Process Street Review 2021 🥇Voted The #1 BPM Software (Process Street Reviews With Details, Pricing, & Features)

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Features
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Design Flows
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Free Trial available
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Stop tasks

Pros

  • Run multiple instances of the template as checklists
  • Track progress and collaborate with your team
  • Run processes as collaborative workflows
  • Daily and Weekly Tasks
  • Add Rich Content and Media
  • Add Accountability by Assigning Tasks
  • Custom Integrations
  • SAML-based Single Sign-On
  • Help site, blog, videos, & live chat - so you can access unlimited support 
  • Integrate with over 1000+ apps to automate tasks

Cons

  • More pricing options needed
  • Their free premade templates are only written in English

Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. Process Street offers very clean and pleasant interface. Integrate with over 1000+ apps to automate tasks & it is trusted by great companies like Airbnb, GAP & Spotify. You must try free version of Process Street to see how it work and you surely gonna love it.

Rating
Price:$ 19

In this post, we have shared Process Street Review that includes all detailed insights into Process Street.

Bottom Line Upfront: Process Street is a checklist and workflow software for business. It is basically a BPM (business process management) which lets you manage all the processes of your business along with that it has been rated #1 best BPM by GetApp and many others. If you want to manage your business process in a systematic way then Process Street is the best choice.

Thousands of companies including Salesforce, AstraZeneca, and Zillow use Process Street to power their processes. Process Street’s workflow automation software is amazingly flexible, powering processes ranging from a simple office cleaning checklist to a complex information security audit. And #ProcessStreet easily integrates with the software tools you already use. Try Process Street Now

Are you looking for an easy-to-use platform to document and manage your crucial business processes? 

Look no further than Process Street.  Process Street: Full Review

Process Street is a cloud-based, no-code business process management (BPM) platform that allows you to create, update, automate, and manage processes from any location and on any device. Check out this review to see why Process Street was voted the #1 best business process management software by GetApp and others. 

BPM -

Process Street Review: In A NutShell What does Process Street do?

Because Process Street is a zero-code business process management (BPM) platform that allows you to create and manage all your operational processes from one, central place. 

To get an overview of what Process Street is, take a quick look at this:

Organizational processes are like bones. Without them, mistakes get made, time gets wasted, costs escalate and your organization struggles to develop, grow, and survive. 

Process-Street - Overview

You need strong, dependable, and supportive structures in place to keep you and your team moving in the right direction, working on the right tasks, and achieving the right goals. 

But, managing all your organizational processes can be tricky. Keeping track of what needs to happen, when it needs to happen, and who needs to make it happen can often be time-consuming and stressful. 

That’s why you need a BPM tool like Process Street.  


How does Process Street work? 

Process street funding

With Process Street you can build a templated process for anything. From writing content and managing sales to auditing quality management systems and creating standard operating procedures.

Simply create a template (or use a free pre-made one) and add your set of process steps to it as tasks. Next, build-out your workflow using the built-in editor. Drag-and-drop form fields into each task so you can communicate key details to your team and capture and store key information.

Then, each time you or one of your team needs to complete that process, you can run an individual checklist from that template and work through the set of tasks. Once you’ve built your processes, you can share them with your team and track the progress they’re making via the dashboard.

You can create folders and store your processes safely in the cloud so they can be accessed from any location, on any device, at any time. And you can connect your Process Street processes to over 2,000 apps via Zapier, webhooks, or API integration to automate all your manual, time-consuming, and error-prone tasks. 

Your team knows what they’re doing, you know that tasks are being completed correctly, and everyone is working efficiently, accurately, and effortlessly. 

Sound simple? That’s because it is. 

But is it for you?  

Process Street in Forbes 🥇

process street founders CEO
Process.st cofounders CEO Vinay Patankar (left) and CTO Cameron Mckay (right).

process street raises funding

Credits: Forbes

Who Process Street is for ? What is process Street used for?

The beauty of Process Street is that anyone can use it. The three-tiered pricing structure means there’s an option for everyone. 

For example, if you’re a small organization looking for a BPM tool to manage and organize your simple, day-to-day activities, then you probably won’t need more than the Basic tier. 

