Process Street Software


 

Process Street is a cloud-based business process management (BPM) solution that enables organizations to create checklists and process documents for recurring projects. The solution is used in business functions such as client setup, employee onboarding, help desk support, recruiting and content promotion.

Key features include scheduled checklists, permission controls, web forms, scheduling tools and reporting. Users can manage multiple projects, review ongoing projects, assign tasks and collaborate with team members.

The platform can be integrated with third-party software such as Dropbox, Google Drive, Box and Salesforce. Process Street’s integration with Zapier allows it to connect with hundreds of third-party applications.

The solution is available on a monthly or annual subscription basis. Process Street provides customer support through email and phone.

 

Process Street - Add members
 
  • Process Street - Add members
    Add members
  • Process Street - Assign tasks
    Assign tasks
  • Process Street - Cash-flow report
    Cash-flow report
  • Process Street - Client onboarding
    Client onboarding
  • Process Street - Schedule checklist
    Schedule checklist
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

327 Reviews of Process Street

 

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Software Advice Reviews (2)
More Reviews (325)

Showing 1-2 of 2

Tim from Royal Lyons
Specialty: High Tech
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Process Street - Everything is a System!

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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.

Review Source
 
 

Lucy from Abbotsford Executive offices
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

It's a very good Checklist and workflow system

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I enjoy working with the software.

Pros

Its very easy to use, they have very good tutorials and the support is great , They always respond promptly.

Cons

They could add more processes to their system to enable users to do more staff like incorporating import forms and formatting.

Review Source
 
 
 
Showing 1-20 of 325

Marlyn from SOAINT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2018

May 2018

Excellent way to streamline repetitive processes

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Pros

I love the interface organized in a powerful but simple workflow automation software. It is easy to use, it is not necessary to have any previous training. It helps us keep track of repetitive tasks and activities and plan accordingly.

Cons

Not finding a way to assign individual tasks within a process to several team members is something that should be improved at some point.

Review Source: Capterra
 

Adarsh from Startship

May 2018

May 2018

Really interesting take on recurring processes

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Pros

ProcessStreet lets you set up a rinse-and-repeatable process that anyone on your team can run. Each time you "run" a process, it walks you through the fields you have set up and lets you fill them out. I think this approach to synchronization is solid, and the platform itself works well.

Cons

The UI/UX could use a bit of an update, it feel clunky at times. Also, some of the features are hard to find (like the export feature).

Review Source: Capterra
 

Victor from Information Technology

May 2018

May 2018

A great pro tool

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Pros

Process Street has a very obvious, but rare premise - it's a tool to streamline processes. No matter what you're doing in your company, all those processes can be standardized and reflected in the app to make the easy to follow and complete by your whole team.

Cons

Functionality-wise, Process Street is great. But in terms of the UI it feels like the app needs a makeover.

Review Source: GetApp
 

Patrice from Nzuri Gold

May 2018

May 2018

My team loves using this software

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Pros

I love how this software automates processes in different departments of my company which saves us a great deal of time.

Cons

Even though the software is helpful, I refuse to add as many team members as I'd like because of the price.

Review Source: Capterra
 


May 2018

May 2018

Simple, as it should be!

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Pros

Process Street is clear about what it's made for, and it does what it's made for very well. It's simple to use, simple to train others to use, and clear. We used to use Google Drive for our documented systems, and it felt cluttered, out of date, and largely ineffective. Now, we have actual updated, relevant systems, that are easy for new hires to use for training, and simple for established employees to reference.

Cons

I don't have a lot of complaints--I suppose some people may feel they want more features, but we simply don't need them. We use Basecamp, and plenty of other apps that provide us the 'project management' we need--all we needed from Process Street was a simple place to document systems, and subsequently run some of them as checklists!

Review Source: GetApp
 

devon from FBA Ship UK

April 2018

April 2018

fantatsic helped me so much in my business already

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Pros

ability to easily create step by step instructions, easy to navigate conditional logic, assign the processes to team members and track it all.

Cons

A few small features need to be added such as ability to save tasks for re-using in later templates or ability to merge templates

Review Source: Capterra
 

Matt from Mattrybin.com

April 2018

April 2018

Great and simple

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I like the system and the integration. The fact I can integrate with other services is great! I also like that it quite easy to learn for my teammates.

Cons

I don't like the interface. The UI design is quite bad and I wished that it could look better. Also the speed is an issue.

Review Source: Capterra
 

Karl from Project Coordination Australia
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Absolutely essential part of taking the grind out of repetitive tasks

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Pros

Process Street is the best application that I have found for the organisation of procedures and automating tasks that are done time and again. It takes the grind out of repetitive work.

Cons

I would prefer if the cost to add additional users was less. It would be better if it could be purchased in blocks of users rather than increase in price every time a user is added. This

Review Source: GetApp
 

Adam from Good Life Property Management

April 2018

April 2018

Good task management software

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Pros

The fluidity and ease of picking up projects where someone has left off. Also the grouping and categorization of projects.

Cons

NO CALENDAR FEATURE. PLEASE PUSH THIS OUT GUYS! STEAL THE CALENDAR FEATURE FROM FLOW, AND YOUR GOOD!

Review Source: Capterra
 

Alberto from Content Pros
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Supercharged my Discovery Sessions with my Prospects!

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Revolutionized my sales calls.

