---
title: "Process Street Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Process Street Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more."
source_url: "https://www.capterra.com/p/135004/Process-Street/"
page_type: "product"
language: "en"
publication_date: "2026-11-09"
---

# 

 Process Street Software Review 2026: Features, Integrations, Pros & Cons

Last updated on November 9, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Process Street

## What is Process Street?

Process Street is a Workflow Management platform powered by AI agents that automate work, enforce process rules, and keep your team audit-ready. Build no code workflows that assign tasks, route approvals, collect data, and trigger follow-ups automatically. From onboarding to audits, SOPs to CAPAs, Process Street replaces busywork with structure and speed. Whether you are scaling operations or proving compliance, Process Street ensures workflows do not just get documented, they get done, exactly as intended.

## What is Process Street used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Forms Automation](https://www.capterra.com/forms-automation-software/)

Recognitions

Shortlist

Overall rating

Based on 652 user reviews

Reviews sentiment

Positive

96%

Neutral

3%

Negative

1%

Pros & cons

Efficient process standardization tool

Seamless collaborative process platform

Occasional technical and usability problems

Starting price

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Compliance / 2026
-   Forms Automation / 2026
-   Workflow Management / 2026
-   Business Process Management / 2025
-   No Code Platform / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

## Process Street alternatives

Highest Rated

[4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.6 (5,322)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/135004/Process-Street/alternatives/)

## FAQs about Process Street

Overview

### What problems does Process Street solve?

Process Street solves missed steps, inconsistent execution, and unclear task handoffs by turning recurring workflows into assignable checklists with instructions, due dates, approvals, and progress tracking. Operations managers, compliance teams, agencies, HR leaders, and distributed teams use it for onboarding, training, client work, and regulated procedures.

Answer based on 440 reviews

Overview

### Which roles and teams benefit most from Process Street?

Process Street is most used by owners, CEOs, founders, and operations leaders who document recurring business processes and monitor completion. Project and office managers coordinate task handoffs and administrative checklists, while marketing, customer success, HR, and property management teams standardize campaigns, client onboarding, employee workflows, and site operations.

Answer based on 548 reviews

Overview

### What company size and industries is Process Street built for?

Process Street is designed for mid-market and enterprise teams in regulated industries, yet 84% of reviewers are small businesses, led by Real Estate (10%). It also serves finance, technology, and manufacturing teams focused on execution, compliance, and audit readiness; 10% are enterprises and 7% midsize, while Marketing and Advertising accounts for 9% and IT services 8%.

Answer based on 652 reviews

Features and Usability

### What are the key features of Process Street?

Process Street includes core task management for assigning work, setting due dates, scheduling recurring tasks, and tracking task progress. Workflow configuration and workflow management organize open work and responsibilities, while task editing keeps processes current. Collaboration tools support comments and @mentions, and third-party integrations connect workflows with systems such as Zapier, PandaDoc, and Twilio.

Answer based on 40 reviews

Integrations

### Which third-party tools and platforms does Process Street integrate with?

Process Street integrates with over 20 integrations, including Zapier, Google Sheets, Slack, Airtable, Asana, Google Drive, Microsoft Teams, and Jira. Zapier is widely used for workflow triggers and actions, while Slack supports task notifications. Its catalog also covers document, spreadsheet, HR, CRM, and collaboration platforms.

Answer based on 83 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Process Street?

Process Street is easy for most team members to learn through step-by-step checklists, including nontechnical staff and new hires. It offers in-person training, live online sessions, and documentation. Reviewers report that basic use and task completion require little guidance, while admins may need more time to configure advanced features, conditional logic, and complex forms.

Answer based on 67 reviews

Getting Started and Support

### What customer support options does Process Street offer, and how do users rate the experience?

Process Street offers email/help desk, FAQ/forum, knowledge base, 24/7 live representative, and chat support. Users commonly describe the team as responsive, knowledgeable, and helpful, with useful self-service resources. Some report replies can take a day or longer, while others find chat-based troubleshooting time-consuming for complex questions.

