--- 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" publication_date: "2026-11-03" --- Process Street 4.7 (652) 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 November 3rd, 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 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Senior Engineering Manager Used the software for: Less than 1 year ### "Senior Engineering Manager" May 14, 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 R Reviewer Property Manager Used the software for: Less than 1 year ### "Process Street One stop task completion" May 12, 2026 5.0 It is a great system that is very thorough and a great fit for PURE. It will basically walk you through each task completely and is great for new hires. This means nothing will fall through the cracks. Pros It features photos of Appfolio and walks you through the whole process. It is a great learning tool and time saving for new employees as well as making sure nothing falls through the cracks in the brokerage. It is a fast system and you can move right through it following the tasks. Cons That there are options and you have to change the letters and information but that is something that we have to do as all are not the same. Review Source R Reviewer Assistant Property Management Used the software for: Less than 1 year ### "Assistant Property Manager" April 17, 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 R Reviewer SA Used the software for: Less than 1 year ### "Process Street Review" April 13, 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 R Reviewer Onboarding Specialist Used the software for: Less than 1 year ### "Process Street is Great!" March 12, 2026 5.0 Makes my work much easier, sending emails and building processes has been great via Process Street. I'm able to build complex SOPs and go through them step by step. Pros Ease of use, endless possibilities to create & update SOP processes, Fun to use, Easy to update, great customer service, makes work & processes much easier & quicker. Cons occasional bugs/connection issues (not often), heavily relies on external applications/connections, glitchy with publishing at times Review Source R Reviewer SRE Used the software for: Less than 1 year ### "Good, simple powerful- could be made more flexible" March 12, 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 R Reviewer Senior Software Developer Used the software for: Less than 1 year ### "Senior Software Engineer" March 6, 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 SP Sharon P. COO Used the software for: 3-5 years ### "Best process management software on the market!" February 25, 2026 5.0 10 out of 10 on product and customer service. 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. Pros I love how you can customize workflows to account for the smallest nuance in a process. We write processes for every customer we serve. Process Street enables us to maintain consistent customer service. Cons Just small things that I think Process Street will develop over time. I'd like to be able to easily bold and change the font colors in the comment section, as our team uses that section to communicate. Review Source R Reviewer Actuarial assistant Used the software for: Less than 1 year ### "Initial opinion " February 23, 2026 4.0 Fairly easy to get used to but may not have the same displays as other programs, may look a little outdated with all of the code showing. Pros It is easy to go back and edit our case so that appropriate tasks are triggered for different department members to complete. Cons 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. Review Source R Reviewer Actuary Used the software for: Less than 1 year ### "Appealing Interface, Good Collaboration, needs more user flexibility" February 23, 2026 3.0 Pros Best feature is applicable comments appear alongside the specific tasks to which they pertain, rather than getting lost in a comprehensive stream of discussions. Easy to track what actions need to be taken and work with various parties. Very appealing user interface, easy to manage various tasks within purview. Cons Inability to adjust target deadlines myself is the main point of friction encountered thus far; as priorities shift, deadlines often move. The deadlines are also static e.g. if I receive a task late, my run time is not adjusted, and thus I may receive tasks marked as late by me on their inception Review Source R Reviewer Operations Manager Used the software for: Less than 1 year ### "New Client Early Impression" January 24, 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 Review Source Daniel S. CEO Used the software for: Less than 1 year ### "A Great Tool For Visual SOPs That Improves Task Completion Quality" April 19, 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. Review Source R Reviewer Office Administrative Assistant Used the software for: Less than 1 year ### "Two thumbs up" May 19, 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 Used the software for: 1-3 years ### "Efficiency in performing routine tasks" April 14, 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. Review Source Maddy F. SEO Content Strategist Used the software for: 1-3 years ### "All my business processes can be managed within Process Street" October 20, 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. Review Source R Reviewer System Administrator Used the software for: 1-3 years ### "Fantastic program for creating workflows" February 13, 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. Review Source Kate P. Independent Third-Party Contractor Used the software for: Less than 1 year ### "Process.st is Gaining Traction in a Saturated Industry" November 1, 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. Review Source Ryan S. Internet Engineer Used the software for: 1-3 years ### "Like External RAM for Your Brain: Process Automation Without the Bottleneck" June 17, 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 R Reviewer Executive VP Used the software for: 3-5 years ### "Don't Build a Business Without it!" December 9, 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. Review Source JM Jacqui M. Business Analyst Used the software for: 1-3 years ### "User-friendly and prompt Support " May 30, 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 Shade A. Branding Strategist Used the software for: Less than 1 year ### "Get Organized with Process Street" December 9, 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 R Reviewer Owner Used the software for: Less than 1 year ### "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 R Reviewer Executive Used the software for: Less than 1 year ### "Rhys Hewitt Process Street Review" March 9, 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 Used the software for: 3-5 years ### "Cannot live without it" November 1, 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. Review Source R Reviewer Bookkeeper Used the software for: Less than 1 year ### "Fersie - process street experience " September 4, 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 ## 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. 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