--- 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: '2026-06-30' 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 incredibly **intuitive and easy to navigate** , simplifying workflow management and enhancing efficiency. (81 reviews) - Users value the **efficiency** of Process Street, enabling streamlined task management and effective project organization. (44 reviews) - Users appreciate the **process efficiency** of Process Street, which optimizes workflows and enhances team collaboration. (41 reviews) - Users appreciate the **task management automation** of Process Street, simplifying onboarding, offboarding, and ongoing project efficiency. (40 reviews) - Users value the **automation features** of Process Street, which enhance workflow efficiency and streamline task 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 **challenging learning curve** for new users, though support staff helps ease the process. (23 reviews) - Users struggle with the **steep learning curve** of Process Street, especially when using complex conditional logic. (21 reviews) - Users find the **limited customization** options challenging, requiring a significant learning curve to set up workflows. (16 reviews) - Users struggle with the **complexity** of creating automations and managing lengthy processes, leading to inefficiencies and confusion. (13 reviews) - Users feel that the **missing features** like search functionality and improved conditional logic hinder their experience. (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. Such an amazing piece to your Business "puzzle"! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole C. | Brokers Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** I love all of the built-in features. So many intuitive and simple solutions! I love that it is fully customizable too. **What do you dislike about Process Street?** I really can't say much about how incredible it is... I think maybe if it integrated with more things like Google it may enhance it even more. **Recommendations to others considering Process Street:** I would say my best advice is to take your most complicated process and try and make it a reality in Process street. Then you can see all of the tools and options you can use to get the best results for what you need. **What problems is Process Street solving and how is that benefiting you?** Organizational problem solving to the fullest. Just keeps me and my team on track! ### 2. Super easy and fun checklist software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Process Street?** Really easy to use, great functionality (connects with Zapier, conditional logic, can embed pics and video), and nice looking UI. Makes it fun to use and my favorite checklist software on the market. **What do you dislike about Process Street?** The only downside about Process Street is that it's not great for non-linear processes that require a checklist. Process Street is great if there's a relatively straightforward sequence of things you need to complete. A -> B -> C -> D. But if completing task A spawns 5 other tasks, which can spawn 5 more, you can see it starts looking like a tree with branches instead of a straight line. **What problems is Process Street solving and how is that benefiting you?** Process Street gives us an electronic checklist that we can use to complete repetitive things over and over again. A reason why this is better than using Google Docs or Trello is that you can run multiple instances of the checklist. So the checklist could Client Onboarding for example. Using other software, it can get messy if you have 5 clients to onboard and each of them progress through the process at different paces. In Process Street, you can run 5 instances of the master checklist, which is one for each person so they each have their own checklist. ### 3. Process Street Customer Review **Rating:** 5.0/5.0 stars **Reviewed by:** Karin T. | Customer Outcomes Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** We can organize all of our articles in the appropriate sections. Customers can @mention me or other stakeholders. I can see the user's last activity if any. **What do you dislike about Process Street?** That I do not have full admin rights to make changes easily. We are on a limited plan due to budget, so there is only one checklist that can be leveraged. Ideally, I'd like to at least see three different checklists that align to the three packages we offer to our customers. **What problems is Process Street solving and how is that benefiting you?** It is supporting customers through their onboarding journey by adopting our tool. It also allows us to put in all relevant links so that we do not skip a beat. ### 4. Really good **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos B. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Automation of our operations process and reduction in friction **What do you dislike about Process Street?** lack of flexibility and issues with data flowing from our website to PS **What problems is Process Street solving and how is that benefiting you?** Automating our operations workflow - reduces friction and increases time to market ### 5. Workflows at their best... **Rating:** 5.0/5.0 stars **Reviewed by:** Dinos P. | President & Chief Website Consultant, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** It's mostly easy to understand how all the workflows are set up. Creating one doesn't require a trip to the Documentation. It's just feels well thought out and like they really tried to have everything "just make sense". **What do you dislike about Process Street?** I wish certain features, like Dynamic Due Dates were included in the Basic plan. That's really it - don't hesitate to use it and try it. **Recommendations to others considering Process Street:** Make sure to have bulleted lists of what you need to automate with P.S. **What problems is Process Street solving and how is that benefiting you?