ProcessPlan 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ProcessPlan

4.5

(37)

Pricing

Starting at $29.00 per month

About ProcessPlan

ProcessPlan is a cloud-based solution designed to help users automate the entire business process lifecycle using task monitoring, single sign-on, scheduling and account branding tools. Key features include access control, process modeling/designing, automated task responses, collaboration and file attachments.

Teams using ProcessPlan can configure predefined templates to share business processes with other players in the industry. It enables users to color-code fields for specifying the status of particular tasks, streamlining workflows throughout the organization. Additionally, its action dashboard provides visibility into pending/outstanding assignments and detailed lists of tasks assigned to team members, improving collaboration across teams.

ProcessPlan's REST API interface facilitates integration with various third-party applications such as Zapier, Twilio, Gmail, Slack, Dropbox and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone, email and other online measures.

ProcessPlan Screenshots

ProcessPlan Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

ProcessPlan

$29.00

per user, per month

Plan includes:

Consulting and Process Design
Processes
Software
Support
Users

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ProcessPlan Features

Popular features found in Workflow Management
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Collaboration Tools
Compliance Tracking
Document Management
Drag & Drop
Forms Management
Reporting/Analytics
Search/Filter
Third-Party Integrations
More features of ProcessPlan
API
Business Process Automation
Business Process Control
Configurable Workflow
Customizable Reports
Customizable Templates
Data Visualization
Graphical Workflow Editor
Monitoring
Process Modeling & Designing
Progress Tracking
Project Workflow
Real-Time Reporting
Rules-Based Workflow
Single Sign On
Task Management
Task Progress Tracking
Template Management
Templates
User Management
Workflow Configuration
Workflow Management

ProcessPlan Integrations

HubSpot CRM

Microsoft 365

Mailchimp

Slack

Zendesk Suite

Zapier

See all 7 integrations

ProcessPlan User Reviews

Overall Rating

4.5

Ratings Breakdown

59%

27%

14%

Secondary Ratings

Ease of Use

4.2

Value for money

4.3

Customer support

4.6

Functionality

4.4

Becky S.

Verified reviewer

Marketing and Advertising

2-10 employees

Used monthly for more than 2 years

Reviewed March 2019

Process documentation and automation for "The Rest of Us"

An answer to your process capture and process knowledge transfer wishes. If you have knowledge workers you need this product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This app is for anyone who is not a process control plan nerd. It lets you document and capture your critical processes and then begin to automate them in an easy to adopt learning curve. Their client services group will jumpstart your project with their very powerful facilitated sessions. Well worth the investment of your time and money

Cons:

The visual flowchart is only part of the design stage, not the day-to-day process flow as a view of the process. I'd love to open a flowchart, jump to a step and drill down into actions, assets etc from that starting place.

Vendor Response

Hi Becky, Thanks for your thoughtful and specific review. We've noted your feedback about the visual flowchart as well. Overall, we're glad to hear ProcessPlan is meeting your needs! Thanks again, ProcessPlan

Replied April 2019

Tonna C.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Reviewed March 2019

Process Plan

I really like process plan. I have recently moved to a higher position and am using it more as an administrator now instead of just a user. It has really helped our organization become more organized and help us be able to assign certain things and tasks to people so there is no question or the I didn't know it was for me problem.

Ratings Breakdown

Ease of use

Functionality

Pros:

1. Ease of Use 2. Functionality 3. The ability to make it what you need

Cons:

1. You really need one person to be the "process plan" person to know the ins and outs of it

Vendor Response

Hi Tonna, We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review. Sincerely, ProcessPlan

Replied April 2019

Krzysztof K.

Used daily for less than 2 years

Review source

Reviewed July 2018

A BPM software for growing companies

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After some configuration it did it job perfectly - helped to coordinate a large distributed team in multiple offices to work on recurring non-linear processes. The best example here being hiring and employee on-boarding.

Cons:

The UX is definitely an area ProcessPlan team can improve. Also in the last 1.5 years there where updates that broke the currently used processes - from mixing up fields, to dropping the currently ongoing processes. Also I'm not sure if the introduced improvements always created a coherent UX and UI or where just thrown in. Tried to improve some of the process maps we had - but this turned out to be non-trivial, again the UX - but on the administrative side, might be a challange even for power users.

Janeth S.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Reviewed March 2019

Team Based Approach is made easy

We can rely on ProcessPlan to tell us where we are in any given project without having to exchange emails to figure it out. We can solve problem areas over time and fix our processes to reflect changes. Overall, it helps us streamline our efficiency and we're able to keep things moving every day.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to tackle project as a team. We can see the entire layout of our plan and see what's been accomplished, and where tasks are getting "stuck". We can prevent duplication of tasks and things don't fall through the cracks.

Cons:

There is a lot of customization involved, which is a cool feature, but is very setup-heavy to start something new.

Vendor Response

Hi Janeth, Thanks for sharing how you're using ProcessPlan! We appreciate you taking the time to leave a review. Warm regards, ProcessPlan

Replied April 2019

Jeff H.

