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Supported Operating System(s):
Mac OS, Web browser (OS agnostic)About Process Street
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 soluti...
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Supported Operating System(s):
Mac OS, Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
November 2016
Greg
Company Size: 11-50 employees
Industry: Veterinary
Time Used: Less than 12 months
Review Source: GetApp
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 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!)
September 2020
Stephen from Creative Web Technologies, Inc.
Company Size: 1 employee
Industry: Marketing and Advertising
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
September 2020
I Can't Believe How Good This Is!
I can't believe how good your tool is! I've tried to manage my business and personal processes over the years with Podio, ClickUp, Toby, ProcessKit, and some other tools – all good – but nothing works as well for my needs as yours. Thanks for the great work!
Pros
Process Street has freed up my brain to work *in* my business faster and more efficiently. The result is that I now have more time to work *on* my business.
Cons
Since I'm a UI/UX designer, there are a few small things I would change (mostly personal preference). But Process Street is very easy to use and works great!
Reasons for Choosing Process Street
More features for less cost.
Reasons for Switching to Process Street
Somehow I stumbled upon Process Street and decided to give it a try. I'm sort of a tool junkie - trying several new tools each month to save time, work faster, and automate different parts of my business and personal life. After spending a couple of hours with Process Street (mostly brainstorming my own workflows), I was hooked!
November 2020
Adam from Wetmore Consulting Group
Company Size: 2-10 employees
Industry: Management Consulting
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
November 2020
The Business Process Control Software you've been looking for.
Make no mistake, this program will not automate your entire process and do it for you, but it takes a lot of the thought and decision energy out of it. Great for processes that still need human thought coupled with the ability for management to set controls and parameters.
Pros
You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs.
Cons
There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow.
Reasons for Choosing Process Street
The ability to mold the software around YOUR business processes. When we were vetting other softwares, we were finding that that we would have had to modified our processes to fit with the layout and flow of the program (Pipe Drive for example).
November 2018
James from Octopus Labs
Company Size: 51-200 employees
Industry: Financial Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
2.0
Customer support
4.0
Functionality
2.0
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.
October 2020
Erik from BentoBox
Company Size: 51-200 employees
Industry: Hospitality
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Functionality
3.0
October 2020
Love it, but a few suggestions
Pros
Really easy to use, and keeps project timelines/tasks on the same page with my customers
Cons
I wish there was a way to organize my checklist in a global view instead of just seeing a list. I'd love to put projects in stages that reflect where someone is in the timeline, and see all checklists at once in these categories
Reasons for Switching to Process Street
Asana was great for internal use, but had no customer facing list/timeline, which was very manual from our team.