Process-Street - Pricing

With the Basic tier you’ll get: 

  • Unlimited checklists
  • Unlimited templates
  • Process documentation
  • Reporting
  • 1000+ integrations
  • Email & chat support
  • Self-guided onboarding

If you’re a bigger company looking to manage complex processes that involve multiple people, teams, and departments then the Standard tier would work better. 


With the Standard tier, you’ll get everything in the Basic tier plus: 

  • Dynamic due dates
  • Stop tasks
  • Conditional logic
  • Role assignments
  • Task permissions
  • Approvals
  • Priority support
  • Training & strategy consultation

But, if you’re a larger enterprise, you might need an extra level of support to help you get the most out of the software. If that’s the case, you might want to consider the Custom tier. With the Custom tier, you’ll get everything that the Basic and Standard tiers offer, plus

  • Personalized onboarding and training
  • Full workflow setup and integration assistance
  • A dedicated Success Manager
  • Add-ons such as API access, active directory integration, and SAML-based single sign-on

When you first sign up to Process Street you might not know what features you do or don’t need. Especially if you’re new to BPM software. 

So, how do you decide which tier to go with?  

You try out all the features for 14 days, and then you make your decision. 

At Process Street, all users start on a Standard tier plan. After 14 days, you can then choose to stick with the Standard tier, drop down to the Basic tier if you find you’re not using the extra features, or speak to the team about upgrading to the Custom tier. There are many competitors of Process Street like Zenbusiness which also provide the same and here is the detailed review of Zenbusiness.

So you see? There really is an option for everyone. 

But that’s only the beginning of the benefits that Process Street brings to the table. 

Process Street’s biggest benefits 

Process street used by top companies

There are tons of benefits that Process Street can offer when it comes to managing your recurring tasks and workflows. 

Here are some of them: 

Start right now: Simplicity and ease of use have to be one of Process Street’s biggest benefits. As soon as you sign up you can start building out your workflows. No coding is needed, minimal training is required, and you’ll receive ongoing support and guidance throughout your onboarding journey to help you get started. If you do get stuck though, you have access to a huge range of help articles, videos, and webinars, or you can talk to the customer support team who are incredibly supportive.

Access processes easily: Because every templated process you create will be securely stored in the cloud, you and your team can access them from anywhere, at any time, and on any device. 

Encourage team collaboration: You can share processes, assign tasks to team members, set due dates, and track progress via the checklist dashboard. This allows you and your team to collaborate on workflows easily and keep on top of tasks effortlessly. 

Reduce errors & save time: Instead of manually transferring information from your Process Street templates to other platforms (like your CRM for example), you can link the two together using Zapier, webhooks, or API integration so the data is passed between the two platforms automatically. It’s easy to set up and it will save you so much time, not to mention reduce the number of mistakes that are made.

Build processes quicker: Sometimes it can be difficult to know where to start when creating a process for the first time. Not with Process Street! They have a massive template library with over a thousand pre-made templates, built by industry experts for industry experts.

Process-Street - Template

Access the library, search for the template you need, and add it to your account for free. Then, use Process Street’s super-powered features to make the template work for you and what you need. This not only allows you to take inspiration from the industry experts, but it also allows you to build-out bespoke processes that fit your business needs, specifically

Stay in control: One feature I find incredibly useful is approvals. When an important task needs to be signed off, or a document needs feedback, or a key decision needs to be made – you need to know about it. So, add an approval task to your workflow and you’ll receive an email notification when something needs your attention. Then, all you need to do is jump into the checklist and approve, reject, or provide feedback. 

This is how the approval feature works. 

First, add an approval task to your template:

Process-Street - Task

Next, select the task you need approval for: 

Process-Street - Approval

Assign the task to the person you need approval from: 

Process-Street - Assign The Task

When you run the template as a checklist and you reach the approval task, the person you assigned the approval task to will be notified by email. Then, when they access the checklist they’ll be able to approve or reject the task, like this: 

Process-Street - Checklist

Ensure tasks are completed: If your team has a habit of skipping tasks or not completing them in the order they’re supposed to, you can add stop tasks to your workflows. Stop tasks will stop the employee from moving forwards in the process until the task has been fully completed. 

