--- 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: '2026-08-04' 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. No need for archaic paper checklists anymore! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2022 **What do you like best about Process Street?** I love all of the flexibility within Process Street - you can link things to download, add places for upload, you can change checklists at any time (including those in process)... it fits whatever you need. **What do you dislike about Process Street?** The dashboard/ initial screen when you log in isn't the most intuitive. I also don't like that we can't bulk download or export docs that were uploaded to Process Street. **What problems is Process Street solving and how is that benefiting you?** Outdated paper checklists - when we change the process, we can immediately change the checklist! Also no need to go hunting for that old piece of paper. Making sure people do not skip steps by making them mandatory. Sending reminders to ensure nothing falls through the cracks. ### 2. Amazing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bianca T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** The ux is outstanding, it's so easy to accomplish the task to complete the task. The easiest way to upload a document and complete a checklist for sure. **What do you dislike about Process Street?** Sometimes we got some errors in uploading or get it slow somehow. And the format is only pdf And you can not merge the files in one single. **What problems is Process Street solving and how is that benefiting you?** Is solving all my process to run smooth. I really appreciate that. ### 3. It's great for onboarding! **Rating:** 5.0/5.0 stars **Reviewed by:** Cori L. | Senior Content Marketing Leads, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** The team I work with at Process Street. They are all super helpful. **What do you dislike about Process Street?** I can't think of anything at the moment! **What problems is Process Street solving and how is that benefiting you?** It's helping me onboard 100's of interns/grads with ease. ### 4. Easy to Learn. Huge ROI. Loved (and used) by our team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2022 **What do you like best about Process Street?** Process Street's UI/UX makes sense and it is very easy to build a process. It is also easy to teach the tool to other members which means that adoption across the team is high. They also released a Pages view, which asks a Google Docs type view for information that doesn't really fit into a process. **What do you dislike about Process Street?** Can't think of anything off the top of my head. I used to dislike the inability to clearly see active workflow runs per process but they have a clear system for that now so cheers to product improvements! **What problems is Process Street solving and how is that benefiting you?** Centralized source of truth for a team of 10+ employees that is easy to update, easy to learn, and easy to see a centralized view of current in-progress work. Easy to divide by department as well. ### 5. Invaluable for my agency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2022 **What do you like best about Process Street?** The most important thing for me is the ability to create simple checklists, to have standard procedures for the onboarding and fulfillment of my clients - and the fact that the checklist updates for every one of my clients, when I change it. **What do you dislike about Process Street?** Nothing, its simple and perfect and should stay that way. **What problems is Process Street solving and how is that benefiting you?** Standard procedures for my clients and anything else. ### 6. Great for creating process-based systems and documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Simone S. | Maker Ops and Support Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Process Street?** So excellent for creating systems and "institutional memory". We can get super/specific and granular about countless systems and steps and I love using and creating with it. **What do you dislike about Process Street?** Creating a workflow can take a bit of time, which isn't Process Street's fault. It's just the nature of the complex systems we're making. So overall, not any significant complaints. **What problems is Process Street solving and how is that benefiting you?** We can be flexible with folks coming into and out of our teams since our documentation is fantastic. ### 7. Love it, very fond of Process ST **Rating:** 5.0/5.0 stars **Reviewed by:** Colin M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2022 **What do you like best about Process Street?** The ability to create systemized checklists **What do you dislike about Process Street?** There is a significant learning curve with the software **What problems is Process Street solving and how is that benefiting you?** Staff forgetting to do what they are supposed to ### 8. A great way to organize many workflows! **Rating:** 4.5/5.0 stars **Reviewed by:** Adrianne P. | Registered Nurse, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Process Street?** Process street is a great tool, very helpful for scheduling recurring items and reminders. **What do you dislike about Process Street?** Sometimes the changes/upgrades can be large changes rather than subtle optimizations. But i'm sure they're always for the better! **Recommendations to others considering Process Street:** You should give it a go! I believe there was a trial period. Our organization found Process Street very helpful for organizing recurring and inconsistently required processes! **What problems is Process Street solving and how is that benefiting you?** It helps not to miss recurring events that require multiple processes to complete! ### 9. Process Street has made my life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Mary Kate F. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Process Street?** I love the ease of creating the processes. The flexibility to make changes is great. The conditional formatting has helped a lot since there are people in my role that do different tasks but need the same process. **What do you dislike about Process Street?