--- title: "Process Street Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Process Street Software - reviews, pricing plans, popular comparisons to other Compliance products and more." source_url: "https://www.capterra.com/p/135004/Process-Street/" page_type: "product" language: "en" --- # Process Street Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Process Street ## What is Process Street? Process Street is a Compliance Operations Platform that turns your policies into live, automated workflows, monitored and enforced by AI. Instead of relying on static docs or bolt-on GRC tools, teams get compliance embedded into the way work actually gets done. Every process is built to follow the rules, prove execution, and adapt as standards change. From regulatory frameworks like ISO, SOX, HIPAA, and GDPR to internal controls and audit readiness, Process Street replaces reactive oversight with proactive control. Trusted by Salesforce, Colliers, and 3,000+ businesses, it is how modern teams run compliant operations without slowing down. ## What is Process Street used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Onboarding](https://www.capterra.com/onboarding-software/) Recognitions Shortlist Overall rating Based on 652 user reviews Reviews sentiment Positive 96% Neutral 3% Negative 1% Pros & cons Efficient process standardization tool Seamless collaborative process platform Occasional technical and usability problems Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Compliance / 2026 - Forms Automation / 2026 - Workflow Management / 2026 - Business Process Management / 2025 - No Code Platform / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Process Street alternatives Highest Rated [4.6 (6,118)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,041)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (5,316)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (3,557)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/135004/Process-Street/alternatives/) ## FAQs about Process Street Overview ### What problems does Process Street solve? Process Street solves missed steps, inconsistent SOP execution, scattered process documentation, and weak visibility into recurring work by turning procedures into trackable checklists with assignments, due dates, and automation. Operations, HR, client onboarding, and remote cross-functional teams benefit most from standardized handoffs, faster training, and fewer manual status updates. Answer based on 329 reviews Overview ### Which roles and teams benefit most from Process Street? Process Street is most used by business owners, founders, CEOs, and operations leaders who need standardized processes, accountability, and scalable team execution. Project managers, office managers, and consultants use it to document recurring workflows, while marketing, customer success, and software teams rely on it for onboarding, campaign coordination, and process consistency. Answer based on 548 reviews Overview ### What company size and industries is Process Street built for? Process Street is used mostly by small businesses, which make up 84% of reviewers, with Real Estate the top industry at 10%. It is designed for mid-market and enterprise teams in regulated sectors such as finance, technology, and manufacturing, while reviewer use also spans Marketing and Advertising at 9% and IT Services at 8%. Answer based on 652 reviews Features and Usability ### What are the key features of Process Street? Process Street includes core workflow management features like repeatable checklists, reusable templates, task assignments, due dates, and progress tracking. Differentiating features include conditional logic, workflow automation, document generation, and version control for updating active processes. Reviewers also highlight comments, file attachments, and integrations through Zapier and the API. Answer based on 183 reviews Integrations ### Which third-party tools and platforms does Process Street integrate with? Process Street integrates with Zapier, Google Sheets, Slack, and Google Calendar, with reviewer mentions also citing Xero, Hireflix, and monday.com. Its catalog shows more than 50 integrations overall, including Google Drive, Gmail, Airtable, Asana, BambooHR, Dropbox, Docusign, Freshdesk, GitHub, and Calendly across productivity, HR, storage, and support. Answer based on 86 reviews Getting Started and Support ### How easy is it to onboard and train a team on Process Street? Process Street is generally quick to onboard for most team members because its checklist format and step-by-step instructions are easy for nontechnical users and new hires to follow. It offers in-person training, live online sessions, and documentation. Admins typically need more time to set up advanced workflows, forms, and conditional logic. Answer based on 67 reviews Getting Started and Support ### What customer support options does Process Street offer, and how do users rate the experience? Process Street offers email/help desk, FAQ/forum, a knowledge base, 24/7 live rep, and chat. Users often describe support as responsive, knowledgeable, and helpful, with useful self-service resources and guidance for setup. Some report replies can take several hours or about a day, and complex issues may take longer to resolve. Answer based on 113 reviews Processes ### How well does Process Street handle business processes? Process Street handles repeatable business processes well by turning documented procedures into trackable checklists with assignments, approvals, and conditional steps. Small businesses, operations teams, and regulated organizations value the consistency and audit visibility, though some users find setup complex and need regular use to stay comfortable with advanced options. Answer based on 183 reviews ## Who uses Process Street? Based on Capterra reviews from the past 5 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Efficient process standardization tool 98% positive reviews out of 58 Most reviewers indicate team processes help standardize recurring tasks, enhance onboarding, and boost overall productivity. Chris G. Property Management, 2 - 10 employees. "In the property management business there's a lot of moving parts and this helps everyone on the team see whats going on and ensure nothing gets missed." Occasional technical and usability problems 49% negative reviews out of 57 Some reviewers describe bugs and issues like interface glitches, minor feature limitations, and occasional process-saving errors. Seamless collaborative process platform 97% positive reviews out of 33 Most reviewers describe team collaboration as intuitive, enabling easy sharing, role-based access, and cross-department teamwork. Comprehensive project workflow management 100% positive reviews out of 29 Most users report project management streamlines complex workflows, clarifies responsibilities, and improves deadline tracking. Rachelle A. Transition Manager - Lease Administration, 5,001 - 10,000 employees. "It also makes it much simpler to have multiple people working on the project and avoid duplicative effort." ## Features AI summary Based on 23,605 Compliance reviews