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What Is Process Street?

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening.

Manage your team wiki and company handbook 100% free.

Join Salesforce, Colliers, Drift, and 3,000+ other businesses who use Process Street today.

Who Uses Process Street?

We work with all sorts of companies including most of the Fortune 1000. We service both SMB and Enterprise teams in all departments, but we see engagement in HR, Finance, CS, Sales, and Marketing.

Process Street Software - Unleash the Power of AI-Driven Workflow Management: Simplify and Streamline with Process Street, Empowering Your Team with AI and Chat GPT for Effortless Recurring workflows and Procedures
Process Street Software - Transforming Workflows with AI and Chat GPT: Seamlessly Create Dynamic Workflows for Optimal Efficiency and Innovation
Process Street Software - Customize AI-Powered Workflows: Assign Tasks, Stay Updated, and Meet Deadlines with Real-time Notifications and Automated Due Dates
Process Street Software - Data Sets: Accelerate Workflow Building, Enhance Accuracy, and Maintain Consistency with Customizable Tables of Data
Process Street Software - Enhance Project Visibility and Productivity: Track Progress, Organize with Saved Views, and Identify Issues with Ease. Export Data for Further Analysis with a Click

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Reviews of Process Street

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.8
Features
4.5
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Laura
Laura
Human Resources Generalist in US
Verified LinkedIn User
Hospital & Health Care, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Efficiency in performing routine tasks

4.0 2 years ago

Comments: Very straightforward! Non-technical users will have no trouble creating effective procedures because to the intuitive UI. The user interface is also highly uncluttered and easy to navigate. Nonetheless, efficiency is quite high. One of the features I value most is the ability to make changes to a process's blueprint while it is still active.

Pros:

Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction.

Cons:

However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this.

Adrienne
Director GTM Operations in US
E-Learning, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Complete customer requested tasks quickly

4.0 last year

Comments: Overall I've had a good experience with Process Street. The only thing that would make it better is a better slack integration, otherwise I'm quite pleased with the service!

Pros:

I like the process street allows me to easily track requests that come in from my customers and respond to the customer to let them know the task has been completed. The ability to send an email to the customer directly from Process Street is a huge benefit. I also like the ability to use Process Street to submit bugs to my own tech team and track their progress through review and completion.

Cons:

The thing that I think has the most room for improvement are the slack notifications. They are very helpful in quickly letting me know something needs to be addressed, but I am often unable to complete the action within slack. It isn't easy to navigate to the web browser from slack, so I need to go access either the email notification or manually go to the Process Street site.

Gabriel
Director of Creative Services in US
Marketing & Advertising, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Process.st review

3.0 3 years ago

Pros:

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

Cons:

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls) – Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot) – Too little automation customization (ex. Slack connection is very limited) – The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor) – Content -> Send Email and Forms -> Long Text lack even simple formatting capability

Rachelle
Transition Manager - Lease Administration in US
Real Estate, 5,001–10,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Transition Management - Colliers Lease Administration

4.0 last year

Comments: I'm happy that we have it. It has improved our ability to manage projects and control the assignment of new projects among the team.

Pros:

I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project. It also makes it much simpler to have multiple people working on the project and avoid duplicative effort.

Cons:

it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street. the Link works to locate the document quickly, but that requires to work outside Process Street and I have to go back and add more notes about what we did to the document(s). I also wish I could integrate with more apps, but I'm not totally sure its not our companies security that prevents that from being possible. I also would like to be able to have ability to control the status of the project. We use process projects that haven't begun and they get mixed into other things that are actually active vs reflecting that they are pending projects.

Jhoy
Finance Manager in Philippines
Accounting, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Process st you rock!

5.0 last year

Comments: Everything's made easier with Process st., and we're loving it.

Pros:

Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training.

Cons:

At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate. I mean you can hide it on the main checklist then just show it to the specific checklist you want.

Warren
General Manager in UK
Information Technology & Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Incredibly User Friendly

4.0 2 years ago

Comments: We use Process Street for our workflows and forms. We've used a few different alternatives over the years, but this is easily the one with the best GUI. All my team like it, and I never get technical queries from any of my users.

Pros:

What separates process street from others, is it's Easy to Use interface. It makes the job of creating workflows and tasks, incredibly easy for all users. We also love that you can import task templates. And, it's reasonably priced.

