Process Street

Process Street

Team workflow, SOP and recurring process management platform

4.7/5 (451 reviews)

Process Street Overview

What is 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.

Process Street Overview

Pricing

Starting from
$12.50/month

Pricing options

Free Trial
Free
Subscription
Value for money

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.

.
The Basic plan focuses on simple checklists to help you stay organized. It includes Unlimited Checklists, Unlimited Templates, Process Documentation, Reporting, 1000+ Integrations, Email & Chat Support, Self-Guided Onboarding
.

The Standard plan can help you create simple workflows and begin your automation journey so you can streamline your business. It includes everything in BASIC, plus: Dynamic Due Dates, Enforced Order, Conditional Logic, Email & Chat Support, Training Consultation
.

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, Training & Strategy Consultation
.
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It is intended for businesses that need SSO and personalized training. It includes everything in PROFESSIONAL, plus: Personalized onboarding and training, Full workflow setup and integration assistance, Dedicated Success Manager. There are also available add-ons like: API access, Active Directory integration, SAML-based Single Sign-On


Process Street Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Latin America, Mexico
Supported Languages
English

Screenshots

Process Street screenshot: Create beautiful process templates in minutes, without tech skills
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: Process Street screenshot: Complete workflows as checklists and collaborate with your team

Process Street Reviews

Process Street Reviews

Overall rating
4.7
/
5 451 reviews
Excellent
339

Very good
94

Average
12

Poor
1

Terrible
5

Value for Money
4.6
Features
4.4
Ease of Use
4.6
Customer Support
4.7
96% recommended this app
Greg H.

I wish all software companies were run like these guys do!

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.


Devin E.

Helpful software

Good. We enjoy the product and the people


Sorin A.

Top notch organization tool for big and small teams

Creating a simple system to show other teams how to do things is wonderful. Process Street makes it dead simple to upload videos and you get them transcoded right away. The UI makes is awesome for us to use it and consume content quickly.


James S.

Good for simple checklists; Bad for complex processes


Laura D.

Very helpful software that has my business running smoothly

Really good! They've also asked me for input which is nice.


Greg H.
Industry: Veterinary
Company size: 13-50 Employees

I wish all software companies were run like these guys do!

Used Daily for 6-12 months
Reviewed on 11/17/2016
Review Source: GetApp

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!)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Devin E.
Industry: Real Estate
Company size: 13-50 Employees

Helpful software

Used Daily for 1+ year
Reviewed on 12/16/2019
Review Source: Capterra

Good. We enjoy the product and the people

Pros

It has really allowed us to become a process driving company. Less ambiguity and better consistency of service.

Cons

The user interface could be better. How the information is displayed to the user should be more customization.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Sorin A.
Industry: Management Consulting
Company size: Self Employed

Top notch organization tool for big and small teams

Used Weekly for 2+ years
Reviewed on 11/27/2019
Review Source: Capterra

Creating a simple system to show other teams how to do things is wonderful. Process Street makes it dead simple to upload videos and you get them transcoded right away. The UI makes is awesome for us to use it and consume content quickly.

Pros

- Easy to use: Very simple interface. Easy to get started adding files and organizing content.

- Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number.

- Great for courses: The interface is wonderful for creating a database of internal/public courses.

Cons

- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling.

- (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders.

- Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

James S.
Industry: Financial Services
Company size: 51-200 Employees

Good for simple checklists; Bad for complex processes

Used Daily for 6-12 months
Reviewed on 11/7/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Laura D.
Industry: Management Consulting
Company size: 2-10 Employees

Very helpful software that has my business running smoothly

Used Daily for 1+ year
Reviewed on 9/30/2019
Review Source: SoftwareAdvice

Really good! They've also asked me for input which is nice.

Pros

Can define internal business processes so my assistant can execute them with minimal guidance. I can see what my assistant has accomplished.

Cons

The logic flow is a little difficult and they want me to pay more for additional functionality. I'd like to get these advanced features for the same price. Giving even more visibility into what's been accomplished would be great.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9.1/10
Based on 451 user ratings
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Process Street Pricing

Process Street Pricing

Starting from
$12.50/month
Free Trial
Free
Subscription
Value for money

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.

.
The Basic plan focuses on simple checklists to help you stay organized. It includes Unlimited Checklists, Unlimited Templates, Process Documentation, Reporting, 1000+ Integrations, Email & Chat Support, Self-Guided Onboarding
.

The Standard plan can help you create simple workflows and begin your automation journey so you can streamline your business. It includes everything in BASIC, plus: Dynamic Due Dates, Enforced Order, Conditional Logic, Email & Chat Support, Training Consultation
.

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, Training & Strategy Consultation
.
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It is intended for businesses that need SSO and personalized training. It includes everything in PROFESSIONAL, plus: Personalized onboarding and training, Full workflow setup and integration assistance, Dedicated Success Manager. There are also available add-ons like: API access, Active Directory integration, SAML-based Single Sign-On

Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.

.
The Basic plan focuses on simple checklists to help you stay organized. It includes Unlimited Checklists, Unlimited Templates, Process Documentation, Reporting, 1000+ Integrations, Email & Chat Support, Self-Guided Onboarding
.

The Standard plan can help you create simple workflows and begin your automation journey so you can streamline your business. It includes everything in BASIC, plus: Dynamic Due Dates, Enforced Order, Conditional Logic, Email & Chat Support, Training Consultation
.

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, Training & Strategy Consultation
.
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It is intended for businesses that need SSO and personalized training. It includes everything in PROFESSIONAL, plus: Personalized onboarding and training, Full workflow setup and integration assistance, Dedicated Success Manager. There are also available add-ons like: API access, Active Directory integration, SAML-based Single Sign-On

Value for Money
4.6/5
Based on 451 user ratings
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Process Street Features

Process Street Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Storage
Inventory Management
Inventory Tracking
Invoice Management
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 451 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Process Street

Additional information for Process Street

Key features of Process Street

  • Approval process control
  • Configurable workflow
  • Dynamic workflow
  • Process analysis
  • Process control
  • Process management
  • Project workflow
  • Rules-based workflow
  • Workflow management

Benefits

  • 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.

  • Process Street FAQs

    Process Street FAQs

    Below are some frequently asked questions for Process Street.

    Q. What type of pricing plans does Process Street offer?

    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 focuses on simple checklists to help you stay organized. It includes Unlimited Checklists, Unlimited Templates, Process Documentation, Reporting, 1000+ Integrations, Email & Chat Support, Self-Guided Onboarding . The Standard plan can help you create simple workflows and begin your automation journey so you can streamline your business. It includes everything in BASIC, plus: Dynamic Due Dates, Enforced Order, Conditional Logic, Email & Chat Support, Training Consultation . 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, Training & Strategy Consultation . The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It is intended for businesses that need SSO and personalized training. It includes everything in PROFESSIONAL, plus: Personalized onboarding and training, Full workflow setup and integration assistance, Dedicated Success Manager. There are also available add-ons like: API access, Active Directory integration, SAML-based Single Sign-On

    Q. What are the main features of Process Street?

    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

    Q. Who are the typical users of Process Street?

    Process Street has the following typical customers:

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

    Q. What languages does Process Street support?

    Process Street supports the following languages:

    English

    Q. What type of pricing plans does Process Street offer?

    Process Street has the following pricing plans:

    Free, Subscription

    Q. Does Process Street support mobile devices?

    We do not have any information about what devices Process Street supports

    Q. What other apps does Process Street integrate with?

    Process Street integrates with the following applications:

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

    Q. What level of support does Process Street offer?

    Process Street offers the following support options:

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