# 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 praise the **ease of use** of Process Street, finding it intuitive for managing workflows efficiently. (81 reviews) - Users value the **efficiency** of Process Street in streamlining tasks and optimizing workflows for better productivity. (44 reviews) - Users value the **process efficiency** of Process Street, enhancing collaboration and task management for better project outcomes. (41 reviews) - Users appreciate the **task management capabilities** of Process Street, ensuring organization and efficiency in team workflows. (40 reviews) - Users value the **automation capabilities** of Process Street, effectively combining human tasks with automated workflows for efficiency. (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 experience a **significant learning curve** , though helpful staff assist in using the product effectively. (23 reviews) - Users struggle with the **steep learning curve** of Process Street, especially when implementing complex conditional logic. (21 reviews) - Users find the **limited customization** options challenging, especially with the learning curve for setup and access levels. (16 reviews) - Users find the **complexity** of Process Street challenging, with issues in maintaining automations and managing lengthy processes. (13 reviews) - Users highlight the need for a **search feature and improved conditional logic** for a more efficient experience in Process Street. (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. Process Street offers great business automations and a very responsive staff **Rating:** 5.0/5.0 stars **Reviewed by:** Shane B. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2022 **What do you like best about Process Street?** The workflow automations make my business processes organized and manageable. Process Street can also connect to other software, making sales and onboarding new clients easy. **What do you dislike about Process Street?** There is a learning curve to setting up workflows and automations and it can get a bit confusing. But once you get the hang of it, it's pretty simple. Luckily, the staff is very responsive and can help make sure everything is working as expected. **Recommendations to others considering Process Street:** Process Street is great if you're looking for ways to automate your business processes and create workflows for yourself or employees. **What problems is Process Street solving and how is that benefiting you?** I am reducing redundant data entry tasks during the sales and onboarding process and creating a streamlined process that captures all the needed information. This saves time and money. ### 2. Great for task management **Rating:** 3.5/5.0 stars **Reviewed by:** Mike M. | Business Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** I like how we can have paid users that set up and run the majority of our flows, but, at the same time can have people inside the organization that just have to do one or two tasks join as a free member. **What do you dislike about Process Street?** Not enough automation to help stream line the processes even more. I think they may have just started coming out with that, but, have not yet experimented with it if they have. **What problems is Process Street solving and how is that benefiting you?** Keeping track of onboarding a large (and different) groups at the same time. Keeping it organized and seeing who is at what stage in the onboarding process. As well as reporting afterwards ### 3. Easy way to document and assign workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** I like how I can assign and set due dates for an entire workflow and/or a task within a workflow. I also like having the ability to edit workflows. **What do you dislike about Process Street?** When I have a lot of tasks to assign in a workflow, I can't bulk select the tasks and assign them or set a due date all at once. **Recommendations to others considering Process Street:** Give it a shot. It will really help you organize your processes and eliminate decision fatigue. **What problems is Process Street solving and how is that benefiting you?** Having a consistent and current process in place for common, repetitive tasks. This creates the ability to deliver a quality service or product every time without totally reinventing the wheel. ### 4. Simple Checklist Interface Makes Interactions with Clients Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** The checklists are very customizable. I can always find a way to include things and format things the way I want them. **What do you dislike about Process Street?** Adding conditional logic to checklists can be a bit confusing at times. **Recommendations to others considering Process Street:** Process St. is relatively simple to use and has streamlined our client onboarding process. The ability to create a library of templates that we reuse depending on the type of client saves us a lot of time and frustration. **What problems is Process Street solving and how is that benefiting you?** Our organization needed a simple way to assign a task list to our clients that allowed for dependencies and ease-of-use. Process St. provides a seamless way to do just that. ### 5. Definetly recommend this , it is a very powerful tool. **Rating:** 3.5/5.0 stars **Reviewed by:** Faisal F. | Product Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Defining workflow and processes is super easy and user-friendly. **What do you dislike about Process Street?** The analytics section is not very handy and easy to utilize in reporting. **What problems is Process Street solving and how is that benefiting you?** Defining and maintaining process flow for integration and migration ### 6. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Lamar L. | Field coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** The easy view and easy navigationof work flows. **What do you dislike about Process Street?** Some times task that I am assigned do not show up for my view. **What problems is Process Street solving and how is that benefiting you?** HR work flows and getting people through on boarding. ### 7. Everything is good **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** The flexibility of flows building sometimes it is a challenge **What do you dislike about Process Street?