** I wish there was a way to make sub-tasks that are not task lists in the task. In the Sub-tasks, you can assign to different people. It would help with closing out different aspects of the process. **What problems is Process Street solving and how is that benefiting you?** Staying on track with the different aspects of my job. During the client life cycle, there are several things to do, so having a process to help make sure to complete all the important steps helps. ### 10. Easy to Learn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Process Street?** It's super easy to learn and manage all of your SOPs. Sharing with your team is a huge plus. **What do you dislike about Process Street?** I really don't like this survey platform. You're asking too many questions and then bothering me that I didn't finish the survey. I don't work for you. Keep this short and stop bugging us to answer questions. **What problems is Process Street solving and how is that benefiting you?** Onboarding! So easy to share processes with new team members and dive in to working together. ### 11. 11/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Claire H. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Process Street?** Loving everything about Process Street so far! It's so easy to edit processes and update existing ones. Currently using the free version and it gives me everything I need be provide a great onboarding experience to clients. **What do you dislike about Process Street?** The "Send email" function is quite limited. I can bold/italicise and add emojis, but I can't add URL's, change font or add links. This might be because I am using the free version of Process Street. **What problems is Process Street solving and how is that benefiting you?** I can ensure all clients are taken through a perfect client onboarding process, and see where our clients are through the process at any one point in time. This is easier to use than the likes of Asana, for this particular need. ### 12. Excellent Software **Rating:** 4.5/5.0 stars **Reviewed by:** Paul W. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2022 **What do you like best about Process Street?** Process street is so simple to use, and fit a gap in our company. **What do you dislike about Process Street?** Mobile interface could be better in my opinion. **What problems is Process Street solving and how is that benefiting you?** As a small Company we often have to cover tasks when staff are off. Process street means that nothing gets missed being done, as the reminders are there along with the instructions on how to carry out tasks and processes. ### 13. Best process management software on the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur B. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2022 **What do you like best about Process Street?** The flexibility in being able to use the software for almost any recurring task **What do you dislike about Process Street?** Navigating the reports dashboard could have a better UI **Recommendations to others considering Process Street:** If you're looking for a flexible way to manage your business processes and recurring task, definitely give this a try. **What problems is Process Street solving and how is that benefiting you?** We are managing almost of our recurring tasks from HR new hires to maintenance reminders to administration tasks. We are able to keep track and audit all of these tasks. ### 14. Super User-Friendly Program for Documenting SOPs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Process Street?** Process Street is extremely easy to use. Whenever we create a new process at our company, I feel confident that I can easily document it in Process Street for future use. I also love making edits to a workflow and having it update all applicable active workflows in real-time. **What do you dislike about Process Street?** Nothing, really. Anything I "dislike" is just something I haven't prioritized/taken the time to understand through the available help guides, but I'm sure there's a clear answer. **What problems is Process Street solving and how is that benefiting you?** We simply love having a place to document all of our processes. It is very valuable to us as a fully remote team. ### 15. Process Street Works! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** Automation features and user-friendly. Helps with managing multiple projects and keeping them on a timeline. **What do you dislike about Process Street?** Can be a little slow to load, sometimes it can have a few glitches **What problems is Process Street solving and how is that benefiting you?** Helps keep me on track for the projects that I manage at my workplace. Can increase communications across teams. ### 16. Very user friendly and easy to use. The Support team is very responsive and helpful. **Rating:** 4.5/5.0 stars **Reviewed by:** Jayson N. | Operation Support Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **What do you like best about Process Street?** The Support team is very responsive and helpful. They will answer all your questions in great detail. The user-friendliness of the system is excellent. Very easy to understand and use. **What do you dislike about Process Street?** The ability to use the snippet function to the different fields like the short and long text to hold data. For example, I want to set up a short text field titled "Full Name" and use the snippet function to call other fields like First Name, Middle Name, and Last Name then use the Full Name field's data and transfer it to another workflow by using the automation function. **What problems is Process Street solving and how is that benefiting you?** Client onboarding and transferring their data to the CRM that we are using Zapier. ### 17. Great Program! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** I love how it keeps me organized! Super great product **What do you dislike about Process Street?** I think there are some errors at times but when its all working well its great! **Recommendations to others considering Process Street:** Definitely use process street! We love it, **What problems is Process Street solving and how is that benefiting you?