Make processes easy to follow: Creating a process that’s flexible enough to meet the needs of multiple people, teams, or departments can be challenging. It’s probably easier to create several different processes, right? Not with Process Street’s conditional logic feature! Clever if/then logic means you can create one, flexible process that automatically adapts to meet the needs of the person following it. 

This is how conditional logic works. 

Process-Street - Conditional Logic

First, click the ‘’conditional logic” button in the top right: 

Process-Street - Hide Content

Then, select the content that you don’t want to automatically change to meet the needs of the person following it:

Next, add your if/then rules. If you look at the example below, I’ve added a dropdown field to one of my tasks and named it “Choose an answer”. The options in my dropdown field were either “Yes” or “No”. So, using if/then logic, you can see that if “Yes” is selected from the dropdown, ‘Task 2’ will show. You can keep adding rules like this to change what the person running the checklist sees, depending on what they’ve chosen.  

How to get started with Process Street 

Process street investors

Like I said earlier, thanks to its no-code platform and simple interface, as soon as you sign up to Process Street, you can get going. 

Watch this demo video to get an overview of how Process Street works and how you can use it to manage your recurring tasks and workflows. 

Process Street’s key features 

  • Form builder 
  • Approval tasks 
  • Conditional logic
  • Embed widget
  • Role assignments
  • Task permissions
  • Dynamic due dates
  • Stop tasks
  • Automation 
  • Dashboard
  • Template library 

Why should you choose Process Street?

You’ll love Process Street’s simple interface, which helps you to easily produce a variety of reports. Drag-and-drop and handy keyboard shortcuts make navigating the app a breeze. You can also create and assign checklist workflows to your team, keep track of assignments, and get updates when they’re done. Forms can be used to gather hierarchical data in the checklists in Process Street.

You have the option of manually entering data or having it sent to and from the applications you use to edit and submit these checklists. The platform’s Zapier integration allows it to connect to over 500 applications on the market, allowing you to plan and delegate workflows instantly, as well as upgrade your other apps when events occur.

You can watch the status of several checklists at once, giving you a quick rundown of what’s going on with your business. By monitoring progress on checklists and having discussions about projects, you can quickly see what’s going on through the squad. Controlling who can edit, read, and perform your checklists is also an alternative.

Process Street’s key features

1. Quickly creates procedure documents

Process Street’s easy-to-use interface lets you create structured documents quickly and correctly. It has many Intuitive keyboard shortcuts like drag and drop which makes it simple, functional and easy to use.

2. Collaborate workflow feature for processes

With Process Street, you can quickly and conveniently create and assign checklist for delegation of authority and tasks of the workflows to your team. As an added benefit, you can also track all progress from the dashboard and also get alerted as and when the tasks are completed by the team. This also allows you to know who completed what task and when with the activity feed and audit tail feature.

3. Conditional logic

If you think having a progress checking checklist was a bonus, think again! Another superior feature of conditional logic assists you in creating truly unique and dynamic checklists that can include if/then logic that easily caters to your teams varying needs.

4. Ease of approvals

With Process Street, you can restructure any activity that needs approval by another person. Not only that, you are also equipped to cfreat these approvals for a single case, or multiple approvals for constant authorization and sequential approvals for pattern and workflow.

5. Integration possible with over 1000+ apps

With Process Street, you can use the Zapier integration to connect to over 1000+ apps to automate tasks and quickly access the tasks and progress anywhere. Workflows are automatically scheduled and assigned. When anything happens in Process Street, it will update your other applications.

6. Forms for structured data

With Process Street, you can gather organised data in your checklists and stay on top of all the information or sources. You have the option of manually entering data or also getting it sent to and from every app.

7. Add content and media

With Process Street, it is possible to communicate your vision and concepts to your team members with the help of adding visual and audio aids, this makes it more interactive and imaginative for the team to understand.

8. Workflow scheduling

Process Street allows you to make a weekly, monthly, daily or even yearly workflow schedule that you can use to automate your tasks and add scheduled checklists and other automations.

9. Connect safely with your team

You can manage various organizations, groups and teams with Process Street and control which member can change documents, access certain  tasks and alter checklists. This also helps in managing the permissions of multiple users at once easy with groups.