** The visual side of PS, but it is a minor issue **What problems is Process Street solving and how is that benefiting you?** All processes we have are now running through the PS ### 8. Incredible platform for teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2022 **What do you like best about Process Street?** I love how it keeps my team and I organized and on track with all of our various client engagements, as well as monthly recurring processes that we do on the back end of our business. **What do you dislike about Process Street?** I dislike that it automatically assigns whoever creates the task as the one who is responsible for completing it. I enter tasks it for the team, but they do not solely belong to me. **What problems is Process Street solving and how is that benefiting you?** Process Street is helping my team and I to solve organizational and documentation problems. It makes onboarding incredibly seamless because we are able to break down each task into digestible steps ### 9. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Process Street?** It is User Friendly. Easy to navigate. Help is easy to get. **What do you dislike about Process Street?** Color scheme. I would love to be able to customize this. **What problems is Process Street solving and how is that benefiting you?** Document and automate the repetitive process. ### 10. Process Street has really be exceptional for my role in training new hires. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Process Street just makes my work life so much easier. **What do you dislike about Process Street?** It would be helpful to get reminders every XX months to review a process. **What problems is Process Street solving and how is that benefiting you?** Standardizing processes for training new hires. ### 11. Super flexible and highly dependable - what's not to love?!?! **Rating:** 5.0/5.0 stars **Reviewed by:** Clive B. | Company Integrator and Head of Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2021 **What do you like best about Process Street?** Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line. **What do you dislike about Process Street?** Tough to criticize anything about the product! **What problems is Process Street solving and how is that benefiting you?** Our journey with Process Street started out with a quest to digitize a paper checklist. It soon grew to much more than that and it helps us to ensure clean handoffs from department to department, deliver company-wide training and maintain consistency. ### 12. Professional workflow design for any sized business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Process Street?** Process.St offers a workflow design team that understands your business from the start. They're able to pick up the pieces of your standard operating procedures with ease, offer helpful insights, and build completely automated & integrated workflows that maximize process efficiency, saving your business time & money. **What do you dislike about Process Street?** A single expert workflow can be a bit pricey. But if a business considers that Process.St can literally map and develop your entire suite of processes for you, it's still worth the price tag. **What problems is Process Street solving and how is that benefiting you?** Our technology stack and subsequent business processes can be extremely complex. Because we operate multiple teams, across multiple markets, using multiple systems, we needed a solution to accommodate a long and complex workflow with hundreds of checkpoints. So we have engaged with Process.St's Design Workflow Team to map & automate a complex set of SOPs (Sales > Onboarding > Client Relations) for our vacation rental business. They are also integrating a variety of our business IT tools such as Google Workspace, Docusign, Hubspot CRM, and others to further compact our technology stack into one seamless & efficient workflow that communicates with every member of our team internally and externally. ### 13. Software to have **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Process Street?** Real-time notification to keep me updated on tasks. **What do you dislike about Process Street?** Everything is good. I have not experience anything to dislike the software. **What problems is Process Street solving and how is that benefiting you?** Organizing and designation of tasks. ### 14. Process review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** It helps our team work very much. We use it monthly for EOM processes. **What do you dislike about Process Street?** I have no dislikes. Everything benefits our company **What problems is Process Street solving and how is that benefiting you?** Having no issues as of now ### 15. Process Street Streamlined Our Training **Rating:** 4.0/5.0 stars **Reviewed by:** Sean W. | East Coast Area Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2022 **What do you like best about Process Street?** The ability to collaborate and have multiple people work through a single checklist was monumental in improving our internal training. **What do you dislike about Process Street?** I felt that there was more that we could use it for but could never fully realize its potential. **Recommendations to others considering Process Street:** Process Street is a great tool, and they are constantly adding new features and functionality. **What problems is Process Street solving and how is that benefiting you?** Our training used to exist on thumb drives and paper printouts. This made it cumbersome to make any changes, and we still had issues where trainers would skip material. Process Street allowed us to create an easily modifiable template and generate checklists that our trainers had to follow. The ability to link directly to training slides and training material was invaluable. ### 16. Process St is great for keeping our clients on track with the necessary tasks with clear due dates **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Love that we can subscribe to the Process St event, that way we can stay informed about when a task is completed or when the client has a comment **What do you dislike about Process Street?** It is difficult to duplicate the tasks to another Process St tab **What problems is Process Street solving and how is that benefiting you?