--- title: Process Street Reviews meta_title: 'Process Street Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 463 reviews by the users' company size, role or industry to find out how Process Street works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 463 scale: '5' date_modified: '2026-07-26' parent_category: name: Knowledge Management url: https://www.g2.com/categories/knowledge-management --- # Process Street Reviews **Vendor:** Process Street **Category:** [Standard Operating Procedures Software](https://www.g2.com/categories/standard-operating-procedures) **Average Rating:** 4.6/5.0 **Total Reviews:** 463 ## About Process Street Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. At the center of Process Street is Cora, an embedded AI compliance agent that monitors workflows in real time. Cora identifies skipped steps, flags potential risks, and ensures that each process stays aligned with internal policies and external regulations. Organizations use Cora to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Finally, Cora works across both layers to monitor execution, detect non-compliance, and generate audit-ready records in real time. Key capabilities include: • AI-powered compliance monitoring to enforce standards and surface process risks • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8000 tools, including Salesforce, Slack, Workday, and Google Workspace Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business. ## Process Street Pros & Cons **What users like:** - Users find Process Street to be extremely **easy to use** , enhancing efficiency and streamlining workflow management effortlessly. (81 reviews) - Users value the **efficiency** of Process Street, enabling streamlined workflows and organized task management for projects. (44 reviews) - Users value the **process efficiency** of Process Street, facilitating streamlined workflows and improved team collaboration. (41 reviews) - Users love how Process Street enhances **task management** , keeping teams organized and ensuring no tasks are overlooked. (40 reviews) - Users praise the **automation features** of Process Street, seamlessly integrating human tasks for optimal workflow management. (32 reviews) - Users value the **detailed workflow management** of Process Street, enhancing efficiency and communication in their projects. (32 reviews) - Users love the **automation efficiency** of Process Street, enabling reusable templates and streamlined workflows. (30 reviews) - Users value the **team collaboration features** of Process Street, enhancing task management and teamwork efficiency. (29 reviews) - Easy Creation (27 reviews) - Customer Support (24 reviews) **What users dislike:** - Users note a **steep learning curve** that can be challenging, but support staff aids in navigating the platform. (23 reviews) - Users face a **steep learning difficulty** with Process Street, especially when tackling complex conditional logic implementation. (21 reviews) - Users find the **limited customization options** challenging, often leading to a steep learning curve and usability issues. (16 reviews) - Users find the **complexity** of automations and managing processes can lead to confusion and inefficiency. (13 reviews) - Users desire improved **missing features** like better document search, drag-and-drop tasks, and enhanced conditional logic capability. (12 reviews) - Automation Issues (11 reviews) - Expensive (10 reviews) - Limited Features (10 reviews) - Poor Interface Design (9 reviews) - Organizational Difficulties (8 reviews) ## Process Street Reviews ### 1. Live and die by processes **Rating:** 3.5/5.0 stars **Reviewed by:** Jon W. | Senior Sales Account Executive and Sales Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Process Street?** as a growing company, we survive by processes that we create. They need to replicate by new and existing employees. We use the system to keep everyone on the same page and it helps create a checks and balance. **What do you dislike about Process Street?** We use it with many department and share settings are not always the easiest to understand so sometimes people don't have access when they should due to share settings and it gets confused. **Recommendations to others considering Process Street:** Give the ability to have if this/then options **What problems is Process Street solving and how is that benefiting you?** Making processes easier. It helps keep everyone on the same page especially when processes are longer than 1 or 2 steps and using multiple platforms. ### 2. Stronger Better Faster **Rating:** 4.5/5.0 stars **Reviewed by:** Davy M. | RRH, Talent Acquisition Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2019 **What do you like best about Process Street?** I like the relative due date and the conditionnal logic tools. And, most of all, the very reactive support : Any question, suggestion to improve a functionality, the team is there for you. Even if your english is approximative... **What do you dislike about Process Street?** The cost for a 8 members team. Maybe a discount would be nice **Recommendations to others considering Process Street:** Process Street is an easy tool to create, copy/paste workflows. The support is just perfect ! **What problems is Process Street solving and how is that benefiting you?** Onboarding process (many tasks, many people involved) ### 3. Intuitive Platform, Total Operational Game-Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2019 **What do you like best about Process Street?** Process Street is easy-to-use, open to feedback, constantly changing and adapting, and has helped my company become more operational globally. We wouldn't be able to scale without it. **What do you dislike about Process Street?** Would love more oversight into analytics and usage across the account, also would appreciate more detailed views of permissioning since we allow clients to use certain process docs. **What problems is Process Street solving and how is that benefiting you?** We are a very global company with many processes and FAQs that need to be shared across the globe. We also use it to show our clients checklists for things they can do. ### 4. Process Improvement Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2019 **What do you like best about Process Street?