Process Street Review 2024: Best Checklist, Workflow, and SOP Software?

Do you need help with business processes? 

You probably need a system to streamline and standardize those processes! But you don’t want one that’s overly complicated or expensive.

Process Street is the answer – it gives non-technical users the power to quickly create complex workflows and checklists. Plus, you don’t need any coding skills.

And best of all, Process Street’s range of functionalities ensures teams can build custom solutions at an unbeatable cost. 

With advanced features like conditional logic, automated notifications, assigned tasks, and more in place – Process Street makes things easier for businesses across industries! 

Keep reading this Process Street review to discover why it is one of the best workflow software solutions available today!

Try out a free trial today and experience Process Street for yourself!

Process Street Pros & Cons

Process Street offers a robust set of tools to manage workflows and document SOPs. The cost is reasonable considering the features provided and the potential improvement it can bring to your team’s productivity.

However, as with any tool, it’s essential to consider your specific needs and circumstances before deciding.

Process Street Pros

• Streamlined Team Collaboration: Process Street allows your team to work seamlessly together. With active checklists that can be shared among all team members, everyone stays on the same page, ensuring efficient task management. I have found that this feature has significantly reduced miscommunication and enhanced productivity.
• Conditional Logic for Customized Workflow: With Process Street, you can tailor your workflows to suit your needs using conditional logic. This means your checklists can adapt and change based on the inputs or actions that occur, providing a personalized experience.
• Cost-Effective Solution: Process Street offers an excellent balance between cost and functionality. Even the free plan of Process Street provides access to various features that can significantly improve your workflow management. I have found that upgrading to a paid plan offers even more capabilities, offering excellent value for money.

Process Street Cons

• Limited Features in Free Version: While the Process Street free plan is quite comprehensive, you may want to pay if your needs are complex. Some features are only available in the paid versions. For example, you need to upgrade for stop tasks, which prevents users from progressing until they complete certain tasks.
• Learning Curve: Process Street is packed with features, and this can make it a bit challenging to get the hang of initially. I recommend investing some time in understanding how to utilize all the checklists, track progress best, and implement conditional logic.
• Dependence on Internet Connection: Process Street requires a steady Internet connection as it is a cloud-based platform. If you or your team have unreliable internet access, this could hinder your ability to access your checklists and workflows and get your work done.

Quick Verdict – Is Process Street Worth the Money?

So, you’ve heard about Process Street and wondered if it’s worth the investment?

Well, after using this platform extensively with my team, I can confidently say absolutely yes!

I have found Process Street to be a real game-changer for managing our tasks and processes. It’s like having an extra pair of hands to keep everything organized.

Let me ease your mind if you’re worried it might be too complicated. The user-friendly interface is so easy to navigate, so it makes task management a breeze.

Their customer support has been there for us whenever we’ve needed help, and the platform itself? It’s been nothing short of a revelation. It’s completely transformed how we handle our daily tasks and long-term projects, making us more efficient and organized. 

The price tag might make you hesitate, especially if you run a small business.

But think about this: How much is your time worth? Because Process Street will save you hours on project management.

And the productivity boost for your team? Priceless.

If there’s one criticism, the free plan has limited features. But when you see how much the paid version has to offer, this becomes a minor hiccup.

So, if you’re looking to supercharge your team’s productivity, keep track of progress, and streamline your processes, take the leap and try Process Street.

I promise you, from my experience, it’s worth giving a shot.

Who is Process Street for?

As someone relying on Process Street for my team’s workflow management, I’ve found it invaluable for certain types of users. However, it might not be the perfect fit for everyone. Let’s break it down:

You’ll love Process Street if

• You’re involved in employee or client onboarding: Process Street has made our onboarding processes easy. You can create detailed checklists for every process step, ensuring nothing is missed, and new hires or customers have a smooth transition.
• You manage multiple tasks or projects: If you often juggle many tasks or manage various projects, Process Street will be your new best friend. The platform allows you to track progress, manage tasks, and ensure everything is under control.
• You handle support requests: For those dealing with customer support, Process Street’s workflow automation features can streamline your workflow. For example, you can create systems to manage and track support requests, addressing every customer query promptly.

You won’t love Process Street if

• You prefer offline work: Process Street requires an internet connection as a cloud-based platform. If you or your team frequently work in unreliable or no internet areas, this could hinder your ability to complete tasks and access your workflows.
• You’re looking for a free tool: While Process Street does offer a free version, it’s relatively limited. You might be disappointed if you’re hoping to fully use all its features without spending a dime.
• You want instant mastery: There’s a learning curve for getting the most out of Process Street. It might not fit you if you’re unwilling to invest some time in learning the system and setting up your processes.

What is Process Street?

Process Street is a powerful, easy-to-use tool for managing your team’s recurring checklists and procedures. It’s designed to help businesses create, track, and optimize their workflow processes.

What is the key benefit of having Process Street in your business?

The real charm of Process Street lies in its ability to simplify complex tasks. It provides a visual way to organize your team’s workflows, creating and managing tasks super easy.

Plus, it allows for seamless integration with other apps, which means you can automate tasks and save time.

How does Process Street work?

With Process Street, you can create and customize templates for any process or checklist your team needs to follow. Your team members can then use these templates to complete their tasks while providing feedback.

It’s like having a digital project manager who controls everything and ensures all tasks are timely.

How is it different from competitors?

Its user-friendly interface and powerful functionality set Process Street apart from its competitors. Process Street reviews consistently highlight its ease of use, even for non-technical users. 

Additionally, it offers robust security measures to protect your company’s data and documents. It provides extensive training and support for all users. The platform is also highly customizable, meaning it can be tailored to fit the specific needs of your business, regardless of its size – from small teams to large enterprises.

In short, if you’re looking for a tool to help streamline your business process automation and boost productivity, Process Street is definitely worth considering. I’ve found it invaluable to my team, and many Process Street reviews would agree.

Reasons I Recommend Process Street to Everyone

As someone who has used Process Street extensively, I highly recommend it. Here are my top three reasons why:

#1) User-Friendly Interface

Process Street is incredibly user-friendly. You’ll find it easy to navigate and use even if you’re not tech-savvy. This means that your entire team, regardless of their technical abilities, can easily create, manage, and complete tasks.

Everything is straightforward and well-explained, from creating templates to integrating with other apps. My team could get up and running quickly, with some training required.

#2) Powerful Integration Capabilities

One of the standout features of Process Street is its ability to integrate seamlessly with other apps. This allows for automation of tasks, saving you time and effort.

Numerous Process Street reviews highlight its powerful integration capabilities, particularly with Zapier, which opens up a world of automation possibilities. For more information on Zapier, check out our review here.

We’ve streamlined our workflows significantly by integrating Process Street with our CRM and customer support tools. It’s been a game-changer for our efficiency and productivity.

#3) Robust Security Measures

Security is paramount when dealing with sensitive business data and documents. Process Street offers robust security measures to keep your information safe.

Process Street’s commitment to security is well-documented on its website, and it’s something the company takes seriously.

We’ve trusted Process Street with our data, knowing that they prioritize security. It’s given us peace of mind and allowed us to focus on our tasks without worrying about potential data breaches.

Process Street offers a user-friendly platform, powerful integration capabilities, and robust security measures. These elements combined make it an invaluable tool for any team looking to streamline their processes and boost productivity. It’s certainly been a game-changer for us!

What You Might Not Like About Process Street

While Process Street has been a great asset for my team, there are a couple of aspects that some users might find less appealing. Here’s what you might not like:

#1) Limited Free Version

If you hope to use Process Street extensively without investing money, you might be disappointed. The basic plan is quite limited, and to unlock the platform’s full potential, you’ll need to opt for one of the paid plans.

This limitation is clearly outlined on the Process Street pricing page, and several Process Street reviews have also mentioned this.

While we found the investment in the paid version worthwhile for our business needs. This could be a downside for smaller teams or individual users with tight budgets.

#2) Requires Time to Master

Process Street is packed with features and capabilities, so it can take time to fully understand and make the most out of them. If you’re looking for a tool you can master instantly, Process Street might not be it.

While many Process Street reviews praise its user-friendly interface, a few mention the learning curve in fully understanding the platform.

It took us a couple of weeks to get completely comfortable with all the features and functionalities. However, once we did, it was smooth sailing from there. And the customer support was helpful throughout the process.

Despite these potential drawbacks, I still believe that Process Street is an excellent tool, especially for teams looking to streamline their operations and boost productivity.