** Limits the amount of emailing back and forth with our clients and keeps everything all in one place. Our team is much more productive. ### 17. Process St Review **Rating:** 4.5/5.0 stars **Reviewed by:** Aaron K. | Strategist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Process Street?** Intuitive functionality and that you can use shortcut commands from MS Word **What do you dislike about Process Street?** I prefer the desktop or laptop option to build process over mobile, but that may be a limitation of the device rather than Process St itself. **Recommendations to others considering Process Street:** Just dive in and you'll be surprised how easy it is to pick up **What problems is Process Street solving and how is that benefiting you?** How to make best practices visible for everyone and create a better onboarding experience. ### 18. Has saved countless hours for my team! A valuable tool to adhere to the Checklist Manifesto **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** It grows in value the more processes you put into it. Workflows and recurring processes are an amazing combo! Great for building onboarding flows. Checklist runs are easy to search. Easy to review current progress (or to find what's remaining). **What do you dislike about Process Street?** My major pain point is that the tool itself can sometimes feel "slow". The code highlighting block is a bit hit and miss. The pricing is pretty prohibitive for Indian customers. **What problems is Process Street solving and how is that benefiting you?** We use checklists pretty liberally to help us out with everything from employee onboarding to building our software development lifecycle. Helps reduce mistakes when running critical business actions. ### 19. Significantly Improved Productivity in our Consulting Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2022 **What do you like best about Process Street?** Process Street is a great product for our internal procedures and for communicating with our clients, making interactions very efficient. My clients genuinely enjoy working with us and interacting with our workflows and Process Street has enabled us to make complex issues understandable and easier to deal with! The first thing I notices was how well it helped in organizing and presenting information in our workflows. But the real strength is in personalization, automations, and conditional logic. It is straightforward to use, and the learning curve is not steep. Due to changing government requirements, we need to change and update procedures frequently, and Process Street allows us to do this quickly. We continuously improve processes, and changes can be made very quickly. **What do you dislike about Process Street?** I can’t say that I dislike anything. I have come up with features I’d like to see added or improved and Process Street listens and responds. Even when they cannot add a feature, they communicate their reasons and help with options for addressing my needs. The support team is excellent, and management and product developers actively seek user input. **What problems is Process Street solving and how is that benefiting you?** I have dramatically increased productivity in our consulting practice since adopting Process Street. We have significantly improved communications and delivery time with clients. ### 20. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Tom H. | Investor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Process Street?** Such a simple tool to use and configure. We use Process St to configure all of our key internal team workflows for simplicity and compliance. **What do you dislike about Process Street?** Could be some better search and data export functionality. **What problems is Process Street solving and how is that benefiting you?** Compliance (maintaining and audit of actions) and process simplicity (ensuring standard process across full team) ### 21. Powerful tool - Best if teams embrace using it. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2022 **What do you like best about Process Street?** The automations are really powerful. They can connect with a lot of different programs/apps. **What do you dislike about Process Street?** There is a bit of a steep learning curve to learn how to use it. **What problems is Process Street solving and how is that benefiting you?** Currently, we've decided to leave it. Not because of Process St itself, but because the functionality is redundant with the new software we are moving to. ### 22. Really useful for a monthly task! **Rating:** 4.0/5.0 stars **Reviewed by:** James C. | Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** Genuinely useful for hitting every point for a workflow. **What do you dislike about Process Street?** um, they bug you for feedback a bit? cant hold that against them I guess. it's a living. **Recommendations to others considering Process Street:** I've found it very useful from an employee end. **What problems is Process Street solving and how is that benefiting you?** It gets my boss's various texts all in one place and makes it straightforward for me to make a multi-format newsletter. ### 23. Process St. is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Therese Z. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Process Street?** I love how easy it is to create a new workflow and change current workflows. I love that you can build simple or very complex workflows based on your company's need. **What do you dislike about Process Street?** There is very little I dislike, I would love to see more formatting options and the ability to copy between workflows. **What problems is Process Street solving and how is that benefiting you?** Implementing Process St. has allowed our staff to handle items the same every time and gives them the ability to check the progress of workflows from start to finish. It provides management the visibility to see what is on the department's plate and see procedural or training issues. Clients are notified through every step of the process and love it. ### 24. Great for all things process! **Rating:** 5.0/5.0 stars **Reviewed by:** Meekin O. | Lead Coordinator and Finance Ops, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Process Street?