** It keeps processes super organized so you never miss a step in your process. ### 18. Great For Standard Operating Procedures **Rating:** 5.0/5.0 stars **Reviewed by:** Trevor E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Process Street?** Robust features. Ordered workflows. Flexible form, text, image, and video tooling. **What do you dislike about Process Street?** Per-user price is higher than I think is necessary. We would get it for more people on our team if not for that. **What problems is Process Street solving and how is that benefiting you?** Our business is in the process of getting me (general partner) out of the day-to-day work. This is how I document all the highly technical and back-office processes I manage. ### 19. Love Process St.!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Process Street?** Process St. keeps my team on-task and we can focus on which checklists are overdue based on the due date. I love being able to check my team's inboxes and follow up with them on overdue tasks. **What do you dislike about Process Street?** There really isn't much I dislike at all. I don't like how in the past they changed the word "Checklist" to "Reports." **What problems is Process Street solving and how is that benefiting you?** The problems we are solving is that we no longer have to worry about clients not submitting their forms on time, as we have a task for that on each client's checklist. ### 20. A solid piece of software for managing recurring tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** I like the format of Process St, as well as how simple it is to create new runs **What do you dislike about Process Street?** Sometimes, there is a lag when completing tasks, and the checked off items don't "take" **Recommendations to others considering Process Street:** Read all of the materials and create a roadmap for how best to integrate Process St **What problems is Process Street solving and how is that benefiting you?** We have several recurring processes that have specific timeframes for completion and that differ according to project. It makes keeping up with all of the tasks more seamless ### 21. Getting things done **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Process Street?** You can see all processes requiring attention **What do you dislike about Process Street?** Can't identify the affect to other tasks **Recommendations to others considering Process Street:** Is an effective tool and helps to streamline processes **What problems is Process Street solving and how is that benefiting you?** Can see what tasks need taking care of in a department as a whole ### 22. Best software for Proccess flow/steps **Rating:** 5.0/5.0 stars **Reviewed by:** Victor Q. | Water Treatment Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2022 **What do you like best about Process Street?** Process Street is straightforward to use. Intuitive user interface. The conditional logic adds another dimension to the software and allows the user to design processes with complex logic. Another exciting feature is assigning tasks to a group of people or a specific person in your team. **What do you dislike about Process Street?** There is nothing that I can find at this stage that I dislike about Process Street. **What problems is Process Street solving and how is that benefiting you?** We’re solving the need to use multiple excel worksheets to control the purchasing process flow of very specialized equipment and make it a straightforward process with complete visibility for stakeholders and customers. ### 23. User Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca Y. | Director of Owner Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** This is a great platform for tasks lists, adding videos and photos to guide through the process is a great! **What do you dislike about Process Street?** Outside vendors don't have access to add to their steps in the process. **What problems is Process Street solving and how is that benefiting you?** NA ### 24. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2022 **What do you like best about Process Street?** Process.st is VERY easy to use and is pretty feature-packed (even the free tier provides great basic needs). **What do you dislike about Process Street?** So far, there is nothing I dislike about process.st **What problems is Process Street solving and how is that benefiting you?** Mostly for systemizing semi-complex tasks that I do somewhat infrequently. It helps me not to miss anything. Also, I use it in some training situations. However, the platform is MUCH more powerful than my meager use case. ### 25. Extremely way to onboard new team members and streamline processes across a team! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** How easy it is to make updates The ability to check tasks off as you go **What do you dislike about Process Street?** If anything, just not knowing how all the features work. There are a lot of functions that I wish I know more about so I can utilize them. **What problems is Process Street solving and how is that benefiting you?** Onboarding Consistent implementation of products ### 26. Makes completing complicated, multi-step processes easier and faster **Rating:** 5.0/5.0 stars **Reviewed by:** Malessa B. | Web Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2019 **What do you like best about Process Street?** It's easy to set up processes, and it's easy (and fun) to complete processes. I love that I don't have to recall what I am up to, I can just check where I am in the process. And all the fine details in a process, once they are recorded I don't have to keep asking questions about "what to do here". **What do you dislike about Process Street?** Sometimes I need to reorder tasks and thus form fields within the process that are collecting data. Right now there is no way to move a form field from one task to a new task without either creating a new version of that field (and thus get a new name/reference). Then if I delete the old field you loose all the data. **Recommendations to others considering Process Street:** If you are looking for an easy to use tool to both record your processes and make it easy to run through your processes, give Process Street a try! **What problems is Process Street solving and how is that benefiting you?