** It's pretty simple: business requires that some things are done over and over...Process Street helps guide people to get their stuff done correctly, efficiently, and with accountability. ### 6. Excellent tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** I love how I can add content and additional information into the process steps, easily rearrange steps, and edit/update an in-process workflow when I update the template. I also love having the templates built out for processes/workflows I don't run that often. It makes it so much easier to step back in and do the work without having to remember what to do and in what order! **What do you dislike about Process Street?** I don't like paying for ongoing subscriptions, but I love the functionality of the tool. I can't think of any product suggestions at this point. **Recommendations to others considering Process Street:** Start documenting simpler processes, then build to your more complex processes. Test your process out and test all of the Process.St fields and functionality to get comfortable with the platform. **What problems is Process Street solving and how is that benefiting you?** Document of business processes and workflows. Streamlining operations and making it easier to train new people or remember infrequent processes. ### 7. I love marking checklists and the celebrations **Rating:** 5.0/5.0 stars **Reviewed by:** Ansel C. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** It's useful to keep track of all pending items. **What do you dislike about Process Street?** that sometimes people set it wrong and then required items make it difficult. **What problems is Process Street solving and how is that benefiting you?** Standardizing business problems and solutions to not missing any steps. ### 8. easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Virgill D. | Tax Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** the connections with the other softwares **What do you dislike about Process Street?** kinda need to learn more about the product **What problems is Process Street solving and how is that benefiting you?** it's solving how to interconnect the apps and update real-time. It benefits us by saving us some time ### 9. PROCESS STREET- THE PLATFORM, THE PEOPLE AND THE KNOWLEDGEBASE **Rating:** 5.0/5.0 stars **Reviewed by:** olukayode o. | Head IT, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2022 **What do you like best about Process Street?** EASE OF USE OF THE TOOL. THE PROCESS DOCUMENTATION CAPABILITY THE KNOWLEGE BASE TO SUPPORT ADOPTION OF THE TOOL, SEVERAL EVERY DAY USE CASE TEMPLATES **What do you dislike about Process Street?** LACK OF PROCESS DIAGRAMING CAPABILITY WHICH REQUIRES INTEGRATION TO ANOTHER 3RD -PARTY DIAGRAMMING TOOL. **Recommendations to others considering Process Street:** Process Street is a process management solution that is designed for all classes of businesses - small, medium and large. it is easy to use and more importantly, there are templates you can leverage to standardize your processes and integration to several applications through zapier, allowing you to have your business applications integrated. **What problems is Process Street solving and how is that benefiting you?** PROCESS DOCUMENTATION AND AUTOMATION. MAKES OUR PROCESS EFFICIENT AND GO DIGITAL ### 10. A flexible no-code tool to build the processes of your dreams **Rating:** 5.0/5.0 stars **Reviewed by:** Maddy F. | SEO Content Strategist & Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2022 **What do you like best about Process Street?** Process Street is infinitely more customizable than the best project management tool. It doesn't force you into a box—it empowers you to build workflows that fit your unique/exact needs. It is simple but powerful. It is easy to onboard new users without having to explain a lot about the tool. **What do you dislike about Process Street?** There are small tweaks I've suggested to make the tool even more useful (at least for my purposes) and the Process Street team has acknowledged all of them and I feel confident that my requests will eventually be incorporated in the tool. **What problems is Process Street solving and how is that benefiting you?** I use Process Street because I couldn't find everything I need in any popular project management tools. They're built according to their founders' idea of the ideal project management situation. They work for mass needs but not specialized workflows that depend on nuance to move the ball forward without wasting effort. Process Street allows me to loop in relevant parties on a need-to-know basis so they're not confused or waiting for the right time to jump in. ### 11. Easy to use, no-code process manager. Highly recommend. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicholas L. | License Maintenance & Compliance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Process Street?** Intuitive, no-code application for building repeatable workflows and documenting your business processes. Includes robust conditional logic ("if this, then do that") and has a really clean, uncluttered interface. Highly recommend to any business trying to standardize process and enforce better quality control. **What do you dislike about Process Street?** It would be great if you could build automations around the answers to questions in the workflow steps, but otherwise, this is a great application. Some sort of tree representation of conditional logic could be helpful, instead of the current list of "if > then" statements. **What problems is Process Street solving and how is that benefiting you?** Ensuring that business processes are always executed the same way, so that no steps (regardless of how uncommon) are forgotten. Also, improving data quality by standardizing process. ### 12. Helps us be way more efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Linda K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Process Street?** Process Street helps us be more efficient and to ensure that we don't miss critical steps. There are so many automations, and the ability to recall data from earlier in the checklist makes it incredibly powerful. **What do you dislike about Process Street?