** The ability to create workflows and processes for so many different projects **What do you dislike about Process Street?** Nothing really, it handles all of our needs **What problems is Process Street solving and how is that benefiting you?** Helps us with onboarding both clients and independent contractors with no issues ### 25. Great for mapping out all your business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Eden B. | Senior Digital Strategy Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** Its easy to use interface, and quick setup **What do you dislike about Process Street?** More native integrations would be ideal. **Recommendations to others considering Process Street:** A great tool to help map your business processes with a low setup/learning curve. **What problems is Process Street solving and how is that benefiting you?** Process st allows us to easily create repeatable processes for all our team to follow, we use it for everything from product delivery processes to hiring and HR ### 26. This has infinitely simplified my calendar **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** Love the ability to assign steps, schedule workflows and record data to other sections is amazing. **What do you dislike about Process Street?** I wish that I were able to adjust the default time on assigning due dates. I want them to be due at the end of the day instead of 8am. **Recommendations to others considering Process Street:** Perfect for organizations with varied systems that are looking to expand. **What problems is Process Street solving and how is that benefiting you?** I am in charge of multiple stages and processes for my work and this keeps all the tasks laid out so I can unplug for a weekend and pick right back up Monday. ### 27. Process Street Review **Rating:** 4.0/5.0 stars **Reviewed by:** Phyllis N. | Founder, CEO SoundAdvice Strategies , Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Process Street?** We were searching for easy to use software for our podcast editing and publishing process. This is key in our business and Process Street has been a great fit. We can standardize on the key parts of our process and customize with conditional logic for specific client needs. **What do you dislike about Process Street?** Issues have been minor - the name changes (reports really?) have been a nusiance since we have to update our how-to info for clients. **What problems is Process Street solving and how is that benefiting you?** We can track 35+ podcast episodes that are in production in a quick glance. Customers can enter their info on one page as a guest - that's been a big time-saver for us and for them. ### 28. E-Myth to Process Street **Rating:** 5.0/5.0 stars **Reviewed by:** David G. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2022 **What do you like best about Process Street?** Process Street completely changed the way I think about my business. The software is strictly developed to increase efficiency and ultimately give you back the most important commodity, TIME. **What do you dislike about Process Street?** Very few little things that I mentioned to support. I am always writing down anything that would make my experience better and sharing it with the team because I know the better Process Street is the more benefit us as business owners will see. **What problems is Process Street solving and how is that benefiting you?** I am able to create my own systems and processes without paying an insane amount of money. I realized I am now actually building a business and not just putting out fires. ### 29. Good for projects and instructions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Having a step-by-step checklist and instruction list available makes it easy to get through a task. Additionally, having a breakdown of the tasks helps team members of every level learn faster. **What do you dislike about Process Street?** Sometimes the checklists are too long and/or specific. There have also been occasional glitches where Process St does not save your progress. **What problems is Process Street solving and how is that benefiting you?** N/A ### 30. Really Great Process App **Rating:** 5.0/5.0 stars **Reviewed by:** Linda D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** I love the ability of a team to be able to share and edit processes and assigned roles to different tasks. **What do you dislike about Process Street?** Nothing! I love this software. I have no issues with it. **Recommendations to others considering Process Street:** This is best used as a team app. **What problems is Process Street solving and how is that benefiting you?** It helps me to stay on track and distribute work to a team. ### 31. Process Street covers most bases for business workflow requirements **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew J. | Business Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2022 **What do you like best about Process Street?** It is straightforward to transcribe a process from a document to something you can actively use as a checklist - the learning curve is relatively gentle. **What do you dislike about Process Street?** Like most(all?) cloud-based software, it is not as snappy compared to a PC app when jumping between things. **What problems is Process Street solving and how is that benefiting you?** Problems being solved is ensuring that *every* process we have in the business is systemized with every step having someone clearly responsible for completing it, and the required timeline for doing so. Benefits realized is not having missing steps in key business processes (such as relating to clients) and allowing replacement staff to quickly get up to speed with things that need to be done. ### 32. The best in the game **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa C. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** The user experience, ease of use and sleek UI. **What do you dislike about Process Street?** I haven't been able to find any component of Process.St that I dislike. After researching several of its competitors, it's the reason I stuck with them. **What problems is Process Street solving and how is that benefiting you?