** -I really like the access levels available, makes it easy to let people only see what they need to - security is always a big concern for clients. - The auto/retro-update feature is awesome - so when you make a change it updates any lists you already have in the system. - I love that it's easy to use and you can get going creating a checklist instantly and then over time refine/change/update/expand. Mapping processes can be overwhelming, so it's great to have a simple place to start and then build on it. **What do you dislike about Process Street?** When you trigger a new checklist you can use Zapier to forward information that's already been entered into fields, but if information is entered after the new list has been created it isn't copied over. The triggers are really useful. **What problems is Process Street solving and how is that benefiting you?** Staff Onboarding. We were instantly able to on-board more employees at the same time and provide a standardised level of service. Missing steps and double ups were uncovered and resolved. It's great for process transparency. ### 5. We have created a true process driven property appraisal business in a third world country **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy D. | Co-Owner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2019 **What do you like best about Process Street?** asigning tasks, sharing back and forth, easy to know what everyone is doing **What do you dislike about Process Street?** No app. I would like to down load the completed process street and save as a record on the file **Recommendations to others considering Process Street:** need an app please **What problems is Process Street solving and how is that benefiting you?** we have recreated our industry, for the first time creating a true process business where the employee run the system and the process is the business ### 6. Great for training! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob B. | CEO/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2019 **What do you like best about Process Street?** I like the ability quickly create easy to follow processes for repeatable tasks. **What do you dislike about Process Street?** Nothing I can think of at the current moment. **Recommendations to others considering Process Street:** If you have recurring tasks that employees do on the daily then consider Process Street. It also gives you the visibility you need to see if those tasks are getting done and is easy to maintain accountability with the employee if they skip a step. **What problems is Process Street solving and how is that benefiting you?** Process street helps immensely with training new employees. I just say "Here follow this process", and they are able to do it flawlessly without constant supervision. ### 7. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Nadine K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Process Street?** It doesn't matter if I'm having a good day or a bad day... the tasks get done correctly, every time. **What do you dislike about Process Street?** I generally have an easy time learning new softwares, but I found it a little hard to learn, even after watching some videos. **What problems is Process Street solving and how is that benefiting you?** This software reduces/eliminates guess work and human error... it's an absolute essential for scaling my business effectively. ### 8. Game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Process Street?** Very easy to use, great functionally and they keep adding awesome features **What do you dislike about Process Street?** Missing a way to download, export, or dump the data as a backup **What problems is Process Street solving and how is that benefiting you?** An easy way to develop and deploy both simple and complex checklist to lay on top of our written procedures This makes it very easy to systematize our processes ### 9. Very useful for repetitive lists of processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2019 **What do you like best about Process Street?** Friendly, easy to use and edit. Perfect for tracking the processes of multiple employees at once. **What do you dislike about Process Street?** It doesn't have a mobile app yet. Besides emails, it doesn't have desktop or mobile alerts. **What problems is Process Street solving and how is that benefiting you?** The automation of processes of ISO 9001:2015 ### 10. Greta product for streamling induction and training processes. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2019 **What do you like best about Process Street?** We wanted to streamline our induction and training processes, and spent a lot of time looking for an app that would allow us to so that in simple, distributed way. Process Street proved to be the perfect application. Managers can now track staff on-boarding and training by quickly using the overview feature of the relevant template, and the fact that we can dynamically change our processes without having to re-issue updated versions of checklists or training guides is a massive plus. **What do you dislike about Process Street?** Could be more functionality provided for the overview option. Some problems experienced with automating e-mail generation. **What problems is Process Street solving and how is that benefiting you?** Providing a simple collaborative tool to manage the processes involved in on-boarding and training staff. Major efficiency benefits from not using paper, etc. ### 11. Best tool to organise workflows and train people **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2019 **What do you like best about Process Street?** - Design processes form A-Z - Provide clear instructions via layout, images, videos, subtasks etc. - Great usability (drag and drop pics and videos etc.) - makes building tasks a pleasure - Track if people read all the instructions of a process - that's an awesome feature because nobody can claim anymore she didn't see it etc. **What do you dislike about Process Street?** Haven't found anything so far that bothers me. **Recommendations to others considering Process Street:** Use is for your internal processes - it's a great tool that helps you organize your organization. **What problems is Process Street solving and how is that benefiting you?