Team workflow, SOP and recurring process management platform
4.7/5 (423 reviews)Process Street is a standard operating procedure & checklist software for businesses. The platform enables businesses to create and automate workflows, checklists, forms and standard operating procedures. Automate workflows and collaborate with your team.
Process Street provides business with a simple way to manage teams' recurring processes and workflows. Users can create rich process documents that include images, videos, email templates, sub-tasks, and more. Processes can be run as collaborative checklists & workflows and securely managed and stored with Process Street's security and permissions.
Teams can collaborate on all processes from all devices, sharing templates privately with customers and guests or publicly with the world. Users can collect data and automate tasks with form fields and pass data to and from other apps with Process Street's 600+ integrations.
Pros
I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team!
Cons
My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software.
We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use.
What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016).
We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it.
Until Process Street.
The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc.
But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them.
Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.
Pros
- Very intuitive and easy to learn for even the most tech illiterate users
- Magical interface that is constantly being refined and enhanced
- Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app)
- Very clever features that rely heavily on APIs and other apps to extend it's benefit and value
- Highly responsive service and support that tries to bring solutions
- Regularly releasing GREAT new features and enhancements that add more value
- There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!
Cons
- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street
- sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)
Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff.
From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees and be able to spot check them as I have time. Any organization w/ a fixed income truly needs to make the most of what they have, and Process.st allows us to do that. We serve ~60 people at my location and we need to keep many many many documents up-to-date and maintain consistency in the way we do things. Thanks to Process.st for making it so much simpler!
From the staff turnover standpoint, Process.st lets me create processes for others to follow. This is a giant aid in training new staff because I can run some checklists and have them learn while being productive. This has lowered the need for my involvement in training and therefore given me more time to be productive on my own work.
Thanks Process.st!
Pros
Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others.
Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!
Cons
Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.
We are a digital publishing company with a remote team of 10 scattered across the globe. In order to maintain consistency (or at least try) across our platform it is imperative that we have processes in place so that all team members can work together.
The deep integration between Process Street and Zapier has made it the most valuable tool in our business.
We try and keep our team within the Process Street interface is much as possible to follow checklists and add data to forms. Then we use Zapier to manipulate that data and push it around to the other third-party apps that drive our business.
We have just scratched the surface in terms of what is possible and as the team at Process Street continue to roll out more features (like task-based assignment) this tool will just become more and more valuable.
And their customer support is truly outstanding.
Our business would be screwed without Process Street.
Pros
The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools.
Cons
At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this.
Pros
For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas.
Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile than MS Word or Wordpress, allowing you to import different media types with a click.
There is something relaxing as well as productive about the way this tool is designed.
You can export processes to delegate a complex series of tasks to someone via email and make it look easy.
It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent.
Cons
Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches.
Inability to add certain formats is annoying at times e.g. tables
I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue!
Process Street offer 2 paid plans: Business and Enterprise.
The Business plan includes more complex permissions.
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting.
Below are some frequently asked questions for Process Street.
Process Street offers the following pricing plans:
Starting from: $12.5/month
Pricing model: Free, Subscription
Free Trial: Not Available
Process Street offer 2 paid plans: Business and Enterprise.
The Business plan includes more complex permissions.
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting.
Process Street offers the following features:
Process Street has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Process Street supports the following languages:
English
Process Street has the following pricing plans:
Free, Subscription
We do not have any information about what devices Process Street supports
Process Street integrates with the following applications:
APIANT, Buffer, Capsule, Cognito Forms, HoneyBook, Insightly, LeadMaster, Teamwork Projects, UPilot, VisitorTrack
Process Street offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively.