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Process Street Logo

Process Street

4.7
(566)

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Modern process management for teams.

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(62)

Process Street Features

Features Summary

Functionality

4.5

/5

566

Total features

126

17 categories

Process Street features

@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Activity/News Feed
Alerts / Escalation
Alerts/Notifications

Common features of Compliance software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts / Escalation
Archiving & Retention
Assessment Management
Audit Management

Price starts from

30

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.5

/5

566

Price starts from

30

/user

Per month

learn more

Total Features

126

Unique features

  • Remote Access/Control

  • Employee Handbook

  • Onboarding

  • Remote Support

Functionality

4.5

/5

648

Price starts from

420

Per month

learn more

Total Features

76

Features in Common

32

Unique features

  • Unattended Automation

  • Image Capture

  • Optical Character Recognition

  • Unicode Compliance

Functionality

4.2

/5

874

Price starts from

19

/user

Per month

visit website

Total Features

133

Features in Common

49

Unique features

  • Knowledge Base Management

  • Data Extraction

  • Invoice Management

  • Multi-Currency

Common Process Street comparisons

Reviewers who mentioned features said:

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Maddy O.

Verified reviewer

Marketing and Advertising, 1-10 employees

Used daily for 1-2 years

Review source

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

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All my business processes can be managed within Process Street

Reviewed a year ago

We use Process Street similarly to a project management tool. All of our new content projects are administered via Process Street and this tool makes it easy for everyone involved in production to know what's expected of them, when. It's a flexible process that changes when, for example, clients need edits or we have to modify the workflow after first assigning the topic. Process Street works with us, not against us. We also use it for miscellaneous tasks like onboarding new team members, new clients, and to set expectations for various repeated projects outside our standard new content workflow.

Pros

I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting!

Cons

There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing.

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Thomas M W.

Verified reviewer

Construction, 11-50 employees

Used daily for 6-12 months

Review source

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

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Great Systems Checklist for Operations

Reviewed a year ago

Process street has created a new level of accountability for our company. We are looking to scale quickly and process street has been there for us as we move towards our Vision. The customer service and customization [SENSITIVE CONTENT] has provided is beyond what we have experienced using any other software.

Pros

The checklist feature that is repeatable daily, creates a continuity for all employees and managers.

Cons

More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us.

JZ
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Jessa Z.

E-Learning, 1-10 employees

Used daily for 1-2 years

Review source

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

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Fabulous software

Reviewed 2 months ago

I have loved it for documenting processes and providing step by step workflows for students to follow.

Pros

Process.st has allowed me to create learning modules for students in my online program, embedding files and videos where they need them. I was able to create step by step processes that are easy for them to follow. I have also used it to document my internal processes, which simplifies repetitive tasks and onboarding of new employees. I highly recommend it!

Cons

Users need to save their link to return to their work, and I've had to teach people how to do that/where to keep those links.

GR
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Gabriel R.

Marketing and Advertising, 11-50 employees

Used daily for 2+ years

Review source

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

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Process.st review

Reviewed a year ago
Pros

Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done.

Cons

– Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls) – Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot) – Too little automation customization (ex. Slack connection is very limited) – The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor) – Content -> Send Email and Forms -> Long Text lack even simple formatting capability

PH
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Paul H.

Financial Services, 11-50 employees

Used daily for less than 6 months

Review source

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

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happy user

Reviewed a month ago

I recommend a few friends already.,

Pros

I like the interface, it is so easy to use. I have set up the workflow myself in the free trial period, without any help of Process Street client service team. the documentation page offer a lot of solution already.

Cons

it took me some time to understand the workflow and run and how to set the name for run and workflow

DB
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David B.

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

Review source

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

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Game changer for us!

Reviewed 7 months ago

Since using Process.st, the clarity on the tasks to be completed in a repetitive process has been eye-opening, no longer are employees making assumptions as to what should happen or ceasing forward movement because the task has some ambiguity to it. Existing workflows would require manual review of completed tasks and a multitude of hours of following up to verify that they were done and by whom. The time efficiency has allowed us to take on additional work with the same amount of staff.

Pros

The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not.

Cons

So far we haven't found any cons relating to this solution, we are very happy with it so far.

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Paul F.

Verified reviewer

Nonprofit Organization Management, 11-50 employees

Used weekly for less than 6 months

Review source

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

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I would have paid for it myself if my boss didn't.

