# Page 5 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Process Street ## Showing most helpful reviews Showing 101-125 of 650 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DF David F. Operations Supervisor Real Estate Used the software for: 1-2 years ### "One of if not the best software we use in our company" July 17, 2020 5.0 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. Reason for choosing Process Street I actually us both for different reasons tasks and goals. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) I needes to follow process that did not make sense to follow in a checklist rather had conditional logic and Process.st hit the spot. Review Source SJ Stephen J. Software Developer & Marketer Marketing and Advertising Used the software for: Less than 6 months ### "I Can't Believe How Good This Is!" September 16, 2020 5.0 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! Alternatives considered [ProcessKit](https://www.capterra.com/p/196658/ProcessKit/) Reason for choosing Process Street More features for less cost. Switched from [ProcessKit](https://www.capterra.com/p/196658/ProcessKit/) Somehow I stumbled upon Process Street and decided to give it a try. I'm sort of a tool junkie - trying several new tools each month to save time, work faster, and automate different parts of my business and personal life. After spending a couple of hours with Process Street (mostly brainstorming my own workflows), I was hooked! Review Source  Dominique D. Founder Human Resources Used the software for: 1-2 years ### "The best process and checklist mapping tool for dummies" February 5, 2017 5.0 Let's be frank: only companies who have great processes running smoothly will survive. Having a tool that captures this and shares your checklist with your collaborators are really what a company needs. Well, I study many process tools and BPM techniques. TL;DR Process street strips all complexity and goes directly to the essence of a process, checklist: easy deployment, easily changeable and very collaborative and integrated with the tools you already use Pros Ease of use Integration with your tools via zapier Drag & drop editor Variables! Cons Not having an app yet to manage in a mobile way Review Source Kathleen C. Creator Used the software for: Less than 6 months ### "The digital version of the e-myth" October 20, 2017 5.0 I don't skip any steps anymore. Pros Even if you're not at a point in your business where you're ready to work with a team, you should be documenting your processes. How do you onboard clients? What does it take to get a blog post written? Thinking about those things, the things that you don't even think about when you're doing them, will do SO much to bring you out of the weeds of your to-do list, and you'll be creating repeatable to-do lists, which is step one toward franchising yourself. Cons I wish the due dates were dependent on the other tasks on the list. Right now, you can only make things due x days after you run the list, but I wish it triggered after something else was done, then it could email me. "Hey, the post has a title. Now it needs an image." The other thing I wish is that you could use it for a to-do list, then have the things that need to be done RIGHT NOW save for future reference when you're out of the weeds and can turn your to-do list into a variety of processes. Review Source ML Matt L. Talent Operations Manager Marketing and Advertising Used the software for: 2+ years ### "Great Software " December 15, 2021 5.0 We used it for onboarding (both client and employee) and the checklists were an ideal way to manage both processes. Streamlined everything, made things clear, and was easy to use. Pros The ease of use and customization features. Almost overwhelming. Cons How difficult it was to get employees to engage with it. Alternatives considered [Notion](https://www.capterra.com/p/186596/Notion/) Reason for choosing Process Street It had the easiest and most comprehensive workflow settings. Review Source EW Erica W. Partner Success Manager Computer Software Used the software for: 2+ years ### "Process Street keeps us in check!" October 18, 2021 5.0 We love the ability to have the entire team on the same page when it comes to major projects. As a tech startup, we have a lot going on at once and a ton of moving pieces - moving quickly! Process Street keeps our teams aligned and processes in check. Pros We love the ability to have the entire team on the same page when it comes to major projects. As a tech startup, we have a lot going on at once and a ton of moving pieces - moving quickly! Process Street keeps our teams aligned and processes in check. Cons Cost to add each additional user would really be the only note Review Source TM Tim M. Managing Member Photography Used the software for: 6-12 months ### "Entry Level Utilization of Process Street" February 17, 2023 5.0 Online searchable processes and methodology has centralized our "How To's" avoiding duplication of effort in documentation. Pros We are stepping into adoption for our organization, and the first step was to add our operations processes to the library. It is very easy to add links from Google Docs to our library, and the Operations Manual is now online and up to date. It's available to everyone in the organization. Cons The lack of direct tie in to our Filemaker database system. The connectors that Process Street have do no connect to Filemaker at the time we did the evaluation. Consequently, migrating to using those features involved duplicating data input, or writing a custom software solution to Filemaker as a conduit, which we may look into funding in the future. Even though we have not utilized all the features in Process Street, we are very happy with what we are using at this stage. Alternatives considered [Tallyfy](https://www.capterra.com/p/153254/Tallyfy/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Process Street The features we wanted to use were easier to implement in our evaluation Review Source SS Shagun S. Platform consultant Marketing and Advertising Used the software for: Less than 6 months ### "Great Experience" September 14, 2023 5.0 Very Informative Pros Guidance, channelized information, step-by-step processes Cons I do