# Page 8 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Process Street ## Showing most helpful reviews Showing 176-200 of 650 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Gabe J. Customer Success Computer Software Used the software for: 6-12 months ### "Great way to keep track of repeated & important processes" April 12, 2019 5.0 Its been a great piece of our on-boarding process and I'm really happy with it. Pros I like the ease of use and the ability for teams to collaborate, easily figure out who did what. And when somebody did something. Cons I wish that the conditional logic could be applied to the sub items in a main item. Review Source Brett P. Distribution Specialist Wholesale Used the software for: Less than 6 months ### "Excellent for Collaboration" July 25, 2016 5.0 Beautifully simple and responsive. I've used it for new team member onboarding for a year and a half and Process Street helps me avoid a sea of onboarding process documents. Pros Easy to get others using it and helping modify checklists since it is so simple. That's been important for us since we can rope in several areas of expertise directly, bypassing a painful email back and forth game for each step of our process. Cons Not ideal for database. I use our process checklists as records of onboarding once each team member becomes fully functional, and there aren't many ways to organize archived checklists. Needs more report generation options as well. Review Source Alex B. Sales Development Representative Internet Used the software for: 1-2 years ### "Process Street saves tons of time!" June 15, 2016 5.0 I have used Process Street to train my remote team how to do new tasks. Whenever I have a new process I need them to learn, I make the instructions in process street and simply assign it. I absolutely love using process street instead of google docs, or sheets because it organizes everything in one place. Allay.io is a small business that offers enterprise level insurance to small and medium businesses. Pros Adding videos in different steps made it a much better teaching tool than google docs. Recurring assignments also helps keep everyone on track. Cons Honestly I can't think of any. Review Source FFC Filipinas Faela C. Team Leader Retail Used the software for: 1-2 years ### "Streamline your company's processes with Process Street" September 18, 2019 3.0 Our company's processes became very much organized ever since we started using Process Street. While the integration with Zapier proves to be very, very useful, Process Street have various APIs which is already very helpful in itself for automating processes. Pros Process Street's drag-and-drop type of APIs make it easy to set up process automation even for someone who have zero knowledge in computer programming. Cons The program get bugs quite frequently, but it usually gets resolved almost immediately once the issue is brought up to their attention. Review Source GL George L. Onboarding Real Estate Used the software for: Less than 6 months ### "My first 30 days of using Process Street" August 29, 2023 4.0 Pros straightforward to use, it enables smooth collaboration with colleagues Cons Unable to imbed graphics in the same text box (probably nobody has shown me how to do it).I have to attach the graphics in a separate section.Does that make sense? Review Source Brandon U. Founder and CEO Professional Training & Coaching Used the software for: 1-2 years ### "Best Project Management Application" August 4, 2016 5.0 I use Process Street to manage a variety of production and promotional processes. It was great for creating and refining process checklists, which can be duplicated easily. I also love that when you make modifications to a list, you can choose to automatically update all open processes. Collaboration with team members is also easy. Pros Ease of use Repeatable checklists Team collaboration Cons User interface could make it easier to access checklists without having to go back to the home screen or main categories first Review Source NM Nikkie M. Customer Happiness Heroine Education Management Used the software for: 1-2 years ### "Great product, a few hiccups but overall great to work with! " June 24, 2020 4.0 Overall my experience has been great since my login issue was correct. I would recommend Process Street as it is a fantastic way to manage workflows! Pros Process Street is very easy to use, and organized well. Very stable, I have have experienced almost no downtime with this product, or any loss of data with my forms. Cons There was a slight glitch with my ability to log in and save items in my inbox but that was the ONLY issue I've had. Process Street support was great in working with me to get that back online. Review Source Brandon T. Client Specialist & Project Management Internet Used the software for: 6-12 months ### "Simple, convenient, reliable" July 9, 2018 5.0 Pros It's cloud-based and accessible everywhere so we can train and run checklists anywhere, anytime, and with