Answer based on 113 reviews

Processes

### How does Process Street help teams manage repeatable processes?

Process Street helps teams document, run, and update repeatable processes in a shared workspace. Small businesses, operations teams, and regulated organizations value customizable checklists, required steps, approvals, due dates, and audit trails. Its flexibility supports consistent handoffs, although teams with infrequent use may need time to learn its broader feature set.

Answer based on 183 reviews

## Who uses Process Street?

Based on Capterra reviews from the past 5 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Pros and Cons

Efficient process standardization tool

98% positive reviews out of 58

Most reviewers indicate team processes help standardize recurring tasks, enhance onboarding, and boost overall productivity.

Chris G.

Property Management, 2 - 10 employees.

"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."

Occasional technical and usability problems

49% negative reviews out of 57

Some reviewers describe bugs and issues like interface glitches, minor feature limitations, and occasional process-saving errors.

Seamless collaborative process platform

97% positive reviews out of 33

Most reviewers describe team collaboration as intuitive, enabling easy sharing, role-based access, and cross-department teamwork.

Comprehensive project workflow management

100% positive reviews out of 29

Most users report project management streamlines complex workflows, clarifies responsibilities, and improves deadline tracking.

Rachelle A.

Transition Manager - Lease Administration, 5,001 - 10,000 employees.

"It also makes it much simpler to have multiple people working on the project and avoid duplicative effort."

## Features

AI summary

Based on 23,605 Workflow Management reviews

Capterra data shows that buyers of Task Management software rank the following features as their top priorities:

-   **Workflow Management** (**49%** of reviewers rated this feature as critical)
-   **Task Scheduling** (**46%**)
-   **Task Editing** (**44%**)

Process Street supports all three of the features reviewers rate most highly: **Workflow Management**, **Task Scheduling**, and **Task Editing**. Together, these capabilities help businesses organize repeatable work, plan tasks around deadlines, and update task details as needs change, allowing teams to keep processes consistent and day-to-day execution on track.

Workflow Management

4.5 (22)

81.82% of 22 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Task Scheduling

4.8 (32)

68.75% of 32 reviewers that rated this feature as important or highly important

Track and manage the scheduling of tasks

Mobile Access

4.0 (6)

33.33% of 6 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Collaboration Tools

4.5 (33)

45.45% of 33 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Task Progress Tracking

4.7 (46)

69.57% of 46 reviewers that rated this feature as important or highly important

Track the status and progress of tasks

Task Management

4.7 (69)

81.16% of 69 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Process Street 200 features

