--- title: "Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Process Street the right Workflow Management solution for you? Explore 652 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/135004/Process-Street/reviews/" page_type: "reviews" language: "en" --- Process Street 4.7 (652) [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 September 19th, 2026 # Reviews of Process Street Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews JS Josh S IT CoordinatorLegal Services, 51 - 200 employeesUsed the software for: More than 2 years. “A great tool for our team to onboard and offboard staff; this tool allows us to keep track of tasks needed too be done for workstation and software preparation as well.“ May 22, 2025 DG Danielle G Actuarial assistantInsurance, 1,001 - 5,000 employeesUsed the software for: Less than 6 months. “I don't like that I can edit someone elses tasks (usually done by mistake), but I'd like to be able to take tasks from others and then complete with my name attached, and the layout of the page is too skinny of a column.“ February 20, 2026 SN Soumya N Senior Software DeveloperFinancial Services, 5,001 - 10,000 employeesUsed the software for: Less than 6 months. “It makes tracking complex workflows much simpler and ensures that nothing falls through the cracks during our daily operations.“ March 5, 2026 TS Tamara S Procurement OfficerGovernment Administration, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “I'm not sure if the workflows are defaulted or if our developer has created them based on their understanding of the processes we follow, but I am sometimes frustrated that I cannot easily provide immediate feedback when a workflow doesn't make sense or takes me in a wrong direction. “ February 4, 2026 TS Tamara S Procurement OfficerGovernment Administration, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “I really appreciate the reminders embedded within each workflow as it helps keep me organized and my files consistent and complete.“ February 4, 2026 CF Caroline F AttorneyLaw Practice, 2 - 10 employeesUsed the software for: 1-2 years. “Right now, we still have people emailing instead of using the comments, and I have to download/ upload email messages into the comments.“ March 7, 2025 Chris J CTOFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Being able to build checklists with conditional logic, approval steps and due dates means nothing gets missed.“ December 11, 2025 RH Rhys H ExecutiveInvestment Banking, 11 - 50 employeesUsed the software for: Less than 6 months. “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.“ March 7, 2023 ## Showing most helpful reviews Showing 1-25 of 652 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Patrick J. Operations Manager Financial Services Used the software for: Less than 6 months ### "New Client Early Impression" January 23, 2025 4.0 Great! Process Street caters for everyone on the workflow spectrum - you can make workflows as simple or thorough as you like and it's really easy to use. Pros Super intuitive so really flexible and easy to use Cons Needs a bit more reporting flexibility - sorting by more than one field, more grouping options Alternatives considered [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Process Street Ease of use and previous experience in a prior role Review Source Daniel S. CEO Marketing and Advertising Used the software for: Less than 6 months ### "A Great Tool For Visual SOPs That Improves Task Completion Quality" April 18, 2023 5.0 Pros Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time. Cons Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[JIRA Service Management](https://www.capterra.com/p/227102/JIRA-Service-Management/) Reason for choosing Process Street We still use JIRA for broad project assignments, but added Process Street into our workflow to complement JIRA. Process Street seems better suited for us to track detailed tasks and provide updated SOPs to staff as they use it, but JIRA is still out "big picture" project management board. Thus far it's a helpful combination having management able to view big picture project phases on JIRA and the technicians completing detailed task-level assignments in Process Street. We are also integrating JIRA to trigger specific Process Street tasks when a project is moved into a specific phase in our project management workflows. Review Source CC Christy C. Office Administrative Assistant Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Two thumbs up" May 16, 2025 3.0 It is so much better than manually filling out these forms!!! Pros Auto populate last information is great! Cons When the auto population doesn't work correctly. Review Source Laura H. Human Resources Generalist Hospital & Health Care Used the software for: 1-2 years ### "Efficiency in performing routine tasks" April 6, 2023 4.0 Very straightforward! Non-technical users will have no trouble creating effective procedures because to the intuitive UI. The user interface is also highly uncluttered and easy to navigate. Nonetheless, efficiency is quite high. One of the features I value most is the ability to make changes to a process's blueprint while it is still active. Pros Process Street centralizes all of the pertinent information and provides a bird's-eye perspective of all of an organization's processes in one convenient location. It's a system that can be used by everyone in the company with little to no instruction. Cons However though Process st is constantly updating and adding new features, it still heavily relies on external applications and connections to accomplish specific tasks. What I enjoy most about process work is diminished by this. Switched from [Trainual](https://www.capterra.com/p/175749/Trainual/)[Kissflow](https://www.capterra.com/p/149470/KiSSFLOW/) Spending less time on each operation without sacrificing quality is key to successfully completing repetitive activities. Each stage can include all the relevant data and files. Thanks to process street, all of my outgoing emails are now automated. Review Source Maddy O. SEO Content Strategist