# Page 3 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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: https://www.capterra.com/p/135004/Process-Street/reviews --- Process Street 4.7 (652) [View alternatives](https://www.capterra.com/p/135004/Process-Street/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 3 - Reviews of Process Street ## Showing most helpful reviews Showing 51-75 of 652 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 DB David B. Director of Service Delivery Information Technology and Services Used the software for: 1-2 years ### "Game changer for us!" April 28, 2022 5.0 Since using Process.st, the clarity on the tasks to be completed in a repetitive process has been eye-opening, no longer are employees making assumptions as to what should happen or ceasing forward movement because the task has some ambiguity to it. Existing workflows would require manual review of completed tasks and a multitude of hours of following up to verify that they were done and by whom. The time efficiency has allowed us to take on additional work with the same amount of staff. Pros The ability to have conditional logic among the tasks is wonderful, it allows us to only present the tasks that need to be completed and hide the ones that do not. Cons So far we haven't found any cons relating to this solution, we are very happy with it so far. Switched from [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) The task management within ConnectWise Manage is horrendous. There isn't a great way to view when a task was completed and by whom without going through a log to find the entry. Additionally, there is no ability to add rich content such as included screenshots, documents, forms, etc. Review Source Courtney S. System Administrator Information Technology and Services Used the software for: 1-2 years ### "Fantastic program for creating workflows" February 6, 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. Switched from [Pipefy](https://www.capterra.com/p/144848/Pipefy/)[Trainual](https://www.capterra.com/p/175749/Trainual/) Through the use of Process Street, I have developed procedures that help me maintain high standards of quality and consistency. It's adaptable enough that it doesn't feel like a burden while still packing significant capabilities that I find useful. Review Source KR Kelsey R. Training & Onboarding Specialist Real Estate Used the software for: 1-2 years ### "I couldn't do my job without process street" September 8, 2023 5.0 Pros I love that I'm able to easily see what I need to do now or have done in the past with every client I'm working with. I'm able to clearly write out everything that needs to be done for every process we have in my department so that those processes are completed every time, on time. Cons I wish you could add in special tasks to individual processes. These are tasks that rarely come up or have a specific one time task for one client that would be nice to add into a to do list without editing it for future flows. Review Source FVC Fersie Vele C. Bookkeeper Accounting Used the software for: 6-12 months ### "Fersie - process street experience " September 1, 2023 5.0 I had a great time using process street. I have fast working experience especially when Pros I like the most on documents generation I can create a work flow and share to my colleagues and also the private library where I can store my personal workflow process.My overall experience using process street was amazing. Cons I think the navigator like insert file, link, add photo. I can't paste the screenshot of documents like picture I just have to add it from the save photo in my device. I would suggest this feature add a screenshot image. Review Source VR Verified Reviewer Owner Information Technology and Services Used the software for: 6-12 months ### "IT Company Usage" January 11, 2023 5.0 By the end of 2023 we plan on using process street exclusively for day to day process and project/task tracking. Pros We love the conditional logic option and use it on every form. Cons We wish that an image could be inserted with text instead of it needing to be added as a separate field. Alternatives considered [IT Glue](https://www.capterra.com/p/170401/ITGlue/) Switched from [IT Glue](https://www.capterra.com/p/170401/ITGlue/) Integrates into more systems seamlessly and has more functionality. Review Source TMW Thomas M W. President Construction Used the software for: 6-12 months ### "Great Systems Checklist for Operations" October 25, 2021 5.0 Process street has created a new level of accountability for our company. We are looking to scale quickly and process street has been there for us as we move towards our Vision. The customer service and customization \[SENSITIVE CONTENT\] has provided is beyond what we have experienced using any other software. Pros The checklist feature that is repeatable daily, creates a continuity for all employees and managers. Cons More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/)[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Reason for choosing Process Street The checklist features and overall application fit our need to become more accountable as a company. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) We wanted easier checklist style format which would lead to more accountability Review Source VaShonda S. Project Manager Computer Software Used the software for: 1-2 years ### "We Love Process Street" November 16, 2021 5.0 Process Street has improved efficiency and effectiveness at my organization. The adoption from other departments is also a plus and shows how easy the system is to use. The support team is by far the best!!! Pros It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized! Cons Not being able to insert a table into the text; version control to see exactly what changes were made... Review Source VR Verified Reviewer Head of the Branch Banking Used the software for: 1-2 years ### "Review about Process Sr" September 9, 2023 5.0 I have a very good experience using Process st. This program help me a lot on my daily basis. Pros The integrarion with other systems and the possibility to manage the workflow in real time. Cons Sometimes we need wait some minutes to received a notification on the email. Review Source Rajul C. Managing Director Marketing and Advertising Used the software for: 6-12 months ### "Versatile tool for process building, getting organised, delegating projects and even writing" October 17, 2017 5.0 Pros For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas. Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile than MS Word or Wordpress, allowing you to import different media types with a click. There is something relaxing as well as productive about the way this tool is designed. You can export processes to delegate a complex series of tasks to someone via email and make it look easy. It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent. Cons Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches. Inability to add certain formats is annoying at times e.g. tables I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue! Review Source MB Mike B. Franchise Business Coach Real Estate Used the software for: 1-2 years ### "Automations have a huge impact on workflow." October 21, 2021 5.0 Great overall experience. Pros The ability to map out and create workflows that are automated in so many steps throughout the process. Cons Wish there were more native integrations. Review Source James S. Product Manager Financial Services Used the software for: 6-12 months ### "Good for simple checklists; Bad for complex processes" November 7, 2018 3.0 Pros Full range of possible fields. Drag and drop system for creating checklists. Integration with Zapier Cons Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix. Conditionality is limited to tasks, not elements within tasks. Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements. When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all. The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes. Review Source JH Jon H. Web Developer Management Consulting Used the software for: 6-12 months ### "Process Street: Streamline Workflows and Enhance Efficiency" May 27, 2023 5.0 Pros Process Street provides a powerful and intuitive platform for streamlining workflows and improving productivity. The software's visual checklist approach allows teams to create and manage standardized processes, ensuring consistency and accuracy. With its user-friendly interface and extensive template library, Process Street simplifies the creation and documentation of workflows, making it easy for both technical and non-technical users to collaborate effectively. The platform's automation features, such as conditional logic and task assignments, enhance efficiency and reduce manual effort. Cons One potential drawback of Process Street is the learning curve associated with mastering the platform's advanced features. While the basic functionality is straightforward, unlocking the full potential of the platform may require some time and training, especially for users new to process management software. Additionally, the lack of native integrations with certain popular tools may require additional steps or workarounds to connect Process Street with existing workflows, which can be a minor inconvenience. Review Source EB Emily B. Director of Marketing Real Estate Used the software for: 6-12 months ### "Remote Work with Ease" September 13, 2023 5.0 Overall we have implemented it over multiple departments to work together seamlessly and it's working amazing. Pros My team is spread out over different departments and cities and this has helped us stay on task and on the same page with way less useless communication Cons There is a HUGE leap between the free account and the paid account but you cannot sample the paid features on your free trial account so makes it hard to determine if it's going to work for the team. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Process Street Admin capability Review Source Kate P. Independent Third-Party Contractor Management Consulting Used the software for: Less than 6 months ### "Process.st is Gaining Traction in a Saturated Industry" October 21, 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. Alternatives considered [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Reason for choosing Process Street Process.st has way more functionality and absolutely stellar customer service, tutorials, and change agents ready to help you re-engineer your business. Switched from [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) The conditional logic, once mastered in Process.st, is very nearly like coding and not as limited as, say, MS Excel or, again, Jotform. Review Source AN Ashley N. Office Manager Real Estate Used the software for: 1-2 years ### "No other task/organisation system compares!" September 6, 2023 5.0 The way the system tracks ensures admin/management are able to easily see where anyone is up to on any given task. It allows for easy completion from another team member if someone is away sick also. Pros Customer service is unrivaled even with a huge time zone difference. Always friendly and always willing to provide above and beyond support. Cons A bit pricey compared to other alternatives. Review Source TTM Tyron Tinashe M. Seniour Consultant Consumer Services Used the software for: 2+ years ### "Process street" August 30, 2021 4.0 A great experience since i find all my documents from all employees in one place Pros The ability to manage documents, onboard new users, business management. These have been reduced to a seamless process. Cons It is not ease to set as a new user, they have to make effort for it to be simple. Reason for choosing Process Street It performs excellently. Review Source KA Keane A. President Marketing and Advertising Used the software for: I used a free trial ### "Simple yet very powerful tool for automating and standarizing workflows" September 24, 2021 5.0 I was able to automate my primary client process within a week. I spent a TON of hours getting it right, and v1 is a very good starting point. Plenty of on-the-fly iterations coming up and I'll be automating everything else we do in the coming months...especially since we're bringing on new team members. Pros Super powerful, very robust - yet simple - features. Like giving you a palette of colors to paint with, you can build/create almost anything. Cons Still early stages, so a few things are a tiny bit clinky/complex - but not TOO early that major issues are arising. The customer service has been incredible at helping out and listening to my suggestions and passing them along to the team. Review Source GR Gabriel R. Director of Creative Services Marketing and Advertising Used the software for: 2+ years ### "Process.st review" August 10, 2021 3.0 Pros Helps our team maintain consistent results in day-to-day tasks, and manage small projects/more involved tasks where multiple people have a part in getting things done. Cons – Lack of granularity in roles/permissions (ex. needs an Editor-level role to allow creation and maintenance of checklists without access to truly administrative settings/controls) – Unexpected results with regard to assignments (ex. all our employees are admins as we want them to have the ability to create and update workflows; being an admin makes assignments/permissions/visibility moot) – Too little automation customization (ex. Slack connection is very limited) – The presentation of certain features and functionalities can be confusing (ex. Reports and Inbox appear to serve a similar purpose, with Inbox being comparatively feature-poor) – Content -> Send Email and Forms -> Long Text lack even simple formatting capability Review Source TL Tim L. Used the software for: 1-2 years ### "How to do things right" June 20, 2016 5.0 Process.st has made a world of difference in the work of everyone in the office at my job. I work in the social services field at an organization that has a fixed income and a fairly high turnover rate for staff. From the fixed income standpoint, Process.st offers a ton of features at no cost to my entire team. This has given me the ability as the office manager to have confidence in my employees and be able to spot check them as I have time. Any organization w/ a fixed income truly needs to make the most of what they have, and Process.st allows us to do that. We serve ~60 people at my location and we need to keep many many many documents up-to-date and maintain consistency in the way we do things. Thanks to Process.st for making it so much simpler! From the staff turnover standpoint, Process.st lets me create processes for others to follow. This is a giant aid in training new staff because I can run some checklists and have them learn while being productive. This has lowered the need for my involvement in training and therefore given me more time to be productive on my own work. Thanks Process.st! Pros Great functionality in creating checklists and adding features to them. The continued addition of new features is something that really sets Process.st apart from others. Great customer service! Anytime I send out a chat question to Vinay or whoever is online, they respond pretty quickly. Also, knowing who is online and being able to follow up w/ that person is very helpful! Cons Administrative controls only come w/ pay version. As I mentioned in my review, at an organization w/ a fixed income and HIPAA responsibilities, it would make my life soooo much easier if I could set admin controls in the free version. I currently have to be very careful w/ the checklists I create and make sure that no identifiable info can be seen. Review Source SM Samira M. Restauratrice Food & Beverages Used the software for: 1-2 years ### "Meilleur application de contrôle et de procédure opérationnel pour les entreprises " January 20, 2023 5.0 Le suivi du développement des cas dans notre entreprise était un grand obstacle, mais grâce à process street on s'est sort et on a plus de temps libre pour faire autres choses car l'appli fait énormément pour nous Pros L'analyse des données, l'application nous aide à ne plus trop réfléchir et l'utilisation est super facile Cons Aucun inconvénient jusqu'ici, toutes les fonctionnalités du logiciel sont parfaites Review Source CG Chris G. Property Management Real Estate Used the software for: 6-12 months ### "The Great Time Saver" December 26, 2023 5.0 It's been a great experience, the Process St team has been super helpful in getting us set up and creating workflows. Pros Process St has helped us save a ton of time and ensure nothing gets missed. In the property management business there's a lot of moving parts and this helps everyone on the team see whats going on and ensure nothing gets missed. Cons From the start we purchased 10 consulting hours to help get set up, now that we are pretty much good to go, it would be great if we could purchase 30-60 minutes of consulting for random things that come up but at this point, they only offer packages with multiple hours. Review Source Kimberly C. Writer/Editor Management Consulting Used the software for: 2+ years ### "Perfect for checklists, SOPs, and workflows" July 9, 2020 5.0 Pros When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more! Cons My only complaints: Process.St recently changed the plan names and my plan didn't get the new updates. It can get a little pricey as your team grows and free guest accounts have little capability. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.