Home/Workflow Automation Software/Process Street
Updated on: September 26, 2021

What is Process Street ?

Process Street - Workflow Automation Software

Process Street

Task manager with diverse business solution
(621 Ratings) Write Review
SW Score Review in Progress

Process Street is a task management software but can help users with diverse business solutions, as it contains different useful features. This cloud-based task manager comes equipped with business process management features, quality management features, document management features, forms automation features, necessary integration features, and workflow management features. This software is highly beneficial to users in doing task assigning, task scheduling, task tracking and also helps in doing recurring tasks management. The reporting and analytics feature helps users in measuring the task management process and make informed decisions. This can be run on multiple devices.

Process Street Features Show All Features

Process Street Technical details

Support 24/7 (Live rep) Online Customer Type Freelancers Large Enterprises Medium Business Small Business
API Location / Phone Number San Francisco, California
Deployment SaaS/Web/Cloud Installed - Windows Installed - Mac Category Workflow Automation Software

Process Street Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
MONTHLY YEARLY
Basic
$12.50 /User/Month
Billed Yearly

Features

  • Unlimited Checklists
  • Unlimited Templates
  • Process Documentation
  • Reporting
  • 1000+ Integrations
  • Email & Chat Support
  • Self-Guided Onboarding
Standard
$25 /User/Month
Billed Yearly

Features

  • Includes features of the Basic plan, plus
  • Dynamic Due Dates
  • Enforced Order
  • Conditional Logic
  • Role Assignments
  • Task Permissions
  • Approvals
  • Priority Support
  • Training & Strategy Consultation
Enterprise
Custom

Features

  • Includes features of Standard plan, plus
  • Personalized onboarding and training
  • Full workflow setup and integration assistance
  • Dedicated Success Manager
  • API access
  • Active Directory integration
  • SAML-based Single Sign-On
  • Reporting API & ETL
  • Custom Integrations
  • Fully Managed Workflows
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Disclaimer: The pricing details were last updated on 09/08/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Process Street pricing.

Process Street FAQs

Process Street is Workflow Automation Software. Process Street offers the following functionalities:

  • Access Control
  • Task Management
  • Compliance Tracking
  • Calendar Management
  • Third-party Integration
  • Business Process Automation
  • Workflow Configuration

Learn more about Process Street features.

Yes, Process Street provides API.

Ask the Community View Community

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Process Street Reviews

OVERALL RATING
4.7
Based on 621 Rating(s)
Rating Distribution
  • 82.6 %
  • 14.8 %
  • 1.7 %
  • 0 %
  • 0.9 %
SHARE YOUR EXPERIENCE Write a Review
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Atilla B
Atilla BSource : g2crowd.com
(Reviewed on 08 November 2020) "One of my favorite tools"

What do you like best?

It gives a clean structure to finish a process. At the end comes a celecration animation. It`s fun.

What do you dislike?

Sometimes slow loading. But mostly quick.

Recommendations to others considering the product:

Get it.

What problems are you solving with the product? What benefits have you realized?

Solved problem: My old task manager software service closed and went offline.

Benefits: Fun and structure.

...more
Benjamin D
Benjamin DSource : g2crowd.com
(Reviewed on 30 September 2020) "I love Process Street"

What do you like best?

I let me create my enterprise processes with great flexibility.

What do you dislike?

The cost is a bit high and the interface is unwelcoming at first. I can overcome those issues but I'm having a hard time embarking on coworkers on the app...

Recommendations to others considering the product:

You should try it with a small team of enthusiasts & early adopters first before digitalizing your processes and forcing everyone to come. Your coworkers may not like the change if it's too sudden. I work in France and changing anything is a very delicate matter...

What problems are you solving with the product? What benefits have you realized?

I work in France with a long tradition of oral processes. The problem I face every day is how to make information transparent without having a meeting every five minutes. Process Street allows me to do just that.

I also use it for my personal daily routine.

...more
Administrator in Real Estate
Administrator in Real EstateSource : g2crowd.com
(Reviewed on 03 September 2020) "Great For Keeping Track of Orders"

What do you like best?

Ease of use, multiple checklists, & more

What do you dislike?

No way to set due dates by business vs calendar days

Recommendations to others considering the product:

Worth the subscription and will take care of you

What problems are you solving with the product? What benefits have you realized?

I'm able to run many real estate orders at the same time. Timelines are very important and this lets me keep up with many (and more to come) without worrying about something getting forgotten.

...more
User in Mental Health Care
User in Mental Health CareSource : g2crowd.com
(Reviewed on 21 July 2020) "Good for teams"

What do you like best?

With Process Street, you build steps and can include instructions. This is very helpful for us as we have a lot of auditors come in, so we normally operate with paper checklists to make sure every step is done, since we know it will be checked later. It's helpful because now instead of passing around paper checklists as everyone does their own part of it, we can electronically hand things off to others. A lot easier to work as teams with some working at home. And with instructions attached, if one person has to be out, others can take over their duties.

What do you dislike?

Pretty much anyone can do a checklist without any special training, which is great. It does take some knowledge to build the templates in, so we have one person on our team who is skilled in that.

What problems are you solving with the product? What benefits have you realized?

Awesome when some people are working from home.

...more
Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization ManagementSource : g2crowd.com
(Reviewed on 16 July 2020) "Process Street is life changing"

What do you like best?

