# Process Street Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # Reviews of Process Street Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews Streamlined team process management 98% positive reviews out of 58 Most reviewers report team processes are organized, standardized, and efficient, improving onboarding, task delegation, and 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 issues 49% negative reviews out of 57 Some reviewers indicate bugs and issues include minor glitches, interface limitations, and occasional process disruptions or clunky features. Effective collaborative process platform 97% positive reviews out of 33 Most reviewers find team collaboration easy, enabling smooth sharing, editing, and oversight across teams and departments. Comprehensive project tracking features 100% positive reviews out of 29 Most reviewers describe project management as streamlined, supporting clear task tracking, customization, and multi-department coordination. 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." ## Showing most helpful reviews Showing 1-25 of 652 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ryan H. Manager, Internal Onboarding and Solutions Enablement Computer Software Used the software for: 2+ years ### "Process St keeps my Teams on Task" December 22, 2025 5.0 Pros Process Street helps our cross-functional team stay on task when working on time sensitive projects and gives our new hires an easy way to see their progress through training. Cons I have not had any issues with Process Street, and when I do run into roadblocks my CSM is always willing and able to help me find a solution Review Source Patrick J. Operations Manager Financial Services Used the software for: Less than 6 months ### "New Client Early Impression" January 23, 2025 4.0 Great! Process Street caters for everyone on the workflow spectrum - you can make workflows as simple or thorough as you like and it's really easy to use. Pros Super intuitive so really flexible and easy to use Cons Needs a bit more reporting flexibility - sorting by more than one field, more grouping options Alternatives considered [monday.com](https://www.capterra.com/p/147657/monday-com/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Process Street Ease of use and previous experience in a prior role Review Source CC Christy C. Office Administrative Assistant Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Two thumbs up" May 16, 2025 3.0 It is so much better than manually filling out these forms!!! Pros Auto populate last information is great! Cons When the auto population doesn't work correctly. Review Source 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 Daniel S. CEO Marketing and Advertising Used the software for: Less than 6 months ### "A Great Tool For Visual SOPs That Improves Task Completion Quality" April 18, 2023 5.0 Pros Providing a visual, step-by-step process for repetitive tasks in our agency is the primary reason we bought into Process Street. To be able to combine our internal SOPs with an assignable task and track progress on each step is extremely useful. Previously, we had general tasks assigned out to staff with pre-loaded checklists, and a link to reference the SOP for that task. Process Street brings all those elements together into one package and makes it easy for us to ensure staff are following SOPs as they complete tasks, and doing things the right way every time. Cons Building new tasks is easy and intuitive; some functionality could be improved such as not having dropped-in images always load at the bottom of the edit view (which can be tedious if you are trying to edit a task with a lot of screenshots, and you have to drag it back up the chain) but overall it's a very user friendly way to build a visual SOP for each task we have in our agency. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[JIRA Service Management](https://www.capterra.com/p/227102/JIRA-Service-Management/) Reason for choosing Process Street We still use JIRA for broad project assignments, but added Process Street into our workflow to complement JIRA. Process Street seems better suited for us to track detailed tasks and provide updated SOPs to staff as they use it, but JIRA is still out "big picture" project management board. Thus far it's a helpful combination having management able to view big picture project phases on JIRA and the technicians completing detailed task-level assignments in Process Street. We are also integrating JIRA to trigger specific Process Street tasks when a project is moved into a specific phase in our project management workflows. Review Source RS Ryan S. Internet Engineer Internet Used the software for: 1-2 years ### "Like External RAM for Your Brain: Process Automation Without the Bottleneck" June 11, 2025 5.0 It has allowed me to exend my functionality beyond what I can load into my brain's RAM for processes. I can make varients and have customer specific process folders even for stuff that I only do monthly. It also allows me to assign more repetitive (but still important) tasks to other employees and know that they are checking the important points. Pros It makes creating useful complex processes possible AND decentralized from the ticketing / project management systems that differnent departments use. It is great for documenting tribal knowledge fairly easily and for making it quickly iterative. When our clients go "off the flow chart" I am able to adjust the process while I am working on an instance of that process and have it update all open processes immidiatly. It also keeps track of versioning so you can look back at when a process changed and has a notes section at the bottom of each step in the process to let you process runners keep notes for themselves or send notes to the internal admin about changes/issues with the process. Oh and I can set global variables for things like links that are in multiple processes that also change monthly (calendar links). Cons There is a learning curve for the more advanced functionality. I was able to get more out of the product because I understand object oriented programing, but I am not a "real coder" and I was still able to get it to do some pretty amazing stuff. Some of the logic is finiky about hiding and showing steps. Review Source IG India G. Programme Support Non-Profit Organization Management Used the software for: 6-12 months ### "Process Street is Great for Us!" December 17, 2025 4.0 My overall experience with Process Street is that it is a invaluable service that we use for our job, and without it we would struggle alot to keep on top of everything. Pros Process Street makes keeping all of our information for all of our clients in one place so easy. It allows all of us to work on each others file, but still get the notifications if someone else has worked on our clients file which makes it incredible to stay on top of everything. Cons Sometimes Process Street bugs out sometimes and doesnt save the information as we put it in. We work quite quickly so it is important that this information is being saved the first time, so that if someone else comes in and trys to understand the situation they know all the information. 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 JM Jacqui M. Business Analyst Telecommunications Used the software for: 1-2 years ### "User-friendly and prompt Support " May 29, 2025 5.0 I have been enjoying it, and I enjoy it more the more I understand it. The support is great and prompt. Pros Ease of use, user-friendly, and it didn't take long to learn to use it and use automation. The support from our account manager, \[sensitive content hidden\], and the chatbot has been useful. I was once chatting with a bot, and \[sensitive content hidden\] messaged me to assist with my issue. Cons You can't do an overall search of a word on a process, you can only search per task, or by searching on the Lgoc search. Review Source JS Josh S. IT Coordinator Legal Services Used the software for: 2+ years ### "An amazing too to track tasks and workflow" May 22, 2025 5.0 Pros A great tool for our team to onboard and offboard staff; this tool allows us to keep track of tasks needed too be done for workstation and software preparation as well. Cons It is a little on the pricey side, but what I do like is that you can share tasks with team members who do not have access or an account. 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 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 MS Marc S. Executive VP Human Resources Used the software for: 2+ years ### "Don't Build a Business Without it!" December 7, 2021 5.0 Allows us to build a business with consistent customer experience and keeps all the details in order. This is the most useful business software I've come across. Pros As easy to use as a process software can get. Integrates with every software we use via Zapier. Build dynamic and scalable processes. No other software in this price range even compares. Cons Need to build a copy and paste feature for pieces of a process, currently you can duplicate the entire process but not just a task or a piece of a task. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Process Street It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing. Switched from [Todoist](https://www.capterra.com/p/149339/Todoist-for-Business/) Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes. 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 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 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 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 Paula B. Co-owner Media Production Used the software for: 2+ years ### "Cannot live without it" October 28, 2021 5.0 Before Process Street, there were files everywhere. Audio files, metadata, images, all floating around on emails, back and forth collaboration with clients was very unwieldy. Process Street helped us organize all that, keep communications about work tasks out of email and organized. Images, audio, copy and communications about all of that are now all together in one place and everyone knows where to find what they're looking for. Pros It is so flexible, works with other apps well. Also super-customizable. Using any 3rd party tool has its limitations but this one has very few in the ways of customizing it to work with our business processes and other tools. Cons There is a bit of a learning curve, making it a little time-consuming to train clients on our processes. Reason for choosing Process Street So much more flexible and customizable. Review Source NM Nanci M. IP Compliance Specialist Research Used the software for: 1-2 years ### "Process St - Honest Review" August 29, 2023 5.0 Overall, my experience using Process St has been quite positive. I would not be able to do my job efficiently