Cons:

The addition of reminders would be incredibly handy. A couple of my guys have requested this. It would add another layer to the package.

Kelsey
Training & Onboarding Specialist in US
Real Estate, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

I couldn't do my job without process street

5.0 last year

Pros:

I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time.

Cons:

I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows.

Chris
Property Management in US
Real Estate, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

The Great Time Saver

5.0 last year

Comments: It's been a great experience, the Process St team has been super helpful in getting us set up and creating workflows.

Pros:

Process St has helped us save a ton of time and ensure nothing gets missed. In the property management business there's a lot of moving parts and this helps everyone on the team see whats going on and ensure nothing gets missed.

Cons:

From the start we purchased 10 consulting hours to help get set up, now that we are pretty much good to go, it would be great if we could purchase 30-60 minutes of consulting for random things that come up but at this point, they only offer packages with multiple hours.

Verified Reviewer
Verified LinkedIn User
Banking, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Review about Process Sr

5.0 last year

Comments: I have a very good experience using Process st. This program help me a lot on my daily basis.

Pros:

The integrarion with other systems and the possibility to manage the workflow in real time.

Cons:

Sometimes we need wait some minutes to received a notification on the email.

Verified Reviewer
Verified LinkedIn User
Computer Software, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Good Support, Better Product

4.0 last year

Comments: Overall, Process Street has been a good experience. It's easy to use and start using, our team loves it, and the price point is just about right.

Pros:

Without any background, it's easy to see and use a flow and edit it when needed. The dashboard when you login gives you a birds eye view of where various flows and processes stand, which is helpful. Repetetive tasks are easy-peasy with Process Street.

Cons:

As a user and administrator of process street, I feel like management could be a little easier on the back-end. With that said, any problems that I have had and brought to my account manager have been handled and addressed promptly, so I can't complain!

Boyang
Junior Data Integration Developer in Canada
Internet, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

A Comprehensive and Intuitive Process Management Tool

5.0 2 years ago

Comments: Process Street is an incredibly useful tool for managing complex workflows. Its easy-to-use interface allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. It's a great way to stay organized and on top of our workflows. The only issue I've had with the program is that it can be a bit slow when it comes to loading, but overall it runs smoothly and efficiently.

Pros:

Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows.

Cons:

The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently.

Tim
Managing Member in US
Photography, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Entry Level Utilization of Process Street

5.0 2 years ago

Comments: Online searchable processes and methodology has centralized our "How To's" avoiding duplication of effort in documentation.

Pros:

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

Cons:

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

Maddy
Maddy
SEO Content Strategist in US
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

All my business processes can be managed within Process Street

5.0 3 years ago

Comments: We use Process Street similarly to a project management tool. All of our new content projects are administered via Process Street and this tool makes it easy for everyone involved in production to know what's expected of them, when. It's a flexible process that changes when, for example, clients need edits or we have to modify the workflow after first assigning the topic. Process Street works with us, not against us. We also use it for miscellaneous tasks like onboarding new team members, new clients, and to set expectations for various repeated projects outside our standard new content workflow.

Pros:

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

Cons:

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

Paul
Paul
Workshop Administrator in US
Verified LinkedIn User
Nonprofit Organisation Management, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: GetApp

Alternatives Considered:

I would have paid for it myself if my boss didn't.

5.0 4 years ago

Comments: I am very happy. There is a chat box on the standard plan that allows you to talk to them about any questions you have.

Pros:

I usually have a browser open with multiple tabs to edit my website, locate multiple google docs, and database. On the other side I have multiple documents open and my finder to send out emails with the same email text I always use. NO MORE! I created an enormous workflow in process street that allows me to access my website through a quicklink, edit google docs and sheets by embeding them in the process, saving my form emails for my coworkers and i to use that send from my outlook not through process street (so it looks like i spent time writing the email). This process is amazing. My coworkers all think I am a hero for finding it and they quickly embraced it. I would pay for it myself but my boss said it was a go. I tried programs like monday.com and slack but they were more for design management not an enormous task list that lets you know step by step by step what to do next with a link where to go.

Cons:

I still need to learn more about the cons of this software. I will update when I know more.

David
Director of Service Delivery in US
Information Technology & Services, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Game changer for us!

