# Page 4 | Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Process Street ## Showing most helpful reviews Showing 76-100 of 648 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Farai M. Executive Officer Non-Profit Organization Management Used the software for: 2+ years ### "Fantastic tool for organising and running effective teams" July 12, 2020 5.0 Process Street was a major turning point for us as an organisation and it continues to drive value for our members. We are delighted with this product and its versatility and functionality. Pros The product is easily customisable to suit any business operation. In addition there are plenty of free templates that one can use as a starting point. The support team is also very friendly and available. Cons Only a few improvements that I would suggest, but they don't detract at all from the overall usefulness of the product. Reason for choosing Process Street I found it on Google Search and realised it was the best fit for our needs. Review Source Nathan R. CEO Used the software for: Less than 6 months ### "Task management done right." February 16, 2018 5.0 This software has way more things than the ones I have described. It is well worth checking and evaluating all the benefits you can get from using it yourself. Your company will definitively benefit from it, so it is a must for everyone. Pros With process street you can manage tasks, and while at it you can assign them and create documentation related to the processes It is a workflow and process management software that provides a simple and powerful way to manage recurring checklists and procedures in the business. with a simple interface it lets you create structured documents in seconds, with drag and drop functionalities that make it easy for anyone to use. As a user, you can quickly create and assign checklist workflows to your team and track activity from the dashboard and get notified when tasks are done. Cons There is nothing not to like. It is a lot of information to start with however, they over deliver (never a bad thing really) information on how to use their system, samples, advice, instructions. So the problem here is there is too much if you are just starting out. It is always best to have one path so users can see the basics and then give access to everything else (just my opinion) Review Source MB Melissa B. Business Owner Real Estate Used the software for: 6-12 months ### "Great customer service, makes task tracking easy" October 19, 2021 5.0 Pros The customer service is great. Please don't ever change. I was skeptical that it was only available via chat, but they always resond quickly and the answers are generally helpful or if not, we can typically get a conversation going relatively quickly and problem solve. I have even had people available when I was working at 9PM when I had to go back to work later in the evening. Cons Would love more integrations with other softwares Review Source Paul G. Used the software for: 1-2 years ### "Extremely powerful, effective tool for helping us organize our SOPs and organizational processes." January 24, 2018 5.0 Pros Versatile. Customizable. Powerful integration with other apps through Zapier. Excellent tutorials and instructions. Outstanding blog posts with broad range of business advice and perspective. Very, very impressed with this product and the way it has developed over the last couple of years. We use it every day and continue to see ways that it can help improve our company. Highly recommended. Cons I don't have any critical feedback, really. Offering more flexibility with rich text formatting on outgoing emails, and the ability for emails to contain GSuite email signatures of the sender by default would be a nice-to-have, but this is a really minor item. Review Source VR Verified Reviewer Principal Consultant Information Technology and Services Used the software for: 1-2 years ### "An Excellent Process Definition and Automation Service" July 14, 2020 5.0 Process street is a good software for defining and automating processes. its ease of use is in its ability to allow you create a simple to follow processes referencing different online media - such as video, pictures to guide process actors Each process defined is a "template" and each run of the process by a user is a "checklist" allowing tracking of activities performed by each user or employee. I also love team collaboration feature of the cloud service as well. It also contains tens or hundreds of vendor defined templates for your use in creating your own processes I love Process Street's periodic write-ups on process-related, productivity, etc topics. The product and the team are awesome! Pros Process street , template and checklist features Cons I have not seen a noticeable weakness in the service Review Source Yoel B. Team Leader Used the software for: ### "Do you need a Workflow Document or a Process Checklist? Try Process.st" August 31, 2015 4.0 The Net Presence Team is a virtual team of over ten members on five continents and seven time zones. During any given quarter we have between two to five interns. Everyone working online! How do we maintain consistency in the process and the quality of the services we provide our clients? Workflow documentation of course. Over the years we've tried numerous tools and web based services. They were usually too complicated, more akin to creating an automated process or interactive flow chart than a living document. One of Process.st's strengths is its simplicity. With a simple framework and a limited number of features, you can create detailed workflow or process checklists. Think of the 'C' programming language as a model! Process.st supports embedded media, graphics, video and audio. You can also attach documents for downloading, MS-Word, RTF, PDF or graphic files. You