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Process Street Reviews

Reviews summary

Pros

Process Street is a super cool automation and collaboration tool. I love how you can build powerful templates that are seamlessly turned into checklists.

Anonymous Reviewer

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We're slowly finding ways to implement this more and more into our systems. We have a support person on Process Street that's super helpful and responsive to our many questions.

Hannah S.

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Process Street is outstanding for both documenting our processes and for tracking work in progress. We use it for both, and have saved tons of time and money.

Sean L.

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Cons

The worst part is the cancelation procedure which is q manual "request to cancel" and appears to be ignored. I canceled 2 days before the billing date through the website, then I was STILL charged.

Flavius B.

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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.

Eliza M.

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Getting to and from each folder was annoying and basically you had to go through all your folders every time to get back to SOP you were on.

Caitlyn B.

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Overall rating

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96%
positive reviews
98%
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502 reviews

recommended

Overall Rating

Perfect for checklists, SOPs, and workflows

Reviewed 6 months ago

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 4 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!)

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 7 months 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!

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  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Our Experience

Reviewed a month ago
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.

Overall Rating
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  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Good for simple checklists; Bad for complex processes

Reviewed 2 years ago
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...

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

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Process St - Dorado Property Pty ltd

Reviewed 3 months ago

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.

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

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One of if not the best software we use in our company

Reviewed 9 months ago

Support team is extreemely responsive, they have an amazing library of information and trials that are actually helpful. https://www.process.st/help/docs/

Pros

It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

Cons

I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

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 5 months 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.

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

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Love automated checklists and have staff (and yourself) ? You’ll love this!

Reviewed 8 months ago

Overall experience has been fantastic! Customer service is great and I have really enjoyed the software!

Pros

I love checklists, and if you do as well, than you’ll love a Process St.

Cons

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Process Management made easy

Reviewed a year ago

Process street makes it easy to track and manage performance across various verticals and activities. Ir takes a bit to setup but once you get the hang of it, it's easy to use.

Pros

Process street makes it easy to have all steps, processes and procedures in one place. It saves time and make me more efficient.

Cons

No offline version. As nice it is to track processes, using it with the internet on is distracting and doesn't allow for deep planning.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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Love it, but a few suggestions

Reviewed 6 months ago
Pros

Really easy to use, and keeps project timelines/tasks on the same page with my customers

Cons

I wish there was a way to organize my checklist in a global view instead of just seeing a list. I'd love to put projects in stages that reflect where someone is in the timeline, and see all checklists at once in these categories

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  • Value for money
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  • Likelihood to recommend10/10

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Absolutely Amazing

Reviewed 4 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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  • Ease of use
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How to do things right

Reviewed 5 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.

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 4 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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  • Ease of use
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  • Likelihood to recommend10/10

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

Reviewed 4 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!

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

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Property Management Company

Reviewed 10 months 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.

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 2 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.

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 a year 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!

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

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Great Product for Organizing Your Business

Reviewed 10 months ago

Great! It has made us a better company; more reliable and organized with better customer service.

Pros

Role assignments, email templates, documenting business processes

Cons

Difficult to keep track of all the checklists and tasks. Overwhelming number of emails from Process Street re: checklists and tasks (I'm sure this can be controlled, but I haven't spent the time to figure it out)

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

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Helpful software

Reviewed a year ago

Good. We enjoy the product and the people

Pros

It has really allowed us to become a process driving company. Less ambiguity and better consistency of service.

Cons

The user interface could be better. How the information is displayed to the user should be more customization.

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

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Great Workflow Software

Reviewed 2 years ago

Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!

Pros

The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress. The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed. Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Cons

There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

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

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Process Street - Everything is a System!

Reviewed 3 years ago

Process street has allowed me to take ideas in my head and get them out so others can test and improve. It's incredibly powerful and useful for the procedural task. I love how easy it is to use and the team at Process.st are always making solid changes. Couldn't do my job well without it where systemizing tasks is a priority and iterations are a mandatory part of a numbers game.

Pros

Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved.

Cons

No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking.

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

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Process Street

Reviewed 2 years ago

Overall Process Street has completely redefined our training process and has allowed me to significantly streamline our process. It has allowed me to eliminate webforms for reporting trainee info, checklists, and quiz/test scores. Unfortunately, I found Process Street after I devoted literal days to coding googlesheets and webforms to track and sort all of the data but better late than never!

Pros

I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps. Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template. Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps.

Cons

I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options. For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank.

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

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Perfect for checklists, SOPs, and workflows

Reviewed 9 months ago
Pros

When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more!

Cons

My only complaints: Process.St recently changed the plan names and my plan didn't get the new updates. It can get a little pricey as your team grows and free guest accounts have little capability.

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

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Fantastic tool for organising and running effective teams

Reviewed 9 months ago

Process Street was a major turning point for us as an organisation and it continues to drive value for our members. We are delighted with this product and its versatility and functionality.

Pros

The product is easily customisable to suit any business operation. In addition there are plenty of free templates that one can use as a starting point. The support team is also very friendly and available.

Cons

Only a few improvements that I would suggest, but they don't detract at all from the overall usefulness of the product.

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

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Top notch organization tool for big and small teams

Reviewed a year ago

Creating a simple system to show other teams how to do things is wonderful. Process Street makes it dead simple to upload videos and you get them transcoded right away. The UI makes is awesome for us to use it and consume content quickly.

Pros

- Easy to use: Very simple interface. Easy to get started adding files and organizing content. - Free (unlimited) video uploads: Not really sure the setup on this, but my free account seems to have video storage+usage for free, for an unlimited number. - Great for courses: The interface is wonderful for creating a database of internal/public courses.

Cons

- Basic uploading options: Drag and drop is fine, but I would've loved to see something more advanced, like automatic upload scheduling. - (Too) simple organization systems: I haven't seen any tagging options. It's mostly just folders and sub-folders. - Weird errors: At times videos wouldn't transcode or some files wouldn't be recognized right away.

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