### All Features
- @mentions: An @mention is a way to tag or notify a specific person about a message/post
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Active Directory Integration: Integrates with Active Directory
- Activities: Any action a user can perform in the system can be specified as an automated action.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Feed: Provides a live feed that updates when the status of a task has changed.
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- AI Text Generation: Allows users to generate text based on a text prompt.
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Analytics: Tools for the systematic analysis of various types of data or statistics
- API: Application programming interface that allows for integration with other systems/databases
- API Connection: Connect with existing systems via API.
- App Templates: Provides base-level application templates to build atop and customize for specifc users and actions.
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Assignment Management: Assign issues and tasks based on availability or required skills
- Attestation: Collect, track and store acknowledgements that policies have been read and understood
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Authentication: Verify the identity of users/devices to enable secure access
- Autofill: Automatically populating fields or sections within a form
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Branding: Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calibration Management: Schedule the calibration of instrumentation and maintenance requirements
- Change Management: Track and monitor efficient handling of all changes/transitions
- Chat/Messaging: Communicate using direct chat or messages within the system
- Checklists: An itemized to do list that can be edited as tasks are completed
- Client Database: Electronic storage of stakeholder contact information
- Client Management: Manage contact details and communication with clients
- Client Tracking: Track all company interactions with current clients
- Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Communications Management: Record and track all relevant internal and external communications
- Complaint Management: Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Management: Manage, organize, and store contact information
- Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology).
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Cross-system Integration: Works across multiple software systems or databases
- Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Customized Branding: Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Data Connectors: Connect to big data sources
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Data Management: Ability to handle large datasets
- Data Mapping: Track the management and flow of data throughout the organization
- Data Security: Protect sensitive data for digital privacy
- Data Storage Management: Manage and store data in a database
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Data Warehouse: Data vault where data is aggregated for later distribution to applications.
- Database Support: Supports common databases such as MySQL and Oracle
- Defect Tracking: Process of tracking logged defects (errors) in a product or service to create new versions to fix the error
- Dependencies: Manage dependencies between projects from one or multiple portfolios.
- Deployment Management: Manage the processes involved when making the application ready for use
- Document Approval: Streamline and simplify document approval processes.
- Document Coding & Control: Management and control of the creation, approval, and distribution of documents and processes to ensure they meet industry regulations
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Drag & Drop Editor: Editing tool that allows users to drag and drop images, icons, widgets, or other components
- Drag-and-drop Form Builder: Allows users to create forms with branching logic without any code.
- Electronic Forms: Digital forms that are shared and accessed online
- Electronic Signature: Digitally sign online documents
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Embedded Work Instructions: Allows users to access built-in work instructions.
- Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository
- Employee Directory: Access names, contact information, and roles of employees in a centralized repository
- Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities
- Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements
- Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
- ETL: Process of extracting, transforming, and loading data
- Event Logs: A chronological record of actions or occurrences within a network, software, or process
- FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Flows: Track products to determine when they are shipped, in transit, or delivered.
- For No-Code Development: Build applications without the use of code
- Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation
- Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms
- Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Graphical User Interface: A visual way of interacting with an application or operating system using items such as windows, icons, and menus
- Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Image and Video Capture: Provides built-in image and video recording capabilities.
- Incident Management: Manage and track all disruptions and incidents
- Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
- Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources.
- Integration Management: Identify which applications need to exchange data and enable these data connections
- Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
- Integrations Management: Identify which applications need to exchange data and enable these data connections
- ISO Compliance: Guidelines set by the International Organization for Standardization
- ISO Standards Management: Track and monitor processes/products to ensure they meet international standards developed by the ISO
- Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Live Chat: Ability to chat online in real time
- Maintenance Management: Manage, maintain and track the performance of assets and equipment
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multiple Data Sources: Allows users to manage data from a number of sources
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- Nonconformance Tracking: Identify issues and deviations from specifications
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- OSHA Compliance: Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Platform Compatibility: Lets users build cross-platform applications or provide specific templates for different device types.
- Policy Creation: Create new policies or alter existing policies
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Pre-built Connectors: Reusable integration workflow templates
- Pre-Built Modules: Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
- Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
- Prioritization: Arrange tasks based on the level of priority or urgency
- Process Analysis: Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
- Process Change Tracking: Document any changes or proposed changes made to business processes or workflows
- Process Design: The ability to create custom workflows aligned with business objectives.
- Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements
- Process Overview: Provides users a holistic view of all workflows so as to see how all processes work together.
- Process Repository: A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
- Process Routing: Ensures the right task is being assigned to the proper employee across an entire process.
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Project Workflow: Create, manage, or update project workflows.
- Quality Control: Ensure that quality requirements and standards are met across production processes
- Real Time Editing: Preview and make real-time changes in the web content
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Reports: Delivers insights into charger performance, energy consumption, revenue, and usage trends to optimize operations and maximize utilization.
- Response Validation: Ensure the answer provided fits set parameters (numerical, positive number, etc.)
- Risk Assessment: Initiate collection and analysis of known risks
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Statistical Process Control: Statistical methods to assist with and maintain quality control of processes
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Supplier Quality Control: Qualify, select, and monitor supply chain partners
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Task Scheduling: Track and manage the scheduling of tasks
- Tasks: Assign and track onboarding tasks to internal and external stakeholders.
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Templates: Sample files or documents that could be customized as needed or used as is
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- To-Do List: A digital list of items that need to be completed
- Training Management: Track employee/learner's progression through training programs
- Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system
- Updates: If your funding amount ever increases, your firm should be able to provide you with an updated 409a report.
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visibility: Provides real-time insight into procurement costs within categories, departments or projects
- Visual Modeling: Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Web Services: Allows the integration of data between different web services
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks
- Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments.
- WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