can even insert email forms. Finally, if you prefer, you can transform the entire document into a lead generator by obligating the user to share their contact information before they can download or email themselves a copy. On the other hand, if you are looking, not for documentation that is easy to create, but some form of interactive rule driven automated process, Process.st is not for you. The product is still in its youth (definitely not infancy but not yet mature). We anticipate constant improvements in interface and features as the development team receives more and more feedback from the field. So if you are looking for online documentation either for in-house use or as guides or checklists for your clients - you'll be doing yourself a favor by spending some time evaluating if Process.st meets your needs. Review Source Andreea Laura A. Web Designer Internet Used the software for: 6-12 months ### "Is great for content creators and for managers that want to give access to the internal procedures. " April 20, 2019 5.0 I use Process Street with my husband. We usually use it to save our courses and to give access only to certain people. It's kind of personal Udemy. You can upload videos, documents, images and text. You can also chat online based on the stuff loaded on Process Street. Pros What I like is that you can have online access to your documents, easily organize the items, and watch the video and leave comments. I assume that Process Street is also useful to give access to internal procedures in a company, although I did not use it for this. The application can also be integrates with many other organizational applications to keep track of what you are doing or what changes you make and downloading documents from here. Cons I would have liked it if the folders had a picture and a brief description. I mean not to be exactly like the documents from computer, plain. Review Source KB Kirsten B. Dir of Operations Hospital & Health Care Used the software for: 2+ years ### "Couldn't Do what we do without it!" October 15, 2021 5.0 Process.st is a part of our core tech stack and is a non-negotiable in our daily business ops. Pros We love the ease of writing processes here and confirming our team is running them. It is also really easy to share them with clients outside of our organization when we share them. Cons We do not have cons at this time. We love this product Review Source Kelly G. Used the software for: 1-2 years ### "The best system for Task Management" July 8, 2016 5.0 My company has used the process street for over a year now and it is fantastic! It is a great way to keep things organized amongst our team and an excellent time saver. We no longer have to rely on and overfilled large calendar to decipher what tasks need to get done on a daily, weekly, monthly and yearly basis. It is all in Process Street! The ability to communicate with team members throughout completing a task is key less confusing emails since you can go directly to the task you are referring to and look at the comments! Pros Organized, easy to use and a great way to communicate with your team and keep everyone and everything on track! Cons If ever the free version becomes unavailable, this would be a con as it is a large expense. Review Source ADK Ayse Deniz K. Process Automation Engingeer Information Technology and Services Used the software for: 6-12 months ### "Can't imagine our business without Process Street" May 17, 2022 4.0 Love it. I literally don't know how we managed to operate until we started to map out our processes on PS. Pros We love that Process Street automatically ranks tasks according to their due date and that different teams can collaborate on the same project without having to inform each other about upcoming tasks. Cons When editing templates, they are not great at updating the active workflow runs. Also pathways aren't working properly and the tool often gets confused. I would also love to have a test feature where I can test the run without assignees getting tons of notifications. Review Source GC Gianreto C. owner Real Estate Used the software for: Less than 6 months ### "Great tool for manage and standardize workflows!" November 2, 2022 4.0 A great tool to standardize workflows and keep team members consistent. Pros Updates in a workflow will also be inserted in workflows that run. Cons Editing and formatting texts for description the tasks Reason for choosing Process Street mapping workflow, different run's possible, Review Source Cameron C. Building Materials Used the software for: 6-12 months ### "Rev up your Business process's" August 16, 2016 5.0 If ending the constant degradation of your business as it grows and as you employee new people to do what you used to do you must have tools that give your new staff all the good stuff that was running around your head an made your business grow. It is completely unrealistic to expect employees to remember all the things that are instinctive to you. process street empowers you to communicate all this stuff and constantly update the Policies and procedures as any new conflict event happens to help reduce re -occurrence. Pros Its very easy to learn. Great interface . Process Street is updating constantly and are good at listening to user feed back. Cons Nothing really to put here other then the fact that the billing and user configuration area really needs improving so that Admin has better controls over who should be Professional account holders. Review Source José P. Content Manager Marketing and Advertising Used the software for: 1-2 years ### "A fine app with multiple features " June 2, 2021 5.0 Nothing but happiness. It has never failed me and I plan to use for years to come. Pros I like the clean features and how easy it is to use. It has not complications and helps me get things