Process Street

Team workflow, SOP and recurring process management platform

4,7 /5 (486 reviews) Write a Review!

Process Street Overview

What is Process Street?

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 businesses 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 1,000+ integrations.

Process Street Overview

Pricing

Starting from
US$12,50/month

Pricing options

Free Trial
Free
Subscription
Value for money

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.
The Basic plan includes unlimited checklists, unlimited templates, process documentation, reporting, 1000+ integrations, email & chat support
The Standard plan includes everything in BASIC plus: dynamic due dates, enforced order, conditional logic, email & chat support
The Professional plan will allow you to create powerful workflows with approvals, logic and dependencies. It includes everything in STANDARD plus: role assignments, task permissions, approvals, priority support
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It includes everything in PROFESSIONAL, plus: personalized onboarding and training, Full workflow setup and integration assistance, and a dedicated success manager


Process Street Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

Create beautiful process templates in minutes, without tech skills
Create beautiful process templates in minutes, without tech skills
Securely track your workflows from one easy dashboard
Use approvals and integrations to enforce and automate workflows
Complete workflows as checklists and collaborate with your team
Process Street video Process Street video Process Street video Process Street video Process Street video Process Street video Process Street screenshot: Create beautiful process templates in minutes, without tech skills Process Street screenshot: Create beautiful process templates in minutes, without tech skills Process Street screenshot: Securely track your workflows from one easy dashboard Process Street screenshot: Use approvals and integrations to enforce and automate workflows Process Street screenshot: Complete workflows as checklists and collaborate with your team

Process Street Reviews

Process Street Reviews

Overall rating
4,7
/
5
Excellent
365

Very good
101

Average
14

Poor
1

Terrible
5

Value for Money
4,6
Features
4,4
Ease of Use
4,6
Customer Support
4,7
96% recommended this app
Greg H.

I wish all software companies were run like these guys do!

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.


Stephen J.

I Can't Believe How Good This Is!

I can't believe how good your tool is! I've tried to manage my business and personal processes over the years with Podio, ClickUp, Toby, ProcessKit, and some other tools – all good – but nothing works as well for my needs as yours. Thanks for the great work!


James S.

Good for simple checklists; Bad for complex processes


David F.

One of if not the best software we use in our company

Support team is extreemely responsive, they have an amazing library of information and trials that are actually helpful. https://www.process.st/help/docs/


Elaine E.

Love automated checklists and have staff (and yourself) ? You’ll love this!

Overall experience has been fantastic! Customer service is great and I have really enjoyed the software!


Greg H.
Industry: Veterinary
Company size: 11-50 Employees

I wish all software companies were run like these guys do!

Used Daily for 6-12 months
Reviewed on 2016/11/17
Review Source: GetApp

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!)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Stephen J.
Industry: Marketing & Advertising
Company size: Self Employed

I Can't Believe How Good This Is!

Used Daily for 1-5 months
Reviewed on 2020/09/16
Review Source: Capterra

I can't believe how good your tool is! I've tried to manage my business and personal processes over the years with Podio, ClickUp, Toby, ProcessKit, and some other tools – all good – but nothing works as well for my needs as yours. Thanks for the great work!

Pros

Process Street has freed up my brain to work *in* my business faster and more efficiently. The result is that I now have more time to work *on* my business.

Cons

Since I'm a UI/UX designer, there are a few small things I would change (mostly personal preference). But Process Street is very easy to use and works great!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

James S.
Industry: Financial Services
Company size: 51-200 Employees

Good for simple checklists; Bad for complex processes

Used Daily for 6-12 months
Reviewed on 2018/11/07
Review Source: Capterra

Pros

Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier

Cons

Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.

Conditionality is limited to tasks, not elements within tasks.

Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements.

When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.

The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

David F.
Industry: Real Estate
Company size: 2-10 Employees

One of if not the best software we use in our company

Used Daily for 1+ year
Reviewed on 2020/07/17
Review Source: Capterra

Support team is extreemely responsive, they have an amazing library of information and trials that are actually helpful. https://www.process.st/help/docs/

Pros

It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

Cons

I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Elaine E.
Industry: Insurance
Company size: 2-10 Employees

Love automated checklists and have staff (and yourself) ? You’ll love this!

Used Daily for 1-5 months
Reviewed on 2020/08/14
Review Source: Capterra

Overall experience has been fantastic! Customer service is great and I have really enjoyed the software!

Pros

I love checklists, and if you do as well, than you’ll love a Process St.

Cons

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 486 user ratings
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Process Street Pricing

Process Street Pricing

Starting from
US$12,50/month
Free Trial
Free
Subscription
Value for money

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.
The Basic plan includes unlimited checklists, unlimited templates, process documentation, reporting, 1000+ integrations, email & chat support
The Standard plan includes everything in BASIC plus: dynamic due dates, enforced order, conditional logic, email & chat support
The Professional plan will allow you to create powerful workflows with approvals, logic and dependencies. It includes everything in STANDARD plus: role assignments, task permissions, approvals, priority support
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It includes everything in PROFESSIONAL, plus: personalized onboarding and training, Full workflow setup and integration assistance, and a dedicated success manager

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.
The Basic plan includes unlimited checklists, unlimited templates, process documentation, reporting, 1000+ integrations, email & chat support
The Standard plan includes everything in BASIC plus: dynamic due dates, enforced order, conditional logic, email & chat support
The Professional plan will allow you to create powerful workflows with approvals, logic and dependencies. It includes everything in STANDARD plus: role assignments, task permissions, approvals, priority support
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It includes everything in PROFESSIONAL, plus: personalized onboarding and training, Full workflow setup and integration assistance, and a dedicated success manager

Value for Money
4,6/5
Based on 486 user ratings
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Process Street Features

Process Street Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,4/5
Based on 486 user ratings
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Categories

Additional information for Process Street

Additional information for Process Street

Key features of Process Street

  • Approval process control
  • Configurable workflow
  • Dynamic workflow
  • Process analysis
  • Process control
  • Process management
  • Project workflow
  • Rules-based workflow
  • Workflow management

Benefits

  • Document and track businesses processes.

  • Automate tasks with schedules.

  • Assign and collaborate with team members.

  • Collect data with forms.

  • Process Street integrates with over 1,000 apps.

  • Process Street FAQs

    Process Street FAQs

    Below are some frequently asked questions for Process Street.

    Q. What type of pricing plans does Process Street offer?

    Process Street offers the following pricing plans:

    Starting from: US$12,50/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise. The Basic plan includes unlimited checklists, unlimited templates, process documentation, reporting, 1000+ integrations, email & chat support The Standard plan includes everything in BASIC plus: dynamic due dates, enforced order, conditional logic, email & chat support The Professional plan will allow you to create powerful workflows with approvals, logic and dependencies. It includes everything in STANDARD plus: role assignments, task permissions, approvals, priority support The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It includes everything in PROFESSIONAL, plus: personalized onboarding and training, Full workflow setup and integration assistance, and a dedicated success manager

    Q. What are the main features of Process Street?

    Process Street offers the following features:

    • Approval process control
    • Configurable workflow
    • Dynamic workflow
    • Process analysis
    • Process control
    • Process management
    • Project workflow
    • Rules-based workflow
    • Workflow management

    Q. Who are the typical users of Process Street?

    Process Street has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Q. What languages does Process Street support?

    Process Street supports the following languages:

    English

    Q. What type of pricing plans does Process Street offer?

    Process Street has the following pricing plans:

    Free, Subscription

    Q. Does Process Street support mobile devices?

    Process Street supports the following devices:

    iPhone

    Q. What other apps does Process Street integrate with?

    Process Street integrates with the following applications:

    APIANT, Buffer, Capsule, Cognito Forms, HoneyBook, Insightly, LeadMaster, Teamwork, UPilot, VisitorTrack

    Q. What level of support does Process Street offer?

    Process Street offers the following support options:

    Online Support, Phone Support, FAQs, Knowledge Base, Video Tutorials, Forum