Process Street vs ProcessPlan

Trello

Asana

monday.com

Pazo

Coolfire Core

E2open

Compare Process Street and ProcessPlan based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Access Controls/Permissions

Access Expiration Management

Active Directory Integration

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Approval Process Control

Archiving & Retention

Assessment Management

Assignment Management

Audit Management

Audit Trail

Automated Scheduling

Business Process Automation

Business Process Control

Calendar Management

Calibration Management

Case Management

Change Management

Chat/Messaging

Checklists

Client Database

Client Management

Client Tracking

Collaboration Tools

Commenting/Notes

Communication Management

Communications Management

Complaint Management

Compliance Management

Compliance Tracking

Configurable Workflow

Contact Management

Content Management

Contract/License Management

Corrective and Preventive Actions (CAPA)

Customer Engagement

Customizable Branding

Customizable Dashboard

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Dashboard

Database Support

Data Capture and Transfer

Data Connectors

Data Extraction

Data Import/Export

Data Management

Data Mapping

Data Security

Data Storage Management

Data Synchronization

Data Visualization

Data Warehouse

Deadline Management

Defect Tracking

Deployment Management

Document Automation

Document Capture

Document Classification

Document Coding & Control

Document Editing

Document Generation

Document Management

Document Review

Document Storage

Drag & Drop

Electronic Forms

Electronic Signature

Email Management

Email-to-Task Conversion

Employee Activity Monitoring

Employee Database

Employee Directory

Employee Handbook

Employee Management

Employee Onboarding

Environmental Compliance

Equipment Management

Event Logs

FDA Compliance

Feedback Management

File Management

File Sharing

For Legal Professionals

Form Builder

Forms Automation

Forms Creation & Design

Forms Management

For No-Code Development

Full Text Search

Graphical Workflow Editor

HIPAA Compliant

Some users say Process Street's free tier offers valuable features and unlimited video uploads, which they find appealing for small teams. Reviewers appreciate the freemium model, but some users report steep pricing jumps and unclear billing processes.

Value for money

The Process Street integration most frequently cited by reviewers is Zapier, an integration product rated 4.9 out of 5 for its integration with Process Street.

Integrations

Reviews for Process Street come from a wide variety of industries, including real estate (10% of reviewers), marketing and advertising (9%), and information technology and services (8%). The most frequent use case for Process Street cited by reviewers is workflow management (63% of reviewers).

Process Street

Web-based

iPhone

iPad

Android

Startup

Enterprise 

Programme Support

It allows all of us to work on each others file, but still get the notifications if someone else has worked on our clients file which makes it incredible to stay on top of everything.

Senior Software Developer

The current interface feels a bit dated at times, and a more streamlined aesthetic would definitely improve the overall user experience and navigation for technical users."

We're FCA-authorised and PCI DSS compliant, so we have dozens of procedures that need to be followed exactly the same way every time.

We work quite quickly so it is important that this information is being saved the first time, so that if someone else comes in and trys to understand the situation they know all the information.

Procurement Officer

I would like to be able to provide immediate feedback on the page where there is an issue, rather than providing a screenshot in an email.

Internet Engineer

It makes creating useful complex processes possible AND decentralized from the ticketing / project management systems that differnent departments use.  

It is a solid tool for anyone looking to automate or document team workflows effectively.

It has helped our team standardize our recurring processes and improved our collective productivity.

Physician Assistant

Process Street has unique form builder / process designing features and basic / advanced reporting tools within the dashboard.

Marketing Specialist

In addition, Process Street integrates with a wide variety of tools and platforms, making it easier to manage processes in all aspects of the company

Business Operations Lead

Coming into a new role, especially a new industry; Process St has made the process much easier for me in learning how to follow specific tasks that were new to me.

Onboarding Specialist

Makes my work much easier, sending emails and building processes has been great via Process Street.

Actuarial assistant

Fairly easy to get used to but may not have the same displays as other programs, may look a little outdated with all of the code showing.

It has allowed me to exend my functionality beyond what I can load into my brain's RAM for processes.   

IT Coordinator

It is a little on the pricey side, but what I do like is that you can share tasks with team members who do not have access or an account.

With this tool, it is possible to monitor processes in real time, identifying possible bottlenecks and improving efficiency.

We write processes for every customer we serve.

I don't or didn't see the undo of task completion in some or all or the guides or learning paths.

The only thing that I would say "bothers" me is I believe the "view" button should be more noticeable so new users aren't confused on how to view a specific process.

What used to be scattered Google documents (which nobody ever read) and "did you remember to..."

Actuary

Very appealing user interface, easy to manage various tasks within purview.

Operations Manager

Needs a bit more reporting flexibility - sorting by more than one field, more grouping options

I did not like the cost since it is somewhat high, although Process Street offers a free version, the more advanced functionalities require a paid subscription.

Just small things that I think Process Street will develop over time.

Director GTM Operations 

I like the process street allows me to easily track requests that come in from my customers and respond to the customer to let them know the task has been completed.

Bookkeeper 

I like the most on documents generation I can create a work flow and share to my colleagues and also the private library where I can store my personal workflow process.

 Web Developer

With its user-friendly interface and extensive template library, Process Street simplifies the creation and documentation of workflows, making it easy for both technical and non-technical users to collaborate effectively.

Accounting Manager

Great experience with the team, especially [sensitive content hidden] and the follow up training she has provided us - its been invaluable.

Finance Manager

There are a few glitches every now and then, specifically when the process has been updated by other user.

The platform's automation features, such as conditional logic and task assignments, enhance efficiency and reduce manual effort.

geschäftsführender Partner

They deleted the free plan that gives you the option to pause the service.2. And they rose the pro plan from 30 USD per month and member to 415 USD (+1200 %) incl.

IP Compliance Specialist

I use it daily, for everything from setting reminders, to managing regular daily, weekly and monthly tasks.

Transition Manager - Lease Administration

the Link works to locate the document quickly, but that requires to work outside Process Street and I have to go back and add more notes about what we did to the document(s).

 Junior Data Integration Developer

We can also assign tasks to team members, track progress, and store relevant documents in one convenient place.

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street.

VP of BI

Easy to use interface with lots of options to facilitate process documenting and tracking.

Office Manager

The way the system tracks ensures admin/management are able to easily see where anyone is up to on any given task.

Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task.

They forbid companies like hours who paused not to get back to their old plan (with one member) and so forced us to join the new plan. Though they offered us to stay in the old plan when we don not pause we decided to cancel.

Business Analyst

Ease of use, user-friendly, and it didn't take long to learn to use it and use automation.

It has improved our ability to manage projects and control the assignment of new projects among the team.

It isn't easy to navigate to the web browser from slack, so I need to go access either the email notification or manually go to the Process Street site.

Human Resources Consultant

A new employee can jump in and not only be navigating, but also making pages within 1 to 3 days,.

Branding Strategist

Bookkeeper

That it works like a personal journal of all the activities but in real-time and with real-time tracker to not miss anything

Office Administrative Assistant

Manager, Customer Success

Would also like to be able to customize a workflow once it's run vs having to do it all in the 'template'.

Operations Specialist

We are very pleased with the journey so far, from Sales support during discovery/ trial phase, through to current Customer Support during the onboarding phases.

At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate.

The SSO security prevents a lot of documents from being accessed inside Process Street.   

Process Street vs ProcessPlan Comparison (2026)

Process Street

ProcessPlan

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Key features

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