10.   Fully responsive

Process Street works smoothly and accurately on both, desktop and mobile. It is a one stop shop for all your business needs from a form for data collection to checklist for approval tasks to conditional logic for specialization in delegation to easy role assignments and quick permission and much more.

Process Street Alternatives :

Let’s look at the alternatives of process street so that we can use it in case this isn’t available.

1) Kissflow

Kissflow

Kissflow’s aim is to create a homely feel at the office for employees by making our services intuitive and convenient.

We developed Kissflow for office businesses—both large and small. It drives everything from just-in-time contact management to long-range process improvement.

From a simple photo to a shared note, you can build your team’s own digital workplace.

Pricing :

It gives three packs to its users :

  • You can use it for only 20 users in the starter pack, and it is offered at a rate of $390/month.
  • A professional pack offered at $690/month gives you more features than a starter pack. It is for 50 users.
  • You get access for 100 users and other exciting features for $1500/month in the Enterprise pack.

2) Trainual 

Trainual was built for fast-growing businesses eager to document every process, policy, role, and responsibility in one simple searchable system.

Trainual reviews

Trainul’s training module provides a structure for accountability. A tool built for fast-growing businesses revolutionizing one of their biggest pain points

It puts your whole team on the same page, allowing you to accelerate your product and make better decisions as you grow.

Pricing :

It offers two plans to its users :

  • The pro plan offered at just $99/month gives access to 25 users and other features included in the plan.
  • In the premium plan, you get access to almost 50 users. Though one should spend $150$/month if looking for a big business.

3) Pipefy 

Pipefy reviews

Pipefy was originally intended to have an artificial voice, but in the end, our CTO preferred a human voice.

For some reason, there’s just something about hearing in a human voice that you can connect with. Discover the benefits of digital transformation.

Something about a heartbeat instead of a robot’s monotone that makes you feel good about it. Learn how to automate workflows, build apps, and automate business processes.

Pricing :

It offers three plans to its users :

  • It offers a free plan to its users in which you have access to the features used on a daily basis but lacks other features.
  • The business plan offered at $22/month offers and controls all the things easily and maintains them.
  • Starting at $36/month, the enterprise plan is for those big businesses where you need complete control.

4) Asana :

Asana reviews

Free for teams of three or more, Asana is a powerful collaboration app that helps you get work done—and have fun doing it.

Asana is a tool for organizing and managing your work. It’s designed to help teams do better work together.

Pricing :

It offers three packs for users :

  • Premium pack available for $11/month helps in plans and proper functioning.
  • A business plan for $25/month is for bigger companies with well-settled plans.
  • For the enterprise plan, the price is unknown, but it provides all the features that a big company needs to upgrade.

Reasons for choosing Process Street over alternatives

Process Street Workflow

Process Street is the easiest way to make and track checklists, so people chose it at their company.

With Process Street, you can set up your processes once and forget about them. The platform monitors every step and reminds you when someone has fallen behind or otherwise deviated from the plan.

The team is solidly reliable and meets their deadlines with ease. “Honestly, I can’t stress enough how proficient this team works. I’ll have a project due at midnight, and they’ll get it to me by 11,” Said a client.

Integrations available :

Process Street helps you in quick and easy way to automate repetitive tasks. Plug in an integration – that’s all there is to it. Find out what Process Street can do for you.

Going through the Process Street flow and checklist help you perform your daily duties efficiently and builds up habits that you can easily replicate in the workplace.

With numerous integrations, you can automate actions and save hours of tedious work.

They keep the documentation process fun and easy by adopting a light-hearted tone and giving you funny cat videos while you do it.

  • Gmail
  • Dropbox
  • Salesforce
  • Slack
  • Airtable
  • Close.io
  • Mailchimp
  • HubSpot
  • Trello
  • Asana

User Satisfaction :

They conduct surveys and focus groups on humans in their natural habitat. They want to know how they feel about Business Process Management Software to observe them in their environment.

At Process Street, they aim to improve internal processes with the help of information technology. To do that, they collect and analyze reviews and comments from their users.

To determine if a customer has been satisfied with your level of service, our algorithms analyze all of these sources so that you don’t have to.

They know your time is valuable, so why would you spend all day reading reviews when they’ve done it for you? They have already read each and every review from the top 10 subreddits for people who are into e-commerce to Amazon customer reviews.