** Process street helps with onboarding new employees including giving them access to training. ### 33. Fantastic Service, Really Helps to Streamline Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** The ease of use & customer service. We used to use paper based checklists - Process Street is way easier and much better for collaboration **What do you dislike about Process Street?** Haven't experienced any downsides as of yet **Recommendations to others considering Process Street:** A little silly, but would love to see a change-up in the confetti/celebration when a workflow is completed - just to keep it interesting, I live for the confetti in my work day! **What problems is Process Street solving and how is that benefiting you?** Multiple staff can work from the same list - no double handling or needing to check whos done what ### 34. Critical tool for everyday **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** The ability to edit the workflows exactl **What do you dislike about Process Street?** The ability to edit the workflows exactly to your needs is huge. Conditional logic makes complex workflows so easy for even new users to work through them and being bale to insert all the things you have available such as links, videos, pictures, etc! **What problems is Process Street solving and how is that benefiting you?** Processes in a smaller company are constantly being updated and approved. Process St allows us to keep track of these changes in one place and gives us historical information on how past ones worked. ### 35. Robust flexible PM software **Rating:** 4.0/5.0 stars **Reviewed by:** Misty B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** Setting up templates. Flexibility with adjustments. Alerts. **What do you dislike about Process Street?** Would like robust calendar view. Would like to set auto adjustment back from completion date. **What problems is Process Street solving and how is that benefiting you?** We needed customizable templates for our book projects, and PS gives great flexibility and allows tasks to be adjusted easily. Either by project or the entire template. ### 36. Process Street has changed our business **Rating:** 5.0/5.0 stars **Reviewed by:** Kristin J. | Office Manager Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2021 **What do you like best about Process Street?** It has kept our staff organized when completing certain tasks that take a lot of steps. We can also go back and monitor the tasks that are on time and past due **What do you dislike about Process Street?** I have to use and email app to send out emails and it doesn't have my signature on it so I have to copy and paste it. Some of our staff does have that ability so I think it's just a setting on my computer. **Recommendations to others considering Process Street:** This has completely changed our business for the better. It's so much easier to monitor to make sure they are getting their tasks done. Aren't missing steps, and the training is so much easier when we bring on a new employee. **What problems is Process Street solving and how is that benefiting you?** easy to see when employees are on task and when they aren't. Also to make sure that they don't miss any steps. We are much more productive. It's also easy to train someone new because all they have to do is follow the process. They don't have to remember what to do next. ### 37. Great shared workflow but needs more functionality **Rating:** 4.0/5.0 stars **Reviewed by:** Laurel M. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2022 **What do you like best about Process Street?** Process Street is intuitive and easy to set up **What do you dislike about Process Street?** 1. I'd like to move tasks from one workflow to another 2. I'd like to add html links within lists 3. I'd like to have a task complete itself when all tasks are checked off (without having to check the additional box) 4.I'd like to embed a PandaDoc instead of having a separate process for signing hiring docs. **What problems is Process Street solving and how is that benefiting you?** We've increased transparency within teams and sub-teams. We've decreased forgotten steps, and made our process move more efficiently and effectively. ### 38. Seamless Application & Intergration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Process Street?** The ease of use and backend integration is so helpful in cutting the static and working across departments. **What do you dislike about Process Street?** A little clunky but once you get the hang of it. **What problems is Process Street solving and how is that benefiting you?** Enrollment process has been streamlined ### 39. Excited to get this in use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **What do you like best about Process Street?** That we can dial in our SOP to be exact as possible and include other departments' tasks as needed. **What do you dislike about Process Street?** Not much, just wish the to-do list function was a bit more dynamic. Would love to be able to add my daily to-do's from multiple workflows into 1 overarching list, but most importantly really want to be able to include other various tasks that I have outside of Pro St. so that I can make Pro St. my "master to-do list". This would be a huge help and would drastically help to avoid having to go back and forth between Pro St. and my other to-do list platforms/apps/etc. **Recommendations to others considering Process Street:** do it **What problems is Process Street solving and how is that benefiting you?** Massive time saver to gain more efficiencies through the department/company. Also able to keep lots centralized in Pro. St, but also able to create & push out various G-suite apps & HubSpot. ### 40. Awesome Workflow Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Eric G. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** The conditional logic and automated triggers make setting up one size fits all start-to-finish workflows a breeze **What do you dislike about Process Street?** Doesn't integrate with Pipedrive natively **What problems is Process Street solving and how is that benefiting you?** Process street automates much of the manual data collection/data entry we needed to do previously ### 41. Process street helps me keep on task **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** The inbox tells you what you are on track of and what is over due. **What do you dislike about Process Street?