18 years helping Canadian businesses
choose better software

About Process Street

Process Street is an AI powered Business Process Management platform for teams

Learn more about Process Street

Pros:

This software saved me a lot of money and time to create the same system from the ground up.

Cons:

Trying to find archived lists can be a little difficult in my opinion.

Process Street ratings

Average score

Ease of Use
4.6
Customer Service
4.8
Features
4.5
Value for Money
4.7

Likelihood to recommend

9.1/ 10

Process Street has an overall rating of 4.7 out 5 stars based on 632 user reviews on Capterra.

Have you used Process Street before?

Share your experiences with other software buyers.

Filter reviews (632)

Daniel
Daniel
CEO in Lebanon
Verified LinkedIn User
Marketing & Advertising, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

A Great Tool For Visual SOPs That Improves Task Completion Quality

5.0 2 years ago

Pros:

Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time.

Cons:

Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency.

Rachelle
Transition Manager - Lease Administration in US
Real Estate, 5,001–10,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Transition Management - Colliers Lease Administration

4.0 last year

Comments: I'm happy that we have it. It has improved our ability to manage projects and control the assignment of new projects among the team.

Pros:

I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project. It also makes it much simpler to have multiple people working on the project and avoid duplicative effort.

Cons:

it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street. 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). I also wish I could integrate with more apps, but I'm not totally sure its not our companies security that prevents that from being possible. I also would like to be able to have ability to control the status of the project. We use process projects that haven't begun and they get mixed into other things that are actually active vs reflecting that they are pending projects.

Gabriel
Director of Creative Services in US
Marketing & Advertising, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Process.st review

3.0 4 years 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

Renee
Operations Specialist in Australia
Computer Software, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Everything is Great so Far!

4.0 11 months ago

Comments: 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. I would definitely recommend it!

Pros:

Customer and Sales support has been exceptional thus far. We are very early in our Process St journey but they have been so patient and helpful in answering all my (many!) questions, and taking the time to provide detailed responses. As a starting point, we are using it to improve our employee onboarding experience. We have not gone live yet, but we can already see how our current process is going to be improved by miles! We are so excited by all the possibilities that Process St offer for the current and future process improvements in our business!

Cons:

There is a little bit of a learning curve to understand the platform and how certain things work, but as mentioned, Customer Support is fantastic and more than happy to provide links to articles, share videos or jump on a call to talk you through something until the penny drops.

Jhoy
Finance Manager in Philippines
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Process st you rock!

5.0 last year

Comments: Everything's made easier with Process st., and we're loving it.

Pros:

Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training.

Cons:

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. I mean you can hide it on the main checklist then just show it to the specific checklist you want.

Warren
General Manager in UK
Information Technology & Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Incredibly User Friendly

4.0 2 years ago

Comments: We use Process Street for our workflows and forms. We've used a few different alternatives over the years, but this is easily the one with the best GUI. All my team like it, and I never get technical queries from any of my users.

Pros:

What separates process street from others, is it's Easy to Use interface. It makes the job of creating workflows and tasks, incredibly easy for all users. We also love that you can import task templates. And, it's reasonably priced.

Cons:

The addition of reminders would be incredibly handy. A couple of my guys have requested this. It would add another layer to the package.

Kelsey
Training & Onboarding Specialist in US
Real Estate, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

I couldn't do my job without process street

5.0 last year

Pros:

I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time.

Cons:

I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows.

Chris
Property Management in US
Real Estate, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

The Great Time Saver

5.0 last year

Comments: It's been a great experience, the Process St team has been super helpful in getting us set up and creating workflows.

Pros:

Process St has helped us save a ton of time and ensure nothing gets missed. In the property management business there's a lot of moving parts and this helps everyone on the team see whats going on and ensure nothing gets missed.

Cons:

From the start we purchased 10 consulting hours to help get set up, now that we are pretty much good to go, it would be great if we could purchase 30-60 minutes of consulting for random things that come up but at this point, they only offer packages with multiple hours.

Mark
geschäftsführender Partner in UK
Real Estate, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

good software, but not trustworthy company

4.0 2 years ago

Comments: And that's how Process Street executed that strategy:1. 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. more members.3. 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.This was a hard decision because we invested hundreds of hours in developing our processes with that software But THE basic prerequisite of all business relations is trust.And Process Street prefers the short term maximisation of gains to reliability and partnership.Though it is a great software, we recommend don't trust them and stay away.

Pros:

We are a small business operating in the field of sustainable consultancy.We started using Process Street in 2018.On the one hand the software is very powerful, on the other hand it is highly complex and very difficult to get used to it and to unlock all it's potential.While working with it, we became more comfortable and integrated it more in more in our companies processes, and even in the processes with clients.But this was a big fault.Firstly it is very difficult to remember all the many options of how it works if you do not work with it at least on a weekly basis.So if you are a small or mid size company like us that can not assign an employee specifically for this software - hands off from process street.

Cons:

But the main reason why we decided to walk away from it, or better walk away from the company Process Street, was their product policy or better said customer exploitation policy thats work as follows:1. Start as a small company and refine your product from the feedback of your customers / beta testers.2. Grow, launch more services and make your customers become dependent on your software3. Once your customer base is big enough and your revenues fly, rise the prices abruptly and exorbitantly.

