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Process Street vs ProcessPlan Comparison

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Overview

Category Leaders

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform...

ProcessPlan is a cloud-based solution which helps businesses automate processes for managing enterprise workflows and monitoring...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

0

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

560

5

4

3

2

1

431

107

16

1

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.5

37

5

4

3

2

1

22

10

5

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

It is a super easy, useful, and simple to understand interface... perfect for the project that we are trying to complete.
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.
Allows the team to keep the track of our customers, to see the exact phase of the journey and the specific tasks. The integration with our CRM is awesome and very helpful.

Pros

The responsiveness and knowledge of their support has been great. They helped us to create some pretty advanced process flows and were extremely helpful.
We love how easy to use this software is. It has made such a dramatic difference in our ability to stay on top of all of our processes.
This software was very comprehensive but easy to use. It helped our organization with the growth process to evaluate where our employees are professionally.

Cons

Not having all the right add-ons features when editing templates. No clarity on what each block does, no suggestions, or lack of templates to use.
This is a problem because Process Street's reporting tools only surface the checklist due date, not the subtasks.
Inability to set permissions on subfolders without affecting the main folder. Inability to assign templates to members (which would surprisingly be useful in different situations).

Cons

Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use.
Very limited in its features. Doesn't seem to be too custom.
Some more complex processes are hard to implement and end up with a lot of unnecessary manual steps.
  • Vendor responds to reviews
  • Last review12 days ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features128
  • @mentions
  • API
  • Access Controls/Permissions
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Case Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Communications Management
  • Complaint Management
  • Compliance Management
  • Conditional Logic
  • Configurable Workflow
  • Content Management
  • Contract/License Management
  • Create Subtasks
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Visualization
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Coding & Control
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • E-Verify/I-9 Forms
  • ETL
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email-to-Task Conversion
  • Employee Activity Monitoring
  • Employee Handbook
  • Employee Management
  • File Sharing
  • File Storage
  • For Legal Professionals
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • ISO Standards Management
  • Integrations Management
  • Job Description Management
  • Knowledge Management
  • Live Chat
  • Meeting Management
  • Mentorship
  • Mobile Access
  • Monitoring
  • Multiple Data Sources
  • No-Code
  • Onboarding
  • Orientation Workflow Management
  • Payroll Management
  • Percent-Complete Tracking
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Risk Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spreadsheet View
  • Stakeholder Defined Attributes
  • Status Tracking
  • Supplier Quality Control
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Tracking
  • Time Zone Tracking
  • To-Do List
  • Traceability
  • Training Management
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Web Services
  • Workflow Configuration
  • Workflow Management
  • Total features33
  • @mentions
  • API
  • Access Controls/Permissions
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Case Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Communications Management
  • Complaint Management
  • Compliance Management
  • Conditional Logic
  • Configurable Workflow
  • Content Management
  • Contract/License Management
  • Create Subtasks
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Management
  • Data Mapping
  • Data Visualization
  • Deadline Management
  • Document Capture
  • Document Classification
  • Document Coding & Control
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • E-Verify/I-9 Forms
  • ETL
  • Electronic Forms
  • Electronic Signature
  • Email Management
  • Email-to-Task Conversion
  • Employee Activity Monitoring
  • Employee Handbook
  • Employee Management
  • File Sharing
  • File Storage
  • For Legal Professionals
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Graphical Workflow Editor
  • ISO Standards Management
  • Integrations Management
  • Job Description Management
  • Knowledge Management
  • Live Chat
  • Meeting Management
  • Mentorship
  • Mobile Access
  • Monitoring
  • Multiple Data Sources
  • No-Code
  • Onboarding
  • Orientation Workflow Management
  • Payroll Management
  • Percent-Complete Tracking
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Remote Access/Control
  • Remote Support
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Risk Management
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Spreadsheet View
  • Stakeholder Defined Attributes
  • Status Tracking
  • Supplier Quality Control
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Tracking
  • Time Zone Tracking
  • To-Do List
  • Traceability
  • Training Management
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Web Services
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations67
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations7
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ProcessPlan logo

ProcessPlan

Process documentation and automation for "The Rest of Us"

Reviewed 3 years ago

An answer to your process capture and process knowledge transfer wishes. If you have knowledge workers you need this product.

Pros

This app is for anyone who is not a process control plan nerd. It lets you document and capture your critical processes and then begin to automate them in an easy to adopt learning curve. Their client services group will jumpstart your project with their very powerful facilitated sessions. Well worth the investment of your time and money

Cons

The visual flowchart is only part of the design stage, not the day-to-day process flow as a view of the process. I'd love to open a flowchart, jump to a step and drill down into actions, assets etc from that starting place.

Vendor response

Hi Becky,  Thanks for your thoughtful and specific review. We've noted your feedback about the visual flowchart as well. Overall, we're glad to hear ProcessPlan is meeting your needs! Thanks again,  ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

ProcessPlan logo

ProcessPlan

Got the job done

Reviewed 3 years ago

Hiring new employee. I utilized Porcess Plan because our company requires it.

Pros

Quick and to the point, but still more steps than before the software was used.

