--- title: Process Street Reviews meta_title: 'Process Street Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 463 reviews by the users' company size, role or industry to find out how Process Street works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 463 scale: '5' date_modified: '2026-07-12' 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. Great tool for keeping up with your business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Vlad T. | Head Of Research And Development, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I like the multiple functionalities I can expect by combining process.st checklists with other software through Zapier. **What do you dislike about Process Street?** The templates could do with far more personalization. I hope the team introduces conditional logic inside templates soon. **Recommendations to others considering Process Street:** Make sure you make use of the integrations. **What problems is Process Street solving and how is that benefiting you?** Business automation and process documentation. Without process.st this would be much harder to implement. ### 2. Process St. Review **Rating:** 3.5/5.0 stars **Reviewed by:** Amanda R. | HR Coordinator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I like the checkbox feature and the ability to assign individual tasks to people with specific due dates. **What do you dislike about Process Street?** I dislike that I am not able to view all of my tasks from multiple checklists. I also would like sub tasks within the main tasks, not the sub checklists. **What problems is Process Street solving and how is that benefiting you?** New Hire Training, Client Offboarding/Onboarding, Employee Offboarding ### 3. Nice tool to to simplify your life **Rating:** 4.0/5.0 stars **Reviewed by:** Rémy M. | CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2017 **What do you like best about Process Street?** The way that you can assign process to people, and they know exactly what they have to do **What do you dislike about Process Street?** I had some trouble with exporting check box but this probleme has been solved and the team has been very presetn **What problems is Process Street solving and how is that benefiting you?** Small process and small remider to process has been place with process st ### 4. Excellent service that I use every day **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I use this every day to keep track of multiple concurrent projects. I can see the status of each at a glance, and I can see detailed instructions for each checklist item. Process Street is one of the most-used tools in my business. **What do you dislike about Process Street?** It can be slow to update, and doesn't have much customisation (e.g. using different colours to highlight specific checklists, or ordering the checklists in the order I want). **What problems is Process Street solving and how is that benefiting you?** Keeping track of multiple projects, more efficient processes, sharing project status with others. ### 5. A great way of making sure that every team member follows the standard operating procedures. **Rating:** 5.0/5.0 stars **Reviewed by:** Emir S. | IT Manager, Retail, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The simplicity with a short learning curve. **What do you dislike about Process Street?** Missing a native app for IOS and Android. **What problems is Process Street solving and how is that benefiting you?** A great way of ensuring the quality standards and perfection of every process is met by every team member. ### 6. NIce tool for making and complete task on time. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2017 **What do you like best about Process Street?** Mostly all features are good and east to setup **What do you dislike about Process Street?** Not yet. All features seems to be good and nothing to dislike yet. **What problems is Process Street solving and how is that benefiting you?** we are running all hiring and exit checklist ### 7. Easy to use, great features, always growing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** easy to learn UI, nice editing, editing your template makes changes to any current templates so you're not having to do changes one-by-one **What do you dislike about Process Street?** needs some additional features added, but they are always growing, more privacy settings would be great, being able to lock out certain areas **What problems is Process Street solving and how is that benefiting you?** everyone following the same steps on repeatable requests, clear visual of items left to do, accountability ### 8. Great option for training platform **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy L. | Sales Manager, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I like how I can track progress of new hires! **What do you dislike about Process Street?** Not being able to generate checklists in sequence for staff **What problems is Process Street solving and how is that benefiting you?** Cheap solution to training ### 9. It's become indispensible **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** The way in which it forces me to apply structure and order to our business processes **What do you dislike about Process Street?** Nothing springs to mind. It is a very simple and intuitive interface. **Recommendations to others considering Process Street:** Don't hesitate - go for it! **What problems is Process Street solving and how is that benefiting you?** We have most of our SOPs in Process St. Also processes for infrequent projects with multiple tasks which we would otherwise struggle to remember ### 10. So-So, hard to stay on track with tasks **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** I really like the flexibility of the processes themselves. **What do you dislike about Process Street?** I hate the due date process, tracking tasks that need to be completed. Process templates should set due dates based on other task completion dates (if applicable). Customizing the Overview (and SAVING the view) would be helpful as well. **What problems is Process Street solving and how is that benefiting you?** Consistency in our processes making it more scalable. ### 11. Financial, Accounting, Service Industries Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Flexibility is very important to me, and this app is very flexible. **What do you dislike about Process Street?** Report exporting. You need to spend a lot of time re-formatting. I would like to see professional designed reports, which would add a lot of customer value. **What problems is Process Street solving and how is that benefiting you?** Tax compliance, accounting processes. My clients are really, really happy. ### 12. Great guide! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Makes us communicate better and understand each other's tasks. **What do you dislike about Process Street?** Lack of options regarding how to include websites and opening other files. **What problems is Process Street solving and how is that benefiting you?** We optimized our shipping and collection process. We are now simplifying all processes making our jobs easier. ### 13. Improving business processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2017 **What do you like best about Process Street?** Easy to add content of any type; text, images, video etc **What do you dislike about Process Street?** Could do with more support videos and how to's **What problems is Process Street solving and how is that benefiting you?** Fine tuning all processes to be as efficient as possible. ## 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=41§ion=pricing&secure%5Bexpires_at%5D=2026-07-12+07%3A24%3A41+-0500&secure%5Bsession_id%5D=3c07aa97-748c-48bd-b588-777cf312e214&secure%5Btoken%5D=27ba94fd7c90f54bafdf47a6046ed3a4116018031cd25468ca4290cafae57f47&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 (12,510 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)