SO MANY THINGS: 1) that you can make one checklist (for hiring, for onboarding, for how to run payroll, etc) for things you do frequently (or even infrequently) and then run the list for separate occasions (each person you hire, for example). 2) you can assign different tasks to different people and give them due dates (and the due dates can be "smart dates" from your original checklist - ie it knows to tell the comms dept to add the person to website on first day). 3) super easy to use and learn and add additional (free) functionality, like conditional formatting (some tasks only show up if you are hiring a certain position). 4) you can make some tasks private or hidden, so not everyone who is part of the onboarding process list knows the person's salary, etc.

What do you dislike?

One thing they've already made better is an easy place to see everything you need to do across checklists. A nice to have for me would be able to assign to different people within tasks.

Recommendations to others considering the product:

Just buy it!

What problems are you solving with the product? What benefits have you realized?

We've grown A LOT in a short time, so multiple are involved when someone is onboarded. I tried to make a spreadsheet to track what everyone needed to do, and it didn't work. This was exactly what we were looking for.

Now different team members use it to capture standard operating procedures. It's super helpful during this pandemic so if a finance member needs to take time off, someone will know how to run payroll, step by step.

...more
Dennis A
Dennis ASource : g2crowd.com
(Reviewed on 10 July 2020) "Awesome template for processes"

What do you like best?

Detailed and even provides context for a process

What do you dislike?

Would like to see an integration to clickup

What problems are you solving with the product? What benefits have you realized?

Standard operating procedures mostly

...more
Avens R
Avens RSource : g2crowd.com
(Reviewed on 02 July 2020) "A must-have!"

What do you like best?

Probably my favorite thing about Process Street is the ease of use. It's extremely user-friendly and intuitive for someone new to the platform. It doesn't take anytime to understand the platform and quickly start building content. I also really enjoy how it's essentially a checklist with directions (the second part I wasn't expecting) all-in-one! You can easily add additional text for detailed instructions, pictures to help clarify, etc. to any tasks once an employee reaches that task. Another plus for Process Street is how that the platform comes with an extensive amount of pre-build templates that you can easily edit to customize specifically for your organization.

What do you dislike?

This is minor, but you cannot move multiple templates into a folder at once. Instead, you have to individually move one at a time. Again, this is minor but it would be a nice feature. Other than that, I really have no complaints! I am enjoying this platform more than expected!

Recommendations to others considering the product:

This is honestly a must-have for your business! I would recommend coming up with checklists before you even start with Process Street. Uploading checklists into this platform is as easy and copy and paste. There is no heavy lifting, but it would help your company stay ahead of the game by already having checklists built out. Other than that, I just recommend getting Process Street TODAY because you'll notice a difference by tomorrow!

What problems are you solving with the product? What benefits have you realized?

We are solving various problems related to responsibilities, process, project management, accountability and organization. For example, we're using Process Street to streamline our onboarding; making sure tasks are assigned to the correct people. We're also using it to improve our SOP process by creating checklists in Process Street that are easier to leverage on-the-job. Personally, my team is using it as a way to stay organized and on the same page for various projects that they are working to roll out. We're also using it as an accountability tool which has been wonderful. Focusing whether or not an employee completed a task, and to what degree of accuracy, can be based solely on data derived from Process Street, taking emotion/opinions out of the conversation.

...more
Kirsten M
Kirsten MSource : g2crowd.com
(Reviewed on 01 July 2020) "Invaluable resource for problem-solving and business process improvement"

What do you like best?

Process Street has countless useful templates that you can easily deploy, or you can create a huge range of custom ones yourself. Then you can run the templates as checklists, working through each specific step with rich options for recording details, setting up an approval process, and so much more.

What do you dislike?

I love the interface and ease of use of Process Street, and cannot say that I dislike anything about it to be honest. It is an incredibly useful tool and I am only on the free plan.

What problems are you solving with the product? What benefits have you realized?

I have used it to create a Pareto Principle template, which really helped me solve some problems I was working on, amongst several other uses so far, including website launch and reseller account setup checklists. The latter two assisted me in ensuring no step was overlooked in these business processes, which was vital to my business.

...more
Dan D
Dan DSource : g2crowd.com
(Reviewed on 08 June 2020) "Process St is absolutely integral to our operations and compliance"

What do you like best?

Flexibility and breadth of functionality that the platform provides is incredible. The ability to integrate to all of our other core applications via Zapier saves us hours each week and ensures that nothing slips through the cracks.

What do you dislike?

There are small UX kinks here and there that are not deal breakers, but would improve the overall experience.

What problems are you solving with the product? What benefits have you realized?

Adhering to our key controls and ensuring we are 100% compliant.

...more
Miquel F
Miquel FSource : g2crowd.com
(Reviewed on 29 April 2020) "Suprisingly useful"

What do you like best?

The consistent layout and look and feel of all procedures you create

What do you dislike?

Some minor visual functionalities (like the ability to collapse menus or change the width of the sidebar)

Recommendations to others considering the product:

With a tool like this, you can focus on the content itself and not the format or how to deploy your SOP to your users

What problems are you solving with the product? What benefits have you realized?

Creating and managing Standard Operating Procedures

...more
Read All Reviews

Videos on Process Street

Workflow Automation with Process Street - Demo
Workflow Automation with Process Street - Demo
Process Street Intro - Business Process Management (BPM) Software

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