** - Design and standardizing processes - Maintain and keep processes up-to-date - On-board employees ### 12. Where have you been all my life **Rating:** 5.0/5.0 stars **Reviewed by:** Chris Y. | Mr, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2019 **What do you like best about Process Street?** Quick and easy to set up templates and checklists. **What do you dislike about Process Street?** Would be great if you could automatically set a due date for checklist, rather than inputting manually. **Recommendations to others considering Process Street:** Great for Automated Workflows **What problems is Process Street solving and how is that benefiting you?** Automating as much of my work as I can. ### 13. To put it simply, I use it every day. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos M. | Cofounder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Process Street?** How simple it is to use it once you get a hang of it. **What do you dislike about Process Street?** The workflow is kind of weird the first time you use it, then you get used to it, it's not intuitive. **What problems is Process Street solving and how is that benefiting you?** Ensure that recurring tasks are being done in order to have a predictive financial control and reporting on the company. ### 14. Process Street is the epitome of doing one thing well **Rating:** 5.0/5.0 stars **Reviewed by:** Arielle M. | Executive Financial Planner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2018 **What do you like best about Process Street?** There are other softwares out there that offer workflows but none as well as Process Street. One click creation of pre-filled workflows, ability to integrate with Zapier, attach files and upload files, format text, add subtasks, the list goes on. **What do you dislike about Process Street?** I would like to see the ability to incorporate one-off tasks and additional text formatting options. **Recommendations to others considering Process Street:** Use the free trial - you get 5 active checklists and 5 workflows for free. **What problems is Process Street solving and how is that benefiting you?** One word - workflows! I'm able to systematize all my processes so I never have to wonder what comes next. ### 15. Searched for this solution for ages **Rating:** 5.0/5.0 stars **Reviewed by:** Avram P. | Finance & Accounting Systems Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2019 **What do you like best about Process Street?** Repeatable to-do templates! Excellent for month end financial close process. **What do you dislike about Process Street?** The administrative functionality could be improved. **What problems is Process Street solving and how is that benefiting you?** Month end financial close. Employee onboarding. ### 16. Streamline processes. Integrate anywhere. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2019 **What do you like best about Process Street?** Integration with Zapier. Step-by-step nature. Easy to use design. Fast site. **What do you dislike about Process Street?** No mobile app. You can still access it via a mobile browser but there have are hiccups. **Recommendations to others considering Process Street:** Start with as many of your processes in Process Street as possible. Our users did not like "living in two worlds" while we got everything up an running. **What problems is Process Street solving and how is that benefiting you?** Reducing tribal knowledge. All processes can be lined out with room for notes. Fewer errors. Increased productivity. ### 17. Very user friendly and intuitive! **Rating:** 5.0/5.0 stars **Reviewed by:** Beth P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2018 **What do you like best about Process Street?** 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 about Process Street?** 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 Process Street:** Definitely look into how many users you actually need to pay for before setting up each business member, since it charges per seat. **What problems is Process Street solving and how is that benefiting you?** 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. ### 18. Process St **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Process Street?** Easy to understand and setup. Have free useable trial easy to understand pricing **What do you dislike about Process Street?** wish there is a dark theme. The complete task and complete checklist is confusing for new users. probably name them differently **What problems is Process Street solving and how is that benefiting you?** offboarding / onboarding ### 19. Its a very good tool to track the assignments and delegate responsibility **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2019 **What do you like best about Process Street?** The reminders, the checkboxes are really helpful **What do you dislike about Process Street?** the fact that i can mark anyone's checkbox is annoying **What problems is Process Street solving and how is that benefiting you?** responsibilities are delegated and assigned and people mark it off everyday ### 20. Intuitive to use, yet robust Process Management system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2019 **What do you like best about Process Street?** It's conditional logic and integration with Zapier. **What do you dislike about Process Street?** Not much to dislike. They could make their permission settings a bit more user friendly. **Recommendations to others considering Process Street:** I suggest you use it! **What problems is Process Street solving and how is that benefiting you?** We are putting most of our procedures that need to be run as a checklist and reference documentation on process street. ### 21. Surprised it's so good **Rating:** 5.0/5.0 stars **Reviewed by:** Victor C. | Freelance Technical Writer, Writing and Editing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2018 **What do you like best about Process Street?** Who would have thought that such apps are so little on the market. ProcessStreet is great for creating a diverse list of repeated ToDo tasks. When you have a process you need to follow quite often, this is the exact thing you need to use. Plus, premade processes are great for seeing the potential of the app and what you can do with it. **What do you dislike about Process Street?