Cons

I prefer the old less technical process on paper, etc.

Vendor response

Hi Pamela, Thanks for sharing your feedback. Warm regards, ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

ProcessPlan logo

ProcessPlan

Not worth it for simple, linear tasks.

Reviewed 3 years ago

I needed to produce a 10-12 step process. Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use. Once I started to understand how to string events together, it got easier, but it still took me a long time to figure out simple things like how to allow users to attach documents and pass...

Pros

The process building interface. The automated notification function

Cons

Difficult to learn. Difficult to manipulate. Limited functionality.

Vendor response

Hi William, Thanks for sharing your thoughtful and specific feedback on ProcessPlan's functionality and available training materials. We're reviewing your feedback and will take that into account going forward. Again, thank you for taking the time to leave a review and share your experience using the platform. Warm regards, ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

ProcessPlan logo

ProcessPlan

Process Plan works fine

Reviewed 3 years ago

I used this to process a couple requisition requests and even though this part of the process was new to me, it was simply to use.

Pros

It was easy to use. I wasn't familiar with it but it didn't take long to understand.

Cons

I have no complaints with this software.

Vendor response

Hi there, We're glad to hear your feedback about our platform, thanks for taking the time to share! ¿ ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ProcessPlan logo

ProcessPlan

Process Plan is persistant with its daily email

Reviewed 3 years ago

Process Plan has a great interface with a very intuitive toolbar

Pros

Process plan is easy to use and the functionality is very user friendly. I like getting daily reminders to my email. Also the webinar was easy to locate.

Cons

The software is web based an as our internet connection is among the slowest ever recorded the process of signing in and opening up tasks is often slow.

Vendor response

Hi Marcus, We're glad to hear your feedback about our platform! Thanks for sharing your review. - ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ProcessPlan logo

ProcessPlan

ProcessPlan on my Daily Routine

Reviewed 3 years ago

I have to submit deal registrations for Cisco and Dell and the process is very confusing and extremely long, so we have these guides created in ProcessPlan that walk me through the process

Pros

The ease of use and all the options that we have to create new or edit existing processes

Cons

Well, I did not receive a lot of training except for how to complete 1 existing process and sometimes I am wandering around

Vendor response

Hello, Thanks for taking the time to share your feedback! Overall, we're glad to hear you're enjoying using ProcessPlan. That said, we're sorry to hear about your experience with training. Our team is always happy to help with that. Please feel free to schedule a training session at a time that's convenient for you using this link: https://app.hubspot.com/meetings/processplan/training. We look forward to it. Thanks again for sharing your comments, we sincerely appreciate it. Warm regards, ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ProcessPlan logo

ProcessPlan

Good quality process management software

Reviewed 3 years ago

I really like the software. From my research, it was the most affordable software which offered a graphical interface for process design. The next price-point up from there was pretty far-off from ProcessPlan. Additionally, I've found it more functional than using a pure app-integration service.

Pros

Process design in the graphical interface. I seem to think "visually" and I always prefer seeing processes laid out in the form of a flow diagram. Process Plan's strongest feature is that it brings a flow chart to life automatically.

Cons

Running of processes within the organisation can get tricky. Some team members complained of not knowing what to do in the graphical interface. Just took some getting used to.

Vendor response

Hello Kerushan, We appreciate your thoughtful and detailed review. We particularly liked your comments about how ProcessPlan brings a flow chart to life automatically ¿ we couldn't agree more! Thanks for taking the time to share how ProcessPlan has made an impact on your business.  -ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ProcessPlan logo

ProcessPlan

A Streamlined Process for Software Application User Management

Reviewed 3 years ago

It has streamlined our "Add/Change/Delete" process for application uses at our bank.

Pros

Requests come straight to my inbox, single sign on access

Cons

Sometimes the user requests are not for the software I manage; Managers don't always know how to go in approve a process.

Vendor response

Hi Allie,  Thanks for your thoughtful and specific review. We're reviewing your feedback about the user requests and approval functionality, and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs.  Thanks again,  ProcessPlan

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ProcessPlan logo

ProcessPlan

Process Plan with work flow functionality

Reviewed 3 years ago

It allowed me to do what was needed but it was a little slow and cumbersome for searching as I tried to fill out pre-defined fields. Other than that issues, it worked well in telling my sales rep I had a flow for them to see. It did not send them the notification that I had deleted the first attempt and they asked me in an email if I deleted it or not.

Pros

It has the ability to create a good process flow and communicate to the next-step user.

Cons

Very slow in populating the drop down entry fields, if you just try and select one field without typing the first few characters, it would only allow you to see a small amount of entries for the field. Example: Customer name field when clicked would show only the let A thru the letter C entries and it did not have an option to get more entries. I tried typing the company name and it discarded my entries. I then started entering 1 character for the name and I was unable to find the company until I had entered three characters. There should be a way to enter a new company or a better search function.

Vendor response

Hi Jeff, Thanks for your thoughtful and specific review. We're reviewing your feedback about the drop down entry fields and search functionality, and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs. Thanks again, ProcessPlan

Overall Rating
  • Value for money