Marketing and Advertising Used the software for: 1-2 years ### "All my business processes can be managed within Process Street" October 19, 2021 5.0 We use Process Street similarly to a project management tool. All of our new content projects are administered via Process Street and this tool makes it easy for everyone involved in production to know what's expected of them, when. It's a flexible process that changes when, for example, clients need edits or we have to modify the workflow after first assigning the topic. Process Street works with us, not against us. We also use it for miscellaneous tasks like onboarding new team members, new clients, and to set expectations for various repeated projects outside our standard new content workflow. Pros I love that I can use this tool to build any workflow, for any use case, and for any customer. I have not found a project management tool (and I've thoroughly tested several) that empowers me to build an intuitive custom workflow like Process Street has. I feel like I'm only scratching the surface of what I could accomplish with this tool and the possibilities are exciting! Cons There are some quirks that I trust will be worked out in time, like more options for organizing conditional logic settings or being able to copy parts of one workflow to another. I think the only thing I would change about Process Street is creating some additional efficiencies to scale workflow building but I can't think of any major features it's missing. Switched from [Freedcamp](https://www.capterra.com/p/132230/Freedcamp/)[Trello](https://www.capterra.com/p/211559/Trello/)[Nifty](https://www.capterra.com/p/172519/Nifty/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Every other project management tool I've tried has ultimately been too rigid for the ideal workflow as it exists in my head. Process Street allows me to build custom workflows for any situation, up to and including specific client requests and guidelines. 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 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 RS Ryan S. Internet Engineer Internet Used the software for: 1-2 years ### "Like External RAM for Your Brain: Process Automation Without the Bottleneck" June 11, 2025 5.0 It has allowed me to exend my functionality beyond what I can load into my brain's RAM for processes. I can make varients and have customer specific process folders even for stuff that I only do monthly. It also allows me to assign more repetitive (but still important) tasks to other employees and know that they are checking the important points. Pros It makes creating useful complex processes possible AND decentralized from the ticketing / project management systems that differnent departments use. It is great for documenting tribal knowledge fairly easily and for making it quickly iterative. When our clients go "off the flow chart" I am able to adjust the process while I am working on an instance of that process and have it update all open processes immidiatly. It also keeps track of versioning so you can look back at when a process changed and has a notes section at the bottom of each step in the process to let you process runners keep notes for themselves or send notes to the internal admin about changes/issues with the process. Oh and I can set global variables for things like links that are in multiple processes that also change monthly (calendar links). Cons There is a learning curve for the more advanced functionality. I was able to get more out of the product because I understand object oriented programing, but I am not a "real coder" and I was still able to get it to do some pretty amazing stuff. Some of the logic is finiky about hiding and showing steps. Review Source SN Soumya N. Senior Software Developer Financial Services Used the software for: Less than 6 months ### "Senior Software Engineer" March 5, 2026 5.0 Overall, my experience with Process Street has been very positive. It has helped our team standardize our recurring processes and improved our collective productivity. It is a solid tool for anyone looking to automate or document team workflows effectively. Pros love how organized everything is within the platform. The ability to clearly mark tasks as complete provides great visibility for the whole team. It makes tracking complex workflows much simpler and ensures that nothing falls through the cracks during our daily operations. Cons While the functionality is great, I think the pages could benefit from a better, more modern UI design. The current interface feels a bit dated at times, and a more streamlined aesthetic would definitely improve the overall user experience and navigation for technical users." Review Source SK Sophia K. Assistant Property Management Hospitality Used the software for: Less than 6 months ### "Assistant Property Manager" April 16, 2026 5.0 I haven't had any issues with it. Since I am still learning it. I do have a great team that always helps me with getting to learn it better. Pros I ams till learning Process Street, though it seems pretty easy because it gives you step by step how to get tasks done. Cons using it sometimes can be a bit complex at first. At first look it can be pretty overwhelming, but easy to navigate once you get the hang of it. 