a simple login. Cons No mobile app, meaning we are unable to allow customers to upload files to their projects without having to use a browser. Review Source AJ Akshat J. Project and Safety Coordinator Glass, Ceramics & Concrete Used the software for: Less than 6 months ### "Process Street Review" February 16, 2024 5.0 Pros Automation. The ease with which we can link all the tasks with each other. Cons The reporting system. I wish the reporting page could be modified by us depending on our needs. Review Source VR Verified Reviewer Human Resources Manager Banking Used the software for: 6-12 months ### "A GREAT ADDITION TO A HUMAN RESOURCE SPECIALIST GO-TO SOFTWARE" September 20, 2018 5.0 Pros I was looking for a software that can help me do my tasks in one dashboard since I am using lots of software to keep up with our employees. I found lots of possible software with great features and Process Street worked so well and fits well with my needs. Its layout was simple and easy to move around with. Workflow management features were amazing and complimented all my necessities. Cons It does not have any task management related feature where individual task assignment for every member is possible. It would be a great addition for us. I hope it is included in the future updates. Review Source LD Laura D. CEO Management Consulting Used the software for: 1-2 years ### "Very helpful software that has my business running smoothly" September 30, 2019 5.0 Really good! They've also asked me for input which is nice. Pros Can define internal business processes so my assistant can execute them with minimal guidance. I can see what my assistant has accomplished. Cons The logic flow is a little difficult and they want me to pay more for additional functionality. I'd like to get these advanced features for the same price. Giving even more visibility into what's been accomplished would be great. Reason for choosing Process Street Ease of use, meeting my requirements, cost Review Source Andrew V. Used the software for: 1-2 years ### "mobile app please" November 3, 2016 5.0 i rated ease of use as a three only because i believe if could flow a little more smoothly on the user checklist screen it combines checklists, documentation, business workflow and consistent training in one bundle Pros the core of any process system Cons not an app yet as far as i know so it cant be used on the go at the worksite. for example if i had a cashier refund procedure checklist, a new cashier couldnt easily complete the checklist while giving the refund to a customer Review Source RC Rhelvin C. Property Manager Real Estate Used the software for: Less than 6 months ### "Workflow Management" January 29, 2024 5.0 Pros Easy to use. They Provide Support. East to build workflow and integration Cons I do not have any since I love using it and building our process in Process ST Review Source John D. Marketing Manager Real Estate Used the software for: 6-12 months ### "I have had a great user experience with Vinay, Blake, Tarik, and others using Process Street. " January 22, 2018 5.0 Pros I like that the software is something that I can change. It's very user friendly in that way. Good job. Cons I really want the ability to to have due before functions and more control over the programming I can implement. Review Source Daniele B. Fondatore Used the software for: 1-2 years ### "I love Process Street, and everyone I told about love it too!" January 23, 2018 5.0 Pros This tool does perfectly what is built for: handling SOP and helping with processes. I easily wrote our procedures and steps in checklists. Now I assign the procedure to my collaborators and they can deliver consistent, high-quality work without stress. Cons Some little features can be added, such as embedding videos from 3rd parties. I would also love a better integration with HelpScout, our ticketing system. Review Source JF J F. Principal Real Estate Used the software for: 6-12 months ### "Used for small business; 4 employees" February 19, 2019 5.0 Pros Forces uniformity + of all the software I've tried those not very computer literate are happy to use it. We've managed to get a consensus from the staff on the usefulness of this software. Cons Only that we can't set tasks to automatically allocate to whoever starts a list. Review Source Steve W. Owner Real Estate Used the software for: 6-12 months ### "Great product for processes" October 22, 2018 5.0 Very good. Easy to use and has great templates to get you started. Pros I love that you can update a process and it changes all processes currently live Cons It does not have functionality for one off task management. Review Source DGM Divine Grace M. Writer Accounting Used the software for: Less than 6 months ### "Review as a user" December 6, 2022 5.0 Following the workflow was confusing at first, but I guess it's more because of the transition from one softwware to another, and for the polishing of the workflow setup. Pros I love that the redundancy of one's tasks is