** I wish that it wasn't so expensive per user. The "guest user" is a helpful feature to keep costs down, but to unlock all of the full automation potential, we really want all of our team members to be paid members, and that's a bit prohibitive since our business is small and most of our team members only work part-time. **What problems is Process Street solving and how is that benefiting you?** Process Street helps us to not just document our processes but actually USE the process regularly. It's incredibly helpful to have all of the information organized in one place. We also use it to keep track of repetitive tasks and to assign everything automatically to the right team member. ### 13. Really nice! **Rating:** 5.0/5.0 stars **Reviewed by:** Maximilian B. | System Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** -Great solution for process management!! **What do you dislike about Process Street?** -Creating Backups is really annoying and could use a rework **What problems is Process Street solving and how is that benefiting you?** -It helps creating workflows for repeating tasks -Workflows can be executed by everyone ### 14. Good for Process, but not Project Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** Being able to make a process from beginning to end. Have that process notify you when a task is assigned to you. Email alerts. **What do you dislike about Process Street?** It's not really as freeform as Notion...but it's also not as intimidating. The inability to have it integrate with other platforms...wish it integrated with OneDrive! **What problems is Process Street solving and how is that benefiting you?** It enabled us to organize workflows/processes and get alerts, so things don't fall through the cracks! ### 15. We replaced a $5k per month project manager with Process Street **Rating:** 5.0/5.0 stars **Reviewed by:** Jake J. | Vice President, Podcast Production, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2022 **What do you like best about Process Street?** Process Street is an amazingly and well thought out system. It's different than "project management". It's a system to use when you are going to have repeatable systems that are operated over and over again. Process Street has completely revolutionized our business and enabled us to output a much higher capacity of work with a lower headcount. **What do you dislike about Process Street?** As a power user of the system, I always have my few small things that I nitpick. One challenge that I have is that our team sometimes accidentally creates a typo in the email address when assigning a guest. Process Street then creates a new guest user (no charge for this) and basically we assigned a task to a no-one because we made a typo. I've contacted their support about this and hope they fix it soon as they fixed many of my other requests already. **Recommendations to others considering Process Street:** It's amazing. There is a decently steep learning curve to get started. But you really only need the "Process Creator" to have a steep learning curve. It's super easy for all other users! **What problems is Process Street solving and how is that benefiting you?** We have 150+ podcast episodes in production at any given time. There are 7-8 people who touch every episode ranging from audio editors, producers, writers, designers, video editors, QA... Process Street lets us run all of these so every part of the task just hands off to the next person in line. We produce 45+ podcasts and have 3 managers overseeing all of these episodes because the software does so much of the heavy lifting. ### 16. It is a good tool to track a process **Rating:** 5.0/5.0 stars **Reviewed by:** Ovarlyn T. | Salesforce administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** the organized way that it has to carry on process. **What do you dislike about Process Street?** the interface is a little bit confusing as a new user. **What problems is Process Street solving and how is that benefiting you?** Time managing when following steps. ### 17. Focused, no-frills process creation **Rating:** 4.5/5.0 stars **Reviewed by:** Gabe R. | Director of Creative Services, Co-Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Process Street?** In many ways, it seems Process Street has adopted a less-is-more approach to the offering, and I couldn't be happier with that. Not only is the interface clean and uncluttered there aren't many (if any) extraneous tools or features. There's a sense they've planted a flag on the grounds of doing one thing well rather than trying to "do it all" with mediocrity. Mix this philosophy with top-notch customer service and relatively robust Zapier integration, and you've got a product with some real staying power. **What do you dislike about Process Street?** Despite the tool's simplicity, if you're new workflow creation, you may still find the learning curve steep-ish for creating genuinely effective workflows. If I could do it over, rather than jumping straight in, I'd have absorbed the tutorials, utilized templates, and taken our CSM up on the offer of training. **What problems is Process Street solving and how is that benefiting you?** We're a business that prides itself on leveraging consistency and repeatability of task-oriented work into making space for creativity. Offloading the job of remembering how, why, and when to do a thing ensures our partners get the best we have to offer. Thanks to Process Street, that's a reality for us. ### 18. I use it as our company's SOP and it is easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** That I can write the procedural steps of tasks and also make folders by department or monthly tasks. **What do you dislike about Process Street?** I can't think of something I don't like, other than the ability to take screen shots and paste them there. **What problems is Process Street solving and how is that benefiting you?** It gives everyone that needs access to the steps on how to do things with an easy way to update when necessary. ### 19. Process Street keeps our entire company organized **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff M. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Process Street?