# Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # 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 650 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ryan H. Manager, Internal Onboarding and Solutions Enablement Computer Software Used the software for: 2+ years ### "Process St keeps my Teams on Task" December 22, 2025 5.0 Pros Process Street helps our cross-functional team stay on task when working on time sensitive projects and gives our new hires an easy way to see their progress through training. Cons I have not had any issues with Process Street, and when I do run into roadblocks my CSM is always willing and able to help me find a solution Review Source 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](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 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 TS Tamara S. Procurement Officer Government Administration Used the software for: 6-12 months ### "Improved Work Experience" February 4, 2026 5.0 I think it has definitely made my work experience better. I appreciate it for keeping me organized and consistent. Pros I really appreciate the reminders embedded within each workflow as it helps keep me organized and my files consistent and complete. Cons 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. I would like to be able to provide immediate feedback on the page where there is an issue, rather than providing a screenshot in an email. 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 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 IG India G. Programme Support Non-Profit Organization Management Used the software for: 6-12 months ### "Process Street is Great for Us!" December 17, 2025 4.0 My overall experience with Process Street is that it is a invaluable service that we use for our job, and without it we would struggle alot to keep on top of everything. Pros Process Street makes keeping all of our information for all of our clients in one place so easy. It allows all of us to work on each others file, but still get the notifications if someone else has worked on our clients file which makes it incredible to stay on top of everything. Cons Sometimes Process Street bugs out sometimes and doesnt save the information as we put it in. We work quite quickly so it is important that this information is being saved the first time, so that if someone else comes in and trys to understand the situation they know all the information. 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 JS Josh S. IT Coordinator Legal Services Used the software for: 2+ years ### "An amazing too to track tasks and workflow" May 22, 2025 5.0 Pros 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. Cons It is a little on the pricey side, but what I do like is that you can share tasks with team members who do not have access or an account. Review Source AH Alisha H. Business Operations Lead Legal Services Used the software for: Less than 6 months ### "Business Operations Lead" September 30, 2025 5.0 I've had a great overall experience. Coming into a new role, especially a new industry; Process St has made the process much easier for me in learning how to follow specific tasks that were new to me. Pros The ease and effectiveness. I love that the website is clean and not over cluttered. I feel that is super important in terms of finding what you need in a fast and in an efficient manner. Cons The only thing that I would say "bothers" me is I believe the "view" button should be more noticeable so new users aren't confused on how to view a specific process. I think an update to the user flow may help! Review Source BS Boyang S. Junior Data Integration Developer Internet Used the software for: 2+ years ### "A Comprehensive and Intuitive Process Management Tool" April 17, 2023 5.0 Process Street is an incredibly useful tool for managing complex workflows. Its easy-to-use interface allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. It's a great way to stay organized and on top of our workflows. The only issue I've had with the program is that it can be a bit slow when it comes to loading, but overall it runs smoothly and efficiently. Pros Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows. Cons The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Process Street stands out from its competitors due to its comprehensive feature-set and intuitive design. It allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. Additionally, its user-friendly interface makes it easy for anyone to use, even those with limited tech experience. It's definitely the best process management tool out there. Review Source DB David B. Director of Service Delivery Information Technology and Services Used the software for: 1-2 years ### "Game changer for us!" April 28, 2022 5.0 Since using Process.st, the clarity on the tasks to be completed in a repetitive process has been eye-opening, no longer are employees making assumptions as to what should happen or ceasing forward movement because the task has some ambiguity to it. Existing workflows would require manual review of completed tasks and a multitude of hours of following up to verify that they were done and by whom. The time efficiency has allowed us to take on additional work with the same amount of staff. Pros The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not. Cons So far we haven't found any cons relating to this solution, we are very happy with it so far. Switched from [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) The task management within ConnectWise Manage is horrendous. There isn't a great way to view when a task was completed and by whom without going through a log to find the entry. Additionally, there is no ability to add rich content such as included screenshots, documents, forms, etc. 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 RK Rahul K. Physician Assistant Hospital & Health Care Used the software for: 2+ years ### "Review of Platform Process Street" July 26, 2024 5.0 Pros Process Street has unique form builder / process designing features and basic / advanced reporting tools within the dashboard. Cons Process Street can be less complex and allow more integration with other apps to allow a more user friendly experience. Review Source DE David E. CFO Food & Beverages Used the software for: 2+ years ### "Great Process Management Software" October 20, 2021 5.0 One of the top 3 software companies I've used. Their focus on engaging their customers is impressive and makes me feel like I'm important to them. Pros I love the how easy it is to use on every level. A beginner can understand the basic ideas and being to use a task list within minutes. The next level of creating templates is a bit more complex, but intuitive. Advanced features such as integration with Zapier, automation, permissions, etc. take more work, but easy to self-learn. Again, intuitive. The thing I like the most about Process St is how responsive they are to feature and support requests. They take the time to understand every suggestion. Cons As we are a manufacturing environment, many workers don't have access to workstations/mobile platforms. Checklists are not formatted for printing efficiently. Review Source Greg H. Veterinary Used the software for: 6-12 months ### "I wish all software companies were run like these guys do!" November 17, 2016 5.0 We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use. What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016). We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it. Until Process Street. The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc. But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them. Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization. Pros \- Very intuitive and easy to learn for even the most tech illiterate users - Magical interface that is constantly being refined and enhanced - Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app) - Very clever features that rely heavily on APIs and other apps to extend it's benefit and value - Highly responsive service and support that tries to bring solutions - Regularly releasing GREAT new features and enhancements that add more value - There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies! Cons \- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street - sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!) Review Source JS Jhoy S. Finance Manager Accounting Used the software for: 1-2 years ### "Process st you rock!" August 30, 2023 5.0 Everything's made easier with Process st., and we're loving it. Pros Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training. Cons At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate. I mean you can hide it on the main checklist then just show it to the specific checklist you want. 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.