Reviewed a year ago

I am very happy. There is a chat box on the standard plan that allows you to talk to them about any questions you have.

Pros

I usually have a browser open with multiple tabs to edit my website, locate multiple google docs, and database. On the other side I have multiple documents open and my finder to send out emails with the same email text I always use. NO MORE! I created an enormous workflow in process street that allows me to access my website through a quicklink, edit google docs and sheets by embeding them in the process,...

Cons

I still need to learn more about the cons of this software. I will update when I know more.

FH
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Frances H.

Financial Services, 1-10 employees

Used weekly for 1-2 years

Review source

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

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don't have enough use time to give good feedback

Reviewed a month ago

New client onboarding

Pros

easy to move from page to page, I don't have enough experience with it to give you a comprehensive view.

Cons

don't have any comments here, I don't have enough experience with it to give you a comprehensive view.

GC
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Gianreto C.

Real Estate, 1-10 employees

Used daily for less than 6 months

Review source

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

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Great tool for manage and standardize workflows!

Reviewed a month ago

A great tool to standardize workflows and keep team members consistent.

Pros

Updates in a workflow will also be inserted in workflows that run.

Cons

Editing and formatting texts for description the tasks

KW
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Kimberly W.

Health, Wellness and Fitness, 11-50 employees

Used daily for less than 6 months

Review source

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

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Absolutely Amazing

Reviewed 5 years ago

It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively.

Pros

I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually...

Cons

My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess...

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Greg H.

Verified reviewer

Veterinary, 11-50 employees

Used daily for 6-12 months

Review source

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

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

Reviewed 6 years ago

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...

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!)

RL
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Riccardo L.

Arts and Crafts, self-employed

Used weekly for 1-2 years

Review source

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

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Looking for a better way to manage your workflow? This is it

Reviewed a year ago
Pros

As I'm always trying to be more efficient, I like the fact that Process Street focuses on helping users with that. First of all, it does so through templates. Sure, you can create one from scratch and save it for future use but why reinventing the wheel if someone else has already done a good portion of the work for you? There seem to be a template for almost anything, which is great because it means...

Cons

I feel that Process Street works well when it comes to streamlining processes and creating to-dos but by itself it may not be the best tool for managing big projects. So, for me, this is the thing I like the least – I'd prefer to use one tool for all things project management, tasks and workflows instead of having to use one tool for some things and one – or several – tool(s) for others.

SJ
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Stephen J.

Marketing and Advertising, self-employed

Used daily for less than 6 months

Review source

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

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I Can't Believe How Good This Is!

Reviewed 2 years ago

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!

SP
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Sharon P.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

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

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Process Street is a 10!

Reviewed a year ago

functionality - 10 customer service - 10 ease of use - 10

Pros

I love the conditional logic and piping abilities. I love that I am able to train new employees simply by telling them to follow the steps in a process. I love the scheduling feature.

Cons

I wish you would do the following: 1. Go back to the blue cards on active workflows. I really do not love the new look or flow. 2. Make it so we can duplicate or drag and drop a task already created in one workflow to another workflow. Sometime you just need a few pieces of the process to create your new process and having to duplicate the entire workflow then delete what you do not need is time...

TL
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Tim L.

Verified reviewer

Review source

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

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How to do things right

Reviewed 6 years ago

Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff. From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees...

Pros

Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others. Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful!

Cons

Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen.

TD
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Troy D.

Media Production, 1-10 employees

Used daily for 1-2 years

Review source

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

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Most Valuable Tool in the Business

Reviewed 6 years ago

We are a digital publishing company with a remote team of 10 scattered across the globe. In order to maintain consistency (or at least try) across our platform it is imperative that we have processes in place so that all team members can work together. The deep integration between Process Street and Zapier has made it the most valuable tool in our business. We try and keep our team within the...

Pros

The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools.

Cons

At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this.

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Rajul C.

Verified reviewer

Marketing and Advertising, 1-10 employees

Used daily for 6-12 months

Review source

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

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Versatile tool for process building, getting organised, delegating projects and even writing

Reviewed 5 years ago
Pros

For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas. Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile...

Cons

Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches. Inability to add certain formats is annoying at times e.g. tables I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue!

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Kim A.

