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Process Street vs SmartVault 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...

SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal....

  • 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

28

/user

Per month

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

User reviews

4.7

562

5

4

3

2

1

432

108

16

1

5

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

4.4

113

5

4

3

2

1

74

23

7

6

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
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

I love being able to access my documents from any computer, anywhere, anytime. I feel like care about me as a consumer and try and be as helpful as possible.
SmartVault is a great product. We have total confidence that when we print a document from our accounting software into SmartVault that it will be there.
I am very happy to SmartVault for security and ease of use for myself and my clients and price.

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

Terrible customer service - no response during implementation.
As a firm with over 2,500 individual clients, the shear volume of upload notifications is impossible to navigate - to the point where it's utterly useless.
I switched to SmartValut because tax return copies automatically goes to SmartValut folders. It goes to wrong folders.
  • Vendor responds to reviews
  • Last review10 days ago
  • Vendor responds to reviews
  • Last review2 months 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
  • Audit Trail
  • Authentication
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Case Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Communications Management
  • Complaint Management
  • Compliance Management
  • Compliance Tracking
  • 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 Security
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Coding & Control
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • 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
  • Encryption
  • File Management
  • File Sharing
  • File Storage
  • File Transfer
  • 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
  • Multiple Data Sources
  • No-Code
  • Onboarding
  • Optical Character Recognition
  • 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
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Remote Access/Control
  • Remote Support
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Risk Management
  • Role-Based Permissions
  • 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 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 features53
  • @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
  • Audit Trail
  • Authentication
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Case Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Communications Management
  • Complaint Management
  • Compliance Management
  • Compliance Tracking
  • 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 Security
  • Deadline Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Coding & Control
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • 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
  • Encryption
  • File Management
  • File Sharing
  • File Storage
  • File Transfer
  • 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
  • Multiple Data Sources
  • No-Code
  • Onboarding
  • Optical Character Recognition
  • 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
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Remote Access/Control
  • Remote Support
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Risk Management
  • Role-Based Permissions
  • 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 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 Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations15
  • Adobe Commerce
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • 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:

SmartVault logo

SmartVault

SmartVault - Indispensable

Reviewed 2 years ago

The team at SmartVault provided a straightforward and efficient onboarding process with follow up training and assistance. Can't fault them!

Pros

Prior to using this solution I used a variety of cloud storage providers along with some other applications, SmartVault brought everything together and provides a step closer to a paperless office.

Cons

Nothing causes concern and everything works well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

SmartVault logo

SmartVault

Terrible customer service - no response during implementation

Reviewed 2 years ago

Just awful. The sales guy, [SENSITIVE CONTENT HIDDEN], was nice and promised such a great solution for us. However, the implementation team has completely dropped the ball and now we are stuck on January 28th not being able to send out tax organizers or engagement letters to our clients.

Pros

It seems like it would be a good solution, but we can't seem to get anyone to help up get our files migrated from Dropbox Business and help us work out integration with Drake Tax softward

Cons

No help and no ability to figure things out for ourselves. Our QuickBooks is also down due to this horrible implementation process where we can't get in touch with anyone at SmartVault.

Vendor response

Hi Julie, Thank you for reaching out, we value your feedback! Our customer success team has informed us that you are back on track to getting your documents migrated. Again, we are sorry for the delay. Please don't hesitate to reach out for anything!