Features

Run your company from structured operational knowledge.

SOPFlow SME now connects SOPs, workflows, daily knowledge, task docs, employee records, document vaults, alerts, reports, and per-user SaaS billing.

SOPs

Publish formal procedures with ownership, versioning, review dates, approvals, and read acknowledgments.

Workflows

Document repeatable processes and link them to SOPs, task docs, departments, and teams.

Daily knowledge

Capture operating lessons, handover notes, and team knowledge before it disappears.

Task docs

Give teams focused instructions for recurring tasks, handoffs, and accountable execution.

Employee database

Manage staff identity, designation, managers, employment status, departments, roles, and allowed categories.

Document vault

Store contracts, agreements, compliance records, expiry dates, files, and links to SOPs or workflows.

Module packs

Add front-end portals for execution, governance, training, and AI support.

Guided answers

AI Assistant

Ask SOPFlow questions and get context-aware guidance from approved company knowledge.

Open assistant

Assigned assets

Assets & Maintenance

Give employees a front-end view of assigned assets, upkeep notes, and maintenance responsibilities.

Open assets

Readiness status

Backup & Restore

Surface backup readiness and restore status for authorized SOPFlow users.

View status

Execution runs

Checklists

Let employees complete assigned checklist runs, update items, and leave execution comments.

Open checklists

Brand layer

Company Branding

Preview the active company brand that can be shared across SOPFlow public pages and templates.

View branding

Evidence work

Compliance

Provide a front-end workspace for assigned controls, assessment items, and evidence updates.

Open compliance

Action tracking

Meetings & Actions

Show employees their meeting action items and let them update progress from the front end.

Open actions

Employee training

Training & Skills

Give staff a portal for training assignments, acknowledgments, quizzes, and skills progress.

Open training

Recovery tasks

Business Continuity

Give employees a front-end continuity workspace for assigned recovery tasks and evidence notes.

Open continuity

Governance expansion

The new admin packs extend SOPFlow into audits, CAPA, RACI, KPIs, improvement loops, continuity planning, and sales demos.

Ownership control

RACI, KPI & Accountability

Map accountabilities, KPI targets, performance updates, accountability gaps, and reporting from the SOPFlow admin workspace.

Better workflows

Process Improvement

Collect staff suggestions, review improvements, track implementation, and route SOP change requests.

Quality response

Complaints & CAPA

Manage complaint intake, root cause analysis, corrective actions, preventive actions, closure, and quality reporting.

Internal assurance

Audit Pack

Plan internal audits, capture findings and evidence, assign corrective actions, and report audit readiness.

Sales enablement

Demo Center

Generate realistic demo companies, module data, and client pitch pages for SOPFlow SME presentations.

Workspace guidance

SOPFlow Guide

Support admins with dashboard guidance, feature maps, hover tips, and sample data seeding for onboarding.

Designed for SMEs

Enterprise-grade controls without slowing down SME teams.

  • Department, category, and role-based access for employees.
  • Canonical company signup, employee signup, login, pricing, and portal pages.
  • Per-user monthly pricing, freemium controls, default checkout gateway, and trial flow.
  • Brand colors from plugin settings reflected on public shortcode screens.

Operational control

See how SOPFlow SME connects SOPs, workflows, task docs, people, and document control.