# Page 3 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Process Street the right Business Process Management solution for you? Explore 650 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/135004/Process-Street/reviews --- Process Street 4.7 (650) [View alternatives](https://www.capterra.com/p/135004/Process-Street/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of Process Street ## Showing most helpful reviews Showing 51-75 of 650 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Paula B. Co-owner Media Production Used the software for: 2+ years ### "Cannot live without it" October 28, 2021 5.0 Before Process Street, there were files everywhere. Audio files, metadata, images, all floating around on emails, back and forth collaboration with clients was very unwieldy. Process Street helped us organize all that, keep communications about work tasks out of email and organized. Images, audio, copy and communications about all of that are now all together in one place and everyone knows where to find what they're looking for. Pros It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools. Cons There is a bit of a learning curve, making it a little time-consuming to train clients on our processes. Reason for choosing Process Street So much more flexible and customizable. Review Source MB Mark B. geschäftsführender Partner Real Estate Used the software for: 2+ years ### "good software, but not trustworthy company" August 3, 2023 4.0 And that's how Process Street executed that strategy:1. They deleted the free plan that gives you the option to pause the service.2. And they rose the pro plan from 30 USD per month and member to 415 USD (+1200 %) incl. more members.3. They forbid companies like hours who paused not to get back to their old plan (with one member) and so forced us to join the new plan.Though they offered us to stay in the old plan when we don not pause we decided to cancel.This was a hard decision because we invested hundreds of hours in developing our processes with that software But THE basic prerequisite of all business relations is trust.And Process Street prefers the short term maximisation of gains to reliability and partnership.Though it is a great software, we recommend don't trust them and stay away. Pros We are a small business operating in the field of sustainable consultancy.We started using Process Street in 2018.On the one hand the software is very powerful, on the other hand it is highly complex and very difficult to get used to it and to unlock all it's potential.While working with it, we became more comfortable and integrated it more in more in our companies processes, and even in the processes with clients.But this was a big fault.Firstly it is very difficult to remember all the many options of how it works if you do not work with it at least on a weekly basis.So if you are a small or mid size company like us that can not assign an employee specifically for this software - hands off from process street. Cons But the main reason why we decided to walk away from it, or better walk away from the company Process Street, was their product policy or better said customer exploitation policy thats work as follows:1. Start as a small company and refine your product from the feedback of your customers / beta testers.2. Grow, launch more services and make your customers become dependent on your software3. Once your customer base is big enough and your revenues fly, rise the prices abruptly and exorbitantly. Review Source Courtney S. System Administrator Information Technology and Services Used the software for: 1-2 years ### "Fantastic program for creating workflows" February 6, 2023 4.0 Making checklists that can be tracked in real time is a breeze. So that I don't have to double-check every aspect of their job by hand, I've asked my team members to check off tasks when they're finished. Pros Thanks to Process Street, we were able to streamline our onboarding, renewal, and other administrative procedures and enhance our internal communications. In a short amount of time, we were able to systematize our entire business operation thanks to this. Cons Though there's room for development, the tool's current capabilities meet my needs, especially given how frequently I'm employing them. Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/)[Trainual](https://www.capterra.com/p/175749/Trainual/) Through the use of Process Street, I have developed procedures that help me maintain high standards of quality and consistency. It's adaptable enough that it doesn't feel like a burden while still packing significant capabilities that I find useful. Review Source MS Marc S. Executive VP Human Resources Used the software for: 2+ years ### "Don't Build a Business Without it!" December 7, 2021 5.0 Allows us to build a business with consistent customer experience and keeps all the details in order. This is the most useful business software I've come across. Pros As easy to use as a process software can get. Integrates with every software we use via Zapier. Build dynamic and scalable processes. No other software in this price range even compares. Cons Need to build a copy and paste feature for pieces of a process, currently you can duplicate the entire process but not just a task or a piece of a task. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Process Street It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing. Switched from [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes. Review Source KR Kelsey R. Training & Onboarding Specialist Real Estate Used the software for: 1-2 years ### "I couldn't do my job without process street" September 8, 2023 5.0 Pros I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time. Cons I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows. Review Source VR Verified Reviewer Owner Information Technology and Services Used the software for: 6-12 months ### "IT Company Usage" January 11, 2023 5.0 By the end of 2023 we plan on using process street exclusively for day to day process and project/task tracking. Pros We love the conditional logic option and use it on every form. Cons We wish that an image could be inserted with text instead of it needing to be added as a separate field. Alternatives considered [IT Glue](https://www.capterra.com/p/170401/ITGlue/) Switched from [IT Glue](https://www.capterra.com/p/170401/ITGlue/) Integrates into more systems seamlessly and has more functionality. Review Source TMW Thomas M W. President Construction Used the software for: 6-12 months ### "Great Systems Checklist for Operations" October 25, 2021 5.0 Process street has created a new level of accountability for our company. We are looking to scale quickly and process street has been there for us as we move towards our Vision. The customer service and customization \[SENSITIVE CONTENT\] has provided is beyond what we have experienced using any other software. Pros The checklist feature that is repeatable daily, creates a continuity for all employees and managers. Cons More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/)[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Reason for choosing Process Street The checklist features and overall application fit our need to become more accountable as a company. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) We wanted easier checklist style format which would lead to more accountability Review Source NM Nanci M. IP Compliance Specialist Research Used the software for: 1-2 years ### "Process St - Honest Review" August 29, 2023 5.0 Overall, my experience using Process St has been quite positive. I would not be able to do my job efficiently without it at this point. I use it daily, for everything from setting reminders, to managing regular daily, weekly and monthly tasks. I manage my deadlines and projects using Process St and also collaborate with other team members on projects as well. Pros The ability to manage my daily tasks and see everything I need to get done in one place, with the ability to prioritize items. Cons Setting up workflows can be challenging if you are not a tech-savvy person, especially using the conditional logic. Review Source VaShonda S. Project Manager Computer Software Used the software for: 1-2 years ### "We Love Process Street" November 16, 2021 5.0 Process Street has improved efficiency and effectiveness at my organization. The adoption from other departments is also a plus and shows how easy the system is to use. The support team is by far the best!!! Pros It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized! Cons Not being able to insert a table into the text; version control to see exactly what changes were made... Review Source TC Tyler C. Manager, Customer Success Education Management Used the software for: 6-12 months ### "Take a stroll down Process Street - you won't regret it!" August 29, 2023 5.0 It's been great! Again, it's a software we use for some unconventional things that help us to create an ideal customer journey where tasks internally are visible to the customer externally to follow along. Pros Aside from the amazing customer service, I like the ease of use and being able to jump right in and build something. It's easy enough to know where to find something and how to make changes. I'm not afraid of complex software, but Process Street helps me to work smarter not harder. Cons Would like to more easily assign tasks to one person per workflow (that's been run) vs having to set up a new workflow to run or assign task by task. Would be neat to be able to select the tasks and assign in bulk within a workflow. Would also like to be able to customize a workflow once it's run vs having to do it all in the 'template'. Reason for choosing Process Street Looked WAY better and more slick than GuideCX. Review Source Rajul C. Managing Director Marketing and Advertising Used the software for: 6-12 months ### "Versatile tool for process building, getting organised, delegating projects and even writing" October 17, 2017 5.0 Pros For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas. Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile than MS Word or Wordpress, allowing you to import different media types with a click. There is something relaxing as well as productive about the way this tool is designed. You can export processes to delegate a complex series of tasks to someone via email and make it look easy. It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent. Cons Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches. Inability to add certain formats is annoying at times e.g. tables I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue! Review Source James S. Product Manager Financial Services Used the software for: 6-12 months ### "Good for simple checklists; Bad for complex processes" November 7, 2018 3.0 Pros Full range of possible fields. Drag and drop system for creating checklists. Integration with Zapier Cons Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix. Conditionality is limited to tasks, not elements within tasks. Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements. When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all. The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes. Review Source Kim A. Founder and President Computer Software Used the software for: 1-2 years ### "Standard Processes Minimize Training Costs" January 3, 2019 5.0 It has allowed us to standardize the way things get done, and document processes that are repetitively done with our customers, so we can scale our staff and get people productive a lot faster than traditional hiring and training. We love Process Street! Pros I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!! Cons I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account. We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well. Review Source JH Jon H. Web Developer Management Consulting Used the software for: 6-12 months ### "Process Street: Streamline Workflows and Enhance Efficiency" May 27, 2023 5.0 Pros Process Street provides a powerful and intuitive platform for streamlining workflows and improving productivity. The software's visual checklist approach allows teams to create and manage standardized processes, ensuring consistency and accuracy. With its user-friendly interface and extensive template library, Process Street simplifies the creation and documentation of workflows, making it easy for both technical and non-technical users to collaborate effectively. The platform's automation features, such as conditional logic and task assignments, enhance efficiency and reduce manual effort. Cons One potential drawback of Process Street is the learning curve associated with mastering the platform's advanced features. While the basic functionality is straightforward, unlocking the full potential of the platform may require some time and training, especially for users new to process management software. Additionally, the lack of native integrations with certain popular tools may require additional steps or workarounds to connect Process Street with existing workflows, which can be a minor inconvenience. Review Source AM Andy M. Manager - Processes and Standards Financial Services Used the software for: 1-2 years ### "Great Product" August 11, 2021 5.0 Great Pros The ease of use and the customer support Cons The iphone App and the lack of images to be placed in checklists Review Source Kate P. Independent Third-Party Contractor Management Consulting Used the software for: Less than 6 months ### "Process.st is Gaining Traction in a Saturated Industry" October 21, 2021 5.0 I was initially resistant because I only thought it was for checklists, but was 100% converted once I learned about the automations and conditional logic. I recommend it to all my clients--seriously! Pros The versatility afforded the user, administrator, and business owner makes Process.st both a means in which to implement a new procedure or protocol, but also to do so in a collaborative space. Cons There are some intuitive keystrokes and shortcuts that don't work in Process.st (e.g., Control-Z and Control-K). It is not as easy to unbox and use as, say, jotform. Alternatives considered [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Reason for choosing Process Street Process.st has way more functionality and absolutely stellar customer service, tutorials, and change agents ready to help you re-engineer your business. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) The conditional logic, once mastered in Process.st, is very nearly like coding and not as limited as, say, MS Excel or, again, Jotform. Review Source AN Ashley N. Office Manager Real Estate Used the software for: 1-2 years ### "No other task/organisation system compares!" September 6, 2023 5.0 The way the system tracks ensures admin/management are able to easily see where anyone is up to on any given task. It allows for easy completion from another team member if someone is away sick also. Pros Customer service is unrivaled even with a huge time zone difference. Always friendly and always willing to provide above and beyond support. Cons A bit pricey compared to other alternatives. Review Source RL Riccardo L. Wood Crafter Arts and Crafts Used the software for: 1-2 years ### "Looking for a better way to manage your workflow? This is it" July 31, 2021 4.0 Pros As I'm always trying to be more efficient, I like the fact that Process Street focuses on helping users with that. First of all, it does so through templates. Sure, you can create one from scratch and save it for future use but why reinventing the wheel if someone else has already done a good portion of the work for you? There seem to be a template for almost anything, which is great because it means that you can browse through the template library, pick the appropriate one and customize it to make it your own in a matter of a few seconds. If there's something you do o na regular basis or on specific days (e.g. every Monday morning), then you're going to love this one. Process Street lets you automate tasks and schedule workflows! And what you do in Process Street doesn't have to stay there... the platform integrates and can be used in combination with a bunch of other tools thanks to its Zapier integration. Cons I feel that Process Street works well when it comes to streamlining processes and creating to-dos but by itself it may not be the best tool for managing big projects. So, for me, this is the thing I like the least – I'd