About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.
Process Street Software - Simple Process and Workflow Management. Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures.
Process Street Software - Document your team knowledge. Use Pages to capture, organize and share your established team knowledge.  Pages is free forever for everyone in your company.
Process Street Software - Create procedure documents in seconds. Our simple interface lets you create structured documents in seconds.  Intuitive keyboard shortcuts and drag and drop make it easy for anyone to use.
Process Street Software - Run processes as collaborative workflows. Quickly create and assign workflows to your team.  Track activity from the dashboard and get notified when tasks are done.
Process Street Software - Powered by an intuitive, no-code workflow builder. Build powerful workflows and corresponding automations with ease.
Process Street Software - Crystal Clear Configuration
Process Street video
Process Street Software - Simple Process and Workflow Management. Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. - thumbnail
Process Street Software - Document your team knowledge. Use Pages to capture, organize and share your established team knowledge.  Pages is free forever for everyone in your company. - thumbnail
Process Street Software - Create procedure documents in seconds. Our simple interface lets you create structured documents in seconds.  Intuitive keyboard shortcuts and drag and drop make it easy for anyone to use. - thumbnail
Process Street Software - Run processes as collaborative workflows. Quickly create and assign workflows to your team.  Track activity from the dashboard and get notified when tasks are done. - thumbnail
Process Street Software - Powered by an intuitive, no-code workflow builder. Build powerful workflows and corresponding automations with ease. - thumbnail

Process Street pricing

Process Street has a free version and offers a free trial. Process Street paid version starts at US$30.00/month.

Starting Price:
US$30.00/month
Free Version:
Yes
Free trial:
Yes

Alternatives to Process Street

Trainual

Trainual is a cloud-based learning management system. The solution serves various industry verticals and allows...
Todoist is a to-do list and task manager for professionals and small businesses. Combining tasks, projects, comments,...
Sine is a modern visitor management system enabling a streamlined, secure check-in experience for visitors, contractors,...

Smartsheet

Smartsheet is a work execution platform and collaboration tool with a familiar spreadsheet-like interface that helps...

monday.com

monday.com is an award-winning work and project management platform that helps teams of all sizes plan, prioritize,...

ConnectWise PSA

ConnectWise PSA (formerly ConnectWise Manage) is a managed service provider (MSP) solution that caters to businesses of...

Process Street Reviews

Feature rating

Value for Money
4.7
Functionality
4.5
Ease of Use
4.6
Customer Support
4.7
5 reviews of 579 View all reviews
Greg
  • Industry: Veterinary
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 17/11/2016

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

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 in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016).

We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it.

Until Process Street.

The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc.

But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them.

Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.

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!)

Marc
  • Industry: Human Resources
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 7/12/2021

Don't Build a Business Without it!

Allows us to build a business with consistent customer experience and keeps all the details in order. This is the most useful business software I've come across.

Pros

As easy to use as a process software can get. Integrates with every software we use via Zapier. Build dynamic and scalable processes. No other software in this price range even compares.

Cons

Need to build a copy and paste feature for pieces of a process, currently you can duplicate the entire process but not just a task or a piece of a task.

Alternatives Considered

Trello and monday.com

Reasons for Choosing Process Street

Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes.

Switched From

Todoist

Reasons for Switching to Process Street

It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing.
James
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
2
Features
2
Ease of Use
5
Customer Support
4

3
Reviewed on 7/11/2018

Good for simple checklists; Bad for complex processes

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 to organise and find items if you have more than 15 statements.

When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.

The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.

Shashwat
  • Industry: Staffing & Recruiting
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 14/1/2023

A Simple yet Powerful Workflow Automation Tool

The platform also provides helpful insights into task performance and enables users to easily monitor progress through analytics dashboards. Additionally, advanced features such as conditional logic make it easier for companies to customize their workflows according to their specific needs. Overall, Process Street has been praised by many users as a flexible solution that makes process management quick and easy.

Pros

It offers an easy-to-use platform with essential features like template libraries, checklists, forms, and integrations. With this software, teams can easily create workflows to manage tasks and keep track of progress.

Cons

Process Street does not offer an intuitive user interface. While the dashboard may be easy to use for experienced users, new users can find the layout confusing and difficult to navigate

Thomas M
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 25/10/2021

Great Systems Checklist for Operations

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.

Alternatives Considered

Asana and Smartsheet

Reasons for Choosing Process Street

We wanted easier checklist style format which would lead to more accountability

Switched From

Asana

Reasons for Switching to Process Street

The checklist features and overall application fit our need to become more accountable as a company.

Related categories