About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding and tenant screening.

Manage your team wiki and company handbook 100% free.

Join Salesforce, Colliers, Drift and 3,000+ other businesses who use Process Street today.


Key benefits of Process Street

  • Document and track businesses processes.

  • Automate tasks with schedules.

  • Assign and collaborate with team members.

  • Collect data with forms.

  • Process Street integrates with over 1,000 apps.

  • Images

    Process Street Software - Simple Process and Workflow Management. Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures.
    Process Street Software - Document your team knowledge. Use Pages to capture, organize and share your established team knowledge.  Pages is free forever for everyone in your company.
    Process Street Software - Create procedure documents in seconds. Our simple interface lets you create structured documents in seconds.  Intuitive keyboard shortcuts and drag and drop make it easy for anyone to use.
    Process Street Software - Run processes as collaborative workflows. Quickly create and assign workflows to your team.  Track activity from the dashboard and get notified when tasks are done.
    Process Street Software - Powered by an intuitive, no-code workflow builder. Build powerful workflows and corresponding automations with ease.
    Process Street Software - Crystal Clear Configuration
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    Process Street video
    Process Street video
    Process Street video
    Process Street video
    Process Street video
    Process Street Software - Simple Process and Workflow Management. Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures.
    Process Street Software - Document your team knowledge. Use Pages to capture, organize and share your established team knowledge.  Pages is free forever for everyone in your company.
    Process Street Software - Create procedure documents in seconds. Our simple interface lets you create structured documents in seconds.  Intuitive keyboard shortcuts and drag and drop make it easy for anyone to use.
    Process Street Software - Run processes as collaborative workflows. Quickly create and assign workflows to your team.  Track activity from the dashboard and get notified when tasks are done.
    Process Street Software - Powered by an intuitive, no-code workflow builder. Build powerful workflows and corresponding automations with ease.
    Process Street Software - Crystal Clear Configuration

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    Reviews

    Overall rating

    4.7 /5
    (588)
    Value for Money
    4.7/5
    Features
    4.5/5
    Ease of Use
    4.6/5
    Customer Support
    4.7/5

    Already have Process Street?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 588
    Greg
    Overall rating
    • Industry: Veterinary
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    I wish all software companies were run like these guys do!

    Reviewed on 17/11/2016

    We're not your typical tech or online company using SaaS systems to run and manage their business -...

    We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use.

    What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016).

    We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it.

    Until Process Street.

    The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc.

    But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them.

    Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.

    Pros

    - Very intuitive and easy to learn for even the most tech illiterate users
    - Magical interface that is constantly being refined and enhanced
    - Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app)
    - Very clever features that rely heavily on APIs and other apps to extend it's benefit and value
    - Highly responsive service and support that tries to bring solutions
    - Regularly releasing GREAT new features and enhancements that add more value
    - There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!

    Cons

    - It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street
    - sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)

    Stephen
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    I Can't Believe How Good This Is!

    Reviewed on 16/9/2020

    I can't believe how good your tool is! I've tried to manage my business and personal processes over...

    I can't believe how good your tool is! I've tried to manage my business and personal processes over the years with Podio, ClickUp, Toby, ProcessKit, and some other tools – all good – but nothing works as well for my needs as yours. Thanks for the great work!

    Pros

    Process Street has freed up my brain to work *in* my business faster and more efficiently. The result is that I now have more time to work *on* my business.

    Cons

    Since I'm a UI/UX designer, there are a few small things I would change (mostly personal preference). But Process Street is very easy to use and works great!

    Tami
    Overall rating
    • Industry: Computer Software
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Great product for the right company, but not the right fit for us.

    Reviewed on 3/2/2017

    I love the unique way you are able to create internal/external guides using Process St's checklist...

    I love the unique way you are able to create internal/external guides using Process St's checklist functionality. It allowed me to break content-rich guides down into super easy to follow (and read), check lists.

    The support team are fantastic, I especially loved liaising with Peyton, who took the time out of his night, after hours (I'm based in Aus) to chat to me about my unique use-case and how Process St might be able to help me keep track of my clients, who are all at different stages with us.

    Ultimately, there are some key functions I need in order to be able to efficiently keep track of our clients;

    >Sorting the home dashboard
    > Free read-only access for my team
    > And, most importantly, the ability to edit specific check lists without the system editing the template itself.

    I'll definitely reconsider Process St in the future if the above functionality is introduced!

    Tip: If you run regular IDENTICAL checklists/training programs - definitely give Process St a shot, it will suit you perfectly!

    Pros

    The ability to create internal and external training guides/procedure docs.

    Cons

    The inability to use a template as a starting point, while being able to edit unique check lists for each client as needed (any changes made, edit the template itself).

    Rhys
    Overall rating
    • Industry: Investment Banking
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Rhys Hewitt Process Street Review

    Reviewed on 7/3/2023

    My overall experience with Process Street is that it has helped me so much throughout my job and...

    My overall experience with Process Street is that it has helped me so much throughout my job and helping to develop my skills in so many different areas of the company due to the implementation of Process Street in all areas of the company. It has also made it so I am a lot more useful for the company due to me being one of the ones who learns all about Process Street to help others, and with joining the company at the same time it was being introduced and so I have learnt a lot about it due to being one of the testers for it in the company.

    Pros

    I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company.

    Cons

    Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions.

    David
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    One of if not the best software we use in our company

    Reviewed on 17/7/2020

    Support team is extreemely responsive, they have an amazing library of information and trials that...

    Support team is extreemely responsive, they have an amazing library of information and trials that are actually helpful. https://www.process.st/help/docs/

    Pros

    It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links.

    Cons

    I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track.

    Showing 5 reviews of 588 Read all reviews

    Process Street FAQs

    Below are some frequently asked questions for Process Street.

    Process Street offers the following pricing plans:

    • Starting from: US$30.00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Try Process Street free for 14 days, no credit card required. Free: Process Street is available for free Pro: $25 (per user, per month) Enterprise: Contact Process Street for pricing details

    Process Street has the following typical customers:

    51–200, 201–500, 501–1,000, 1,001–5,000

    Process Street supports the following languages:

    English

    Process Street supports the following devices:

    iPhone (Mobile), iPad (Mobile)

    Process Street integrates with the following applications:

    Adobe Commerce, Airtable, Asana, Automations.io, Calendly, Chargebee, DocuSign, Dropbox Business, Dropbox Sign, Evernote Teams, Freshdesk, GitHub, Google Calendar, Google Drive, Google Sheets, Google Workspace, Greenhouse, HubSpot CRM, Intercom, Jotform, Mailchimp, Microsoft 365, Microsoft Excel, Microsoft Outlook, NetSuite, Parseur, PayPal, Pipedrive, Poptin, Quickbooks Online, SAP Business One, Sakari, Salesforce Sales Cloud, ShareFile, ShareFile VDR, Shopify, Slack, Stripe, Tettra, Timely, Trello, Typeform, Watershed, Watershed, WooCommerce, Wufoo, Xero, Yammer, Zapier, Zendesk Suite, Zoho CRM

    Process Street offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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