** I like that it offers step by step process creation. It has so much customization that almost any amount of project management can be done within it. It is way better for us than the previous tool we were using. **What do you dislike about Process Street?** Because there is so much customization available, it can be daunting to get things set up properly. Also, if you have to update workflows, it can be strange with previous workflows created and how those are altered... especially if there are integrations involved. **Recommendations to others considering Process Street:** Process Street is a wonderful tool if you have multi-step processes running. Spend some time getting used to the features. It can seem daunting at first, but knowing what tools you have at hand help in getting workflows to run easily and smoothly. **What problems is Process Street solving and how is that benefiting you?** We originally used Asana for task assignment. With Process Street, it fills all the gaps that Asana couldn't. We could actually create a full process and have our company work thorough the process step by step rather than just assigning the next person once they finished. It keeps our entire company organized. ### 20. This Tool Transformed My Freelance Business **Rating:** 4.5/5.0 stars **Reviewed by:** Stephen J. | Full Stack Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Process Street?** I love how easy Process Street is to use, even for my remote assistant. Processes are not only easy to create in this tool, they also flow nicely when it comes to executing them. This has been a huge time (and brainpower) saver for my marketing agency! **What do you dislike about Process Street?** The only thing I would like to see improved upon is the scheduling screen. I think scheduled processes could be visualized better, but what is currently offered is still good. **What problems is Process Street solving and how is that benefiting you?** Since many demands are put on my small agency, there are a lot of tasks I have to juggle for clients' marketing needs. Process Street allows me to execute these important tasks with very little human error and extreme consistency. It basically acts as a smart assistant with some accountability. In other words, stuff gets done well, on time, and with little pressure. ### 21. Super easy to work with, cuts down a lot of time for following up. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Process Street?** It is very user friendly and it helps keep tabs on items that need to be done by a certain deadline. **What do you dislike about Process Street?** I don't have anything that I would say I dislike. **What problems is Process Street solving and how is that benefiting you?** We use Process Street to help keep track of weekly tasks and this is how I keep on top of my workload. ### 22. Simplified Our Project Onboarding Process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2023 **What do you like best about Process Street?** Ease of use, workflows, and email notifications. **What do you dislike about Process Street?** I don't have any complaints. If anything, sometimes I may add a comment to a step and forget to hit submit to post the comment. **What problems is Process Street solving and how is that benefiting you?** Process Street solved the problem we were having with delays in onboarding which delayed start/completion of projects. ### 23. Power Tool for Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Lety R. | Tax Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Process Street?** Process street has been extremely helpful in managing our client list and projects. We use it in conjunction with another software to get real-time data. It even integrates with Slack, which has been helpful. **What do you dislike about Process Street?** At the moment, there is nothing I dislike. **What problems is Process Street solving and how is that benefiting you?** Client management and syncing data from different teams. ### 24. Easy to Follow Checklists **Rating:** 5.0/5.0 stars **Reviewed by:** Niki F. | Elementary School Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** I have used Process Street from the side of downloading checklists from a leader in my industry. It has been so easy to replicate his processes. I can make easily see my progress and make it my own. **What do you dislike about Process Street?** Sometimes I end up with more than one copy of the same checklist. I'm sure this is a user error but it is annoying. **Recommendations to others considering Process Street:** This is a great place to create SOPs for your business in an easy-to-follow format. **What problems is Process Street solving and how is that benefiting you?** Easy to follow a given process instead of reinventing the wheel. ### 25. Easy and clear **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Organized and can assign tasks to various users. i like that certain fields are only displayed if certain conditions are met. **What do you dislike about Process Street?** I don't really have any downsides or anything that i dislike. sometimes finding completed workflows can be tedious. **What problems is Process Street solving and how is that benefiting you?** organizing workflows/checklists for kicking off each one of my projects. this has kept me organized. ### 26. Excellent Customer Service **Rating:** 5.0/5.0 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?** Process street has some of the best customer service I've experienced in the industry. Their team is very knowledgeable and responsive to inquiries from the team. **What do you dislike about Process Street?** Would love to see greater ability for nesting/template management within the platform. **What problems is Process Street solving and how is that benefiting you?** It's a really great process management tool, especially if you want that finished/branding look for clients. ### 27. Great value for the cost **Rating:** 4.0/5.0 stars **Reviewed by:** John C. | Managing Director, Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2022 **What do you like best about Process Street?