Verified reviewer

Information Technology and Services

11-50 employees

Used other for less than 12 months

Reviewed March 2019

Process Plan with work flow functionality

It allowed me to do what was needed but it was a little slow and cumbersome for searching as I tried to fill out pre-defined fields. Other than that issues, it worked well in telling my sales rep I had a flow for them to see. It did not send them the notification that I had deleted the first attempt and they asked me in an email if I deleted it or not.

Ratings Breakdown

Ease of use

Functionality

Pros:

It has the ability to create a good process flow and communicate to the next-step user.

Cons:

Very slow in populating the drop down entry fields, if you just try and select one field without typing the first few characters, it would only allow you to see a small amount of entries for the field. Example: Customer name field when clicked would show only the let A thru the letter C entries and it did not have an option to get more entries. I tried typing the company name and it discarded my entries. I then started entering 1 character for the name and I was unable to find the company until I had entered three characters. There should be a way to enter a new company or a better search function.

Vendor Response

Hi Jeff, Thanks for your thoughtful and specific review. We're reviewing your feedback about the drop down entry fields and search functionality, and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs. Thanks again, ProcessPlan

Replied March 2019

Sharif E.

Used daily for less than 2 years

Review source

Reviewed March 2018

Helps you map out your repeatable processes and initiates activities easily for individual or teams

Was able to map out processes for project based activities easier than a checklist. It also triggers events, notifications, etc to individuals and project teams.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to design your own processes , activities, and desired outcomes and to be able to map it out using their visualization features. You can create and run multiple ones for different projects or different groups/departments which is nice, and concurrently.

Cons:

Mapping the software is easier on a tablet than a PC, and since I primarily work on PC, it was less effective for my uses. Still, the power of initiating tasks was great when first developed, it just made upkeep or creating new ones a challenge w/ PC.

Carl-Hein M.

Verified reviewer

Capital Markets

201-500 employees

Used daily for less than 12 months

Reviewed April 2019

Simplicity in motion

Overall I am very impressed. Especially by the team's ability to react to support and feature requests.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ProcessPlan is simple and intuitive to use. It makes it possible to allow tech savvy business users to build and maintain worfklows. IT only need get involved in advanced edge cases.

Cons:

ProcessPlan has very little data forms capability, which is an area that can be improved.

Vendor Response

Hi Carl-Hein, We appreciate your thoughtful and detailed review. Please don't hesitate to reach out to us at help [at] processplan [dot] com regarding the data forms capability, we'd be glad to help. Thanks again for taking the time to share how ProcessPlan has made an impact on your business. -ProcessPlan

Replied April 2019

Charles V.

Verified reviewer

Real Estate

201-500 employees

Used other for less than 2 years

Reviewed March 2019

Outstanding Strategy Tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software helps transfer thoughts to automation. It supports the implementation of detailed strategy. Long gone are the days of white board and dry erase markers. This software enables the strategy to integrate at multiple levels to ensure critical milestones stay at the forefront. I also appreciated the integration into email to help keep the process moving forward.

Cons:

It is very tedious process mapping out the strategy, including setting all the parameters to make it work; however, this is a necessary step to reaching the final product.

Vendor Response

Hello Charles, Thanks for sharing how you're using ProcessPlan! We are always working on improving the platform and appreciate your feedback. We're particularly glad to hear that you've been able to use ProcessPlan to meet deadlines and keep everything moving forward.. Thanks again for taking the time to leave your review. Sincerely, ProcessPlan

Replied April 2019

LEONARDO M.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 6 months

Reviewed March 2019

Very good for simple processes, lacks a bit on the complex ones

Surprisingly good for simple processes, letting users more time get on with their daily jobs. Lacking some advanced features for more complex and integrated processes.

Ratings Breakdown

Ease of use

Functionality

Pros:

The interface is easy to use and the clarity of processes can be seem inside the tool. The reminders and emails make it very easy to automate processes that require multiple people to execute, and takes out a lot of the emails from crowded inboxes.

Cons:

Some more complex processes are hard to implement and end up with a lot of unnecessary manual steps. Things like pushing customer data across different stages of a process is done manually, with users copying and pasting information in the forms. Lacking integration with customer-filled webforms.

Vendor Response

Hi Leonardo, Thanks for your detailed and thoughtful review. We're reviewing your feedback about complex processes and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs. Thanks again, ProcessPlan

Replied April 2019

Robert C.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 12 months

Reviewed April 2019

Get consistent results from your team with ProcessPlan

The responsiveness and knowledge of their support has been great! They helped us to create some pretty advanced process flows and were extremely helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The solution is highly configurable and with Zapier you can automate a lot of the business processes and keep your team involved.

Cons:

I haven't found anything yet that I would consider a con with this project.

Vendor Response

Hi Robert, Thanks for taking the time to share your thoughts about ProcessPlan. We're glad to hear your feedback about our platform and customer service! Thank you, ProcessPlan

Replied April 2019

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