Guided Process
Guided process is a feature that assists users in completing a task or achieving a goal by providing step-by-step guidance. This feature can be found in a variety of software across different industries, including project management, customer relationship management, and e-learning applications. The guided process begins by identifying the user's objective and then breaking it down into smaller, manageable steps. These steps are often displayed in a clear and intuitive format, such as a flowchart or checklist. This allows users to easily understand and
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Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].