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.

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

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    English

    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
    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: Use approvals and integrations to enforce and automate workflows Process Street screenshot: Complete workflows as checklists and collaborate with your team

    Features

    Total features of Process Street: 83

    • @mentions
    • API
    • Access Control
    • Accounting Management
    • Action Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts / Escalation
    • Approval Process Control
    • Assignment Management
    • Automatic Backup
    • Automatic Notifications
    • CRM Integration
    • Calendar Management
    • Case Management
    • Collaboration Tools
    • Collaborative Workspace
    • Commenting
    • Conditional Logic
    • Configurable Workflow
    • Contact Database
    • Contact History
    • Contract Management
    • Contractor Management
    • Custom Forms
    • Customizable Branding
    • Customizable Reporting
    • Customizable Templates
    • Dashboard Creation
    • Data Filtering
    • Data Import
    • Data Import/Export
    • Data Mapping
    • Deadline Management
    • Desktop Notifications
    • Document Generation
    • Document Storage
    • Drag & Drop Interface
    • Email Integration
    • Email Templates
    • Employee Management
    • Escalation Management
    • Event Tracking
    • Event Triggered Actions
    • Filtered Views
    • Graphical Workflow Editor
    • Labeling
    • Mobile Alerts
    • Mobile Integration
    • Mobile Workforce Control
    • Order Management
    • Payroll Management
    • Permission Management
    • Process Control
    • Productivity Reporting
    • Progress Tracking
    • Project Time Tracking
    • Project Tracking
    • Project Workflow
    • Purchase Order Management
    • Real Time Notifications
    • Real Time Updates
    • Recurring Tasks
    • Rules-Based Workflow
    • SLA Management
    • SSL Security
    • Scheduled Reporting
    • Scheduling
    • Secure Data Storage
    • Secure Login
    • Single Sign On
    • Survey Management
    • Surveys & Feedback
    • Task Management
    • Task Scheduling
    • Task Tracking
    • Template Management
    • Third Party Integration
    • To-Do List
    • Two-Factor Authentication
    • Work Order Management
    • Workflow Management

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    Reviews

    Overall rating

    4.7 /5
    (493)
    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 493
    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 17/11/2016

    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 16/09/2020

    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!

    Melisa G.
    Overall rating
    • Industry: Accounting
    • 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

    Great Product - Keeps us on track

    Reviewed on 05/01/2021

    Pros

    The features are easy to use and highly customizable. We use it for all process documentation and project management.

    Cons

    There are some features that I'd love to see (weekend vs week day differences). However, customer service is always great about taking feedback and letting us know which features will be rolled out.

    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 07/11/2018

    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.

    Adam S.
    Overall rating
    • Industry: Management Consulting
    • 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

    The Business Process Control Software you've been looking for.

    Reviewed on 19/11/2020

    Make no mistake, this program will not automate your entire process and do it for you, but it takes...

    Make no mistake, this program will not automate your entire process and do it for you, but it takes a lot of the thought and decision energy out of it. Great for processes that still need human thought coupled with the ability for management to set controls and parameters.

    Pros

    You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs.

    Cons

    There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow.

    Showing 5 reviews of 493 Read all reviews

    Process Street FAQs

    Below are some frequently asked questions for Process Street.

    Process Street offers the following pricing plans:

    • Starting from: $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

    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

    Process Street has the following typical customers:

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

    Process Street supports the following languages:

    English

    Process Street supports the following devices:

    iPhone

    Process Street integrates with the following applications:

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

    Process Street offers the following support options:

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

    Related categories

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