What do you like best?
Process Street has been incredibly easy to integrate into our existing workflow, and has made straightforward communication with clients much simpler. By putting the information and resources we need from them into a managed checklist, we have eliminated a lot of back and forth email requests, and formalized the request in a way that gets results faster.
What do you dislike?
There are very few differences between the free plan and the business plan, but the business plan charges $25/user. It could be much more cost effective to add multiple users by having tiered pricing for different sized organizations.
Recommendations to others considering the product
Definitely look into how many users you actually need to pay for before setting up each business member, since it charges per seat.
What business problems are you solving with the product? What benefits have you realized?
We have been using Process Street for G Suite to formalize and streamline our new client onboarding. It's sleek and easy to use, and helps keep our clients on track with sending us the information and resources we need to launch their accounts.