About 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.

Pricing starting from:

US$12,50/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

Key benefits of Process Street

  • 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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 4 others, United Kingdom, India, Mexico, United States

    Supported Languages

    English

    Pricing starting from:

    US$12,50/month

    • Free Trial
    • Free Version
    • Subscription
    View Pricing Plans

    Images

    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
    View 6 more
    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: Securely track your workflows from one easy dashboard Process Street screenshot: Use approvals and integrations to enforce and automate workflows Process Street screenshot: Process Street screenshot: Complete workflows as checklists and collaborate with your team

    Features

    Total features of Process Street: 143

    • @mentions
    • API
    • Access Controls/Permissions
    • Accounting
    • Action Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Activity/News Feed
    • Alerts / Escalation
    • Alerts/Notifications
    • Approval Process Control
    • Archiving & Retention
    • Assignment Management
    • Audit Management
    • Automatic Backup
    • Business Process Automation
    • Business Process Control
    • CRM
    • Calendar Management
    • Case Management
    • Change Management
    • Collaboration Tools
    • Commenting / Notes
    • Communication Management
    • Communications Management
    • Complaint Management
    • Compliance Management
    • Compliance Tracking
    • Conditional Logic
    • Configurable Workflow
    • Contact Database
    • Content Management
    • Contract/License Management
    • Contractor Management
    • Create Subtasks
    • Customizable Branding
    • Customizable Dashboard
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Dashboard Creation
    • Data Import/Export
    • Data Management
    • Data Mapping
    • Deadline Management
    • Desktop Notifications
    • Document Capture
    • Document Classification
    • Document Coding & Control
    • Document Generation
    • Document Management
    • Document Storage
    • Drag & Drop
    • E-Verify/I-9 Forms
    • Electronic Forms
    • Electronic Signature
    • Email Management
    • Email Templates
    • Email-to-Task Conversion
    • Employee Activity Monitoring
    • Employee Handbook
    • Employee Management
    • Event Tracking
    • Event Triggered Actions
    • File Sharing
    • Forms Creation & Design
    • Forms Management
    • Graphical Workflow Editor
    • ISO Standards Management
    • Integrations Management
    • Interaction Tracking
    • Job Description Management
    • Knowledge Management
    • Labeling
    • Live Chat
    • Meeting Management
    • Mentorship
    • Mobile Access
    • Mobile Alerts
    • Mobile Workforce Control
    • Multiple Data Sources
    • No-Code
    • Order Management
    • Orientation Workflow Management
    • Payroll Management
    • Percent-Complete Tracking
    • Prioritization
    • Process Change Tracking
    • Process Control
    • Process Modeling & Designing
    • Process/Workflow Automation
    • Productivity Analysis
    • Progress Tracking
    • Project Management
    • Project Time Tracking
    • Project Tracking
    • Project Workflow
    • Purchase Order Management
    • Real Time Editing
    • Real Time Notifications
    • Real-time Updates
    • Recurring Tasks
    • Remote Access/Control
    • Remote Support Software
    • Reporting/Analytics
    • Risk Management
    • Rules-Based Workflow
    • SSL Security
    • Scheduled / Automated Reports
    • Scheduling
    • Search/Filter
    • Secure Data Storage
    • Secure Login
    • Self Service Portal
    • Service Level Agreement (SLA) Management
    • Single Sign On
    • Spreadsheet View
    • Stakeholder Defined Attributes
    • Status Tracking
    • Supplier Quality Control
    • Survey/Poll Management
    • Surveys & Feedback
    • Task Editing/Updating
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Task Tagging
    • Template Management
    • Templates
    • Third Party Integrations
    • Time Tracking
    • Time Zone Tracking
    • To-Do List
    • Traceability
    • Training Management
    • Two-Factor Authentication
    • Version Control
    • Web Services
    • Work Order Management
    • Workflow Configuration
    • Workflow Management

    Alternatives

    monday.com

    4,6
    #1 Alternative to Process Street
    monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

    Asana

    4,4
    #2 Alternative to Process Street
    Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

    Quixy

    4,8
    #3 Alternative to Process Street
    Quixy is a cloud-based No Code digital transformation platform that empowers business users with no coding skills to...

    Wrike

    4,2
    #4 Alternative to Process Street
    Wrike is a collaboration & project management tool that helps users manage projects from start to finish, providing...

    Reviews

    Overall rating

    4,7 /5
    (502)
    Value for Money
    4,7/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    Customer Support
    4,7/5

    Already have Process Street?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 502
    Greg H.
    Overall rating
    • Industry: Veterinary
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 2016/11/17

    We're not your typical tech or online company using SaaS systems to run and manage their business -...

    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!)

    Stephen J.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    I Can't Believe How Good This Is!

    Reviewed on 2020/09/16

    I can't believe how good your tool is! I've tried to manage my business and personal processes over...

    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!

    Kyle R.
    Overall rating
    • Industry: Law Practice
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Our Experience

    Reviewed on 2021/03/13

    Pros

    Hi Process Street,

    I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.

    Thank you!!

    Cons

    I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

    James S.
    Overall rating
    • Industry: Financial Services
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 3.0 /10

    Good for simple checklists; Bad for complex processes

    Reviewed on 2018/11/07

    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.

    Andy M.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Process St - Dorado Property Pty ltd

    Reviewed on 2021/02/05

    I have been using Process Street for the last 5 months since I started working at Dorado Property...

    I have been using Process Street for the last 5 months since I started working at Dorado Property Pty Ltd. The overall experience has been very positive and I have enjoyed using ll the software and seeing it grow over the last few months.

    Pros

    The ability to creat logical, well ordered checklists whcih individuals can follow routinly through each step which walks them through the process step by step.

    I also like the ability for the checklists to either be followed directly for idividuals who have not done the process before, or loosly followed for the individuals who have done the process before and are using it just as a guide.

    Cons

    The software could have more visually appealing with changing colors and tagging of checklists using color coding.

    Showing 5 reviews of 502 Read all reviews

    Process Street FAQs

    Below are some frequently asked questions for Process Street.

    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

    We do not have any information about Process Street features

    Process Street has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Process Street supports the following languages:

    English

    Process Street supports the following devices:

    Android (Mobile), iPhone (Mobile)

    Process Street integrates with the following applications:

    Airtable, Asana, DocuSign, Dropbox Business, Google Calendar, Google Drive, Google Workspace, Greenhouse, HubSpot CRM, Magento Commerce, Mailchimp, Microsoft 365, Microsoft Excel, Microsoft Outlook, NetSuite, PayPal, Quickbooks Online, SAP Business One, Salesforce Sales Cloud, Shopify, Slack, Stripe, WooCommerce, Xero, Zapier, Zendesk

    Process Street offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Process Street.