** Not much. It takes time to customize and setup, but once you have a clear process in mind, you can definitely recreate it here. **Recommendations to others considering Process Street:** f you have repeated tasks and a somewhat big team (or even if you're a single person user), ProcessStreet is great for organizing such processes. **What problems is Process Street solving and how is that benefiting you?** Managing and following repeated tasks. ### 22. Awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2019 **What do you like best about Process Street?** Access info remotely, keeping all company information in one spot **What do you dislike about Process Street?** the price - would sign up if it were cheaper **What problems is Process Street solving and how is that benefiting you?** Setting up methodologies and protocols to follow ### 23. Only app out there for recurring process management **Rating:** 5.0/5.0 stars **Reviewed by:** Dave G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2018 **What do you like best about Process Street?** Amazing recurring process management and scheduling amongst team members. **What do you dislike about Process Street?** A little confusing to get your head round at first - especially scheduling. **Recommendations to others considering Process Street:** Make the effort to learn it at the get-go. The pay off is worth it. Getting your head round scheduling is especially tricky, but important. **What problems is Process Street solving and how is that benefiting you?** Logging and annotating recurring business processes and then assigning and scheduling them for later dates. ### 24. Process Street are a great resource for analysing & creating dedicated processes & checklists **Rating:** 3.5/5.0 stars **Reviewed by:** David G. | Founder and director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2017 **What do you like best about Process Street?** I love the range of processes & checklists that are covered. I also appreciate the quality of the contributing articles that are sent which touch on a very wide range of subjects & analysis. It seems to me that the team behind Process Street are always striving to gather quality & pertinent information to their clients which helps make their product credible **What do you dislike about Process Street?** I think that the templates could be more divers or that an intuitive step by step guide could be given so that as many scenarios can be covered as possible (each business being unique). **Recommendations to others considering Process Street:** Yes, I would higly recomment other businesses to use Process Street to get a better understanding of their processes & to lay our clear task lists which will prove to be invaluable for their business & their future staff. The fact that their subject interests are extremely broad shows that they're a progressive company who are always looking for new ideas to inform their customers which is very reassuring! **What problems is Process Street solving and how is that benefiting you?** The benefints we have realised is the incredible & underestimated importance of laying our processes in a business whatever the task. By being rigourous & laying out the processes means you get a better understanding of what it is that you're doing but, more importantly, what you could & should be doing to improve things on a day to day basis. You can never rest on your laurels & the Process Street team are inspirational in their wide ranging interests which I find stimulating! ### 25. Good task list app **Rating:** 4.0/5.0 stars **Reviewed by:** Dale H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2018 **What do you like best about Process Street?** Since I am new to the Customer Success Manager role, and the team, I like how I can track the teams projects and tasks, and receive updates when tasks involve me. **What do you dislike about Process Street?** It is a bit overwhelming when you first start using the app, but I am slowly getting used to entering my tasks/projects. **Recommendations to others considering Process Street:** Be patient! There is a lot to earn when using the app. Take your time learning the different features. **What problems is Process Street solving and how is that benefiting you?** Keeping track of our team's projects and holding them accountable when timelines are important. ### 26. The best tool to create and organize internal processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2018 **What do you like best about Process Street?** There are automation pieces and integration with other applications that make hand offs of tasks seamless. **What do you dislike about Process Street?** I wish there was more flexibility when a project or process veers from the normal process. **Recommendations to others considering Process Street:** Great platform to create and organize standardized processes and projects that do not require customization. **What problems is Process Street solving and how is that benefiting you?** All of our standardized operating procedures are now in electronic format, with automation to auto run checklists triggered by key words and tags inside of our support ticketing software. Processes are consistent with Process Street. ### 27. Process St Review **Rating:** 4.0/5.0 stars **Reviewed by:** Michael Y. | Systems Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The best thing about Process.st is the ease of having everyone do things the same way. One of the biggest challenges when there's so many tasks is that everyone has a different way of doing it, which is fine for the most part, but many things require it to be done a certain way so that the other steps will work. This makes that so much easier since everyone can follow the same checklists. **What do you dislike about Process Street?** There are some formatting options that I would like to see (such as being able to choose where to insert the boxes instead of it going to the bottom then me having to drag it up). Other than that, it's good so far. **Recommendations to others considering Process Street:** If you have a lot of different protocols and a team large enough where you see variation in different people doing the work, this will help a lot. **What problems is Process Street solving and how is that benefiting you?