not see any cons to it. I'm pretty impressed with this. Review Source JS Joseph S. Senior Financial Analyst Hospital & Health Care Used the software for: 1-2 years ### "A trip down Process Street" April 17, 2023 4.0 Pros Integration was very easy with our business. It allows us to be organized with our tasks and keep each other updated. Cons Sometimes the UI is a bit fidgety. It can be difficult to switch between workflows. Review Source MH Marianne H. Director of Short Term Rental Property Management Investment Management Used the software for: 1-2 years ### "Best system ever!" October 20, 2021 5.0 Amazing team and support Pros The team was amazing - they helped us with creating templates that made it so that our team could plug and play the workflows. Cons Learning the integrations takes time - it required some training Review Source RG Rexel G. Senior Payroll Executive Outsourcing/Offshoring Used the software for: 1-2 years ### "What I love about the Product" September 5, 2023 5.0 As an outsource employee, I'm glad to have a product where I can always use or run to whenever I'm processing, it benefits me to keep on track on the work that I do. Pros I like the most is that we can store and edit anytime a step by step process to ensure quality of work is being done, It also aligns both the users to do systematically all of the work. Cons I haven't seem to have a like the least on it, maybe in the future updates or so. Review Source Oluwa Locheyi H. Agent Commercial Retail Used the software for: 1-2 years ### "Process Street: un outil de collaboration " October 30, 2023 4.0 Pros Process Street est un logiciel de gestion et de planification du flux de travail. Il permet de communiquer à distance et facilite la collaboration en équipe. Cons Process Street est un logiciel très utile et sans inconvénients détecté. Review Source Thomas C. Partner Management Consulting Used the software for: 6-12 months ### "Outstanding way to record AND track your business processes" August 4, 2016 4.0 The learning curve is easy, and the product is amazing. I can create reference versions of my processes VERY quickly. Then I can assign someone to execute it... and track their progress. Crazy cool. I can even export processes. I use it all the time with newbies, and amaze them every time. Pros Run an instance of a process. Track progress per instance. Invite outside guests to only see a specific process. Layout is easy. Cons Layout is easy in part because of enforced simplicity. I sometimes wish I could intermix sub-checklists with formatted text. And editing text of longer subchecklist items is yucky (I can't up- or down-arrow and stay in the same item). Review Source CA Claudia A. CEO E-Learning Used the software for: 1-2 years ### "A simple way to complete repetitive processes in my business." April 18, 2024 5.0 It is simple to use and understand, allows you to see at a glance the actions to be performed and follow them until the process is completed. Pros Using this platform to organize the processes of my business and having them on hand whenever I need them has allowed me to: reduce execution times, decrease the possibility of errors by skipping a step, and delegate tasks easily. Cons What I would change about the platform is the pricing plan offer. I do not use the platform enough to make the monthly plan worthwhile. If there were a more accessible plan, it would be easier to use it and stay on it longer with a paid plan. Review Source TL Tim L. IT Director and Chief Marketing Strategist Used the software for: 1-2 years ### "Process Street - Everything is a System!" February 9, 2018 5.0 Process street has allowed me to take ideas in my head and get them out so others can test and improve. It's incredibly powerful and useful for the procedural task. I love how easy it is to use and the team at Process.st are always making solid changes. Couldn't do my job well without it where systemizing tasks is a priority and iterations are a mandatory part of a numbers game. Pros Great UI experience, friendly support, and feature-rich. Intuitive, super easy to use, and professional. Extensive tutorials and examples of use. Share your systems and repeat tasks without error. Collaborative workflows and procedure documents created in moments. Ability to schedule is a life-saver. All changes are auto-saved. Cons No option for sub-folders. No mobile app yet but I imagine it's on the way. Honestly not much to complain about with this product. Developer is on top of it and very forward-thinking. Review Source Aislinn K. Marketing Assistant Management Consulting Used the software for: 6-12 months ### "Entreflow Consulting Group's use of Process Street" April 19, 2019 4.0 What we like about this is that you can just re-initiate processes for another project, and go back and tick steps as you go along. Then you can just check how you're doing there. So it makes it a lot easier to manage those processes when you have lots of checklists. So might be useful for something like, you know, your onboarding for your team or for a new client. Or if there's a certain month-end practices, makes it super easy to check those events. Pros A great feature for this app is that you can really easily set up checklists, documentation, and training for your team, or your clients team really easily and quickly. It makes it super awesome for everyone to be able to manage their existing processes and track those. It's awesome because you can collaborate, so you can work with other people to build out the lists and the documentation. Then what happens is when someone goes to initiate one of those checklists or training sessions, then you can actually track to see where they're at in that session. So it makes it really easy for you to manage where everybody's at in those processes. Cons We would like to see the ability to do an e-signature. So if there's any sort of policy documentation or what have you, it would be great to have an e-signature option on there and then be able to retrieve that document later on. That would be a nice added bonus. Review Source AS Adam S. Consultant Management Consulting Used the software for: Less than 6 months ### "The Business Process Control Software you've been looking for. " November 19, 2020 