# ProcessPlan Reviews **Vendor:** ProcessPlan **Category:** [Business Process Management Software](https://www.g2.com/categories/business-process-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 6 ## About ProcessPlan Finally, an intuitive, easy-to-use business process manager. We’re the inventive company that has revolutionized process structure and implementation in business. With ProcessPlan, your tasks are front and center all the time, anywhere. The first step to better process management is a detailed and well-organized system. ## ProcessPlan Reviews ### 1. ProcessPlan platform helps me organize my Task Management, Issue Analysis & Follow-up procedures **Rating:** 4.0/5.0 stars **Reviewed by:** Neeraja V. | Senior Developer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about ProcessPlan?** ProcessPlan is excellent when it comes to providing insights that helps in identifying bottlenecks without changing the window. I can easily prepare flowcharts for representing the tasks involved with our Standard Operating Procedures (SOPs) through its Visual Editor. All crucial data such as task descriptions, checklists, necessary attachments for dependency insights can be defined in the Task details summary. Heat map functionality enables me to manage multiple processes & workflows so that no deadlines are falling behind the schedule. **What do you dislike about ProcessPlan?** ProcessPlan platform improves my productivity through its easy implementation & allows me to focus well on high-priority action items in my task list. We can reach out to its customer support team to avail any add-on services for custom report generation. Its pricing model for Enterprise is relatively expensive when compared to its competitors. If more granularity is offered on it, there will bea significant increase in community support. **What problems is ProcessPlan solving and how is that benefiting you?** I've recently started using ProcessPlan platform for my Project Task Management and preparing SOPs for action item documentations. Since ProcessPlan supports event-based triggers for notification, we get real-time updates whenever there is a change in the Task status. I can also easily collaborate with my team for sharing technical documents, updating task dependencies and providing primary & secondary point of contact for crucial action items. It offers granularity in defining our project milestones, issue analysis, task allocation, approval status on peer review and followup procedures for each Project so that no deadlines are impacted. From its Task management dashboard, I get an unified view on task accountability, pending tasks, status updates, operational bottlenecks and escalating overdue tasks. ### 2. An absolute must for every business. **Rating:** 5.0/5.0 stars **Reviewed by:** Moshe G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about ProcessPlan?** Never drop the ball on a client or forget to update a sales page again. Everything in a business is a process, and this tool makes it easy to manage those processes, and more importantly delegate them when you are ready to hand them off to an employee or a VA. My favorite thing about the platform is the automation capabilities behind every task outcome. I wish I would have found this tool years ago when I started building out our internal process. Using Zapier it becomes plug and play with any CRM too - including automagically updating the client record as part of the process. **What do you dislike about ProcessPlan?** There is nothing I strongly dislike about the platform, and the support has been great whenever I have run into an issue. **Recommendations to others considering ProcessPlan:** They have great support and training, but like all software companies, they do not build out your process on your behalf. I recommend hiring the implementation out instead of spending days figuring it all out on your own and coming up with best practices. If you do choose to implement on your own, give yourself time to play with it instead of trying to rush through it. You will learn more about its capabilities as there are a ton of hidden features, and have more fun with it. **What problems is ProcessPlan solving and how is that benefiting you?** Oh wow, this is an extensive list. Before process plan I tried a bit of everything. From using Wrike task templates to trello cards, to printed checklists. ### 3. ProcessPlan - worked great for basic function **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about ProcessPlan?** The visual helped with the conditional options **What do you dislike about ProcessPlan?** The backend of creating new tasks was not intuitive or easy to edit **What problems is ProcessPlan solving and how is that benefiting you?** Project Management - great to plug in information and have it auto-populate ### 4. A very good BPM solution **Rating:** 4.5/5.0 stars **Reviewed by:** Rene D. | Sub Gerente de Tecnología (IT Director), Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2021 **What do you like best about ProcessPlan?** Easy to setup. Integration with ZAPIER. Unlimited tasks, unlimited processes. APIs available. Multilanguage. **What do you dislike about ProcessPlan?** Sometimes is very slow. Limited on presentation options for the user forms. Limited calculation options among process fields. Limited logic. **What problems is ProcessPlan solving and how is that benefiting you?** Normal regular business workflows; currently the invoice processing. ### 5. The best way to manage a plan. **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia G. | Analista de marketing y ventas, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about ProcessPlan?** ProcessPlan allows me to manage and develop my projects, manage them, execute them, and plan them correctly so that the planning process is completed satisfactorily. **What do you dislike about ProcessPlan?** I find everything excellent, it is an essential tool. **Recommendations to others considering ProcessPlan:** I fully recommend ProcessPlan, it is the best option to organize your tasks and to delegate functions to the work team in order to complete projects in a short time. **What problems is ProcessPlan solving and how is that benefiting you?** Thanks to ProcessPlan, I can organize my work team, assign tasks, and set deadlines to complete certain tasks that will help achieve success in my plans and projects. ### 6. It’s useful with many features but too many notifications **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2019 **What do you like best about ProcessPlan?** It has many features to make the software complete **What do you dislike about ProcessPlan?** That I mostly have to work from my web application because the mobile app doesn’t function as good **Recommendations to others considering ProcessPlan:** If you need customer support often, I recommend ProcessPlan because they give priority/attention to its users and provide many tutorials on how to maximize use of all the features **What problems is ProcessPlan solving and how is that benefiting you?** I can list down my daily tasks, my project tasks and assign tasks to different group users. It helps me be more organized ## ProcessPlan Discussions - [What is ProcessPlan used for?](https://www.g2.com/discussions/what-is-processplan-used-for) - [View ProcessPlan pricing details and edition comparison](https://www.g2.com/products/processplan/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+07%3A17%3A28+-0500&secure%5Bsession_id%5D=8e82de54-cef8-418b-9882-ed130db4fd04&secure%5Btoken%5D=30dddcde8582663643f8c380010c8813c5ae1483108b965e553014195a7a5feb&format=llm_user) ## ProcessPlan Features **Generative AI** - AI Text Generation - AI Text Summarization **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Process Development** - Process Routing ## Top ProcessPlan Alternatives - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) - 4.6/5.0 (450 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews)