# Page 2 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Process Street the right Business Process Management solution for you? Explore 648 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/135004/Process-Street/reviews --- Process Street 4.7 (648) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Process Street ## Showing most helpful reviews Showing 26-50 of 648 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SP Sharon P. COO Financial Services Used the software for: 2+ years ### "Best process management software on the market!" February 23, 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. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Process Street We chose PS because it allowed us to manage multiple clients from it. Review Source Chris J. CTO Financial Services Used the software for: 2+ years ### "Solid choice for compliance-heavy businesses" December 11, 2025 5.0 We adopted Process Street to bring structure to our compliance workflows - things like merchant onboarding, KYC checks, and periodic reviews. It's genuinely transformed how we handle these. What used to be scattered Google documents (which nobody ever read) and "did you remember to..." conversations is now a proper system with accountability built in. The learning curve isn't too bad, and their support team have been responsive when we've had questions. I was initially concerned that the team may be reluctant to adopt the tool, but they quickly recognised the benefits and now we have an increasingly "Process-St-First" culture Pros The software is brilliant for regulated environments. We're FCA-authorised and PCI DSS compliant, so we have dozens of procedures that need to be followed exactly the same way every time. Being able to build checklists with conditional logic, approval steps and due dates means nothing gets missed. The audit trail is also invaluable - when our compliance officer or an auditor asks "how do you know this was done properly?", we can show them exactly who did what and when. Cons The mobile app could be more polished - most of our team are desk-based so it's not a major issue, but it would be nice. Alternatives considered [Pipefy](https://www.capterra.com/p/144848/Pipefy/) Reason for choosing Process Street We found Process Street's checklist based approach fit our mental models better and was easier to get used to. Review Source JF Jade F. Accounting Manager Events Services Used the software for: Less than 6 months ### "Game changer" January 4, 2026 5.0 Great experience with the team, especially \[sensitive content hidden\] and the follow up training she has provided us - its been invaluable. Pros The ability to link the instructions to a process and break processes down into steps and assign to employees. Then being able to schedule these tasks for completion is amazing. As a manager, this has been invaluable. Cons No negatives found at this point. There could be some expansion on the use of the one off tasks, but this in no way takes away from the fantastic product that has been developed. Alternatives considered [SweetProcess](https://www.capterra.com/p/188134/SweetProcess/)[Singlepoint](https://www.capterra.com/p/254783/Syncronology/) Reason for choosing Process Street I can't remember the product names, but there were 2 alternatives - they didn't measure up to the overall product delivered by Process St. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) To have the ability to schedule tasks and attach the relevent documentation to the task Review Source EV Elsie V. Onboarding Specialist Human Resources Used the software for: 6-12 months ### "Process Street is Great!" March 6, 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 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 DG Danielle G. Actuarial assistant Insurance Used the software for: Less than 6 months ### "Initial opinion " February 20, 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. Switched from [SAP Signavio](https://www.capterra.com/p/137139/Signavio/) The price was better and had similar enough features with a couple of improvements we were looking for (being able to go back and edit and have changes take effect immediately for a case). 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 CF Caroline F. Attorney Law Practice Used the software for: 1-2 years ### "Use for Law Firm client task collaboration and management" March 7, 2025 5.0 Super simple to use, amazing customer service, and has overall made my life so much easier. Pros Extreme ease of use, forced structure, and that it integrates deeply with Zapier. Cons I wish there was a way to email/ forward emails or files to a workflow run. Right now, we still have people emailing instead of using the comments, and I have to download/ upload email messages into the comments. Alternatives considered [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/)[LaunchBay](https://www.capterra.com/p/10019610/Motion-io/)[Assembly](https://www.capterra.com/p/214210/Assembly/) Reason for choosing Process Street We were able to upload/ link it with our airtable CRM via zapier to automate EVERYTHING. Review Source AH Alisha H. Business Operations Lead Legal Services Used the software for: Less than 6 months ### "Business Operations Lead" September 30, 2025 5.0 I've had a great overall experience. Coming into a new role, especially a new industry; Process St has made the process much easier for me in learning how to follow specific tasks that were new to me. Pros The ease and effectiveness. I love that the website is clean and not over cluttered. I feel that is super important in terms of finding what you need in a fast and in an efficient manner. Cons The only thing that I would say "bothers" me is I believe the "view" button should be more noticeable so new users aren't confused on how to view a specific process. I think an update to the user flow may help! Review Source 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 NB Nicholas B. Actuary Insurance Used the software for: Less than 6 months ### "Appealing Interface, Good Collaboration, needs more user flexibility" February 20, 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 FC Faye C. Finance Manager Accounting Used the software for: 1-2 years ### "Process Street: Innovation Ace" July 8, 2024 5.0 Process Street is a lifesaver!! We can easily track the progress of each tasks, very easy to update and customized the processes to ensure that all processes are up to date and everyone on the team is doing the same process for a specific task. Team productivity is visible. And most importantly we can easily check which tasks are due, which is very critical in our operation. Pros Vey easy to use and help a great deal in the operation. I helps us track the productivity of each personnel and which tasks are done, ongoing and not started. Cons There are a few glitches every now and then, specifically when the process has been updated by other user. Review Source YB Yelissa B. Marketing Specialist Market Research Used the software for: 1-2 years ### "The revolution in process management with Process Street " July 25, 2024 4.0 Process Street is an innovative tool that is revolutionizing process management in companies. With its capacity for automation, real-time monitoring and integration with other tools, this platform has become an indispensable ally to increase productivity and efficiency in any organization. Don't wait any longer and discover everything Process Street has to offer! Pros I like Process Street because it allows you to automate repetitive tasks, which saves time and reduces errors. With this tool, it is possible to monitor processes in real time, identifying possible bottlenecks and improving efficiency. In addition, Process Street integrates with a wide variety of tools and platforms, making it easier to manage processes in all aspects of the company Cons I did not like the cost since it is somewhat high, although Process Street offers a free version, the more advanced functionalities require a paid subscription. Review Source RK Rahul K. Physician Assistant Hospital & Health Care Used the software for: 2+ years ### "Review of Platform Process Street" July 26, 2024 5.0 Pros Process Street has unique form builder / process designing features and basic / advanced reporting tools within the dashboard. Cons Process Street can be less complex and allow more integration with other apps to allow a more user friendly experience. Review Source PG Pieter G. VP of BI Consumer Goods Used the software for: Less than 6 months ### "Happy Customer" August 21, 2024 5.0 Process Street did a great job understanding our business needs and technology stack and made sure to demonstrate this was the right solution to fill our needs. Pros Easy to use interface with lots of options to facilitate process documenting and tracking. Cons It has a lot of functionality, so there is a steep learning curve. Support has been great at addressing any questions. Review Source BS Boyang S. Junior Data Integration Developer Internet Used the software for: 2+ years ### "A Comprehensive and Intuitive Process Management Tool" April 17, 2023 5.0 Process Street is an incredibly useful tool for managing complex workflows. Its easy-to-use interface allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. It's a great way to stay organized and on top of our workflows. The only issue I've had with the program is that it can be a bit slow when it comes to loading, but overall it runs smoothly and efficiently. Pros Process Street has been an invaluable tool for my team. It makes process management and collaboration incredibly simple and intuitive. Its user-friendly interface allows us to quickly create and customize repeating tasks and checklists that can be easily shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. It's been a great way for us to stay organized and on top of our workflows. Cons The only issue I have with Process Street is that it can be a bit slow when it comes to loading. Other than that, the program runs smoothly and efficiently. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Process Street stands out from its competitors due to its comprehensive feature-set and intuitive design. It allows us to quickly create and customize repeating tasks and checklists that can be shared with colleagues. We can also assign tasks to team members, track progress, and store relevant documents in one convenient place. Additionally, its user-friendly interface makes it easy for anyone to use, even those with limited tech experience. It's definitely the best process management tool out there. Review Source 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 RH Rhys H. Executive Investment Banking Used the software for: Less than 6 months ### "Rhys Hewitt Process Street Review" March 7, 2023 5.0 My overall experience with Process Street is that it has helped me so much throughout my job and helping to develop my skills in so many different areas of the company due to the implementation of Process Street in all areas of the company. It has also made it so I am a lot more useful for the company due to me being one of the ones who learns all about Process Street to help others, and with joining the company at the same time it was being introduced and so I have learnt a lot about it due to being one of the testers for it in the company. Pros I love how easy Process Street was to pick up and learn. Especially how easy conditional logic was made so that even those who aren't very tech literate can learn the basics of and now with the addition of and/or statements it opens up a whole load more possibilities. Process Street has given me a much bigger and more prominent role within the business that I have only been in for a few months, everyone in the company who has used Process Street has said that it has saved them so much time. Also due to it always changing and evolving we will never stop figuring out different ways to build it into our company. Cons Being able to schedule Monthly schedules for week days only is a bit of an issue along with numbers starting with 0 don't work with validations on the number questions. Review Source 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 PF Paul F. Workshop Administrator Non-Profit Organization Management Used the software for: Less than 6 months ### "I would have paid for it myself if my boss didn't. " June 8, 2021 5.0 I am very happy. There is a chat box on the standard plan that allows you to talk to them about any questions you have. Pros