5.0 3 years ago

Comments: Since using Process.st, the clarity on the tasks to be completed in a repetitive process has been eye-opening, no longer are employees making assumptions as to what should happen or ceasing forward movement because the task has some ambiguity to it. Existing workflows would require manual review of completed tasks and a multitude of hours of following up to verify that they were done and by whom. The time efficiency has allowed us to take on additional work with the same amount of staff.

Pros:

The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not.

Cons:

So far we haven't found any cons relating to this solution, we are very happy with it so far.

Subhaluxmi
Operations Analyst in India
Computer Software, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Why I love Process Street

5.0 last year

Comments: Great!

Pros:

Very easy to use. I use it daily for workflow management.

Cons:

Nothing as of now. Process street has helped me on my projects to follow the details very accurately

Nate
Sales Enablement Manager in US
Information Technology & Services, 501–1,000 Employees
Used the Software for: 1+ year
Reviewer Source

Amazing Platform with Top-Tier Support

5.0 last year

Comments: Great team all around. Definitely recommend.

Pros:

Building is easy. Drag and drop functionality. Powerful conditional logic adds a lot of cool and useful functionality to any workflow. Their implementation and support teams are second to none.

Cons:

A little more control over page layouts would be nice. I understand why there is a restriction but if there was anything I could ask to improve the platform it would be to improve the layouts functionality.

Emily Joy
Accountant in Philippines
Accounting, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Process Street is your A game

5.0 last year

Comments: Saving more of your time

Pros:

It helps me to make tasks easier and create more value to client

Cons:

I not sure how to answer this cause currently I am very pro to using process street

George
Onboarding in Australia
Real Estate, 5,001–10,000 Employees
Used the Software for: 1-5 months
Reviewer Source

My first 30 days of using Process Street

4.0 last year

Pros:

straightforward to use, it enables smooth collaboration with colleagues

Cons:

Unable to imbed graphics in the same text box (probably nobody has shown me how to do it).I have to attach the graphics in a separate section.Does that make sense?

Christopher
HR/Benefits Coordinator in US
Information Technology & Services, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Great product!

5.0 last year

Comments: I have had a wonderful experience!

Pros:

I love the functionality and the ability to work cross-functionally!

Cons:

It is sometimes hard to manage workflows when in the beginning stages of configuration.

Rhys
Executive in Jersey
Investment Banking, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Rhys Hewitt Process Street Review

5.0 2 years ago

Comments: My overall experience with Process Street is that it has helped me so much throughout my job and helping to develop my skills in so many different areas of the company due to the implementation of Process Street in all areas of the company. It has also made it so I am a lot more useful for the company due to me being one of the ones who learns all about Process Street to help others, and with joining the company at the same time it was being introduced and so I have learnt a lot about it due to being one of the testers for it in the company.

Pros:

I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company.

Cons:

Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions.

Tracy
Enablement in US
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Easy to use!

5.0 2 years ago

Comments: Easy to use, [sensitive content hidden] is great and can answer any questions and willing to show any helpful shortcuts!

Pros:

Process Street is very easy to use and learn. Great project management tool to use for onboarding and getting through tasks.

Cons:

N/A! I have not had any issues with the tool.

Helen
Human Resources Manager in US
Cosmetics, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Great for HR Purposes

4.0 2 years ago

Pros:

It keeps our HR and IT teams efficient. Because there is so much communication back and forth, this keeps us up to date with each workflow.

Cons:

The coding can be a bit confusing but I am not involved with set up so I have not really dived into learning.

Lisa
Director of Customer Success in US
Environmental Services, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Impressed and Appreciative

5.0 2 years ago

Comments: The customer success team has been fabulous to work with. I am blown away that they continue to offer us more help over time.

Pros:

I love the workflow feature. It has helped my team collaborate with other teams more effectively than using google docs and spreadsheets.

Cons:

I was intimidated about matching our strange processes into a new product.

VaShonda
VaShonda
Project Manager in US
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

We Love Process Street

5.0 3 years ago

Comments: Process Street has improved efficiency and effectiveness at my organization. The adoption from other departments is also a plus and shows how easy the system is to use. The support team is by far the best!!!

Pros:

It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized!

Cons:

Not being able to insert a table into the text; version control to see exactly what changes were made...