--- title: "Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Process Street the right Business Process 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 July 23rd, 2026 # Reviews of Process Street Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews 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 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 SP Sharon P COOFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “I have asked for help several times via chat, and I have always been answered that day via email, or they have given me a link to schedule time with a pro who helps me solve any process development questions or issues.“ February 23, 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 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 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 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 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 BS Balasubramaniam S. Senior Engineering Manager Food & Beverages Used the software for: 6-12 months ### "Senior Engineering Manager" May 12, 2026 5.0 Pros Simple to use. I have used this tool for new hire onboarding and this is simple to use and very structured. Cons Nothing that i could see as of now. I have used this for last 3 resource onboarding and the journey so far has been good. 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 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 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 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 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 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 SD Satwik D. SRE Information Technology and Services Used the software for: Less than 6 months ### "Good, simple powerful- could be made more flexible" March 9, 2026 4.0 Overall I find it a good experience and sames time and managing everyhthing. Should be made comprehensive further Pros one monolithic path- easy to navigate timelines and snappy and fast. Completion and making task progress is easy. Cons Undoing. I don't or didn't see the undo of task completion in some or all or the guides or learning paths. Review Source SK Sakeena K. Associate Producer Broadcast Media Used the software for: 2+ years ### "Process Street makes me productive and efficient at work" March 5, 2025 5.0 Pros Step by step flow. It can be customized so the entire process of a team can be followed to the letter. Cons None that I can think of at the moment. It all works well for me. Review Source WL Warren L. General Manager Information Technology and Services Used the software for: 6-12 months ### "Incredibly User Friendly" June 13, 2023 4.0 We use Process Street for our workflows and forms. We've used a few different alternatives over the years, but this is easily the one with the best GUI. All my team like it, and I never get technical queries from any of my users. Pros What separates process street from others, is it's Easy to Use interface. It makes the job of creating workflows and tasks, incredibly easy for all users. We also love that you can import task templates. And, it's reasonably priced. Cons The addition of reminders would be incredibly handy. A couple of my guys have requested this. It would add another layer to the package. Review Source Clive B. Company Integrator & Head of Administration Automotive Used the software for: 2+ years ### "Super flexible and highly dependable - what's not to love?!?!" December 29, 2021 5.0 Our journey with Process Street started out with a quest to digitize a paper checklist. It soon grew to much more than that and it helps us to ensure clean handoffs from department to department, deliver company-wide training and maintain consistency. Pros Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line. Cons Tough to criticize anything about the product! Review Source RA Rachelle A. Transition Manager - Lease Administration Real Estate Used the software for: 6-12 months ### "Transition Management - Colliers Lease Administration" September 13, 2023 4.0 I'm happy that we have it. It has improved our ability to manage projects and control the assignment of new projects among the team. Pros I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project. It also makes it much simpler to have multiple people working on the project and avoid duplicative effort. Cons it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street. the Link works to locate the document quickly, but that requires to work outside Process Street and I have to go back and add more notes about what we did to the document(s). I also wish I could integrate with more apps, but I'm not totally sure its not our companies security that prevents that from being possible. I also would like to be able to have ability to control the status of the project. We use process projects that haven't begun and they get mixed into other things that are actually active vs reflecting that they are pending projects. Review Source MB Mark B. geschäftsführender Partner Real Estate Used the software for: 2+ years ### "good software, but not trustworthy company" August 3, 2023 4.0 And that's how Process Street executed that strategy:1. They deleted the free plan that gives you the option to pause the service.2. And they rose the pro plan from 30 USD per month and member to 415 USD (+1200 %) incl. more members.3. They forbid companies like hours who paused not to get back to their old plan (with one member) and so forced us to join the new plan.Though they offered us to stay in the old plan when we don not pause we decided to cancel.This was a hard decision because we invested hundreds of hours in developing our processes with that software But THE basic prerequisite of all business relations is trust.And Process Street prefers the short term maximisation of gains to reliability and partnership.Though it is a great software, we recommend don't trust them and stay away. Pros We are a small business operating in the field of sustainable consultancy.We started using Process Street in 2018.On the one hand the software is very powerful, on the other hand it is highly complex and very difficult to get used to it and to unlock all it's potential.While working with it, we became more comfortable and integrated it more in more in our companies processes, and even in the processes with clients.But this was a big fault.Firstly it is very difficult to remember all the many options of how it works if you do not work with it at least on a weekly basis.So if you are a small or mid size company like us that can not assign an employee specifically for this software - hands off from process street. Cons But the main reason why we decided to walk away from it, or better walk away from the company Process Street, was their product policy or better said customer exploitation policy thats work as follows:1. Start as a small company and refine your product from the feedback of your customers / beta testers.2. Grow, launch more services and make your customers become dependent on your software3. Once your customer base is big enough and your revenues fly, rise the prices abruptly and exorbitantly. Review Source 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.