Verified reviewer

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

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

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Standard Processes Minimize Training Costs

Reviewed 4 years ago

It has allowed us to standardize the way things get done, and document processes that are repetitively done with our customers, so we can scale our staff and get people productive a lot faster than traditional hiring and training. We love Process Street!

Pros

I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!!

Cons

I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account. We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well.

JS
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Jim S.

Real Estate, 1-10 employees

Used daily for 1-2 years

Review source

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

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Property Management Company

Reviewed 2 years ago
Pros

It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product.

Cons

The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that.

DE
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David E.

Food & Beverages, 11-50 employees

Used daily for 2+ years

Review source

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

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Great Process Management Software

Reviewed a year ago

One of the top 3 software companies I've used. Their focus on engaging their customers is impressive and makes me feel like I'm important to them.

Pros

I love the how easy it is to use on every level. A beginner can understand the basic ideas and being to use a task list within minutes. The next level of creating templates is a bit more complex, but intuitive. Advanced features such as integration with Zapier, automation, permissions, etc. take more work, but easy to self-learn. Again, intuitive. The thing I like the most about Process St is how responsive they are to feature and support requests. They take the time to understand every suggestion.

Cons

As we are a manufacturing environment, many workers don't have access to workstations/mobile platforms. Checklists are not formatted for printing efficiently.

AS
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Adam S.

Management Consulting, 1-10 employees

Used daily for less than 6 months

Review source

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

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The Business Process Control Software you've been looking for.

Reviewed 2 years ago

Make no mistake, this program will not automate your entire process and do it for you, but it takes a lot of the thought and decision energy out of it. Great for processes that still need human thought coupled with the ability for management to set controls and parameters.

Pros

You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs.

Cons

There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow.

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Clive B.

Verified reviewer

Automotive, 11-50 employees

Used daily for 2+ years

Review source

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

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Super flexible and highly dependable - what's not to love?!?!

Reviewed a year ago

Our journey with Process Street started out with a quest to digitize a paper checklist. It soon grew to much more than that and it helps us to ensure clean handoffs from department to department, deliver company-wide training and maintain consistency.

Pros

Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line.

Cons

Tough to criticize anything about the product!

MP
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Melissa P.

Insurance, 11-50 employees

Used daily for less than 6 months

Review source

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

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Process St. Saved my Sanity

Reviewed 3 years ago

I love Process St. It has made my overwhelmingly ambitious workload manageable by cutting down on training time for new employees. It also gives me piece of mind knowing that even in the first stages of training, things are being completed correctly. When I do find mistakes I know exactly what I need to update to be more clear or to

Pros

I love how customizable each task is. I have a different process for every single company that I work with and I was able to implement instructions for each of them. These processes have made it so that I can hire employees that automatically have the ability to execute processes even if they don't understand exactly what is that they are doing. It takes the training time from 6 months to a year down to a couple of weeks. Whenever a new employee has questions, I know that I need to update the instructions!

Cons

One thing that I don't love about this software is that the email feature isn't functional in the way that when you send an email out it is external and cannot track the email conversation within the task. Things like this exist in programs like pipedrive, but pipedrive also has one, generic process that you move from beginning to end - it does not account for all the little steps in between!

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Paula B.

Verified reviewer

Media Production, 1-10 employees

Used daily for 2+ years

Review source

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

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Cannot live without it

Reviewed a year ago

Before Process Street, there were files everywhere. Audio files, metadata, images, all floating around on emails, back and forth collaboration with clients was very unwieldy. Process Street helped us organize all that, keep communications about work tasks out of email and organized. Images, audio, copy and communications about all of that are now all together in one place and everyone knows where to find what they're looking for.

Pros

It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools.

Cons

There is a bit of a learning curve, making it a little time-consuming to train clients on our processes.

DB
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Donna B.

Financial Services, 11-50 employees

Used daily for less than 6 months

Review source

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

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Excellent & Easy to Use

Reviewed a year ago

My experience with Process Street has been exceptional and I would recommend it to any business.

Pros

Process Street is easy to use and brings a big advantage to businesses as well as their employees especially if you have remote employees. All I have to do is go to Process Street and my work flow is there waiting for me. I know what tasks are waiting and which are of higher priority. It even shows me what files are already in my inbox and it shows what files will be incoming. I have worked through...

Cons

I would love to have the ability to communicate with other team members prior to completing the tasks but I may not be set up for that yet as I am still relatively new.