Checklist Genius
Streamline Processes. Simplify Task Management. Empower Teams.
Built on Salesforce and designed with versatility at its core, Checklist Genius is the ultimate productivity companion for businesses of all types. Whether you’re managing onboarding, compliance, service workflows, or operational checklists — our app lets you organize and automate checklists the smart way.
Dynamic Checklist Management
Create, Track, and Evolve — All Within Salesforce:
- Instantly generate custom checklists using predefined templates or ad-hoc entries
- Flexible item setup with descriptions, and sequencing
- Real-time status tracking for each item and entire checklist
- Easy edit/delete support, including mass updates and drag-and-drop ordering
Built for Automation
Eliminate Manual Tasks and Boost Accuracy:
- Automatically create checklists via Salesforce Flows or Apex
- Set due dates, assign users, and define completion rules
- Trigger notifications or alerts based on checklist progress or delays
- Optional reminder emails based on due dates — fully customizable
Responsive, Modern Experience
Use it Anywhere. From Any Device:
- Fully Lightning-Ready, optimized for desktop and mobile
- Clean, intuitive UI with mobile-friendly views
- Context-aware checklist completion with parent record-linked workflows
- One-page access to all checklists of a user, one click for related Salesforce records
Why Teams Love Checklist Genius
- Saves hours of tracking, delegation, and follow-ups
- No more checklists buried in spreadsheets or notes
- Delivers transparency and accountability for task completion
- Works seamlessly with any standard or custom Salesforce object
- Built-in Salesforce dashboards and custom reports
Common Use Cases
- Employee or client onboarding
- Internal audits & compliance checks
- Pre-deployment QA testing
- Marketing campaign launch steps
- Legal case preparation
- Insurance claims tracking
- Customer service resolution flow
Fast Setup & Support
- Easy installation from AppExchange
- Guided setup included
- Dedicated support team for configuration and best practices
- Continuous updates based on real customer feedback
🚀 Ready to Make Every Task Count?
Explore how Xero Integration can transform your team's accountability and efficiency directly inside Salesforce.
👉 Visit AppExchange
👉 Schedule a call with us or Request a Demo
👉 Contact Support checklist@kandisatech.com
Hear from our customers
We keep our customers happy by providing quality support and are proud to say that Breadwinner is reviewed highly on the AppExchange.
“Loving this app - visually assists our sales teams”
“Really love this app! Just rolled it out to ten users across our business development, sales and account sales teams. Super simple to setup and use. The developers have been brilliant and already implemented a number of suggestions we put forward. Price is very reasonable!”
Rob Mathieson, Managing Director
“Exceeding Expectations: Perfect Tool with Beautiful Design and Outstanding Support!”
“We have been thoroughly impressed with this app. It has fully met our business requirements, offering comprehensive features that enhance our workflow. The design of the interface is exceptionally sleek and user-friendly, which has made navigation a breeze for our team. Moreover, the customer support team has been outstanding, always ready to assist with any inquiries we have. Their prompt and helpful responses have made the process seamless. We highly recommend this app to any business looking to optimize their Salesforce experience!”
Thea Wang, IT
“Great app, easy to use, fantastic support!”
“This app allows our team to decrease the number of Salesforce 'tasks' we use by including a checklist to reflect the multiple 'steps' required to finish one task (i.e., Request a booking, booking received/confirmed, records updated, etc.). The app is very customizable and easy to use in flows for automating task updates and triggering field updates on related objects. The support team has been incredibly helpful and responsive, offering guidance and fixes with any minor issues I've had. Very happy overall!”
Penney Ratliff, Process & Systems Manager