---

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Features

4.5 (547)

4.5

Based on 547 reviews

## Pricing

Value for money

4.6 (464)

Free Trial

[View pricing plan details](https://www.capterra.com/p/135004/Process-Street/pricing/)

Startup

Contact vendor for details

It includes:

-   Unlimited workflows
-   Unlimited pages
-   Up to 5,000 data set records
-   Unlimited file storage
-   Form fields & rich media
-   Conditional logic
-   Approvals
-   Analytics dashboard
-   Enforced task order
-   Dynamic due dates
-   Task permissions
-   Role assignments
-   Workflow run links
-   Scheduled workflows
-   Restore workflow revision
-   iOS app
-   Android app
-   Slack app
-   Microsoft Teams app
-   10 automation apps
-   100 automation auctions
-   Trigger from email
-   Zapier connector
-   Microsoft Power Automate connector
-   Tray.io connector
-   Make connector
-   50 public API access
-   Logo
-   Email & chat support
-   Encryption (in transit and at rest)
-   Role based access and permissions
-   SOC 2 Type 2

Pro

Contact vendor for details

It includes:

-   Up to 10,000 data set records
-   Custom BI integrations
-   Custom public API access
-   Brand colors
-   Cover images and icons
-   Workflow setup & integration services
-   Dedicated Success Manager
-   Priority support

Enterprise

Contact vendor for details

It includes:

-   Custom data set records
-   Enterprise Grid (for Slack app)
-   Subdomain
-   Fully-managed workflows
-   Custom integrations
-   Bulk document import
-   Custom reporting & data visualization
-   Process consulting & health audit
-   Personalized team training
-   HIPAA
-   SAML-based single sign-on (SSO)
-   SCIM user provisioning
-   Sharing & content controls
-   Microsoft Active Directory integration

Value for money

4.6 (464)

4.6

Based on 464 reviews

## Integrations

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Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

Asana](https://www.capterra.com/p/184581/Asana-PM/)[

Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (558)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (558)

4.7

Based on 558 reviews

## User reviews

Overall rating

4.7

Based on 652 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(497)

4(131)

3(18)

2(1)

1(5)

Mentioned topic

Recent reviews first, then most helpful

SE

Senior Engineering Manager

Senior Engineering Manager

Used the software for: Less than 1 year

### "Senior Engineering Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 14, 2026

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.

PM

Property Manager

Property Manager

Used the software for: Less than 1 year

### "Process Street One stop task completion"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 12, 2026

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.

AP

Assistant Property Management

Assistant Property Management

Used the software for: Less than 1 year

### "Assistant Property Manager"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

April 17, 2026

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.

SA

SA

SA

Used the software for: Less than 1 year

### "Process Street Review"

4.0

April 13, 2026

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.

OS

Onboarding Specialist

Onboarding Specialist

Used the software for: Less than 1 year

### "Process Street is Great!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 12, 2026

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

SR

SRE

SRE

Used the software for: Less than 1 year

### "Good, simple powerful- could be made more flexible"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 12, 2026

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.

SS

Senior Software Developer

Senior Software Developer

Used the software for: Less than 1 year

### "Senior Software Engineer"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

March 6, 2026

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."

SP

Sharon P.

COO

Used the software for: 3-5 years

### "Best process management software on the market!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 25, 2026

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.

AA

Actuarial assistant

Actuarial assistant

Used the software for: Less than 1 year

### "Initial opinion "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

February 23, 2026

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.

AC

Actuary

Actuary

Used the software for: Less than 1 year

### "Appealing Interface, Good Collaboration, needs more user flexibility"

3.0

February 23, 2026

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

[View all Reviews](https://www.capterra.com/p/135004/Process-Street/reviews/)

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