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

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Easy template creation
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1000+ integrations
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Process Street pricing overview

See pricing plans

Process 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

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

  • 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
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • 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

View full list of Business Process Management 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
  • Customisable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritisation
  • 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

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  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Controls Audit
  • Corrective and Preventive Actions (CAPA)
  • Customisable Reports
  • Customisable Templates
  • Data Visualisation
  • 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
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  • Multiple Data Sources
  • Point of Sale (POS)
  • QuickBooks Integration
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  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
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  • Document Management
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  • Email Management
  • Employee Database
  • Employee Directory
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  • Forum / Discussion Board
  • Knowledge Management
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  • Digital Signature
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  • Document Classification
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  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
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  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
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  • Employee Database
  • Employee Handbook
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  • Employee Profiles
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  • HR Management
  • Job Description Management
  • Learning Management
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  • Orientation Workflow Management
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Process Street Alternatives

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Process Street Reviews

Read all reviews

Overall rating

4.7/5

Average score

Ease of Use 4.6
Customer Service 4.7
Features 4.4
Value for Money 4.7

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Greg H.
Veterinary, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • 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.
Software Developer & Marketer
Marketing & Advertising, Self Employed
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 16/9/2020

"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 16/9/2020
Kyle R.
Owner
Law Practice, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 13/3/2021

"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 13/3/2021
James S.
Product Manager
Financial Services, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    2 /5
  • Customer Support
    4 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 7/11/2018

"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 7/11/2018
Andy M.
Manager - Processes and Standards
Financial Services, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 5/2/2021

"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 5/2/2021