4.0 Make no mistake, this program will not automate your entire process and do it for you, but it takes a lot of the thought and decision energy out of it. Great for processes that still need human thought coupled with the ability for management to set controls and parameters. Pros You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs. Cons There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Jetpack Workflow](https://www.capterra.com/p/135007/Jetpack-Workflow/) Reason for choosing Process Street The ability to mold the software around YOUR business processes. When we were vetting other softwares, we were finding that that we would have had to modified our processes to fit with the layout and flow of the program (Pipe Drive for example). Review Source PJ Polina J. Office Assistant Real Estate Used the software for: 2+ years ### "Very helpful tool. Helps us to track our agents' work" December 1, 2021 5.0 Great! Pros I love that they keep improving. The last cool feature that I noticed is "workflow templates". Lots to choose from and easy to use. Cons The email feature doesn't work for all the users. Review Source NS Niels S. Operational Manager Information Technology and Services Used the software for: 1-2 years ### "Process Street Review" June 15, 2023 5.0 Pros The ease of use. It integrates with a lot of different api's and programs. Cons I find the pricing for multiple users quite steep. Review Source Manoj P. Founder Real Estate Used the software for: 1-2 years ### "superb, best software we ever implemented " January 23, 2018 5.0 Pros process street is a great piece of kit if you're looking to create user manuals and procedure documents - but the best thing is that it integrates with Zapier so you can actually automate many of the process steps right within the software. This has saved us hours and hours of work, all at the same time as we document our procedures and make them all simple for everyone to follow. Review Source BA Bob A. Owner Real Estate Used the software for: 1-2 years ### "Great Workflow Software" July 22, 2019 5.0 Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St! Pros The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress. The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed. Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed. Cons There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product. Review Source SW Sean W. Training Manager Industrial Automation Used the software for: Less than 6 months ### "Process Street" July 1, 2019 4.0 Overall Process Street has completely redefined our training process and has allowed me to significantly streamline our process. It has allowed me to eliminate webforms for reporting trainee info, checklists, and quiz/test scores. Unfortunately, I found Process Street after I devoted literal days to coding googlesheets and webforms to track and sort all of the data but better late than never! Pros I manage training at my company and have found it difficult to maintain a consistent and standard process between trainers. Steps in our training may be skipped or lost between hand offs from one trainer to the next. Checklists would be checked off as complete at the end of each week regardless of any missed steps. Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template. Everyone who has used this new process has loved it and I've found that I very rarely need to prompt anyone to complete any steps. Cons I'm still learning my way around the conditional logic and the use of variables so this could be user error, but I would like to use this system to track the names, information, and documents of my trainees in each class. It's a little cumbersome to do that with the current options. For example, I created a drop down to select the total number of trainees in a class, up to 6. I then created 6 tasks - 1 shows for 1 trainee, 2 for 2, etc. When reporting names, info, and files in an email the generated email includes the variable callouts for each missing trainee instead of being blank. Review Source VR Verified Reviewer Head of Growth Internet Used the software for: 6-12 months ### "Grow your team with EASE" February 14, 2018 5.0 Pros So easy to use, it's basically error-proofing your scalability. Integrations are awesome, and having connected Zapier makes the workflows and approvals in each step even more user friendly. We're confident new team members can slip into our workflow if they can follow simple step by step instructions we've laid out in our processes Cons More native integrations would be nice, but I'm sure they're coming! I've tried so many productivity tools and the negatives are really so few with Process Street. Well done team. Keep going! Review Source Miikka K. COO/CMO, Co-founder Consumer Services Used the software for: 1-2 years ### "The SOP tool every business needs" February 13, 2018 5.0 Pros I had been looking for and trying a few different options for documenting Standard Operating Procedures, but found all had some shortcomings. Then I found out about Process Street and loved it right away. It has the perfect combination of being able to document processes with rich media, having checklists and form inputs - great for both documenting SOPs and keeping track of their execution no matter if it's just for you, a small team or a larger organization. Cons I wish it was easier to create nested workflows and auto-triggered sequential checklists for wider processes , but there have been improvements and new features added in this direction already, so it seems like those will be addressed pretty soon. Review Source JS Jim S. Owner Real Estate Used the software for: 1-2 years ### "Property Management Company" July 2, 2020 5.0 Pros It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product. Cons The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that. Alternatives considered [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/)[Trello](https://www.capterra.com/p/211559/Trello/) Review Source Similar Products Featured ## Related categories [Quality Management](https://www.capterra.com/quality-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Integration](https://www.capterra.com/integration-software/) ## 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.