prefer to use one tool for all things project management, tasks and workflows instead of having to use one tool for some things and one – or several – tool(s) for others. Review Source KA Keane A. President Marketing and Advertising Used the software for: I used a free trial ### "Simple yet very powerful tool for automating and standarizing workflows" September 24, 2021 5.0 I was able to automate my primary client process within a week. I spent a TON of hours getting it right, and v1 is a very good starting point. Plenty of on-the-fly iterations coming up and I'll be automating everything else we do in the coming months...especially since we're bringing on new team members. Pros Super powerful, very robust - yet simple - features. Like giving you a palette of colors to paint with, you can build/create almost anything. Cons Still early stages, so a few things are a tiny bit clinky/complex - but not TOO early that major issues are arising. The customer service has been incredible at helping out and listening to my suggestions and passing them along to the team. Review Source Christopher C. CTO Law Practice Used the software for: 1-2 years ### "On the street where we process is Process ST." August 31, 2021 5.0 Pros Great product allowing the team to set detailed workflows and gain 100% compliance. Cons Complex with little training available. better support is needed for complex forms with hundreds of steps. Review Source TL Tim L. Used the software for: 1-2 years ### "How to do things right" June 20, 2016 5.0 Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff. From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees and be able to spot check them as I have time. Any organization w/ a fixed income truly needs to make the most of what they have, and Process.st allows us to do that. We serve ~60 people at my location and we need to keep many many many documents up-to-date and maintain consistency in the way we do things. Thanks to Process.st for making it so much simpler! From the staff turnover standpoint, Process.st lets me create processes for others to follow. This is a giant aid in training new staff because I can run some checklists and have them learn while being productive. This has lowered the need for my involvement in training and therefore given me more time to be productive on my own work. Thanks Process.st! Pros Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others. Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful! Cons Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen. Review Source SM Samira M. Restauratrice Food & Beverages Used the software for: 1-2 years ### "Meilleur application de contrôle et de procédure opérationnel pour les entreprises " January 20, 2023 5.0 Le suivi du développement des cas dans notre entreprise était un grand obstacle, mais grâce à process street on s'est sort et on a plus de temps libre pour faire autres choses car l'appli fait énormément pour nous Pros L'analyse des données, l'application nous aide à ne plus trop réfléchir et l'utilisation est super facile Cons Aucun inconvénient jusqu'ici, toutes les fonctionnalités du logiciel sont parfaites Review Source AWP Alexander Wayne P. Senior Payroll Executive Executive Office Used the software for: 1-2 years ### "Process Street Survey " September 5, 2023 5.0 Process Street is great help for the job I am doing. Pros The most impactful feature is the way I can easily track and manage my processes through Process Street. Cons Non so far. I am liking everything about process street features. Review Source Kimberly C. Writer/Editor Management Consulting Used the software for: 2+ years ### "Perfect for checklists, SOPs, and workflows" July 9, 2020 5.0 Pros When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more! Cons My only complaints: Process.St recently changed the plan names and my plan didn't get the new updates. It can get a little pricey as your team grows and free guest accounts have little capability. Review Source DB Donna B. Transcriptionist Financial Services Used the software for: Less than 6 months ### "Excellent & Easy to Use " September 11, 2021 5.0 My experience with Process Street has been exceptional and I would recommend it to any business. Pros Process Street is easy to use and brings a big advantage to businesses as well as their employees especially if you have remote employees. All I have to do is go to Process Street and my work flow is there waiting for me. I know what tasks are waiting and which are of higher priority. It even shows me what files are already in my inbox and it shows what files will be incoming. I have worked through other companies similar to Process Street but overall I like Process Street the best. I like the way it automatically saves my work for me so I never have to worry if something, per say, such as the electricity flickers, etc., my work is still there. Yes, this has happened and I was in a panic and yes, my work was still there. The advantage of the part of their system that I work in is that the information I input is readily available to other team members without having to go to documents and search through to find a clients file and pull it up which can take time. Everything is right there. Simple and easy and right at your fingertips. Cons I would love to have the ability to communicate with other team members prior to completing the tasks but I may not be set up for that yet as I am still relatively new. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.