The benefits far outweigh the cons, but it’s important to consider these points to ensure they fit your needs.

Process Street Pricing

Process Street is revolutionizing team workflow management. The company provides a discounted Pro plan for entrepreneurs at $100 per month, simplifying team onboarding with access to 5000 data set records.

Want more? In the Pro level, the Process Street cost is $415 per month and includes up to 12,500 records.

If you want to go all out, the Enterprise Process Street cost is $1,660 per month and offers unlimited features. It paves the way for growth and goal attainment in larger organizations requiring customizable solutions. 

Process Street: Key Features Breakdown

Let’s dive into Process Street’s key features, making it an incredible tool for businesses.

Checklist Templates for Task & Business Processes

Process Street allows you to create and customize templates for any recurring tasks or processes. You can add form fields, set due dates, assign specific tasks to team members, and more.

The customizability of these checklist templates is impressive. You can tailor them to fit your needs, making it easy to standardize processes across your team.

I found the checklist templates to be a game-changer for our team. It allowed us to establish clear, repeatable workflows, significantly improving our efficiency and consistency.

Employee Onboarding

Process Street provides a robust platform for employee onboarding. You can create comprehensive checklists covering all aspects of the onboarding process, ensuring that new users are well-integrated into your team.

The platform allows you to automate parts of the onboarding process, saving you a lot of time and ensuring that nothing falls through the cracks.

We’ve used Process Street for onboarding several new team members, and it’s been a smooth and efficient process. When you create automated reminders and assign tasks, no one in your business will miss any critical steps.

Customer Support

With Process Street, customer support is more than just an afterthought. They offer extensive resources like guides, tutorials, and a responsive support team to help users get the most out of the platform.

The level of support provided by Process Street sets them apart. Whether on the basic plan or an enterprise-level package, you’ll receive prompt and helpful assistance when needed.

I’ve had a few interactions with the Process Street team, and each time, they’ve been responsive, professional, and incredibly helpful. This level of support is something I genuinely appreciate.

Automations

Process Street has incredible automation capabilities. You can easily set up triggers and rules that will automatically update tasks and projects without you having to manually intervene. This can help save time, energy, and frustration as it helps to ensure everything runs smoothly while eliminating the risk of missing any important steps.

When using these automations, you can use conditional logic to have full control over how they are set up and configured. There are ready-made automations available in the app, but you can also customize them to suit your workflow. This allows you to ensure that each task and project is handled according to your specific needs and preferences.

Overall, Process Street has been a great tool for creating and streamlining my workflows. Process Street’s automation features have been a lifesaver for our team. I have automated several repetitive tasks, freeing our team members to focus more on strategic initiatives.

Integrations

Process Street’s integration capabilities allow you to connect the platform with other tools your business uses. Process Street integrates with popular applications like Slack, Gmail, and Dropbox, to name a few.  

Plus, the Zapier integration allows you to connect Process Street with hundreds more applications.

Integrations enable you to improve your existing workflows by connecting them with each other. Also, this feature lets you quickly send and receive data between Process Street and other tools without leaving the platform.

Reporting and Tracking

Process Street provides comprehensive reporting and tracking features. You can monitor the progress of tasks, keep track of deadlines, and get an overview of your team’s productivity.

Having this data at your fingertips helps you make informed decisions about resource allocation, identify bottlenecks, and improve efficiency.

The reporting and tracking features have given us incredible insights into our team’s performance. It’s helped us identify areas to improve and ensure that our projects stay on track.

User Permissions and Control

Process Street allows you to set granular user permissions, giving you control over who can view and edit documents, checklists, and templates.

This feature ensures that sensitive information is only accessible to those who need it and reduces the risk of accidental changes or deletions.

The user permissions and control feature helps manage access to various documents and processes. Knowing that our critical data is secure has given us peace of mind.

Overall, Process Street is a comprehensive solution for managing and automating processes. Its robust features and excellent customer support make it a worthy investment for businesses seeking to improve efficiency and productivity.

FAQs about Process Street

What Happens When I Publish My Workflow?

When you publish a workflow in Process Street, it becomes available for use by your team. Any changes you made in the draft version will be updated in the live version.

However, any active tasks or checklists running on the old version won’t be affected; they’ll continue to run on the older version until completed.