** We were able to create a sophisticated online form with conditional logic and decent field editing capabiliities for a low cost. **What do you dislike about Process Street?** True developer tools such as the ability to reuse option set values across multiple fields are still not available, so if you reuse option set fields with similar possible values, the option sets need to be re-entered for each field. **What problems is Process Street solving and how is that benefiting you?** We wanted an online internet-accessible sophisticated form to be available for any organization to complete via a persistent, secure link. ### 28. Perfect to keep my checklist for real estate transactions organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Process Street?** I like that I can create all different kinds of checklist depending on the type of transaction I am doing. Keeps me organized **What do you dislike about Process Street?** There isnt much I dislike about Process Street. **What problems is Process Street solving and how is that benefiting you?** working with several transactions at one time, I need to keep everything straight and organized. Process Street helps me do that. ### 29. Process.st - Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** The ease of creating processes. Mandatory fields. **What do you dislike about Process Street?** The inability to move tasks up or down when creating subtasks. **What problems is Process Street solving and how is that benefiting you?** Tracking HR tasks and onboarding processes. Admin to-dos. Projects. The ease of creating workflows has kept us on track and eliminated misses. It also helps us to see what is needed and not needed. ### 30. Process Street Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** The website is easy to use and loads quickly. **What do you dislike about Process Street?** Nothing that I can think of. I have not had any bad experiences. **What problems is Process Street solving and how is that benefiting you?** We provide customers with a form so they can give us information about their business. We take this information and create solutions that will help their business. ### 31. Easy to use to automate your processes **Rating:** 5.0/5.0 stars **Reviewed by:** Jose Enrique A. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** I like being able to have everything organized through folders and pages. Additionally, the power to delegate functionalities to each member of my team. **What do you dislike about Process Street?** I would love for them to have an application for android since I am usually away from my PC and it is difficult for me to manage it from my phone. **What problems is Process Street solving and how is that benefiting you?** When you want to scale your business, one of the problems you face is automation, in that sense, Process Street helps me to be able to automate everything and be more agile. ### 32. sometimes irritating **Rating:** 0.5/5.0 stars **Reviewed by:** Shannon A. | financial advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** it helps for new employees. helps map out steps involved for whatever task they need to do. helps keep track that all tasks were completed **What do you dislike about Process Street?** Files get jumbled when syncing it with another platform; not an accurate representation of the number of tasks that need to be done **Recommendations to others considering Process Street:** works best if you don't integrate it with another crm platform **What problems is Process Street solving and how is that benefiting you?** it only helps with new employees learning the steps involved for their tasks. quick reference for a client file, all documents kept in their tab ### 33. Onboarding clients have never been easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2022 **What do you like best about Process Street?** They have easy automation workflows, templates that are readily available to use, very nice professional interface that creates really good brand impression, and one-click share access to stakeholders. **What do you dislike about Process Street?** our plan has a limitation to only 4 workflows. I understand that better features come with a price so it's not really something I would say negative about. I just need to play more on the platform to improve my onboarding checklists. **What problems is Process Street solving and how is that benefiting you?** Process St allows me to have a seamless onboarding process for our new client. The simple interface lets me create structured documents in seconds. It also creates a very elegant look to our onboarding checklist which gives us a good impression to our clients and increasing their confidence in our services. ### 34. small business B2B professional services helper **Rating:** 4.0/5.0 stars **Reviewed by:** Łukasz B. | manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2022 **What do you like best about Process Street?** easiness of creating process instructions; flexibility with changes ; ability to share with third party ( clients; coworkers - even with no account ) **What do you dislike about Process Street?** more task/ project management features would be handy - cross reports; bulk actions on reports **What problems is Process Street solving and how is that benefiting you?** having one shared, active action plan with clients - (even when they do not have PS account ) ### 35. Keeps me on track! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** I like how Process Street streamlines our procedures and makes sure nothing gets missed. **What do you dislike about Process Street?** Process Street does exactly what we need it to - no negatives **What problems is Process Street solving and how is that benefiting you?** With so many steps to our processes, it's very easy to miss things. Process Street makes sure nothing falls through the cracks. ### 36. A software that makes processes simple **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan M. | Customer support, leasing agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **What do you like best about Process Street?