done. It truly has been a lifesaver since it helps me streamline my processes, saving me time during the process. Cons At some point, it gets a bit complicated to get things going. But that is perhaps because you just want things to run smoothly fast. I'd say the time spent is well worth it. Review Source Sonya R. UX Designer Design Used the software for: 2+ years ### "Done For You Processes" January 5, 2023 5.0 Excellent Pros The features are designed to manage your workflow and processes and its obvious the software developers strive to provide a quality product for the end users. Cons Some of the advanced features are a bit confusing and takes some extra work to understand. Review Source Logan M. Used the software for: Less than 6 months ### "Taking a Walk Down the Street" July 26, 2016 4.0 I was put in charge of a project for the company I am working for to organize a sort of training platform to bring new employees up to speed with company procedures and operation processes. Having process street recommended to me by a business professional, I began to dig through it and learn how it functioned. I was thoroughly impressed by the capacity that Process Street allowed a user to input information with ease, collaborate with others, and create an organized, bullet point-style checklist to outline tasks. Process Street is a very useful tool to collect your thoughts and, lay out a step-by-step pathway to success. Pros \- Price: Free with unlimited archiving. Archiving allows for clutter-free homepages too! - Clean Cut: The overall design is pleasing to work with and represents the creativity as well as the business professional clarity, that Process Street offers. - Ease: The learning curve is low, and the ability to use this platform is quite simple Cons One thing I found that was an inconvenience was when I would want to put in a new image in the beginning of a template but had already filled it with multiple text, image, and video blocks. This would require me to drag it upward, which typically isn't an issue, just time consuming. However, I couldn't simply drag it upward and let the screen fly by, I had to continually "shake" the image upload block upward to keep it moving. Just something to look into, and possibly inserting other files like media files directly into spots on the template instead of automatically on the very bottom of the template. Review Source VR Verified Reviewer Software Developer Computer Software Used the software for: 1-2 years ### "Most reliable tool for document management" June 28, 2018 5.0 Document management and sharing between the teams. Pros Process Street application is the best tool that is available so far in the market. We can store our project information like documents just at one place and share them with the team members. It is the most versatile tool having the bunch of smart features that will assist you in project management. Easy set up and integration with your other document editing tool. Cons There still need to develop a mobile application of Process Street as in Today's world mobile phones are becoming also the part of businesses. Review Source JC Jacob C. Director of Demand Generation Management Consulting Used the software for: 6-12 months ### "Great for making abstract concepts teachable" September 22, 2021 5.0 Pros Process Street is great for collaboration and distilling relatively abstract concepts into repeatable, teachable ones. It's extremely user-friendly, easy to set up, and incredibly impactful for some of our most important processes. It's great how Process Street allows for live-editing, multiple participant interaction, approvals, and even how it has conditional logic. Cons I think the only thing that really needs to be improved is its integration with other software (Loom, etc). You can embed videos, but a native API integration would be valuable. Review Source VR Verified Reviewer Manager, IT Operations Engineering Computer Software Used the software for: 1-2 years ### "Good Support, Better Product" August 29, 2023 4.0 Overall, Process Street has been a good experience. It's easy to use and start using, our team loves it, and the price point is just about right. Pros Without any background, it's easy to see and use a flow and edit it when needed. The dashboard when you login gives you a birds eye view of where various flows and processes stand, which is helpful. Repetetive tasks are easy-peasy with Process Street. Cons As a user and administrator of process street, I feel like management could be a little easier on the back-end. With that said, any problems that I have had and brought to my account manager have been handled and addressed promptly, so I can't complain! Review Source VR Verified Reviewer Owner Computer Networking Used the software for: 2+ years ### "Game Changer" September 25, 2018 5.0 Pros I spent a lot of time trying to find a way to quickly and easily document a process, then have the ability to execute it repeatedly AND modify it at any time. Process.St does all of that and does it very, very well. Been using for about a year and absolutely love it. Cons Not much to dislike - great interface, functionality. I really can't think of a single complaint and I use it daily. Review Source TD Troy D. Director Media Production Used the software for: 1-2 years ### "Most Valuable Tool in the Business" November 20, 2016 5.0 We are a digital publishing company with a remote team of 10 scattered across the globe. In order to maintain consistency (or at least try) across our platform it is imperative that we have processes in place so that all team members can work together. The deep integration between Process Street and Zapier has made it the most valuable tool in our business. We try and keep our team within the Process Street interface is much as possible to follow