I usually have a browser open with multiple tabs to edit my website, locate multiple google docs, and database. On the other side I have multiple documents open and my finder to send out emails with the same email text I always use. NO MORE! I created an enormous workflow in process street that allows me to access my website through a quicklink, edit google docs and sheets by embeding them in the process, saving my form emails for my coworkers and i to use that send from my outlook not through process street (so it looks like i spent time writing the email). This process is amazing. My coworkers all think I am a hero for finding it and they quickly embraced it. I would pay for it myself but my boss said it was a go. I tried programs like monday.com and slack but they were more for design management not an enormous task list that lets you know step by step by step what to do next with a link where to go. Cons I still need to learn more about the cons of this software. I will update when I know more. Alternatives considered [Slack](https://www.capterra.com/p/135003/Slack/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Process Street I tried the others and this one allowed me to build out my workflow and practice it a few times. Review Source KW Kimberly W. Owner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Absolutely Amazing" June 29, 2017 5.0 It helped me to organize and to have all my information, forms, etc. in one place. The blogs, webinars, support and podcasts have also helped me with organization and growth of my business. Our rep has given me a lot of tips on what I need to do to use it more effectively. Every time I talk to him, I learn something else. I'm looking forward to actually creating a real template to run as a checklist on my staff trainings which we do every week. I hadn't even considered doing that until he mentioned it. He's helping me to run my business more effectively. Pros I must say that I am not a computer savvy person and I totally resisted even using it, but it has been a great place to store all of my information for my business. I'm sure this is not the most inherently valuable thing in the product within itself but the thing I have found the most valuable is the support! OMG, all of their team members have been helpful and when you ask for help, someone actually responds. They have these awesome informational blogs and podcasts that help you with your business and even webinars which help to make sure you're aware of all of the features that they have. But I must say, the guy I have dealt with the most, our rep is crazy phenomenal! Like I said, I'm not a computer savvy person so I'm very satisfied with the very basic way I'm using Process Street and how it has helped me to organize my information (which the place I'm coming from was a horrible disorganizational mess just to put things into perspective) but this dude really wants me to use Process street to the utmost of it's capabilities. He said I'm using it at only 20% of it's capacity and I'm happy with that. Just imagine if I get to 50% or 80% of it's abilities. Seriously, this guy really cares about how he can help you to use process street better, giving you tailor made tips and information and thereby strengthening your business and helping it to grow. Thank you so much Process street for hiring such a caring, wonderful, supportive and strong team! Cons My cons are probably not very fair, because I am not very "techy" but it did take me some time to get to the point where I am now with Process Street and I'm sure that part of my not using it to it's fullest capacity is partly due to my lack of computer literacy so it's a good thing that their support is so wonderful. Otherwise, I'm sure I wouldn't haven't gotten as far as I have. So my con I guess is more so about myself than Process Street. But I would say that what I liked the least is the pain, time and effort it took me to figure it out and the ongoing time and effort it will take to use it more to it's fullest potential. But with their support , I know that the time and effort put in is going to more than pay off in the end. I believe the value that Process Street brings way outweighs the time, effort and costs of the product. The support is just amazing and that's such a huge part of their value. Alright, I guess the following isn't the major stregnth of their support, but they have these really super cool accents too! Okay, I'm a raving fan. I don't have anything to say I like least about this software. Review Source MM Mike M. Sr Manager People Operations Higher Education Used the software for: 2+ years ### "Entry Level Product for Task Management/Onboarding" March 15, 2024 4.0 Pros I like the relative ease of how to use it and being able to copy/create standard flows really quickly. It makes it very easy to have others in the organization have tasks to do, but, not need a license Cons It is missing some automation pieces that could really bring it to the next level and save even more time in certain tasks. It is also a bit more difficult to see an overall picture of multiple tasks that are going on at the same time Alternatives considered [Microsoft Planner](https://www.capterra.com/p/227201/Microsoft-Planner/) Reason for choosing Process Street Microsoft didn't seem to have the flexibility and condition options needed for many of our tasks that process street had. Which was a big need for us. 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 JS Jhoy S. Finance Manager Accounting Used the software for: 1-2 years ### "Process st you rock!" August 30, 2023 5.0 Everything's made easier with Process st., and we're loving it. Pros Every tasks were smoothly done by each team. And it made everything easier like delegating a task even though we don't have any training department we could still hire more staffs without worrying the training. Cons At first, when the conditional logic was updated, I was like, I don't like the update but then as we update our checklists I find it more appropriate. I mean you can hide it on the main checklist then just show it to the specific checklist you want. Review Source 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 Talk to a Capterra advisor for free and get results within 15 minutes.