** The biggest benefit is keeping protocols uniform. It's hard to troubleshoot when we're not sure what steps were taken. With everyone following checklists, this helps the problem immensely. ### 28. Perfect App for Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel V. | Director Of Operations, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The customizable checklists for onboarding new employees are the most valuable features. We are able to create an internal checklist for managers to complete per employee, as well as a checklist to share with the employee to get them started on the right foot. As a small company with remote employees, it makes a huge difference to morale when an employee's first few weeks can feel very structured despite a light touch from management and colleagues. **What do you dislike about Process Street?** The UI could use a few tweaks. The functionality is almost all there, and the only changes are small personalizations that would make my experience with the UI better. Otherwise my knowledge of the product roadmap indicates they are working on other features that will be useful in the future. **What problems is Process Street solving and how is that benefiting you?** We are solving new employee onboarding and training with Process Street. The checklists allow us to send information to new employees before their first day, enabling them to hit the ground running! We have reduced ramp-up time for new employees for basic onboarding tasks, and we have been able to institute a structured learn-as-you-go training plan that starts immediately after onboarding. ### 29. Efficiency with Checklist 2.0 **Rating:** 5.0/5.0 stars **Reviewed by:** Heather C. | Publisher, Publishing, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I love the ability to create email templates that you can send directly from the application. That has got to be my favorite feature overall but along the same lines I like the ability to upload documents as templates. I use that feature to send out direct mail letters printed on letterhead. **What do you dislike about Process Street?** I don't like that I cannot add email signatures, or at least I don't believe I can at this point. So I end up opening an email in gmail everytime i send externally to a client so i can copy and past the signature and logo in to process st before sending email. **Recommendations to others considering Process Street:** More integrations with CRMs and other internal tracking systems. **What problems is Process Street solving and how is that benefiting you?** When I set up a new client or shut them down I used to forget steps sometimes, like removing an auto invoice, or even cancelling their auto draft! Now I'm confident that I am doing everything I need to do for certain workflows so that I don't have confused or irate customers calling me. ### 30. The Checklist Manifesto Applied **Rating:** 5.0/5.0 stars **Reviewed by:** Abhi Y. | Founder / CEO / DevOps for Startups, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2017 **What do you like best about Process Street?** Being able to create a checklist that allows me to keep track of what is in progress and create a checklist for new features or products. It is super simple and the ability to update all the checklists at once from a template is great. **What do you dislike about Process Street?** Wish there was a way to start other checklists from a task, lack of mobile app, ability to start a checklist from webhooks would also be great. **Recommendations to others considering Process Street:** Highly recommend it as a way to implement Process across the organization. Also great for outsourcing tasks to VAs **What problems is Process Street solving and how is that benefiting you?** Most of what we do day to day is doing the same thing. So a tool to make sure that we are doing all the daily tasks and executing the correct tasks when we need to do them and also be able to update existing checklists as we improve the process is great. ### 31. Great idea, but difficult to use **Rating:** 2.5/5.0 stars **Reviewed by:** Love and Light S. | Founder & Educational Director, E-Learning, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2017 **What do you like best about Process Street?** The concept of being able to create checklists and procedures for multi-member teams **What do you dislike about Process Street?** This is not super user friendly...I felt like it was taking me ages to set up even the most basic checklists and how-to's for my team. **Recommendations to others considering Process Street:** If you have time to really get this figured out and set up it is likely a good fit, but it was taking too much of my already busy day to get it all into place. **What problems is Process Street solving and how is that benefiting you?** I was trying to get centrally located, updated SOPS for my team...we tried it for a few projects, but I was ultimately underwhelmed and it felt too difficult and time consuming to learn and set up ### 32. An excellent tool for creating and tracking processes, assignments and workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Thomas C. | President and Owner, Becoming a Best Boss Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** How easy it is to create and edit procedures. How easy it is to invite someone to participate in a specific workflow. **What do you dislike about Process Street?** There's not a robust system for tracking proposed and approved changes to processes. There's also not a strong conceptual underpinning. **Recommendations to others considering Process Street:** Get the free trial and run some real work through Process Street. See how it works for you. **What problems is Process Street solving and how is that benefiting you?** I have a lot of complex workflows that I do once a week or once a month -- too infrequently to memorize. Process Street makes it VERY easy to create visual, step-by-step guides so I can perform perfectly every time. I can also get partway through a complex workflow, get interrupted, pause the work, then pick it up with full clear visibility into how far I've gotten. Lastly, I can track someone else's progress on a an assignment clearly and visibly. ### 33. Simplicity is the key **Rating:** 5.0/5.0 stars **Reviewed by:** Nelson F. | Factory Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** As my title says, how simple it is to use the tool. So intuitive and easy to work with. **What do you dislike about Process Street?