About ProcessPlan

ProcessPlan is a cloud-based solution which helps businesses automate processes for managing enterprise workflows and monitoring tasks assigned to employees. The platform enables users to complete tasks using detailed instructions and use updates to plan upcoming projects.

Key features of ProcessPlan include task management, access controls/permissions, workflow configuration, approval process control, and an API. The platform comes with a resource library, which offers custom templates to help users design new projects and build tasks according to their business requirements. The central dashboard gives users an overview of assigned tasks and deadlines. ProcessPlan also lets firms send emails to employees before starting a project, to help facilitate collaboration across multiple teams.

ProcessPlan enables enterprises to receive notifications about task updates and new assignments, helping to streamline the organization’s workflow. The platform supports integration with various third-party applications such as Office 365, Mailchimp, Amazon Web Services, Zendesk, and more, to automate internal, as well as external business operations.

Pricing starting from:

US$15,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

Australia, Canada, Germany, Mexico, United States

Supported Languages

Arabic, Czech, Danish, Dutch, English and 15 others, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Korean, Norwegian, Polish, Portuguese, Spanish, Swedish, Thai, Traditional Chinese

Pricing starting from:

US$15,00/month

  • Free Trial
  • Subscription

Images

ProcessPlan current tasks screenshot
ProcessPlan process directory screenshot
ProcessPlan process template designer screenshot
ProcessPlan project analytics screenshot
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ProcessPlan video
ProcessPlan screenshot: ProcessPlan current tasks screenshot ProcessPlan screenshot: ProcessPlan process directory screenshot ProcessPlan screenshot: ProcessPlan process template designer screenshot ProcessPlan screenshot: ProcessPlan project analytics screenshot

Features

Total features of ProcessPlan: 61

  • API
  • Access Controls/Permissions
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Business Process Automation
  • Business Process Control
  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
  • Customizable Reports
  • Customizable Templates
  • Data Mapping
  • Data Visualization
  • Document Templates
  • Email Alerts
  • Email Distribution
  • Graphical Workflow Editor
  • Live Chat
  • Member Accounts
  • Monitoring
  • Multiple User Accounts
  • Performance Metrics
  • Pipeline Reports
  • Prioritization
  • Process Modeling & Designing
  • Productivity Analysis
  • Profitability Analysis
  • Progress Reports
  • Progress Tracking
  • Project Templates
  • Project Workflow
  • Projections
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Recruitment Management
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • Sales Reports
  • Scheduled / Automated Reports
  • Single Sign On
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Training Management
  • Two-Factor Authentication
  • User Management
  • Visual Workflow Management
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4,5 /5
(37)
Value for Money
4,3/5
Features
4,4/5
Ease of Use
4,2/5
Customer Support
4,6/5

Already have ProcessPlan?

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Showing 5 reviews of 37
Kia M.
Overall rating
  • Industry: Farming
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

No Company Should Be Without This Program!!

Reviewed on 2019/03/22

Pros

Before ProcessPlan, it was a full-time job for myself, the VP of our organization, to keep track of critical items and processes within our company. We have numerous offices in different states, so communication on where things were in processes that involved multiple locations was cumbersome. We also work on government critical items, so missing a step in just one process could be damaging. Now that we have ProcessPlan, I can work with my teams to set up exactly how a process should be done. When that process is started, I then know it will be done efficiently and without steps being missed/forgotten. Not only does it send the tasks to appropriate team members, but so many items can be automated to save everyone time in multiple aspects. If someone has a question on the progress of a process, you can just go into it and see exactly where or why it is hung up. I love the flexibility and magnitude of features that are involved with the program. It truly is something that grows with us as our company grows and allows us to update processes easily and in real time. Honestly, ProcessPlan is a big reason we have been able to grow our companies, by freeing up time and ensuring quality in everything we do. I can’t imagine our company without it!

Cons

Nothing, it is so flexible that it meets all our needs. If we can't find something that works, the support is VERY helpful and responsive. They are always there to help us find a way to make it work!

Response from ProcessPlan

HI Kia,

Thank you for leaving such a detailed and thoughtful review. We appreciate you taking the time to share your experience using ProcessPlan and how it has impacted your business.

Sincerely,
ProcessPlan

Shane O.
Overall rating
  • Industry: Environmental Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Runs my company

Reviewed on 2019/01/24

Process Plan introduced me to automation. It does a lot inside the software. What it lacked...

Process Plan introduced me to automation. It does a lot inside the software. What it lacked caused me to learn other things like Zapier. Now, my life is changed. I see things different.

Pros

It is flexible and robust. I looked for a solution to run my company for a few years before finding process plan. Typical "industry specific" softwares are often times limited as a whole as they try to be "all things to all people" inside that niche.