without it at this point. I use it daily, for everything from setting reminders, to managing regular daily, weekly and monthly tasks. I manage my deadlines and projects using Process St and also collaborate with other team members on projects as well. Pros The ability to manage my daily tasks and see everything I need to get done in one place, with the ability to prioritize items. Cons Setting up workflows can be challenging if you are not a tech-savvy person, especially using the conditional logic. Review Source TC Tyler C. Manager, Customer Success Education Management Used the software for: 6-12 months ### "Take a stroll down Process Street - you won't regret it!" August 29, 2023 5.0 It's been great! Again, it's a software we use for some unconventional things that help us to create an ideal customer journey where tasks internally are visible to the customer externally to follow along. Pros Aside from the amazing customer service, I like the ease of use and being able to jump right in and build something. It's easy enough to know where to find something and how to make changes. I'm not afraid of complex software, but Process Street helps me to work smarter not harder. Cons Would like to more easily assign tasks to one person per workflow (that's been run) vs having to set up a new workflow to run or assign task by task. Would be neat to be able to select the tasks and assign in bulk within a workflow. Would also like to be able to customize a workflow once it's run vs having to do it all in the 'template'. Reason for choosing Process Street Looked WAY better and more slick than GuideCX. Review Source Kim A. Founder and President Computer Software Used the software for: 1-2 years ### "Standard Processes Minimize Training Costs" January 3, 2019 5.0 It has allowed us to standardize the way things get done, and document processes that are repetitively done with our customers, so we can scale our staff and get people productive a lot faster than traditional hiring and training. We love Process Street! Pros I love that we can create the process steps we need for all of our standard processes. We can create mandatory steps, and we can also see where a process is, and if someone is out, another person can pick it up and complete it. It's brilliant!! Cons I would like a way to share processes with other Process.St customers -- so they can have the processes within their Process.St account -- ideally, I would like to share an entire folder of processes with someone - and that would prompt them to set up their own Process.St account, and import the processes to their account. We would like to share these processes with our customers who need guidance on implementing certain things in their business... and it would be a way we could help Process.St grow, while serving our own customers and the growth of their businesses as well. Review Source AM Andy M. Manager - Processes and Standards Financial Services Used the software for: 1-2 years ### "Great Product" August 11, 2021 5.0 Great Pros The ease of use and the customer support Cons The iphone App and the lack of images to be placed in checklists Review Source RL Riccardo L. Wood Crafter Arts and Crafts Used the software for: 1-2 years ### "Looking for a better way to manage your workflow? This is it" July 31, 2021 4.0 Pros As I'm always trying to be more efficient, I like the fact that Process Street focuses on helping users with that. First of all, it does so through templates. Sure, you can create one from scratch and save it for future use but why reinventing the wheel if someone else has already done a good portion of the work for you? There seem to be a template for almost anything, which is great because it means that you can browse through the template library, pick the appropriate one and customize it to make it your own in a matter of a few seconds. If there's something you do o na regular basis or on specific days (e.g. every Monday morning), then you're going to love this one. Process Street lets you automate tasks and schedule workflows! And what you do in Process Street doesn't have to stay there... the platform integrates and can be used in combination with a bunch of other tools thanks to its Zapier integration. Cons I feel that Process Street works well when it comes to streamlining processes and creating to-dos but by itself it may not be the best tool for managing big projects. So, for me, this is the thing I like the least – I'd prefer to use one tool for all things project management, tasks and workflows instead of having to use one tool for some things and one – or several – tool(s) for others. Review Source Christopher C. CTO Law Practice Used the software for: 1-2 years ### "On the street where we process is Process ST." August 31, 2021 5.0 Pros Great product allowing the team to set detailed workflows and gain 100% compliance. Cons Complex with little training available. better support is needed for complex forms with hundreds of steps. Review Source AWP Alexander Wayne P. Senior Payroll Executive Executive Office Used the software for: 1-2 years ### "Process Street Survey " September 5, 2023 5.0 Process Street is great help for the job I am doing. Pros The most impactful feature is the way I can easily track and manage my processes through Process Street. Cons Non so far. I am liking everything about process street features. 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