** Loosing Session from time to time, probably when the Software tool was updated. I use the File Upload feature several times, and what I miss there is to have a checklist as a file upload. What I usually do is to add the Checklist with the name of the files, and a description, and then upload all the files below. **What problems is Process Street solving and how is that benefiting you?** We use Process Street for every kind of business type. We have processes to "Install Printers", "Add a new employee in the Company", etc. In my case, as a tech guy, I use a process to follow when deploying new software. There is a bunch of checklist rules to follow, and this is the ideal. ### 34. Fantastic Software! You need it! **Rating:** 5.0/5.0 stars **Reviewed by:** Imran E. | Founder & Lead Front End Developer, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I love how it integrates with almost any tool through Zapier meaning I can chain tasks together and build an entire business that runs on it's own while still maintaining quality control by tagging myself at critical steps. **What do you dislike about Process Street?** I think the user interface could look better. **Recommendations to others considering Process Street:** Just jump in and you'll see the benefits. **What problems is Process Street solving and how is that benefiting you?** I get very busy as a business owner and need to outsource a variety of tasks to my team. However, with turnover and without documented checklists, the entire business with function sub-optimally. Process.st allows me to make sure all tasks are completed to our business standards as quickly as possible. ### 35. Good process and workflow management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2018 **What do you like best about Process Street?** ease of use - easy to add links, docs, etc. **What do you dislike about Process Street?** I have no dislikes about this product - it is very helpful. **What problems is Process Street solving and how is that benefiting you?** Delegating work to other staff members is much easier now. ### 36. Director of single family **Rating:** 4.5/5.0 stars **Reviewed by:** Elizabeth C. | Director of Single Family Property Management, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2017 **What do you like best about Process Street?** It forces employees to follow procedures step by step, to insure that nothing falls through the cracks. They also send out a Representative **What do you dislike about Process Street?** Process Street sends a lot of general emails once you begin setting the program up. These emails are annoying. **Recommendations to others considering Process Street:** I do not have an recommendations currently. **What problems is Process Street solving and how is that benefiting you?** Having employees follow procedures and checklists. This program has lessened the number of mistakes within our company and allowed us to streamline other tasks. ### 37. Using Process Street has allowed our team to be more then the members who are currently in the build **Rating:** 5.0/5.0 stars **Reviewed by:** Gavin S. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** We love the ability to keep all our processes in one place. The team knows if there is something they don't know how to do.. They probably can look in process street and it'll be there! **What do you dislike about Process Street?** The lack of Subfolders right now can have some issues. **What problems is Process Street solving and how is that benefiting you?** If we where to lose a team member the job itself doesn't stop, we can find a new person to fill the role and they have the ability to know the main tasks and responsibilities of their new role all in one place. Also training is able to be effectively and efficiently stored here ### 38. Hold yourself (& your team) accountable to your own processes **Rating:** 4.5/5.0 stars **Reviewed by:** Savannah W. | Talent Acquisition Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Process St is a great concept - it keeps us organized and adhering to our processes. It is simple to use. **What do you dislike about Process Street?** The editing interface is not the most intuitive at times. **What problems is Process Street solving and how is that benefiting you?** Process St keeps us all on the same page with what needs to be done - we use it for all of our onboarding and offboarding of new employees, interns, contractors, and vendors. We are able to have different processes for each of those categories. This way, even if we have turnover within our department, there is a documented list of what needs to be done. ### 39. More productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Emilie S. | Business Development Consultant and Trainer, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I love that I can check off my repeatable activities each time I need to do them. I have a process that I run once every 2 weeks and I was constantly forgetting a step before using Process Street. Now I have it to remind me where to login and what I need to do for each step. Plus it's fun to have virtual confetti fall every time I complete my list. **What do you dislike about Process Street?** I don't think there is anything I don't like about it. **What problems is Process Street solving and how is that benefiting you?** Sending newsletters and updating websites. More efficient and don't miss a step! ### 40. Great way to streamline onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The simplicity of building processes is awesome. I can edit, add, remove with just a few clicks and it's really user friendly. **What do you dislike about Process Street?** I wish there were a few more elements you could add to processes, but the integrations definitely make up for that. **What problems is Process Street solving and how is that benefiting you?