Pros

I can use variables inside my templates, so that when a checklist is created through Zapier, I can use data coming in from our CRM. That means that my discovery sessions can have scripts tailored for each prospect.

Also, completing each task can fire of a Zapier automation, so I can make a lot of things happen just by clicking one button. Ultimate automation bliss!

Cons

Building the template can be a bit awkward since each element must be positioned on it's own. If you don't understand the Template -> Generate Checklist workflow, then you're in disappointment.

Also, conditional logic and stop tasks are in a pricing tier that makes it prohibitive for small organizations.

Review Source: Capterra
 

Kris from Priebe Security Services, Inc.

April 2018

April 2018

Great way to streamline processes that you repeat on a regular basis.

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Pros

Easy to use and to setup right from the go. Many options to use in a plug and play format for setting up various processes. Great informational updates via email that are relevant.

Cons

Some of the more complex features you have to pay for and can be difficult to setup using the online instructions.

Review Source: Capterra
 

Daniel from Smileads

March 2018

March 2018

Process.st help me to make less mistakes at work, streamline my business and boost my productivity.

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Process.st has made a world of difference in my business.

Pros

We use Process Street in many different internal projects and are constantly recommending it to customers.

I really like the clean and beautiful interface, organized in a powerful yet simple Workflow Automation Software.

Easy to use, no need for any training. It helps us stay on top of repetitive tasks and activities and plan accordingly.

Love the ability to creating checklists and adding features to them. The clean visuals is absolutely Amazing.

Great customer service in various languages! I was surprised when a Process Street employee from my country contacted me speaking my language.

Cons

My cons I guess are not significative. Because i really like the software.

I would like the interface to be translated into Portuguese, my language. This is not a cons, but I really would like that.

Also, I can't find a way to assign individual tasks within a process to various team members.

Review Source: Capterra
 

Jennifer from LoveUK

March 2018

March 2018

I'm in love with this one

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Pros

Process Street make my job so much easier, I can keep everything super organized and even automate it

Cons

If has so many features I haven't been able to check that sometimes I just get a little bit confused with how to use it

Review Source: Capterra
 

Sean from Pointivity
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Perfect for processes that are both recurring and essentially the same each time

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Pros

Quite simply, it makes creating, optimizing, and following standard processes almost a no-brainer! I love it!

Cons

Even thought it "autosaves" changes, you seem to still need to manually save the template, just to be sure.

Review Source: Capterra
 


March 2018

March 2018

Awesome Software to Streamline and Record Workflows and Procedures

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I really liked the interface and found it relatively easy to use. I found having the software motivates me to create more processes so I can record them and get even more organized. I love how customizable it is and will make onboarding new team members a lot more efficient and less time consuming.

Review Source: Capterra
 

Anthea from Fiber Mountain, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Useful for documenting and following processes

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Pros

I love that it's cloud-based. My old method was to document processes in a Word document, saved on the shared drive in a location I was guaranteed to forget by the time I needed to look up the process again. I started using Process.st after the third time I had to re-teach myself how to restore the website staging area from a backup - with a month or more between times, I kept forgetting essential details.

Running checklists is an easy way to keep myself accountable and avoid skipping steps.

The processes themselves are easy to update, and allow lots of screenshots to make sure the process is easy to follow.

The free version is sufficient for my team's needs, but there is additional functionality available in the paid versions if we ever need it.

Cons

Because I only use it once a month or so, I occasionally have to figure out changes that have been made to the interface or functionality - that's the downside of any cloud app, though, and I consider the tradeoff to be worth it!

Review Source: GetApp
 

Sam from RP-X

March 2018

March 2018

Great in putting processes together

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Pros

Easy to manage processes and create processes. It is awesome that it allows you to delicate tasks to other people and that you are able to save documents for others to access.
It is also great that you can customise your processes so no two processes are the same.

Review Source: Capterra
 

Alison from HPC Accounting & Tax

March 2018

March 2018

Good experience but not great

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Pros

I liked that we could create notes for each client and customize the note space we needed. The application itself is also very easy to use.

Cons

Two colleagues could not edit the note blocks without overriding someone else's notes. If it were more like Google Doc where everyone could collaborate at once it would make it much easier to use.

Review Source: Capterra
 


March 2018

March 2018

Crazy checklist software

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You can zap it with Slack, Trello, your CRM - ZOHO, etc. That way as you start moving people through the checklists it will automatically trigger new events in different systems.

Pros

Lets you create anything you can imagine. We primarily use it for our onboarding/sales checklists to make thing so much easier.

Cons

It has a steep learning curve and it can take some time to setup. You also have to train up your team; of course if your current PM system has a similar function I'd use that. Rather then having to use multiple systems.

Review Source: Capterra
 

Shannon from Plus One Virtual Solutions

February 2018

February 2018

Finally, a simple way to set up repetitive tasks that other team members can follow easily.

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Process Street makes it super simple to set up repetitive tasks and processes.

Pros

I subscribe to "simplicity over fancy" when it comes to finding ways to streamline my business. I stumbled upon Process Street when I was looking for a way to delegate repetitive tasks like new client onboarding,

Process Street makes it easy to set up your processes in a way that makes sense. No big cumbersome workflow charts (unless you add them yourself), just simple templates and checklists that make my life easier. The user guides are easy to understand and the in-app support is nice to have close by. The pricing is nice, too.

Review Source: Capterra
 
 
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