Process Street

RATING:

4.7

(614)

About Process Street

Process Street is the world's first Process Management Platform powered by AI. 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.

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.

Process Street Pricing

Try Process Street free for 14 days, no credit card required. Free: Process Street is available for free Pro: $25 (per user, per month) Enterprise: Contact Process Street for pricing details

Starting price: 

$30.00 per month

Free trial: 

Available

Free version: 

Available

Unleash the Power of AI-Driven Workflow Management: Simplify and Streamline with Process Street, Empowering Your Team with AI and Chat GPT for Effortless Recurring workflows and Procedures
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Process Street Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Process Street

1 - 5 of 588 Reviews

Maddy

2 - 10 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed April 2023

All my business processes can be managed within Process Street

User Profile

Kate

Verified reviewer

Management Consulting, 1 employee

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed October 2021

Process.st is Gaining Traction in a Saturated Industry

I was initially resistant because I only thought it was for checklists, but was 100% converted once I learned about the automations and conditional logic. I recommend it to all my clients--seriously!

PROS

The versatility afforded the user, administrator, and business owner makes Process.st both a means in which to implement a new procedure or protocol, but also to do so in a collaborative space.

CONS

There are some intuitive keystrokes and shortcuts that don't work in Process.st (e.g., Control-Z and Control-K). It is not as easy to unbox and use as, say, jotform.

Reason for choosing Process Street

Process.st has way more functionality and absolutely stellar customer service, tutorials, and change agents ready to help you re-engineer your business.

Reasons for switching to Process Street

The conditional logic, once mastered in Process.st, is very nearly like coding and not as limited as, say, MS Excel or, again, Jotform.

User Profile

Laura

Verified reviewer

Hospital & Health Care, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2023

Efficiency in performing routine tasks

Very straightforward! Non-technical users will have no trouble creating effective procedures because to the intuitive UI. The user interface is also highly uncluttered and easy to navigate. Nonetheless, efficiency is quite high. One of the features I value most is the ability to make changes to a process's blueprint while it is still active.

PROS

Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction.

CONS

However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this.

Reasons for switching to Process Street

Spending less time on each operation without sacrificing quality is key to successfully completing repetitive activities. Each stage can include all the relevant data and files. Thanks to process street, all of my outgoing emails are now automated.

Rachelle

Real Estate, 5,001-10,000 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2023

Transition Management - Colliers Lease Administration

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.

User Profile

James

Verified reviewer

Financial Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

2

Reviewed November 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.