** I love how all your processes can be run as checklists and collaborative workflows, and it is managed and stored securely, only team members can see the progress. You can also assign checklists to anyone in your team and you will be able to keep track of the process. Everyone can collaborate on all processes from any place on all devices, you have the ability to share templates with clients and guests, privately. You can collect data and automate your tasks with form fields and transfer data to and from other applications with all the integrations you can have with this software. **What do you dislike about Process Street?** I could say that the only issue I can find is that when you are assigned to a task or checklist you receive an email and that email doesn't always take you to the task you were assigned to. Some Items might not be visible at times, I feel like there could be a few things that can improve. Aside from that, I guess we love the way Process Street makes things easier for every team member. Another thing is that sometimes you don't get notified of a new task and that can cause a delay in the process. **Recommendations to others considering Process Street:** I can fully recommend making use of all the features this software offers. Make sure to communicate your ideas and train your team by adding visual and audio aids. Add attached media to your documents, including images, videos, and files. Make managing the permissions of multiple users at once a breeze with groups. Manage multiple organizations and teams. Control who can edit documents and complete checklists. It will change the way you see the process making, you can manage permissions of multiple users at once. **What problems is Process Street solving and how is that benefiting you?** Before Process Street, we didn't have a process to help us keep things in order. Now, we are in control of our processes and there is not a single thing that gets out of control as long as you follow the instructions that were established for you. It´s incredibly easy to follow the progress of tasks and collaborate with your team, there is nothing that you can forget to do with Process Street. The simple interface allows you to create and assign structured documents that can be in the form of a checklist in seconds. Intuitive keyboard shortcuts and drag and drop make it easy to use. ### 37. Helpful Tool for Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** It's super simple to change any task to fit any need for business! **What do you dislike about Process Street?** It is sometimes difficult to have auto population of a specific piece of data from one task to another. **What problems is Process Street solving and how is that benefiting you?** It's helping to automate many processes, so that there is no steps missed! ### 38. Super helpful software! **Rating:** 5.0/5.0 stars **Reviewed by:** NexMark S. | Project Coordinator & Support Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2022 **What do you like best about Process Street?** It's easy to learn with sufficient & valuable features. Useful for maintenance & functionality checklists, website launch checklists, and instruction guides. **What do you dislike about Process Street?** Not being able to multi-select checklist items in edits and copy/paste them in multiple sections, you have to select and copy each one by one which is time-consuming. **What problems is Process Street solving and how is that benefiting you?** Having a great manual instruction checklist for all team members. ### 39. Does what it says on the tin! **Rating:** 4.0/5.0 stars **Reviewed by:** Eric L. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** It is very straight forward to use! It helps us organize our workflows. **What do you dislike about Process Street?** Ideally, there could be some more sophistication in connecting to other systems **What problems is Process Street solving and how is that benefiting you?** We are a start-up and it is helpful to have a baseline of what to do for continuity purposes ### 40. PM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Process Street?** Ability to reference former flows, easily able to naviagte, etc... **What do you dislike about Process Street?** Not applicable - I like everything so far, as mentioned in the above. **What problems is Process Street solving and how is that benefiting you?** Not sure- but I am able to use it for my job, so it benefits me there. ### 41. Great for focusing on tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2022 **What do you like best about Process Street?** Great for focusing on tasks that can easily be forgotten due to the busyness of the day. **What do you dislike about Process Street?** Not much to dislike because it keeps us focused. **What problems is Process Street solving and how is that benefiting you?** Helping us to keep tasks at hand and not fall through the cracks, so to speak. ### 42. Process St. helps our team SO MUCH **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Process Street?** We love the collaborative aspect, when some of our team our out of the office, others can check account status and update clients or colleagues as needed. We use Process St. checklists several times throughout each work day. **What do you dislike about Process Street?** I wish there were more formatting options for within checklists, we have several "sub checks" and task reminders that are conditional but need to be considered every time that are hard to clearly display within our current formatting limitations. **What problems is Process Street solving and how is that benefiting you?** We have a very detailed and long process for each of our sales coordinators from outbound marketing through process evaluation with each client and having 1-3 workflow checklists per client is essential for us to ensure every step is completed. ### 43. Process Street Review **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley C. | Onboarding manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Process Street?** The ability to manage and track our processes through task lists to ensure that everything is complete and that our clients are satisfied **What do you dislike about Process Street?