Who Uses Process Street?
We work with all sorts of companies including 10% of the Fortune 1000. We service both SMB and Enterprise teams in all departments, but we see most engagement in Sales, Marketing, HR, IT and Support.
What Is Process Street?
Process Street provides businesses with a streamlined, non-technical way to make managing recurring workflows fast, fun, and easy for teams everywhere.
Strong company processes are the backbone of any successful business. Without them, a company will struggle and will almost certainly find it difficult to scale.
Easily create and customize checklists with text, images, video, and more.
Streamline the approval process with conditional logic, automations, and integrations.
Process Street Details
Process Street
http://www.process.st
Founded 2013
Process Street pricing overview
See pricing plansProcess Street has a free version and offers a free trial. Process Street paid version starts at US$12.50/month.
Starting Price
US$12.50/month See pricing details
Pricing Details
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
Free Version
Yes
Free Trial
Yes, get a free trial
Process Street deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Deployment
- Cloud, SaaS, Web-based
- Android (Mobile)
- iPhone (Mobile)
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Process Street Features
Business Process Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- Business Process Control
- CRM
- Calendar Management
- Collaboration Tools
- Commenting / Notes
- Compliance Management
- Configurable Workflow
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Forms Management
- Graphical Workflow Editor
- Monitoring
- No-Code
- Process Change Tracking
- Process Control
- Process Modeling & Designing
- Projections
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules-Based Workflow
- Task Management
- Task Progress Tracking
- Template Management
- Templates
- Third Party Integrations
- User Management
- Version Control
- Visual Workflow Management
- Workflow Management
Collaboration Software
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Brainstorming
- Calendar Management
- Chat/Messaging
- Collaboration Tools
- Commenting / Notes
- Communication Management
- Contact Management
- Content Management
- Customizable Branding
- Discussions / Forums
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- File Management
- File Sharing
- File Transfer
- Live Chat
- Mobile Access
- Prioritization
- Progress Tracking
- Project Management
- Project Planning
- Projections
- Real Time Editing
- Real Time Notifications
- Real-time Updates
- Reporting & Statistics
- SSL Security
- Screen Sharing
- Secure Data Storage
- Single Sign On
- Status Tracking
- Tagging
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- To-Do List
- Version Control
- Video Conferencing
- Workflow Management
Compliance Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts / Escalation
- Archiving & Retention
- Assessment Management
- Audit Management
- Audit Trail
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Controls Audit
- Corrective and Preventive Actions (CAPA)
- Customizable Reports
- Customizable Templates
- Data Visualization
- Document Management
- Document Storage
- Environmental Compliance
- FDA Compliance
- Forms Management
- HIPAA Compliant
- ISO Compliance
- Incident Management
- Monitoring
- Multi-Language
- OSHA Compliance
- Policy Management
- Process/Workflow Automation
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Risk Alerts
- Risk Analytics
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Sarbanes-Oxley Compliance
- Security Auditing
- Surveys & Feedback
- Task Management
- Template Management
- Third Party Integrations
- Training Management
- Version Control
- Workflow Management
Digital Workplace Software
- @mentions
- API
- Access Controls/Permissions
- Active Directory Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Approval Process Control
- Calendar Management
- Chat/Messaging
- Collaboration Tools
- Commenting / Notes
- Communication Management
- Configurable Workflow
- Contact Management
- Content Management
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Employee Database
- Employee Directory
- Employee Onboarding
- Employee Portal
- Feedback Management
- File Management
- File Sharing
- Forms Management
- Forum / Discussion Board
- Knowledge Management
- Live Chat
- Projections
- Real Time Notifications
- Real-time Updates
- Reporting & Statistics
- Role-Based Permissions
- Search/Filter
- Single Sign On
- Surveys & Feedback
- Tagging
- Task Management
- Third Party Integrations
- Version Control
- Workflow Management
Document Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Management
- Audit Trail
- Collaboration Tools
- Commenting / Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Content Management
- Customizable Branding
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- File Conversion
- File Management
- File Recovery
- File Sharing
- File Transfer