Can I Copy or Move Workflows Between Organizations?

Yes, Process Street allows you to copy or move workflows between different organizations within the platform. This is especially useful if you manage multiple teams or businesses and want to standardize processes.

Where Can I Find Past Webinars?

Process Street hosts a variety of webinars aimed at helping new users understand and make the most out of the platform. These webinars are found on their YouTube channel or in the ‘Resources’ section.

What is a Member?

A member of Process Street is a user with a paid seat. These individuals need regular access to the platform to finish tasks, manage workflows, or contribute to processes.

How Can I Contact Support?

Process Street’s support team is available 24×5 via chat or email. If you have any questions or need assistance, you can contact them through the ‘Support’ option in your dashboard.

Can I Integrate Process Street with Other Tools?

Absolutely! Process Street supports integration with over 1000+ apps via Zapier. This includes popular tools like Slack, Google Sheets, Salesforce, and more. You can automate data transfer between these apps and Process Street, making your workflows even more efficient.

Is Process Street Secure?

Yes, Process Street takes security seriously. They use industry-standard security measures, including SSL encryption, to protect your data. Plus, you have control over user permissions, deciding who has access to what.

Can I Try Process Street for Free?

Process Street does offer a limited free plan for users to try out the platform. It allows you to document and run checklists. Still, some advanced features like automation and reporting are only available in their paid plans.

Can I Customize the Checklists in Process Street?

Yes, one of the critical strengths of Process Street is the ability to customize your checklists fully. You can add, remove, or rearrange tasks, incorporate form fields, embed images or videos, and much more.

Final Verdict – To Buy Process Street or Not to Buy Process Street?

Having spent significant time using this tool and exploring Process Street reviews, you should definitely check it out!

The platform is incredibly user-friendly and versatile. Regardless of your skills, I’m sure that you’ll find it easy to navigate.

What I love most about Process Street is how it can automate workflows, making your work processes even more efficient. Plus, it seamlessly integrates with other apps, so you can do all your process work in one place!

Throughout this Process Street review, I’ve shared various features and benefits that stood out while using the tool. Its ability to handle complex workflows and supportive tutorials and instructions make the learning curve surprisingly smooth.

Now, some of you might be hesitant because of the cost.

But let me tell you, the efficiency and productivity that Process Street brings to your team are worth every penny.

And if you’re still unsure, a limited-free plan lets you try before you buy.

So, here’s my final word: If you’re struggling with creating and managing your processes, and you need a tool that enhances productivity and collaboration, give Process Street a shot. You won’t regret it.

But if you’re still unsure, I end this Process Street review by giving you some alternatives to consider.

Process Street Alternatives

If $100-$1660 per month is too much for you to stomach right now, or you need a different solution, you should check out one of these alternatives.

#1) Trainual

Trainual is particularly well-suited for small to medium-sized businesses that need a straightforward, easy-to-use platform for documenting their processes and procedures. It offers features like step-by-step training modules and automated role assignments, which are fantastic for onboarding new team members.

Process Street can seem like nothing more than a complicated and glorified checklist. Instead, with Trainual, you don’t just assign tasks to your team, you educate them on how to complete tasks the right way. This ensures that the job is always done correctly.

#2) Kissflow

Another alternative is Kissflow, a cloud-based workflow management solution. Kissflow stands out for its visually appealing interface and drag-and-drop process designing feature, making it a hit among those who prefer a more visual approach to workflow management.

Unlike Process Street, Kissflow also offers project management features, making it a two-in-one solution for businesses looking to streamline their processes and manage projects within the same platform.

However, based on user reviews, Kissflow’s customer support doesn’t quite match up to the responsive and supportive service provided by Process Street. If customer support is a priority for you, Process Street might be a better choice.

#3) Pipefy

Pipefy is another excellent alternative, mainly known for its robust customization options. Pipefy’s flexibility can be a significant advantage if you have specific needs or unique processes.

While Process Street excels in simplicity and ease of use, Pipefy offers more advanced features, such as conditional logic and event-based triggers. This makes it better suited for larger businesses or those with more complex workflow needs.

One downside to Pipefy, though, is its steeper learning curve. Unlike Process Street, which is praised for its user-friendly interface and straightforward setup, Pipefy may take some time to master.