Fersie Vele
Bookkeeper in Philippines
Accounting Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Fersie - process street experience

5.0 last year

Comments: I had a great time using process street. I have fast working experience especially when

Pros:

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.My overall experience using process street was amazing.

Cons:

I think the navigator like insert file, link, add photo. I can't paste the screenshot of documents like picture I just have to add it from the save photo in my device. I would suggest this feature add a screenshot image.

Boyang
Junior Data Integration Developer in Canada
Internet, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

A Comprehensive and Intuitive Process Management Tool

5.0 2 years ago

Comments: Process Street is an incredibly useful tool for managing complex workflows. Its easy-to-use interface allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. It's a great way to stay organized and on top of our workflows. The only issue I've had with the program is that it can be a bit slow when it comes to loading, but overall it runs smoothly and efficiently.

Pros:

Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows.

Cons:

The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently.

Tim
Managing Member in US
Photography, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Entry Level Utilization of Process Street

5.0 2 years ago

Comments: Online searchable processes and methodology has centralized our "How To's" avoiding duplication of effort in documentation.

Pros:

We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization.

Cons:

The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage.

Verified Reviewer
Verified LinkedIn User
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

IT Company Usage

5.0 2 years ago

Comments: By the end of 2023 we plan on using process street exclusively for day to day process and project/task tracking.

Pros:

We love the conditional logic option and use it on every form.

Cons:

We wish that an image could be inserted with text instead of it needing to be added as a separate field.

Thomas M
Thomas M
President in US
Verified LinkedIn User
Construction, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: GetApp

Alternatives Considered:

Great Systems Checklist for Operations

5.0 3 years ago

Comments: 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.

Shawn
Human Resources Consultant in US
Human Resources, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Process Street is a must have

4.0 last year

Pros:

The ease of use for Process Street is extraordinary. A new employee can jump in and not only be navigating, but also making pages within 1 to 3 days,.

Cons:

Some more tutorials to become a Process Street Subject Matter Expert.

Rexel
Senior Payroll Executive in Philippines
Outsourcing/Offshoring, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

What I love about the Product

5.0 last year

Comments: As an outsource employee, I'm glad to have a product where I can always use or run to whenever I'm processing, it benefits me to keep on track on the work that I do.

Pros:

I like the most is that we can store and edit anytime a step by step process to ensure quality of work is being done, It also aligns both the users to do systematically all of the work.

Cons:

I haven't seem to have a like the least on it, maybe in the future updates or so.

Nava
Manager in India
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Good to make sure nothing gets missed out

5.0 last year

Comments: Best in class to improve compliance as well as documentation

Pros:

The blockers which makes someone follow the previous step to move to next one which makes compliance on point

Cons:

Nothing as of such. Seems great while using it right now

Emily Joy
Accountant in Philippines
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Process Street is your A game

5.0 last year

Comments: Saving more of your time

Pros:

It helps me to make tasks easier and create more value to client

Cons:

I not sure how to answer this cause currently I am very pro to using process street

Christopher
HR/Benefits Coordinator in US
Information Technology & Services, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Great product!

5.0 last year

Comments: I have had a wonderful experience!

Pros:

I love the functionality and the ability to work cross-functionally!

Cons:

It is sometimes hard to manage workflows when in the beginning stages of configuration.

Rhys
Executive in Jersey
Investment Banking, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Rhys Hewitt Process Street Review

5.0 2 years ago

Comments: My overall experience with Process Street is that it has helped me so much throughout my job and helping to develop my skills in so many different areas of the company due to the implementation of Process Street in all areas of the company. It has also made it so I am a lot more useful for the company due to me being one of the ones who learns all about Process Street to help others, and with joining the company at the same time it was being introduced and so I have learnt a lot about it due to being one of the testers for it in the company.

Pros:

I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company.

Cons:

Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions.

Tracy
Enablement in US
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Easy to use!

5.0 2 years ago

Comments: Easy to use, [sensitive content hidden] is great and can answer any questions and willing to show any helpful shortcuts!

Pros:

Process Street is very easy to use and learn. Great project management tool to use for onboarding and getting through tasks.

Cons:

N/A! I have not had any issues with the tool.

Helen
Human Resources Manager in US
Cosmetics, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Great for HR Purposes

4.0 2 years ago

Pros:

It keeps our HR and IT teams efficient. Because there is so much communication back and forth, this keeps us up to date with each workflow.

Cons:

The coding can be a bit confusing but I am not involved with set up so I have not really dived into learning.

Sharon
Business Services Director in US
Accounting Software, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Process Street is a 10!

5.0 4 years ago

Comments: 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 consuming. 3. I wish the scheduling view was not in the blue card version but in a list where I could see an entire year, and had the ability to search and filter. 4. I would like to understand how the scheduling feature works in relation to 'due after' 'set offsets'. I am not sure but I do think that if you select a due date this is the date the person who is assigned to it gets the email. I've had trouble figuring this out.

Clive
Clive
Company Integrator & Head of Administration in US
Verified LinkedIn User
Automotive, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

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

5.0 3 years ago

Comments: 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!

Paula
Paula
Co-owner in US
Verified LinkedIn User
Media Production, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Cannot live without it

5.0 3 years ago

Comments: 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.