** It can be difficult to navigate at first, especially in regards to setting up conditional logic. However, the support team is very helpful **What problems is Process Street solving and how is that benefiting you?** Process street solves the need to track where each process is on the path to completion. This allows our staff to be more efficient in other areas of their jobs ### 44. Super userfull and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Reports and checklist creation processes are pretty easy to create and allow you to be creative with the look **What do you dislike about Process Street?** The only thing i find uneasy is the limitation on reviewing schedules assigned **What problems is Process Street solving and how is that benefiting you?** guidelines created and steps to follow withing the company process. ### 45. Really good tool for process-driven teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Process Street?** Process Street is one of those tools that sounds boring but is transformative. It does one thing well -- stores processes for our team in a way where we can "run" checklists as needed, in a trackable, editable, thorough way. And schedule them and trigger them via zapier. Our whole business runs on Process Street. **What do you dislike about Process Street?** Nothing in particular comes to mind. I wish I didn't have to pay for separate tool to do Basecamp-type stuff vs Process Street stuff but it is what it is. **What problems is Process Street solving and how is that benefiting you?** The issue is having editable, systematized checklists for our team that can be run at different times for different customers. We would definitely drop balls or let things fall through the cracks otherwise. ### 46. Process St. Property management business **Rating:** 4.5/5.0 stars **Reviewed by:** Myroslava C. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **What do you like best about Process Street?** Process St. is a great software to organize/complete daily tasks. It keeps everyone updated and it's easy to work with. I am not an admin, so I haven't had the full experience but I do recommend it. **What do you dislike about Process Street?** Since I am not an admin, I can't edit the workflows so it is difficult to add more details when it's needed, so it's necessary to use additional apps to add those details. **Recommendations to others considering Process Street:** I recommend having a meeting to go through the process with all team members together to solve any questions they may have. Also, the app it's complicated to work with. it doesn't show all the workflows or the different categories for processes. **What problems is Process Street solving and how is that benefiting you?** I work in a property management company and we follow processes, so Process St. helps us to track every step we need to follow to complete each process, it keeps each one of us updated and let us know when a process is close to overdue ### 47. Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Platform Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2022 **What do you like best about Process Street?** The platform is very intuitive and easy to use across not only individual teams but the whole company. I use this software daily to remind myself of little steps that should always be taken with certain data pulls. **What do you dislike about Process Street?** The only downside I can think of is when you're editing some of the processes, I wish that it would be a bit more intuitive where all the editing tools are. Its not very easily labeled in that sense. **What problems is Process Street solving and how is that benefiting you?** It is centralizing all processes easily found in one place by all people. It also makes it very easy to track and follow with necessary integrations making onboarding and other tasks very easy. ### 48. I think it is a great product but not for legal cases. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** I wouldn't know as it isn't set up correctly or doesn't really apply to legal cases. **What do you dislike about Process Street?** There are no variables hearing can have different outcomes and it wasn't customized to adapt that. **What problems is Process Street solving and how is that benefiting you?** It is not unfortunately ### 49. The user interface is easy to understand and there are plenty of well designed templates. **Rating:** 5.0/5.0 stars **Reviewed by:** Sonya R. | Small Business Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** An easy-to-understand platform. with templates to help you get started. **What do you dislike about Process Street?** Some aspects are a bit too complicated for a one-person business. **What problems is Process Street solving and how is that benefiting you?** Creating the right processes that make sense can be convoluted. Process Street makes it easy. ### 50. A powerful tool yet extremly user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Marian P. | Operations Sensei, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2020 **What do you like best about Process Street?** User interface is very clean and intuitive. Powerful features that enable you to organise and automate work for the entire company **What do you dislike about Process Street?** Lack of conditional logic visualization. **Recommendations to others considering Process Street:** Start by making the first workflow about standardizing the structure, language of all workflows and content. Empower your users to build workflows by themselves while asking them to follow a standard format. **What problems is Process Street solving and how is that benefiting you?** I use process street as a hub for all working procedures, job descriptions and to organise company knowledge. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-05+04%3A18%3A51+-0500&secure%5Bsession_id%5D=08c0b454-6280-4b8d-bff5-1d4e673c859b&secure%5Btoken%5D=22ef467a30d6f849a1135cc5afeb5d4537f4917a06fa23b13f0d175c76ccbd92&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 (12,411 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)