checklists and add data to forms. Then we use Zapier to manipulate that data and push it around to the other third-party apps that drive our business. We have just scratched the surface in terms of what is possible and as the team at Process Street continue to roll out more features (like task-based assignment) this tool will just become more and more valuable. And their customer support is truly outstanding. Our business would be screwed without Process Street. Pros The ability to trigger Zaps based on the completion of individual tasks or entire checklists and the form fields functionality they have built allow us to maintain consistent data entry across our remote team and multiple third-party tools. Cons At this stage I cannot assign individual tasks within a process to various team members, however I am of the understanding that they are working on this. Review Source RB Renee B. Operations Specialist Computer Software Used the software for: Less than 6 months ### "Everything is Great so Far!" March 19, 2024 4.0 We are very pleased with the journey so far, from Sales support during discovery/ trial phase, through to current Customer Support during the onboarding phases. I would definitely recommend it! Pros Customer and Sales support has been exceptional thus far. We are very early in our Process St journey but they have been so patient and helpful in answering all my (many!) questions, and taking the time to provide detailed responses. As a starting point, we are using it to improve our employee onboarding experience. We have not gone live yet, but we can already see how our current process is going to be improved by miles! We are so excited by all the possibilities that Process St offer for the current and future process improvements in our business! Cons There is a little bit of a learning curve to understand the platform and how certain things work, but as mentioned, Customer Support is fantastic and more than happy to provide links to articles, share videos or jump on a call to talk you through something until the penny drops. Review Source TW Tracy W. Enablement Information Technology and Services Used the software for: 1-2 years ### "Easy to use!" March 27, 2023 5.0 Easy to use, \[sensitive content hidden\] is great and can answer any questions and willing to show any helpful shortcuts! Pros Process Street is very easy to use and learn. Great project management tool to use for onboarding and getting through tasks. Cons N/A! I have not had any issues with the tool. Review Source MP Melissa P. Licensing and Compliance Officer Insurance Used the software for: Less than 6 months ### "Process St. Saved my Sanity" May 26, 2020 5.0 I love Process St. It has made my overwhelmingly ambitious workload manageable by cutting down on training time for new employees. It also gives me piece of mind knowing that even in the first stages of training, things are being completed correctly. When I do find mistakes I know exactly what I need to update to be more clear or to Pros I love how customizable each task is. I have a different process for every single company that I work with and I was able to implement instructions for each of them. These processes have made it so that I can hire employees that automatically have the ability to execute processes even if they don't understand exactly what is that they are doing. It takes the training time from 6 months to a year down to a couple of weeks. Whenever a new employee has questions, I know that I need to update the instructions! Cons One thing that I don't love about this software is that the email feature isn't functional in the way that when you send an email out it is external and cannot track the email conversation within the task. Things like this exist in programs like pipedrive, but pipedrive also has one, generic process that you move from beginning to end - it does not account for all the little steps in between! Reason for choosing Process Street Because it was the most functional way to create checklists that also integrated the actual tasks into the process while providing clear and concise instructions as well as data storage through custom fields. Review Source NP Nate P. Sales Enablement Manager Information Technology and Services Used the software for: 1-2 years ### "Amazing Platform with Top-Tier Support" August 29, 2023 5.0 Great team all around. Definitely recommend. Pros Building is easy. Drag and drop functionality. Powerful conditional logic adds a lot of cool and useful functionality to any workflow. Their implementation and support teams are second to none. Cons A little more control over page layouts would be nice. I understand why there is a restriction but if there was anything I could ask to improve the platform it would be to improve the layouts functionality. Review Source DF David F. Operations Supervisor Real Estate Used the software for: 1-2 years ### "One of if not the best software we use in our company" July 17, 2020 5.0 Support team is extreemely responsive, they have an amazing library of information and trials that are actually helpful. https://www.process.st/help/docs/ Pros It is very clear and easy to use as well as to build processes. The versatility of the tools seems limitless. Integration with other software is great. I specifically like what you can do with teh Run Links. Cons I would love it if there was field validation for things such as phone numbers zip codes etc. It does exist for emails so they are on the right track. Reason for choosing Process Street I actually us both for different reasons tasks and goals. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) I needes to follow process that did not make sense to follow in a checklist rather had conditional logic and Process.st hit the spot. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.