I've have moved away philosophy and process plan is making that possible. Regardless of what you do, there is a place for it in your business.

For me.. my tech stack is:
Process Plan, Zapier, Airtable, Quickbooks Online, Stripe, Click Funnels

If you use webhooks, Zapier or any type of API integrations, you will see Process Plan has tons of options built on platform allowing triggers and actions.

Cons

Hard to say... when I find a software that has deficiencies, I typically plug another software that does "that thing" the best.

I use Airtable for this reason... it cuts up and gives me quick access to slices of my data in ways Process Plan cannot.

Response from ProcessPlan

Hi Shane,
We appreciate your thoughtful and detailed review. Thanks for taking the time to share how ProcessPlans has made an impact on your business.
-ProcessPlan

William T.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 Employees
  • Used Other for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Not worth it for simple, linear tasks.

Reviewed on 2019/03/22

I needed to produce a 10-12 step process. Just getting the admin rights to create a new process...

I needed to produce a 10-12 step process. Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use. Once I started to understand how to string events together, it got easier, but it still took me a long time to figure out simple things like how to allow users to attach documents and pass them along. Overall it took much too long for me to set everything up the way I wanted. Then once it was finished, the primary value was just the email notification and job-task dashboard. The process itself could be completed by staff outside of process plan, which then created a discrepancy between what I was viewing in my progress window, and where the process was physically at elsewhere in the company. Add to that, that your website sends advertisements and other marketing material in a very similar format to the actual process plan task notifications, and many people would delete/ignore the notifications because they had developed "process plan fatigue" from all the other emails your company was sending them. At the end of the day, I could have accomplished basically the same functionality by just sending people in the process a calendar reminder to accomplish their part. Or just sent them an email at that time.

Pros

The process building interface. The automated notification function

Cons

Difficult to learn. Difficult to manipulate. Limited functionality.

Response from ProcessPlan

Hi William,

Thanks for sharing your thoughtful and specific feedback on ProcessPlan's functionality and available training materials. We're reviewing your feedback and will take that into account going forward.

Again, thank you for taking the time to leave a review and share your experience using the platform.

Warm regards,
ProcessPlan

Erica C.
Overall rating
  • Industry: Information Technology & 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 Plan Reviewq

Reviewed on 2019/03/29

Process Plan had helped our company stop a lot of things from falling through the cracks. We...

Process Plan had helped our company stop a lot of things from falling through the cracks. We created a processes where when a tech orders a part from somewhere they can submit a process to let someone know to add it to the ticket so we are billing the customer for the product, before we would just buy it and hope the tech remembered. We also recently created a process plan for days off and that helps HR keep track of vacation days. Overall, great product and very helpful.

Pros

I love the ease of creating new processes, especially if you are creating one that is similar to another plan, you can just make a copy and edit it as needed. I also love the new feature the added "Process Table" where you can go back and see the previous processes and details about who submitted what.

Cons

The automated actions in the process building can get a bit confusing. Sometimes you realize a certain trigger doesn't work with all the fields selected so you have to play around with it and see what the system will allow. A lot of test processes but it works eventually.

Response from ProcessPlan

Hi Erica, 
We appreciate you sharing your feedback about how you use ProcessPlan! Thanks for taking the time to leave a review.
Warm regards, 
ProcessPlan

Tonna C.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Process Plan

Reviewed on 2019/03/29

I really like process plan. I have recently moved to a higher position and am using it more as an...

I really like process plan. I have recently moved to a higher position and am using it more as an administrator now instead of just a user. It has really helped our organization become more organized and help us be able to assign certain things and tasks to people so there is no question or the I didn't know it was for me problem.

Pros

1. Ease of Use
2. Functionality
3. The ability to make it what you need

Cons

1. You really need one person to be the "process plan" person to know the ins and outs of it

Response from ProcessPlan

Hi Tonna,

We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review.

Sincerely, 
ProcessPlan

Showing 5 reviews of 37 Read all reviews

ProcessPlan FAQs

Below are some frequently asked questions for ProcessPlan.

ProcessPlan offers the following pricing plans:

  • Starting from: US$15,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Pricing is on a monthly subscription starting from $15/month billed monthly or $12/month billed annually.

We do not have any information about ProcessPlan features

ProcessPlan has the following typical customers:

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

ProcessPlan supports the following languages:

Arabic, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Korean, Norwegian, Polish, Portuguese, Spanish, Swedish, Thai, Traditional Chinese

ProcessPlan supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

ProcessPlan integrates with the following applications:

HubSpot CRM, LiveChat, Mailchimp, Microsoft 365, Slack, Zapier, Zendesk

ProcessPlan offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for ProcessPlan.