** Onboarding has become a super simple, hands-off process for our company using this software, and people have a defined path to go through. It's streamlined our onboarding process and brought employees up to speed much faster than before we used the software. ### 41. Good for checklist **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I do onboarding and it makes things simple. I like that at any time i am able to start another process and that it integrates with salesforce. Having our sales team make a comment then start the process is great. **What do you dislike about Process Street?** I dislike there is no way to show externally the status of a project. I wish we could send a link to the customer to show them the status and encourage them to take action. **What problems is Process Street solving and how is that benefiting you?** We resolved the visibility of the status of the project. In the past when the company was small we would use some basic stuff to keep track of projects like a excel sheet. Now we template the process and make it easier. ### 42. Client Onboarding Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Connor B. | Onboarding Specialist, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** User facing checklist. Clean, simple, not confusing for someone new. **What do you dislike about Process Street?** Would love to see a grey out function for future steps that are not required until later. If this could communicate with due dates it would be fantastic. Quite often our clients get overwhelmed with the amount of steps in our process, often moving ahead or raising concern. Despite communication and in-checklist instruction, a few always slip past. **What problems is Process Street solving and how is that benefiting you?** Automation, communication, process (dad joke), project management, team management. Most of all, putting our ideas into a defined, simplified process street checklist provides invaluable insight into how well the process actually works. This insight and improvement is continuously evolving for us the more we use it. ### 43. A great way to stay organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I really like using Process Street for repetitive projects. I check off each thing to do with every new project, knowing that I won't forget a step. It's pretty easy to use! **What do you dislike about Process Street?** It would be great if Process Street and Asana merged- adding a to do list with due dates along with the features of Process Street. As I write this, I'm wondering if maybe Process Street does have that feature. I haven't investigated that. Now that I'm looking over the questions on the survey, I'm guessing there are features I'm not utilizing so that's user error not Process Street's fault. **What problems is Process Street solving and how is that benefiting you?** I use Process Street whenever I write a new blog post. I create a new checklist every time I write a new article and then make sure everything is checked off before publishing it. It's perfect because I never skip a step thanks to Process Street. ### 44. Helps define our team processes **Rating:** 4.0/5.0 stars **Reviewed by:** Coleen B. | Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The templates are easy to build and force us to organize our processes for easy digestion by any team member at any level. Easy to update processes on the fly. **What do you dislike about Process Street?** Not always easy to organize them; sharing isn't always clear in regards to who has access to what process. **What problems is Process Street solving and how is that benefiting you?** It forces us to create processes for all levels of our team at any time, which is paramount to scaling our team. ### 45. Process Street for SOP Development and Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Process Street is a software solution that nearly all user types can come up to speed quickly on. It is elegantly simple to implement and use **What do you dislike about Process Street?** As with most off the shelf software solutions, there are some features that are lacking with this program that require users to build a work around, such as not able to currently handle non-linear workflows. However, based on what has been announced, this deficiency will be addressed soon. The challenge is that as additional features are added, the simple nature of the program is retained **What problems is Process Street solving and how is that benefiting you?** Development and implementation of Standard Operating Procedures within the organization. ### 46. Area Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Justin R. | Operations Manager, Facilities Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The ability to create checklists for my employees and create an avenue for others to see Standard Operating Procedures is beneficial for my role. If someone is out of the office, it is easy to refer to a Process Street document and get a step-by-step instructional guide. **What do you dislike about Process Street?** The lack of sub-folders is sometimes a pain. **Recommendations to others considering Process Street:** Get it. You will not be disappointed. **What problems is Process Street solving and how is that benefiting you?** Checklists, Standard Operating Procedures, Training Guides, Troubleshooting. The ease of use and ability to create a checklist on the fly and stay on task is the biggest benefit. ### 47. streamline processes with checklists **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Simple and effective way to ensure certain tasks are completed appropriately. **What do you dislike about Process Street?** There needs to be a better way to access comments without having to go into the entire checklist. Would appreciate status updates, color coding options **What problems is Process Street solving and how is that benefiting you?** transfer of knowledge has increased. Once we learn the steps of a task and transcribe into process street, it's simple enough to get the rest of our teams on board. There are less errors in the completion of tasks we have on process street because everything is laid out. ### 48. Process Street checks all the boxes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2017 **What do you like best about Process Street?** Process street allows our team to keep our combined fingers on the pulse in terms of project progress whilst giving us an "at a glance" picture of tasks throughout their life cycles. **What do you dislike about Process Street?