Team workflow, SOP and recurring process management platform
4.69/5 (502 reviews)
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
Likelihood to recommend: 10/10
I can't believe how good your tool is! I've tried to manage my business and personal processes over the years with Podio, ClickUp, Toby, ProcessKit, and some other tools – all good – but nothing works as well for my needs as yours. Thanks for the great work!
Pros
Process Street has freed up my brain to work *in* my business faster and more efficiently. The result is that I now have more time to work *on* my business.
Cons
Since I'm a UI/UX designer, there are a few small things I would change (mostly personal preference). But Process Street is very easy to use and works great!
Rating breakdown
Likelihood to recommend: 10/10
Pros
Hi Process Street,
I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.
Thank you!!
Cons
I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.
Rating breakdown
Likelihood to recommend: 10/10
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
Likelihood to recommend: 3/10
I have been using Process Street for the last 5 months since I started working at Dorado Property Pty Ltd. The overall experience has been very positive and I have enjoyed using ll the software and seeing it grow over the last few months.
Pros
The ability to creat logical, well ordered checklists whcih individuals can follow routinly through each step which walks them through the process step by step.
I also like the ability for the checklists to either be followed directly for idividuals who have not done the process before, or loosly followed for the individuals who have done the process before and are using it just as a guide.
Cons
The software could have more visually appealing with changing colors and tagging of checklists using color coding.
Rating breakdown
Likelihood to recommend: 10/10
Process Street offers 4 paid plans: Basic, Standard, Professional and Enterprise.
The Basic plan includes unlimited checklists, unlimited templates, process documentation, reporting, 1000+ integrations, email & chat support
The Standard plan includes everything in BASIC plus: dynamic due dates, enforced order, conditional logic, email & chat support
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
The Enterprise plan includes complex permissions as well as API access, lifetime audit tracking and detailed reporting. It includes everything in PROFESSIONAL, plus: personalized onboarding and training, Full workflow setup and integration assistance, and a dedicated success manager
Australia (English)
Canada (English)
Deutschland (Deutsch)
United Arab Emirates (English)
España (español)
France (français)
Ireland (English)
México (español)
Nederland (Nederlands)
New Zealand (English)
Österreich (Deutsch)
Portugual (Português)
Singapore (English)
South Africa (English)
United Kingdom (English)