** I am currently using for order processing where there are multiple steps. e.g. confirm payment, send draft of design, create supplier PO documents, quality check items, email paperwork, etc. ### 27. Helpful tool to improve and track workflow of tasks such as on/off boarding employees **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2022 **What do you like best about Process Street?** The ability to create rules which interact with each other to give you the most efficient workflow. **What do you dislike about Process Street?** aesthetically there is nothing that sets it apart from other platforms and there is minimal dashboard visibility **What problems is Process Street solving and how is that benefiting you?** organised workflows for onboarding employees. Interlocking teams on a single workflow ### 28. It has been a great experience for our team and has help with onboarding new clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** It is easy to use, connects well with other programs and keeps us up to date **What do you dislike about Process Street?** Not much so far! It has been really useful **What problems is Process Street solving and how is that benefiting you?** It is helping us give our customers a way to go through our process on their own timeline which is speeding up onboarding ### 29. Satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Estelita B. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2022 **What do you like best about Process Street?** I am being reminded of a task once it's due **What do you dislike about Process Street?** The dates sometimes are off, so short a time after a task that requires several days to accomplish. Maybe you can ask the administrator the length a task can be done, 3days? 1 week, 2 weeks, 1 month? **What problems is Process Street solving and how is that benefiting you?** The mastery of the procedures in doing a task. Financially, no. Work efficiency/productivity, yes ### 30. Process Street is Fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Licensing M. | Contractor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Process Street?** Process Street has streamlined functionality excellent workflows and is definitely great for all our team collaboration efforts! **What do you dislike about Process Street?** At this time, we have absolutely no complaints about Process Street! **What problems is Process Street solving and how is that benefiting you?** It helps us to keep our daily operations and workflows consistent. Sometimes it is difficult to keep processes that are in your head the same every time. Process Street eliminates the guess work. ### 31. Fantastic workflow software. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Process Street?** Very easy to use and creat workflows, widget functionality is great! **What do you dislike about Process Street?** More field types like phone number, address, numerical fields for salary. **What problems is Process Street solving and how is that benefiting you?** Documenting SOPs has been one of the biggest use cases for our clients, giving a clear and concise place to house documentation. ### 32. Best and simplest process management platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2019 **What do you like best about Process Street?** Have been using PS for more than a year; it's amazing, easy to manage, and easy to use on a daily basis. **What do you dislike about Process Street?** Price is way too high for small companies **Recommendations to others considering Process Street:** Discipline is the most required skill **What problems is Process Street solving and how is that benefiting you?** Unify process documentation Keep team updated on how we do things Manage checklists Save me from tons of errors ### 33. Amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** Step by step allows us to be efficient and help onboard new implementation specialists **What do you dislike about Process Street?** Having required checkboxes on certain fields (sometimes skip or not relevant) **What problems is Process Street solving and how is that benefiting you?** Quickly onboarding new hires and helpful instructions for client processes ### 34. Excellent way to standardize processes **Rating:** 5.0/5.0 stars **Reviewed by:** Juan Lucas G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Process Street?** the functionalities, the versatility, the simplicity of the interface **What do you dislike about Process Street?** I would like to be able to filter in the Saved Reports panel by all variables, more customizable reports, delays by tasks, blocks, etc. **What problems is Process Street solving and how is that benefiting you?** All the company's workflows will be established on the platform, the benefits are control and adaptation to the process. ### 35. The Foundation of a Process Driven Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2022 **What do you like best about Process Street?** With Process St, any employee can pickup up where someone else left off in the 'process'. **What do you dislike about Process Street?** I use Process St for mutiple businesses and don't have any dislikes **What problems is Process Street solving and how is that benefiting you?** Although we have been using Process St for 5+ years, since Covid and working from home policies, software like this helps the businesses work smoothly and effectively. ### 36. Workflows Designed How You Want Them **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** Learning Conditional Logic to fully refine workflows. **What do you dislike about Process Street?** Lack of fully guided tutorials for the more complex systems (Conditional Logic, Integrations, etc) **What problems is Process Street solving and how is that benefiting you?** Streamlined Workflows help with tasks that have several moving parts. ### 37. Terrible customer service and billing policies **Rating:** 0.0/5.0 stars **Reviewed by:** Luanne T. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2021 **What do you like best about Process Street?** The design/interface is slick and easy to navigate. **What do you dislike about Process Street?** Ironically, their customer service and policy is severely lacking any actual process to work with a customer. I had signed up for an annual plan, and after three months of inter-department evaluation and testing, it was not a fit based on what we need. I requested to be charged for the three months at their full price of $30 per user and have the rest refunded. Because Process St does offer a month-to-month option, this is a reasonable request from my end. The answer was a flat no, and they insist on more training sessions for something we already know won't fit our needs. This type of response and policy is precisely the kind of company policy that separates the professionals from the amateurs in the software industry. I regret sighing up for this service. Process St employs a policy of billing entrapment, so buyers beware. EDITED TO ADD: Apr 23 2021: Process St refunded me for the rest of the unused portion for the rest of the year after going back and forth on emails for a couple of days. No legitimate customer should have to fight this hard for a refund. Sometimes things just don't work out. **Recommendations to others considering Process Street:** Learn from my mistake. If you are in the research and evaluation phase of your software needs, DO NOT sign up for their annual plan. **What problems is Process Street solving and how is that benefiting you?** To try and streamline and simplify our internal and inter-department processes. ### 38. Excellent for streamlining out workflows. **Rating:** 5.0/5.0 stars **Reviewed by:** James H. | Compliance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Process Street?** Process Street takes the guessing out of our daily workflows. **What do you dislike about Process Street?** Nothing, honestly! I don't have any complaints. **What problems is Process Street solving and how is that benefiting you?** We were having inconsistent submissions to our partners. Process Street has eliminated missing steps from our daily workflows. ### 39. Cool tool for creating checklists **Rating:** 4.0/5.0 stars **Reviewed by:** Kayte M. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2021 **What do you like best about Process Street?** I can create checklists for other team members for them to complete, and I can see the progress. **What do you dislike about Process Street?** There are so many features it can be a little overwhelming. **What problems is Process Street solving and how is that benefiting you?** I can create checklists for other employees to make sure tasks are being completed, and there is accountability if they mark the task as completed. ### 40. An Excellent Tool For Documenting Business Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2021 **What do you like best about Process Street?** I appreciate Process Street's user-friendly interface. The drag and drop editor makes it easy to customize templates. As one of the services that I provide includes helping businesses to create and implement processes, this is my go-to choice of software for my clients as I am confident that they will be able to quickly adapt to it. I also appreciate that with this software you can create a template once and run a checklist as often as you would like, which is perfect for routine processes such as client onboarding, contractor/employee onboarding, routine maintenance and so much more. **What do you dislike about Process Street?** It would be very helpful to have the option to export select completed checklists as a spreadsheet. I've set up an automation to do this via Zapier with Process Street and Google Sheets, however, something internal would be nice. **What problems is Process Street solving and how is that benefiting you?** I have benefitted from Process Street because: -It provides a user-friendly platform for myself and my clients -The interface is clean and non-distracting -I have been able to use it as a means to easily collect feedback -There are additional features like variables and conditional logic that are useful especially for teams ### 41. Great workflow management software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about Process Street?** Relatively ease of use and customisability **What do you dislike about Process Street?** Not much that I can think of. User interface for conditional logic can get a bit cumbersome on larger workflows. **What problems is Process Street solving and how is that benefiting you?** Managing processes for a business related to short-term rentals. ### 42. It’s OK, but slowing us down in some places **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Process Street?** Love being able to document processes through a series of steps and then use these as a checklist. **What do you dislike about Process Street?** Slow - both in usage, editing and publishing. Not user friendly, so without encouragement, team tend to shy away from making changes. Templates are useless. **What problems is Process Street solving and how is that benefiting you?** Documenting processes so that anyone can do them without missing key steps ### 43. Best SOP / Process Management Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Malessa B. | Web Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2021 **What do you like best about Process Street?** Very easy to use and very powerful. It saves me so much time and my processes are getting completed accurately and completely. **What do you dislike about Process Street?** Preferred the old interface way of displaying checklists (current processes in progress). I often mis-click the checklist template and go into edit more when I mean to view current checklists. **Recommendations to others considering Process Street:** If you are looking for easy to use software for documenting your business processes AND tracking and completing those processes - check out Process Street. I've tried a few other tools and they just seem to overcomplicate the process (as well as be overpriced). But Process St is very affordable and you can get into it easily and just start building out your processes and following them. Can't live without it! **What problems is Process Street solving and how is that benefiting you?