** No dislikes. Perhaps some dependencies or required check boxes that cannot be skipped before completing the task as a whole would be nice. **What problems is Process Street solving and how is that benefiting you?** We use it to standardize our processes. With Process Street I can compile a checklist that, if followed correctly, would significantly increase successful project outcomes. ### 49. Process Street Helps me Keep my Team Productive **Rating:** 4.0/5.0 stars **Reviewed by:** Kenny K. | Web Production Manager Responsible for SEO, Web Design, & Social Media Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I like being able to create simple processes for my team to follow and organize them in a categorical way. It really helps keep everyone on track and headed toward our goals. **What do you dislike about Process Street?** There honestly isn't anything I dislike. **Recommendations to others considering Process Street:** If you want a simple way to create processes for a team, use Process Street. **What problems is Process Street solving and how is that benefiting you?** Streamlining SEO and online marketing and helping me and my team get really granular on increasing traffic and revenue. ### 50. An Amazing Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Allows you to create any checklist you can come up with. Lots of neat options, and very open to integration with platforms like Zapier. Great for workflow/process implementation. **What do you dislike about Process Street?** Only downside was that it's a lot to grasp at first. **What problems is Process Street solving and how is that benefiting you?** Process Street has greatly helped get our workflow and processes in order, has allowed us to streamline scheduling and communication with customers. ## Process Street Discussions - [Can tasks reflect if they affect another task?](https://www.g2.com/discussions/can-tasks-reflect-if-they-affect-another-task) - 1 comment, 2 upvotes - [How do you use Process streets?](https://www.g2.com/discussions/how-do-you-use-process-streets) - 2 comments, 1 upvote - [Has anyone integrated with the CRM application, Insightly?](https://www.g2.com/discussions/has-anyone-integrated-with-the-crm-application-insightly) - 2 comments, 1 upvote - [What does Process Street do?](https://www.g2.com/discussions/what-does-process-street-do) - 2 comments - [What is a process checklist?](https://www.g2.com/discussions/what-is-a-process-checklist) - 1 comment - [View Process Street pricing details and edition comparison](https://www.g2.com/products/process-street/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-26+10%3A23%3A06+-0500&secure%5Bsession_id%5D=6f143664-7165-4dfc-912b-388cd14bd0db&secure%5Btoken%5D=77cc8856a4f0a4a4062fb721b1cda5329b41eec4331c12baff829652bdd9cfd3&format=llm_user) ## Process Street Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Amazon API Gateway](https://www.g2.com/products/amazon-api-gateway/reviews) - [BriteCore](https://www.g2.com/products/britecore/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Greenhouse](https://www.g2.com/products/greenhouse/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Process Street Features **Setup** - Activities - Flows - Dependencies - Notifications **Platform Basics** - Interoperability - Performance **Task Tracking** - Activity Feed - Task Schedules - Comments **Nonconformance** - Conformance Records - CAPA - Change Management **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Development Tools** - Drag-and-drop Form Builder - API Builder - Integrations **Onboarding Setup** - Workflows - Templates - Checklists **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Operational Risk Management** - Operational Risk Methodology - Operational Risk Classification - Operational Risk Identification **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management **Knowledge Base** - Q & A - Link Sharing - Searchable **Management** - Updates - Audit Trail - Integration **Platform Data** - Visualization - Platform Search - Alerts and Notifications **Checklist Options** - Templates - Native Forms - Downloadable Manuals **Quality system** - Document Control - Collaboration - Analytics and Reports **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Field Tools** - OCR - GPS & Time Stamps - Barcode and Signature Capture - Image and Video Capture - Embedded Work Instructions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Generative AI - Security Compliance** - Predictive Risk - Automated Documentation **Platform AI Features - Policy Management** - Reports - Workflow Management **Business Resilience** - Business Continuity - Compliance Management **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Data Control** - Data Migration - Data Synchronization - Data Security **Security** - Verification - Role-Based Permission - Public vs Private **Platform Content** - Automation - File Sharing - Content Library **Software Availability** - Integrations - Permissions - Mobile Application - Desktop Application **Risk Management** - Assessments - Operational Risk - Supplier Evaluation **Back Office Tools** - Report Formatting - Roles and Permissions - Analytics Dashboards **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Documentation - Audit Management** - Templates & Forms - Checklists **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Inspection Management** - Templates - Workflows - Corrective Actions **Generative AI** - AI Text Summarization **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Generative AI** - AI Tasks **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Communication** - Social Features - Tagging - Upload - Comments **Compliance** - Standards & Regulations - Permits - Certifications **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Operational Risk Management** - Proactive Assistance **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Process Development** - Process Routing **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Process Street Alternatives - [ClickUp](https://www.g2.com/products/clickup/reviews) - 4.6/5.0 (12,764 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews) - [ProcessMaker](https://www.g2.com/products/processmaker/reviews) - 4.3/5.0 (275 reviews)