ProcedureFlow Pricing, Features, Reviews & Comparison of Alternatives

ProcedureFlow

Cloud-based knowledge management software

4.96/5 (25 reviews)

ProcedureFlow overview

What is ProcedureFlow?

ProcedureFlow is a cloud-based knowledge management system that offers enterprises a single platform from which to create and manage standard operating procedures. Incorporating a simple flowchart editor, approval system and change notifications, ProcedureFlow aims to deliver a user-friendly knowledge management solution.

Designed to manage company processes effectively, ProcedureFlow equips users with the technology to represent expert knowledge as a visual map. With ProcedureFlow’s content management system, users can select shapes and add text and images in order to produce small hyperlinked flowcharts. By creating compact flowcharts, ProcedureFlow intends to guide users through company processes in a logical and efficient way.

To enhance user engagement, ProcedureFlow allows team members to suggest process changes in a draft. Using a side-by-side comparison, ProcedureFlow permits users to view and approve process changes quickly and conveniently. Moreover, since ProcedureFlow facilitates change notifications, users ensure that all team members have the most up-to-date information.

Besides content creation, ProcedureFlow enables users to manage user invites and permissions. With ProcedureFlow’s user management functionality, users can add relevant members and assign process ownership levels easily without IT assistance.
procedureflow.com

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada

Supported languages

English
ProcedureFlow screenshot: Produce hyperlinked support flowchartsProcedureFlow - OverviewProcedureFlow screenshot: Support customers quickly & efficientlyProcedureFlow screenshot: Create standard operating proceduresProcedureFlow screenshot: Edit & update text on flowchartsProcedureFlow screenshot: Approve or decline change requestsProcedureFlow screenshot: Review process change history

ProcedureFlow reviews

Excellent
24

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.6
  4.9
  5.0
Cheryl Jones

ProcedureFlow is a MUST for a call center!

Used daily for less than 6 months
Reviewed 2018-02-21
Review Source: Capterra

Pros
This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center! It's easy to set up, maintain and use! Our training reduced by 2 weeks right away as a result! Our agents utilize it and we have had fewer errors! The staff support from ProcedureFlow is First Class!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Minimize review

Andrew Jefferies

A game changer for making procedures that are actually useful.

Used daily for 2+ years
Reviewed 2017-03-14
Review Source: Capterra

After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow. It has truly been a game changer in our Managed Services business. We now have a dynamic and useful set of processes, that are collaboratively created and maintained by the people using them. Our staff can create or update procedures themselves and the built-in approval workflow allows us to keep the changes, recommend improvements or occasionally reject them. Our annual SOC2 audits have become much more straight forward since we can simply export a copy of our processes, give them to the auditors and they have a single source of process information to check us against. Since the processes are easy to access, our SMEs are better at consistently following them as well. While it isn't an ITIL focused product, it is flexible enough that I easily created an ITIL structure in the tool and all of our sub-processes fall under those ITIL entry points. Since we still use Sharepoint for our document management and references, we simply deep link from process elements to the pertinent documents in Sharepoint. That gives us the best of both worlds. We rarely need to call their support, but when we do they are very quick to respond and give a very personalized service. Great company with great service!

Pros
The software is highly flexible and great for collaborative process building. The collaboration aspect seems to get buy-in from the techs, since they are helping to build the processes.

Cons
The user management features aren't strong. They could use integration with AD and group management to make administration easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Ben Renolds

Great customer service team

Used daily for less than 6 months
Reviewed 2017-12-12
Review Source: Capterra

Pros
The best part of this software is the customer service they offer. Walking you through their product so you know the best way to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Minimize review

Tessa Aschner

ProcedureFlow Standardizes Procedures, Improving Service Quality

Used daily for 6-12 months
Reviewed 2017-03-15
Review Source: Capterra

We began using ProcedureFlow about a year ago. Every department at our company utilizes it. I'm the Customer Support Trainer, so as far as my department is concerned, ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service. I know a lot of people don't absorb everything discussed in training, but that's OK because, now, we have ProcedureFlow! Since they know they have this tool readily available to them, people can feel confident the moment they hit the floor. We encourage all agents to use it. Also, it's really easy to build flows. ProcedureFlow has proven to be an excellent resource for our company. We love it.

Pros
I like how easy it is to create flows. I like how it boosts confidence in new hires, how it ensures all agents are on the same page and providing customers with consistent information, and how it allows us to quickly and efficiently update information so we can be assured it'll be effectively communicated with everyone who needs to know.

Cons
There isn't an autosave feature. So, if your computer crashes, and you're working on a flow and haven't saved it, all your work is lost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Carol Garland

Great reference for follow-up after training

Used daily for 1-2 years
Reviewed 2017-03-06
Review Source: Capterra

Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training required to get them familiar with how it works. We can provide step-by-step procedures for everything from the basics of setting up their voice-mail to the more complex steps involved in setting up a search for documents in programs such as OpenText (Document Management System) or CaseLogistix. Our new arrivals have found it particularly helpful for reference purposes following their orientation sessions. The support team provide excellent support during start-up, although the product itself is so straight-forward, there is very little time needed to get up and running.

Pros
The ease of use - it is very intuitive, both from a set-up point of view and a user point of view.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

ProcedureFlow pricing

Pricing options
Free trial
Subscription
View Pricing Plans

To receive accurate pricing information, contact ProcedureFlow directly.

ProcedureFlow features

Access Control
Automatic Notifications
Collaboration Tools
Permission Management
Search Functionality

API (300 other apps)
Activity Dashboard (176 other apps)
Activity Tracking (135 other apps)
Chat (156 other apps)
Collaborative Workspace (215 other apps)
Commenting (195 other apps)
Customizable Branding (163 other apps)
Document Management (188 other apps)
Document Storage (212 other apps)
Drag & Drop Interface (173 other apps)
File Management (137 other apps)
Projections (145 other apps)
Reporting & Statistics (130 other apps)
Third Party Integration (211 other apps)
Workflow Management (137 other apps)

Videos and tutorials

Additional information for ProcedureFlow

Key features of ProcedureFlow

  • Hyperlinked flowcharts
  • Flowchart drafts
  • Side-by-side comparison
  • Sub-flows
  • Assignment management
  • Audit trail
  • Automatic notifications
  • Content management
  • Change history
  • Learning management
  • Permission management
  • Process control
  • Search functionality
  • Self-learning
  • Training management
  • Knowledge base
  • Approval process control
  • User invites
  • Sharing best practices
  • Guided problem solving
  • User access controls
  • Social collaboration
  • Engagement analytics
  • Usage reporting
View All Features

Benefits

ProcedureFlow includes a simple hyperlink flowchart editor, allowing users to select shapes, add text and create sub-flows easily to represent complex expert knowledge.

ProcedureFlow delivers user management functionality, permitting users to add relevant members to processes effectively and assign appropriate process ownership levels efficiently.

ProcedureFlow promotes a straightforward approval system, enabling users to approve or decline proposed process changes quickly and conveniently.

ProcedureFlow facilitates change notifications, ensuring all team members are up-to-date on the most current process changes.

ProcedureFlow employs usage reporting technology, providing users with the tools to monitor team engagement and to verify which members are checking their change notifications.