ProcedureFlow Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based knowledge management software

4.96/5 (25 reviews)

ProcedureFlow overview

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.


Pricing options
Free trial
Value for money
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Business size



United States, Australia, Canada

Supported languages

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


Very good

Value for money
Ease of use
Customer support
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!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.

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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.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.

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

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Paul Saunders

A Tool for Continuous Improvement of Processes

Used daily for 2+ years
Reviewed 2017-04-19
Review Source: Capterra

ProcedureFlow has become an indispensable tool for process improvement initiatives at our law firm. We have used it to standardize many of our internal and client-facing legal processes. We particularly have benefited from the ability for our lawyers and staff members to propose changes to flows that impact their practice and be automatically notified when changes are made to the standard working procedures. Offline backups and ease of use

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Miriam Westin

PF has helped us get everything out of our heads and into a standardized and easily edited platform

Used weekly for 1-2 years
Reviewed 2018-02-23
Review Source: Capterra

Procedure Flow consolidates all procedural documents and resource locations into one central platform. It has been an incredible help to our team as we have grown exponentially in the last few years. Processes are becoming more standardized and orientation more clear for new staff. I appreciate the varied levels of access to simplify the experience for those who do not need to contribute. The search feature is also extremely helpful. What I appreciate most, though, is the accessibility of PF staff to assist with any issues we face. Amy Webber trained some of our team to use the software and was very thorough and patient.

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ProcedureFlow pricing

Pricing options
Free trial
View Pricing Plans

To receive accurate pricing information, contact ProcedureFlow directly.

ProcedureFlow features

Access Control
Automatic Notifications
Collaboration Tools
Permission Management
Search Functionality

API (186 other apps)
Activity Dashboard (87 other apps)
Chat (108 other apps)
Collaborative Workspace (138 other apps)
Commenting (128 other apps)
Communication Management (83 other apps)
Customizable Branding (90 other apps)
Document Storage (123 other apps)
Drag & Drop Interface (104 other apps)
File Management (92 other apps)
Instant Messaging (82 other apps)
Projections (114 other apps)
SSL Security (101 other apps)
Tagging (81 other apps)
Third Party Integration (115 other apps)

Additional information for ProcedureFlow

Key features of ProcedureFlow

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


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.