Process Street Pros & Cons

process street anywhere

List of Pros 

  • No-code platform – means you can set up in seconds
  • Cloud-based solution – makes access easy and storage secure 
  • Drag-and-drop editor – so you can build workflows effortlessly 
  • Intuitive interface – makes the software easy to use
  • Integration with apps – means you can automate manual tasks
  • Free pre-made templates – so you can save time 
  • Monthly webinars – so you can ask questions and learn from experts
  • Tiered pricing structure – meaning there’s an option for everyone 
  • Help site, blog, videos, & live chat – so you can access unlimited support 
  • Checklist dashboard – so you can track all activity from one place 
  • Approval tasks – to make sure key decisions aren’t made without you 
  • Stop tasks – to make sure key tasks are always completed 
  • Conditional logic – to make complicated processes simple

List of Cons 

  • Their free premade templates are only written in English

Process Street Testimonials 


Process-Street - Customer Review

I’m a huge fan of Process Street, but don’t just take my word for it. Take a look at what other Process Street customers have to say…

A must-have! Probably my favorite thing about Process Street is the ease of use. It’s extremely user-friendly and intuitive for someone new to the platform. It doesn’t take any time to understand the platform and quickly start building content. I also really enjoy how it’s essentially a checklist with directions all-in-one! You can easily add additional text for detailed instructions, and pictures to help clarify, etc… Another plus for Process Street is […the] extensive amount of pre-built templates that you can easily edit to customize specifically for your organization.”

Invaluable resource for problem-solving and business process improvement. Process Street has countless useful templates that you can easily deploy, or you can create a huge range of custom ones yourself. Then you can run the templates as checklists, working through each specific step with rich options for recording details, setting up an approval process, and so much more.”

Good for teams. With Process Street, you can build steps and include instructions. This is very helpful for us as we have a lot of auditors […] now, instead of passing around paper checklists we can electronically hand things over to others. It’s a lot easier to work as a team with some working at home. And with instructions attached, if one person is out, others can take over their duties.” 

Quick Links:

FAQs On Process Street Review, Features & Pricing

👉What is Process Street?

Process Street is the home for your team’s process documents and the best place to track your business’ activity. Use the drag-and-drop editor to create a template. Then, run individual instances of that template every time you need to complete a particular process. Assign checklists to your team, add comments, set deadlines, and track their progress from the checklist dashboard. Process Street is the one-stop-shop for managing all your recurring processes

👉How long has Process Street been around?

Process Street started in 2013. It’s an Accel-backed SaaS startup with over 50 team members. It’s also a graduate of AngelPad (#1 accelerator in 2015) an NYC/Silicon Valley-based incubator and in February 2020 it raised a $12M Series A from Accel, Atlassian, Salesforce Ventures, and other amazing investors.

👉Where is Process Street based?

Process Street is based in San Francisco, California, but it’s a fully distributed company, which means they’ve been able to hire the best talent from all over the world.

👉Does Process Street have a referral partner program?

Yes! You can sign up to become a referral partner and earn a 20% commission on each account you send them for the first 12 months.

👉How much does Process Street cost?

Prices start from $12.50/month with a free trial available (No Credit Card required).

👉What type of support does Process Street offer?

Process Street offers the following types of support: Live chat Phone support FAQ’s Help site Video tutorials Webinars Blog

Conclusion: Process Street Reviews 2021 Is Process ST Safe?

To wrap this up, I think we need some words from the CEO of Process Street, Vinay Patankar: 

There’s a world of automation tech out there waiting for you, but you can’t dive in until you’ve written out that first process. So, what are you waiting for? Supercharge your processes today and reap the rewards

There’s no question in my mind as to why GetApp and others have voted Process Street as the number #1 BPM software. 

It’s by far the best way to manage your recurring workflows and the easiest way to future-proof the success of your business. 

Amanda is a content writer for Process Street. Based in the UK, she works remotely and is passionate about processes. Her main mission in life is to write content that makes business processes fun, interesting, and easy to understand. Her background is in marketing and project management, so she has a wealth of experience to draw from, which adds a touch of reality and a whole heap of depth to the content she writes.

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