- Forms Management
- Full Text Search
- Offline Access
- Optical Character Recognition
- Projections
- Reporting & Statistics
- SSL Security
- Search/Filter
- Secure Data Storage
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Version Control
- Workflow Management
Forms Automation Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Management
- Audit Trail
- Autofill
- Barcode / Ticket Scanning
- CRM
- Collaboration Tools
- Conditional Logic
- Configurable Workflow
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Capture and Transfer
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Signature
- Email Management
- File Storage
- Forms Creation & Design
- Forms Management
- Full Text Search
- Offline Access
- Process/Workflow Automation
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Reminders
- Reporting & Statistics
- Rules-Based Workflow
- SSL Security
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Template Management
- Third Party Integrations
- Version Control
- Web Forms
- Workflow Management
Legal Document Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Archiving & Retention
- Audit Trail
- Billing & Invoicing
- Calendar Management
- Case Management
- Client Management
- Client Portal
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Contract/License Management
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Deadline Management
- Document Automation
- Document Capture
- Document Check-In/Out
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Electronic Signature
- Email Management
- Expense Tracking
- File Sharing
- For Legal Professionals
- Full Text Search
- Invoice Management
- Optical Character Recognition
- Reminders
- Reporting & Statistics
- SSL Security
- Search/Filter
- Secure Data Storage
- Task Management
- Third Party Integrations
- Time & Expense Tracking
- Two-Factor Authentication
- Version Control
- Workflow Management
Onboarding Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Applicant Tracking
- Approval Process Control
- Attendance Tracking
- Benefits Management
- Calendar Management
- Collaboration Tools
- Compliance Management
- Configurable Workflow
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- E-Verify/I-9 Forms
- Electronic Forms
- Electronic Signature
- Employee Database
- Employee Handbook
- Employee Management
- Employee Onboarding
- Employee Portal
- Employee Profiles
- Employee Self Service
- Feedback Management
- HR Management
- Job Description Management
- Learning Management
- Leave Tracking
- Mentorship
- Orientation Workflow Management
- Payroll Management
- Performance Management
- Real Time Reporting
- Recruitment Management
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Self Service Portal
- Sick Leave Tracking
- Task Management
- Third Party Integrations
- Time Off Requests
- Training Management
- Workflow Management
Project Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Alerts/Notifications
- Billing & Invoicing
- Budget Management
- Calendar Management
- Client Portal
- Collaboration Tools
- Commenting / Notes
- Cost-to-Completion Tracking
- Customizable Templates
- Document Management
- Document Storage
- Drag & Drop
- File Sharing
- Gantt/Timeline View
- Idea Management
- Issue Management
- Kanban Board
- Milestone Tracking
- Multiple Projects
- Percent-Complete Tracking
- Portfolio Management
- Prioritization
- Progress Tracking
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real-time Updates
- Reporting & Statistics
- Reporting/Project Tracking
- Resource Management
- Risk Management
- Status Tracking
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Testing/QA Management
- Third Party Integrations
- Time & Expense Tracking
- Traditional Methodologies
- Workflow Management
Quality Management Software
- API
- Access Controls/Permissions
- Action Management
- Activity Dashboard
- Activity Tracking
- Alerts / Escalation
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Change Management
- Communications Management
- Complaint Management
- Compliance Management
- Corrective and Preventive Actions (CAPA)
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Defect Tracking
- Document Coding & Control
- Document Management
- Document Review
- Document Storage
- Equipment Management
- Forms Management
- ISO Standards Management
- Incident Management
- Inspection Management
- Issue Management
- Maintenance Management
- Monitoring
- Quality Assurance
- Quality Control
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Supplier Management
- Supplier Quality Control
- Task Management
- Third Party Integrations
- Training Management
- Version Control
- Workflow Management
Remote Work Software
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Chat/Messaging
- Collaboration Tools
- Commenting / Notes
- Communication Management
- Customizable Branding
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Employee Activity Monitoring
- File Management
- File Transfer
- Live Chat
- Meeting Management
- Monitoring