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 AI Work Platform](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 JM Jacqui M. Business Analyst Telecommunications Used the software for: 1-2 years ### "User-friendly and prompt Support " May 29, 2025 5.0 I have been enjoying it, and I enjoy it more the more I understand it. The support is great and prompt. Pros Ease of use, user-friendly, and it didn't take long to learn to use it and use automation. The support from our account manager, \[sensitive content hidden\], and the chatbot has been useful. I was once chatting with a bot, and \[sensitive content hidden\] messaged me to assist with my issue. Cons You can't do an overall search of a word on a process, you can only search per task, or by searching on the Lgoc search. Review Source AO Amr O. SA Internet Used the software for: Less than 6 months ### "Process Street Review" April 10, 2026 4.0 I would prefer more clarity on the end user interface to be able to know right away if this task is assigned to me or not and what is the status of the task. Pros Process Street is an easy to use platform and has a very simple UI. It is great for any end-user to navigate. Cons It’s not always clear who is assigned the tasks and whether I’ve already accepted them. The UI needs better clarity. Review Source SA Shade A. Branding Strategist E-Learning Used the software for: 6-12 months ### "Get Organized with Process Street" December 3, 2024 4.0 Process Street makes creating Standard Operating Procedures simple. If you are growing your business with a team, your team must have training and guidelines. This makes it easier. Process Street also has great templates. Pros Process Street is very easy to use. If you are someone who is looking for SOP and systems written out this is a great app for this. Cons It can be overwhelming for people. There is also a learning curve and there are tons of options and ways to use this platform. Review Source KW Kimberly W. Owner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Absolutely Amazing" June 29, 2017 5.0 It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively. Pros I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team! Cons My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software. Review Source RH Rhys H. Executive Investment Banking Used the software for: Less than 6 months ### "Rhys Hewitt Process Street Review" March 7, 2023 5.0 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. Review Source 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 FVC Fersie Vele C. Bookkeeper Accounting Used the software for: 6-12 months ### "Fersie - process street experience " September 1, 2023 5.0 I had a great time using process street. I have fast working experience especially when Pros I like the most on documents generation I can create a work flow and share to my colleagues and also the private library where I can store my personal workflow process.My overall experience using process street was amazing. Cons I think the navigator like insert file, link, add photo. I can't paste the screenshot of documents like picture I just have to add it from the save photo in my device. I would suggest this feature add a screenshot image. Review Source VR Verified Reviewer Head of the Branch Banking Used the software for: 1-2 years ### "Review about Process Sr" September 9, 2023 5.0 I have a very good experience using Process st. This program help me a lot on my daily basis. Pros The integrarion with other systems and the possibility to manage the workflow in real time. Cons Sometimes we need wait some minutes to received a notification on the email. Review Source MB Mike B. Franchise Business Coach Real Estate Used the software for: 1-2 years ### "Automations have a huge impact on workflow." October 21, 2021 5.0 Great overall experience. Pros The ability to map out and create workflows that are automated in so many steps throughout the process. Cons Wish there were more native integrations. Review Source EB Emily B. Director of Marketing Real Estate Used the software for: 6-12 months ### "Remote Work with Ease" September 13, 2023 5.0 Overall we have implemented it over multiple departments to work together seamlessly and it's working amazing. Pros My team is spread out over different departments and cities and this has helped us stay on task and on the same page with way less useless communication Cons There is a HUGE leap between the free account and the paid account but you cannot sample the paid features on your free trial account so makes it hard to determine if it's going to work for the team. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Process Street Admin capability Review Source TTM Tyron Tinashe M. Seniour Consultant Consumer Services Used the software for: 2+ years ### "Process street" August 30, 2021 4.0 A great experience since i find all my documents from all employees in one place Pros The ability to manage documents, onboard new users, business management. These have been reduced to a seamless process. Cons It is not ease to set as a new user, they have to make effort for it to be simple. Reason for choosing Process Street It performs excellently. Review Source GR Gabriel R. Director of Creative Services Marketing and Advertising Used the software for: 2+ years ### "Process.st review" August 10, 2021 3.0 Pros Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done. Cons – Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls) – Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot) – Too little automation customization (ex. Slack connection is very limited) – The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor) – Content -> Send Email and Forms -> Long Text lack even simple formatting capability Review Source CG Chris G. Property Management Real Estate Used the software for: 6-12 months ### "The Great Time Saver" December 26, 2023 5.0 It's been a great experience, the Process St team has been super helpful in getting us set up and creating workflows. Pros Process St has helped us save a ton of time and ensure nothing gets missed. In the property management business there's a lot of moving parts and this helps everyone on the team see whats going on and ensure nothing gets missed. Cons From the start we purchased 10 consulting hours to help get set up, now that we are pretty much good to go, it would be great if we could purchase 30-60 minutes of consulting for random things that come up but at this point, they only offer packages with multiple hours. Review Source SG Subhaluxmi G. Operations Analyst Computer Software Used the software for: 1-2 years ### "Why I love Process Street" September 14, 2023 5.0 Great! Pros Very easy to use. I use it daily for workflow management. Cons Nothing as of now. Process street has helped me on my projects to follow the details very accurately 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.