Process Street Pricing, Features, Reviews & Comparison of Alternatives

Process Street

Team workflow, SOP and recurring process management platform

4.68/5 (456 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.
www.process.st

Pricing

Starting from
$12.50/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 8 other markets, China, Europe, Germany, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Process Street screenshot: Create beautiful process templates in minutes, without tech skillsBasics of Creating and Editing TemplatesProcess Street screenshot: Securely track your workflows from one easy dashboardProcess Street screenshot: Use approvals and integrations to enforce and automate workflowsProcess Street screenshotProcess Street screenshot: Complete workflows as checklists and collaborate with your teamConditional Logic - Create Branching ProcessesTemplates vs Checklists Explained - Task Automation SoftwareProcess Street Intro - Business Process Management (BPM) SoftwareWorkflow Automation with Process Street - Demo

Process Street reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.6
  4.7
Greg Habstritt

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

Used daily for 6-12 months
Reviewed 2016-11-17
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
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Devin Easterlin

Helpful software

Used daily for 1-2 years
Reviewed 2019-12-16
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
Features
Customer support

Likelihood to recommend: 8/10

Minimize review

Bob Abbott

Great Workflow Software

Used daily for 1-2 years
Reviewed 2019-07-22
Review Source: Capterra

Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!

Pros
The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress. The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed. Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Cons
There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

James Shackell

Good for simple checklists; Bad for complex processes

Used daily for 6-12 months
Reviewed 2018-11-07
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
Features
Customer support

Likelihood to recommend: 3/10

Minimize review

Sorin Amzu

Top notch organization tool for big and small teams

Used weekly for 2+ years
Reviewed 2019-11-27
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
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Process Street pricing

Starting from
$12.50/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

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

API
Workflow Management

Activity Dashboard (491 other apps)
Activity Tracking (304 other apps)
Audit Trail (284 other apps)
Auditing (340 other apps)
Automatic Notifications (476 other apps)
Billing & Invoicing (262 other apps)
Compliance Management (336 other apps)
Customizable Reporting (378 other apps)
Data Import/Export (351 other apps)
Document Management (259 other apps)
Document Storage (284 other apps)
Inventory Management (364 other apps)
Inventory Tracking (299 other apps)
Monitoring (267 other apps)
Real Time Data (322 other apps)
Real Time Reporting (273 other apps)
Reporting & Statistics (445 other apps)
Third Party Integration (360 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

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
View All Features

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.