** There is not anything I do not like bout it **What problems is Process Street solving and how is that benefiting you?** Reminding me of over due items. It helps me keep on track ### 42. Process Street has delivered as promised **Rating:** 5.0/5.0 stars **Reviewed by:** Jim M. | Owner / Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2022 **What do you like best about Process Street?** It has allowed us to systemize all of our business processes quickly and efficiently. **What do you dislike about Process Street?** Nothing to dislike. But It would be helpful if it could interact with our management software. **What problems is Process Street solving and how is that benefiting you?** Process Street has allowed us to systemize our move in, move out, renewal, and other processes and improve communications. ### 43. Easy and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Easy to understand, customize, and iterate on. The collaboration possible with Process Street is fantastic. **What do you dislike about Process Street?** Sometimes I wish uploading attachments was easier! **What problems is Process Street solving and how is that benefiting you?** Process Street helps us effectively ensure quality assurance for all of our outgoing content! ### 44. The Best Tool for Office Procedure Checklists **Rating:** 5.0/5.0 stars **Reviewed by:** jason h. | Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2022 **What do you like best about Process Street?** I had office manuals that sat on a self. Everyone ignored them. They were rarely updated. Process Street allows for real-time updating, sharing and collaboration **What do you dislike about Process Street?** Process Street is as useful as you are prepared to spend the time to standardize your office systems. **What problems is Process Street solving and how is that benefiting you?** Ensures that all team members are following the same procedure. ### 45. Found Process Street very helpful in dveloping processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Process Street?** It's very easy to use and creates a process for all to use. **What do you dislike about Process Street?** I can't really point anything that I would say that I dislike **What problems is Process Street solving and how is that benefiting you?** We are using process street to train new hires ### 46. Process street review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** ability to track tasks and update information for viewing by anyone. **What do you dislike about Process Street?** the inital setup can be a bit tedious to get and understand. **What problems is Process Street solving and how is that benefiting you?** all related data in one place, easy to find and edit ### 47. Great Software For Creating, Managing & Executing Business Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Process Street?** The ease of creating a process/checklist. The ability to run multiple checklists. **What do you dislike about Process Street?** No dislikes currently, and I've been using the software for 5+ years **What problems is Process Street solving and how is that benefiting you?** - Creating business process - Making sure processes are being done correctly - Making sure processes are being done at the correct times ### 48. The perfect tool to build out your processes into easy to use checklists **Rating:** 5.0/5.0 stars **Reviewed by:** Edwin W. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Process Street?** The best thing about Process.st is how easy it is to build out processes and create checklists. I also love that there is zapier integration to automate. **What do you dislike about Process Street?** I dislike the complexity of the conditional logic(If this then that). I feel this could be less complicated and easier to use. **Recommendations to others considering Process Street:** Give process street a go. **What problems is Process Street solving and how is that benefiting you?** Making sure our teams do not miss any tasks within a process and that the right teams are working alongside each other speeding up completion times. ### 49. Will take your business to the next level! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** User-friendly platform with many integrations, great features, and constant updates/improvements **What do you dislike about Process Street?** No downsides, the product has really taken our operations to the next level **What problems is Process Street solving and how is that benefiting you?** Staffing, process documentation, resource pages, organization, process automation ### 50. Invaluable resource for problem-solving and business process improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Kirsten M. | Proprietor, founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2020 **What do you like best about Process Street?** Process Street has countless useful templates that you can easily deploy, or you can create a huge range of custom ones yourself. Then you can run the templates as checklists, working through each specific step with rich options for recording details, setting up an approval process, and so much more. **What do you dislike about Process Street?** I love the interface and ease of use of Process Street, and cannot say that I dislike anything about it to be honest. It is an incredibly useful tool and I am only on the free plan. **What problems is Process Street solving and how is that benefiting you?** I have used it to create a Pareto Principle template, which really helped me solve some problems I was working on, amongst several other uses so far, including website launch and reseller account setup checklists. The latter two assisted me in ensuring no step was overlooked in these business processes, which was vital to my business. ## 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?open_modal_url=%2Fes%2Fproducts%2Fprocess-street%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fprocess-street%252Freviews%253Fpage%253D3%2526source%253Dsearch&source=pdp_avatar&page=6&source=search§ion=pricing&secure%5Bexpires_at%5D=2026-06-09+09%3A57%3A41+-0500&secure%5Bsession_id%5D=ca711b42-ae46-442f-a54d-537f964bf274&secure%5Btoken%5D=33bfbf24c32544a622e83b22090f65871472681e6aa0a710cf7dae40bd0665a5&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 (12,074 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)