** I mainly use Process Street for order processing to ensure each part of my order process is completed accurately and completely. It's easy to see where each order is up to in the order process, it allows me to collect data during the process which I use to trigger Zaps in Zapier to automate customer/supplier emails, new processes, CRM updates, follow up reminders, calendar entries, bookkeeping entries, etc. It's just so powerful! I love it so much! Conditional logic is also very powerful. ### 44. Amazing project management tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2022 **What do you like best about Process Street?** Helps our team maintain consistent results and manage small projects/more involved tasks where multiple people are involved. **What do you dislike about Process Street?** Not much - it's clean, it just works, and the team seems to be focused on improving **What problems is Process Street solving and how is that benefiting you?** The ability to quickly edit and customize a process is very helpful ### 45. Love Process.St - best on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Process Street?** Easy to uses and edit. Intuitive checklists that are not difficult to rework and change as needed. **What do you dislike about Process Street?** Wish there was a better visual of the conditional automation (if, then scenarios) **What problems is Process Street solving and how is that benefiting you?** Project management - I've realized having it there lets me forget about it until it's time! ### 46. Process.st has allowed us to transform our business **Rating:** 5.0/5.0 stars **Reviewed by:** Scott S. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2021 **What do you like best about Process Street?** Process.st has allowed us to transform and optimize our business over the last 2 years. We now do every task, process and work via a checklist. We love the Zapier integration, after building solid process/standard operating procedures we can automate those processes. **What do you dislike about Process Street?** Nothing, now that we have Global Search, we are all set. **Recommendations to others considering Process Street:** If you are following EOS (Entrepreneurial Operating System) or just want a business that runs well and itself without the owners working 80+ hours, then you need Process.st. It is applicable for every business, for both one off projects and recurring tasks. **What problems is Process Street solving and how is that benefiting you?** Business efficiency, consistent work, meeting deadlines. Our current team can now provide better service to our clients, for more clients, in less time. ### 47. Perfect for checklists, SOPs, and workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly C. | Writer/Editor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Process Street?** Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create due dates based on other info or due dates, and so much more! **What do you dislike about Process Street?** It can get a little pricey as your team grows and free guest users have little access. **What problems is Process Street solving and how is that benefiting you?** I love Process St for my SOPs and my clients' SOPs. ### 48. Simple the Best Procedure Software out there **Rating:** 5.0/5.0 stars **Reviewed by:** Brennan M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2021 **What do you like best about Process Street?** Easy to use, and assign processes to teammates. **What do you dislike about Process Street?** I have not really found anything I dislike about the software **Recommendations to others considering Process Street:** Building a great business really starts with documented systems. Process St really makes that happen. **What problems is Process Street solving and how is that benefiting you?** We document our processes and procedures with process street. ### 49. Single Centralised Repository for all your Process Policy & Procedures That Tracks Staff Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Process Street?** It can harbour multiple forms, docs, videos, checklists, and integrates with many other popular apps, so everything can be done within Process street. No need to jump around from cloud drives, apps, etc. Get everything done, AND recorded, within Process Street. Supports multi device use. **What do you dislike about Process Street?** There is a def. learning curve. UI Terms are confusing. Would. like to see more examples of workflows and tutorials. **Recommendations to others considering Process Street:** Given the time and training, you will start to realise the benefits of the service and possibilities. **What problems is Process Street solving and how is that benefiting you?** Being able to house all your Process and Procedures AND track staffs participation and compliance is valuable. ### 50. 11 links to brand their own company for each page **Rating:** 0.0/5.0 stars **Reviewed by:** Patrick H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2021 **What do you like best about Process Street?** Nothing. It was a cool idea, but entirely unusable. I will never promote your brand 11 times on every single page of mine. **What do you dislike about Process Street?** They link to their own website ELEVEN TIMES on every single page of the app. **What problems is Process Street solving and how is that benefiting you?** Their forced branding is ridiculous to the point that it's entirely unusable software. ## 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=7&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+21%3A27%3A21+-0500&secure%5Bsession_id%5D=3709f9a3-3aff-4751-ac50-f5913b06aa71&secure%5Btoken%5D=0714eb840685d90345d1733de0a3054c9a83ccb35f41c3ca1988fd210a7302fd&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 (12,961 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)