eliminated. Cons If there's more than one admin setting up the workflows, it can be very confusing. Switched from [Notion](https://www.capterra.com/p/186596/Notion/) To eliminate redundant tasks. Review Source Andrew D. Used the software for: 6-12 months ### "Game Changer" August 3, 2016 5.0 We are a database software company and process.st has dramatically increased the effectiveness of our onboarding process. It makes it very easy for us to invite guests and have them provide the necessary information we need in a neat and organized fashion. Very much looking forward to the future enhancements coming out for this app that will make a strong product currently even better. Pros Collaboration with people outside of the organization, makes complex processes more consistent and streamlined. Cons Would love to be able to assign certain people to individual tasks with individual deadlines (which I hear is coming soon). Review Source Tim D. Strategy & Operations Associate Hospital & Health Care Used the software for: Less than 6 months ### "Great for complex workflows that need to be quickly changed and update on the fly." July 17, 2018 4.0 Robust and agile workflow design. Pros We can capture a full workflow, with full instructions that adapts to context. It is also easy to change a process on the fly. This comes in handy with young, growing companies where the processes are not set in stone and need a tonne of iteration to streamline and adapt. Cons CRM integration could be better. Data can be pulled from Salesforce in the form of a custom link but can only be synced back using Zapier. The zaps available are not great either. They have said they are working on this though. Review Source Sean L. Managing Director Design Used the software for: 6-12 months ### "Process Street excels in its simplicity" June 15, 2016 5.0 We love keeping things simple, and we look for that in all of our business tools too. Process Street is a perfect fit for a small business looking to document their processes/procedures/workflows, without all the other complexity and overkill that typically comes included with business software. Process Street is outstanding for both documenting our processes and for tracking work in progress. We use it for both, and have saved tons of time and money. Pros The most simple, effective process documentation and organization tool out there. Cons A bit more back-n-forth between screens in this version, something that will be resolved as it continues to be refined I'm sure. Review Source CG Christopher G. HR/Benefits Coordinator Information Technology and Services Used the software for: Less than 6 months ### "Great product!" September 13, 2023 5.0 I have had a wonderful experience! Pros I love the functionality and the ability to work cross-functionally! Cons It is sometimes hard to manage workflows when in the beginning stages of configuration. Reason for choosing Process Street It has great functionality Review Source AS Aron S. Marketing and Advertising Used the software for: 6-12 months ### "Very helpful checklist / process management app!" August 27, 2016 5.0 I've used this app to help set up meeting structures with my team. We have a set checklist of items to talk about on a regular basis, and this app helps us to move through them together, with visual aids and reminders, with checklists, and more, in a way that we choose. I also use it for repeating processes in my own planning, journaling, and decision making. I've taken checklists from personal development speakers and writers, and broken their ideas/suggestions into tasks. With Process.St, i can set them up with reminders, visuals, and videos in ways that help me cruise through these tasks to get the results smoothly and easily. Pros The ability to quickly edit and customize a process is very helpful. The development team has also been very helpful and responsive. Cons Not much - it's clean, it just works, and the team seems to be focused on improving. Ah! I know - there's no mobile app yet ;-) Review Source NG Nava G. Manager Marketing and Advertising Used the software for: Less than 6 months ### "Good to make sure nothing gets missed out" September 14, 2023 5.0 Best in class to improve compliance as well as documentation Pros The blockers which makes someone follow the previous step to move to next one which makes compliance on point Cons Nothing as of such. Seems great while using it right now Review Source VR Verified Reviewer Senior Software Engineer Food & Beverages Used the software for: 1-2 years ### "Very Useful" September 16, 2018 5.0 Pros Process Street allows you to track your team’s workflows, checklists, and procedures. Process mapping and data mapping is also possible with Process Street. It also deals greatly with data archiving and management. Process Street covers a lot of features which is a great deal for its price. Cons Would love to have features such as help desk, phone, and calling system. 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