- Prioritization
- Progress Tracking
- Project Time Tracking
- Projections
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Real-time Updates
- Remote Access/Control
- Remote Support Software
- Reporting & Statistics
- SSL Security
- Single Sign On
- Softphone Software
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Third Party Integrations
- Time Zone Tracking
- Two-Way Audio & Video
- Video Chat
- Video Conferencing
- Workflow Management
Requirements Management Software
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Agile Methodologies
- Applications Management
- Assessment Management
- Budgeting/Forecasting
- Bug Tracking
- Change Management
- Collaboration Tools
- Commenting / Notes
- Communication Management
- Compliance Management
- Configurable Workflow
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- File Management
- Lifecycle Management
- Multiple Projects
- Prioritization
- Progress Tracking
- Project Planning
- Project Tracking
- Project Workflow
- Projections
- Real Time Data
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Requirements Review
- Stakeholder Defined Attributes
- Status Tracking
- Task Management
- Task Planning
- Task Progress Tracking
- Template Management
- Third Party Integrations
- To-Do List
- Traceability
- Version Control
- Workflow Management
System and Data Integration Software
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts / Escalation
- Applications Management
- Automated Scheduling
- CRM
- Configurable Workflow
- Dashboard
- Data Aggregation and Publishing
- Data Capture and Transfer
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Management
- Data Mapping
- Data Storage Management
- Data Synchronization
- Data Visualization
- Data Warehouse Software
- Database Support
- Document Management
- Drag & Drop
- ERP
- ETL Tools
- Email Management
- Integrations Management
- Metadata Management
- Mobile Access
- Monitoring
- Multiple Data Sources
- Point of Sale (POS)
- QuickBooks Integration
- Real Time Analytics
- Real Time Data
- Real Time Monitoring
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- SSL Security
- Sales Management
- Search/Filter
- Social Media Integration
- Third Party Integrations
- User Management
- Web Services
- Workflow Management
Task Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Assignment Management
- Calendar Management
- Collaboration Tools
- Commenting / Notes
- Create Subtasks
- Deadline Management
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email-to-Task Conversion
- File Management
- Gamification
- Gantt/Timeline View
- Import Tasks
- Mobile Access
- Parent Task
- Percent-Complete Tracking
- Prioritization
- Progress Tracking
- Project Planning
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Notifications
- Real-time Updates
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Spreadsheet View
- Status Tracking
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Third Party Integrations
- Time Tracking
- To-Do List
- Workflow Management
Workflow Management Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- Calendar Management
- Collaboration Tools
- Commenting / Notes
- Compliance Tracking
- Configurable Workflow
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Forms Management
- Graphical Workflow Editor
- Mobile Access
- Monitoring
- No-Code
- Progress Tracking
- Project Time Tracking
- Project Workflow
- Projections
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Template Management
- Third Party Integrations
- Workflow Configuration
- Workflow Management
Process Street Alternatives
More Process Street alternatives
Process Street Reviews
Read all reviewsOverall rating
Average score
Greg H.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: GetApp
- Reviewed on 17/11/2016
"I wish all software companies were run like these guys do!"
Comments: 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!)
- Reviewer Source
- Source: GetApp
- Reviewed on 17/11/2016
Stephen J.
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality5 /5
-
Customer Support4 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 16/09/2020
"I Can't Believe How Good This Is!"
Comments: 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!
- Reviewer Source
- Reviewed on 16/09/2020
Kyle R.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 13/03/2021
"Our Experience"
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.
- Reviewer Source
- Reviewed on 13/03/2021
James S.
-
Overall Rating3 /5
-
Ease of Use5 /5
-
Features & Functionality2 /5
-
Customer Support4 /5
-
Value for Money2 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 07/11/2018
"Good for simple checklists; Bad for complex processes"
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.
- Reviewer Source
- Reviewed on 07/11/2018
Andy M.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 05/02/2021
"Process St - Dorado Property Pty ltd"
Comments: 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.
- Reviewer Source
- Reviewed on 05/02/2021
