams or straightforward use cases.

Professional & Enterprise Plans:

• Guided setup by a Customer Success Implementer (IS).

• Includes structured onboarding and system configuration support.

• Online self-training also available.

• Timeline varies based on company size and complexity, but onboarding typically begins immediately after purchase.

Optional In-Person Training:

• Available upon request for specific operational needs.

• Must be arranged through the Sales Team.

Full Autonomy:

• Users can configure the system independently to match their operational workflows.

Custom Checklists:

• Add dependent questions, images, barcodes, and conditional logic.

Integration Options:

• API available for ERP, CRM, and BI system integration.

Multilingual Support:

• Available in English, Spanish, and Portuguese.

Mobile Access:

• Android and iOS apps for field operations and real-time data capture.

Advanced Reporting:

• Custom dashboards and analytics tailored to business KPIs.

Customer Success Manager (CSM):

• Available in higher-tier plans to optimize usage and suggest best practices.

Setup Fees:

• Included in Professional and Enterprise plans via guided onboarding.

• Human implementation for Basic Plan may incur extra charges.

Maintenance:

• Covered under subscription; no separate maintenance fees mentioned.

Support Charges:

• Help Center, live chat, and ticketing system available from the free trial onward

• Premium support via CSM is exclusive to Professional and Enterprise plans.

Help Center Access: Rich library of tutorials, guides, and FAQs available from the free trial onward.

Live Chat & Ticketing System: Real-time support and issue tracking for all users.

Self-Training Resources: Online materials for independent learning, especially for Basic Plan users.

Guided Onboarding: Professional and Enterprise plans include implementation support from a Customer Success Implementer (IS).

Customer Success Manager (CSM): Dedicated support for higher-tier plans to ensure optimal usage and strategic alignment.

Optional In-Person Training: Available upon request for tailored operational needs.

Cloud-Based Infrastructure: Hosted on secure servers with high availability and redundancy.

Data Encryption: Ensures secure transmission and storage of sensitive information.

Access Control: Role-based permissions to restrict data visibility and actions.

Audit Trails: Tracks user activity for accountability and compliance.

Compliance Standards: Adheres to data protection regulations relevant to its operating regions.

Regular Updates: New features and improvements are released frequently to enhance functionality.

Automatic Deployment: Updates are rolled out seamlessly without disrupting user operations.

User Feedback Loop: Feature enhancements often reflect customer suggestions and evolving industry needs.

Change Logs: Documented release notes help users stay informed about new capabilities and fixes.

Full Data Ownership: Clients retain ownership of all data collected and stored within the platform.

Export Capability: Users can export data in various formats (e.g., Excel, PDF) for reporting or migration purposes.

API Access: Available for seamless integration and data transfer to other systems like ERP, CRM, or BI platforms.

Data Retention: Data is preserved according to contractual terms and can be retrieved upon request during or after service.

Flexible Licensing: Plans can be adjusted based on the number of users or operational scope.

Modular Features: Add or remove features as business needs evolve.

Support for Growth: Enterprise plan includes strategic guidance from a Customer Success Manager (CSM) to scale efficiently.

No Downtime: Scaling is managed without interrupting service or data access.

Renewal:

• Contracts typically auto-renew unless otherwise specified.

• Clients receive notifications ahead of renewal dates to review terms.

• Performance reviews may be conducted before renewal to assess satisfaction and usage.

Cancellation:

• Requires formal notice within the timeframe specified in the contract.

• Early termination may incur penalties or forfeiture of prepaid fees.

• Data export and account deactivation are handled securely upon cancellation.

Custom Terms:

• Specific clauses for renewal, cancellation, and penalties are outlined in each client’s agreement.

Data Protection: Adheres to Brazil’s LGPD (Lei Geral de Proteção de Dados) and similar international standards.

Security Protocols: Implements encryption, access control, and audit trails.

Operational Compliance: Supports ISO-based quality and safety audits through customizable checklists.

Regulatory Alignment: Designed to help clients meet industry-specific compliance such as ANVISA, NR, and ISO standards.