Capterra data shows that buyers of Task Management software rank the following features as their top priorities: - **Workflow Management** (**49%** of reviewers rated this feature as critical) - **Task Scheduling** (**46%**) - **Task Editing** (**44%**) Process Street supports all three of the features reviewers rate most highly: **Workflow Management**, **Task Scheduling**, and **Task Editing**. Together, these capabilities help businesses organize repeatable work, plan tasks around deadlines, and update task details as needs change, allowing teams to keep processes consistent and day-to-day execution on track. Task Scheduling 4.8 (32) 68.75% of 32 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks Task Editing 4.4 (28) 64.29% of 28 reviewers that rated this feature as important or highly important Edit task information and all related elements Mobile Access 4.0 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Collaboration Tools 4.5 (33) 45.45% of 33 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Task Progress Tracking 4.7 (46) 69.57% of 46 reviewers that rated this feature as important or highly important Track the status and progress of tasks Task Management 4.7 (69) 81.16% of 69 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Process Street 273 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Access Expiration Management: Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. - Active Directory Integration: Integrates with Active Directory - Activities: Any action a user can perform in the system can be specified as an automated action. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Feed: Provides a live feed that updates when the status of a task has changed. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - AI Text Generation: Allows users to generate text based on a text prompt. - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - Analytics and Reporting: Provides insights into student health trends, generates reports, and aids in decision-making for health programs and services. - API: Application programming interface that allows for integration with other systems/databases - API Connection: Connect with existing systems via API. - App Templates: Provides base-level application templates to build atop and customize for specifc users and actions. - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Assignment Management: Assign issues and tasks based on availability or required skills - Attestation: Collect, track and store acknowledgements that policies have been read and understood - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Autofill: Automatically populating fields or sections within a form - Automated Onboarding Workflows: Provides workflows which track new hire progress. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Autosave: The system automatically saves work on an interval without the user needing to manually save - Branding: Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. - Calibration Management: Schedule the calibration of instrumentation and maintenance requirements - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Centralised Database: Offers a unified system storing all legal data for easy management and retrieval - Centralized Information: Consolidate all requirements information and progress to a central location. - Change Management: Track and monitor efficient handling of all changes/transitions - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Tracking: Track all company interactions with current clients - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Communications Management: Record and track all relevant internal and external communications - Complaint Management: Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction - Complete Audit Trail: Assesses the completeness and integrity of the change history for audit and regulatory compliance purposes. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology). - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues - Creation & Assignment: Create and assign tasks for individual users with details and due dates. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Cross-Platform Access: Enables document access from any device, from anywhere, thereby enhancing flexibility - Cross-system Integration: Works across multiple software systems or databases - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Customized Branding: Provides tools for inserting brand logos, colors, quotes, and other proprietary content. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Mapping: Track the management and flow of data throughout the organization - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Data Warehouse: Data vault where data is aggregated for later distribution to applications. - Database Support: Supports common databases such as MySQL and Oracle - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Defect Tracking: Process of tracking logged defects (errors) in a product or service to create new versions to fix the error - Dependencies: Manage dependencies between projects from one or multiple portfolios. - Dependency Tracking: Track and manage task relationships and dependencies - Deployment Management: Manage the processes involved when making the application ready for use - Document Approval: Streamline and simplify document approval processes. - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Coding & Control: Management and control of the creation, approval, and distribution of documents and processes to ensure they meet industry regulations - Document Editing: Makes changes to document features such as text, fonts, formatting, etc. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drag & Drop Editor: Editing tool that allows users to drag and drop images, icons, widgets, or other components - Drag-and-drop Form Builder: Allows users to create forms with branching logic without any code. - Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). - Editing and Tracking: Facilitates document modification with comprehensive change logging - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email-to-Task Conversion: Convert emails into tasks - Embedded Work Instructions: Allows users to access built-in work instructions. - Employee Activity Monitoring: Monitor and track what your employees are doing - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Directory: Access names, contact information, and roles of employees in a centralized repository - Employee Handbook: Create and share a new employee handbook with helpful information - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements - Equipment Management: Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed - ETL: Process of extracting, transforming, and loading data - Event Logs: A chronological record of actions or occurrences within a network, software, or process - FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Flows: Track products to determine when they are shipped, in transit, or delivered. - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - For No-Code Development: Build applications without the use of code - For Small Businesses: Designed for small businesses - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Library: Provides users with a pre-built library of templated forms related to the hiring process. - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Graphical User Interface: A visual way of interacting with an application or operating system using items such as windows, icons, and menus - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Image and Video Capture: Provides built-in image and video recording capabilities. - Incident Management: Manage and track all disruptions and incidents - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources. - Integration Management: Identify which applications need to exchange data and enable these data connections - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Integrations Management: Identify which applications need to exchange data and enable these data connections - ISO Compliance: Guidelines set by the International Organization for Standardization - ISO Standards Management: Track and monitor processes/products to ensure they meet international standards developed by the ISO - Job Description Management: Create, share, and manage the distribution of job descriptions/duties - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Live Chat: Ability to chat online in real time - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Mass Updates: Allows users to update multiple tasks at the same time, accross multiple projects. - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multiple Data Sources: Allows users to manage data from a number of sources - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple Projects: Ability to handle several projects simultaneously - Multiple Workspaces: Allows users to create multiple workspaces for different projects or teams. - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Nonconformance Tracking: Identify issues and deviations from specifications - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Onboarding Process Reporting: Provides holistic Metrics on the onboarding process. - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Orientation Workflow Management: Create orientation programs for new employees or students - OSHA Compliance: Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Percent-Complete Tracking: Level of completion within a task - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Platform Compatibility: Lets users build cross-platform applications or provide specific templates for different device types. - Policy Creation: Create new policies or alter existing policies - Policy Library: A repository of all past and existing policies - Policy Management: Create, manage, and track policies and procedures within an organization - Pre-built Connectors: Reusable integration workflow templates - Pre-Built Modules: Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Prioritization: Arrange tasks based on the level of priority or urgency - Process Analysis: Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Design: The ability to create custom workflows aligned with business objectives. - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Process Overview: Provides users a holistic view of all workflows so as to see how all processes work together. - Process Repository: A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. - Process Routing: Ensures the right task is being assigned to the proper employee across an entire process. - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Quality Control: Ensure that quality requirements and standards are met across production processes - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Reports: Delivers insights into charger performance, energy consumption, revenue, and usage trends to optimize operations and maximize utilization. - Request Management: Evaluating and prioritizing change requests that are received while working on the project - Response Validation: Ensure the answer provided fits set parameters (numerical, positive number, etc.) - Review and Approval Workflows: Assesses whether the product enables structured stakeholder review and sign-off processes with configurable workflow steps. - Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Access Control: Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments. - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search and Retreival: Quick, efficient document location using advanced search mechanisms based on keyword tracking, document naming, and relevance - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - Single sign-on (SSO): Simplifies user authentication across multiple services while maintaining security. - Spreadsheet View: UI looks like a spreadsheet - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Stakeholder Defined Attributes: Define the exact requirements needed by all stakeholders in the requirements process - Statistical Process Control: Statistical methods to assist with and maintain quality control of processes - Status Tracking: Track the status over time for a request, process, asset, or transaction - Sub-Task Management: Split and manage tasks into individual components - Supplier Quality Control: Qualify, select, and monitor supply chain partners - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Time Zone Tracking: Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation - To-Do List: A digital list of items that need to be completed - To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks. - Traceability: Track and document the history, application, or location of an item or activity - Training Management: Track employee/learner's progression through training programs - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - Updates: If your funding amount ever increases, your firm should be able to provide you with an updated 409a report. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Versioning: Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed. - Views: Create customized project views for internal and external purposes (eg: for customers). - Visibility: Provides real-time insight into procurement costs within categories, departments or projects - Visual Modeling: Use visual elements such as pre-built blocks and/or shapes to assemble a model or design - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web Services: Allows the integration of data between different web services - Web-based Deployment: SaaS, web-based, online deployment - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. - WYSIWYG Editor: What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface --- Get Advice We can help you find the software with the features you need. Features 4.5 (547) 4.5 Based on 547 reviews ## Pricing Value for money 4.6 (464) Free Trial [View pricing plan details](https://www.capterra.com/p/135004/Process-Street/pricing/) Startup Contact vendor for details It includes: - Unlimited workflows - Unlimited pages - Up to 5,000 data set records - Unlimited file storage - Form fields & rich media - Conditional logic - Approvals - Analytics dashboard - Enforced task order - Dynamic due dates - Task permissions - Role assignments - Workflow run links - Scheduled workflows - Restore workflow revision - iOS app - Android app - Slack app - Microsoft Teams app - 10 automation apps - 100 automation auctions - Trigger from email - Zapier connector - Microsoft Power Automate connector - Tray.io connector - Make connector - 50 public API access - Logo - Email & chat support - Encryption (in transit and at rest) - Role based access and permissions - SOC 2 Type 2 Pro Contact vendor for details It includes: - Up to 10,000 data set records - Custom BI integrations - Custom public API access - Brand colors - Cover images and icons - Workflow setup & integration services - Dedicated Success Manager - Priority support Enterprise Contact vendor for details It includes: - Custom data set records - Enterprise Grid (for Slack app) - Subdomain - Fully-managed workflows - Custom integrations - Bulk document import - Custom reporting & data visualization - Process consulting & health audit - Personalized team training - HIPAA - SAML-based single sign-on (SSO) - SCIM user provisioning - Sharing & content controls - Microsoft Active Directory integration Value for money 4.6 (464) 4.6 Based on 464 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Docusign](https://www.capterra.com/p/121506/Docusign/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (558) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (558) 4.7 Based on 558 reviews ## User reviews Overall rating 4.7 Based on 652 reviews Filter by rating 5(497) 4(131) 3(18) 2(1) 1(5) Mentioned topic Sorted by most recent BS Balasubramaniam S. Senior Engineering Manager Food & Beverages ### "Senior Engineering Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 12, 2026 Pros Simple to use. I have used this tool for new hire onboarding and this is simple to use and very structured. Cons Nothing that i could see as of now. I have used this for last 3 resource onboarding and the journey so far has been good. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JG Jami G. Property Manager Real Estate ### "Process Street One stop task completion" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 7, 2026 It is a great system that is very thorough and a great fit for PURE. It will basically walk you through each task completely and is great for new hires. This means nothing will fall through the cracks. Pros It features photos of Appfolio and walks you through the whole process. It is a great learning tool and time saving for new employees as well as making sure nothing falls through the cracks in the brokerage. It is a fast system and you can move right through it following the tasks. Cons That there are options and you have to change the letters and information but that is something that we have to do as all are not the same. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SK Sophia K. Assistant Property Management Hospitality ### "Assistant Property Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 16, 2026 I haven't had any issues with it. Since I am still learning it. I do have a great team that always helps me with getting to learn it better. Pros I ams till learning Process Street, though it seems pretty easy because it gives you step by step how to get tasks done. Cons using it sometimes can be a bit complex at first. At first look it can be pretty overwhelming, but easy to navigate once you get the hang of it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AO Amr O. SA Internet ### "Process Street Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 April 10, 2026 I would prefer more clarity on the end user interface to be able to know right away if this task is assigned to me or not and what is the status of the task. Pros Process Street is an easy to use platform and has a very simple UI. It is great for any end-user to navigate. Cons It’s not always clear who is assigned the tasks and whether I’ve already accepted them. The UI needs better clarity. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SD Satwik D. SRE Information Technology and Services ### "Good, simple powerful- could be made more flexible" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 9, 2026 Overall I find it a good experience and sames time and managing everyhthing. Should be made comprehensive further Pros one monolithic path- easy to navigate timelines and snappy and fast. Completion and making task progress is easy. Cons Undoing. I don't or didn't see the undo of task completion in some or all or the guides or learning paths. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EV Elsie V. Onboarding Specialist Human Resources ### "Process Street is Great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 6, 2026 Makes my work much easier, sending emails and building processes has been great via Process Street. I'm able to build complex SOPs and go through them step by step. Pros Ease of use, endless possibilities to create & update SOP processes, Fun to use, Easy to update, great customer service, makes work & processes much easier & quicker. Cons occasional bugs/connection issues (not often), heavily relies on external applications/connections, glitchy with publishing at times Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SN Soumya N. Senior Software Developer Financial Services ### "Senior Software Engineer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 March 5, 2026 Overall, my experience with Process Street has been very positive. It has helped our team standardize our recurring processes and improved our collective productivity. It is a solid tool for anyone looking to automate or document team workflows effectively. Pros love how organized everything is within the platform. The ability to clearly mark tasks as complete provides great visibility for the whole team. It makes tracking complex workflows much simpler and ensures that nothing falls through the cracks during our daily operations. Cons While the functionality is great, I think the pages could benefit from a better, more modern UI design. The current interface feels a bit dated at times, and a more streamlined aesthetic would definitely improve the overall user experience and navigation for technical users." Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SP Sharon P. COO Financial Services ### "Best process management software on the market!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 23, 2026 10 out of 10 on product and customer service. I have asked for help several times via chat, and I have always been answered that day via email, or they have given me a link to schedule time with a pro who helps me solve any process development questions or issues. Pros I love how you can customize workflows to account for the smallest nuance in a process. We write processes for every customer we serve. Process Street enables us to maintain consistent customer service. Cons Just small things that I think Process Street will develop over time. I'd like to be able to easily bold and change the font colors in the comment section, as our team uses that section to communicate. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reasons for choosing Process Street We chose PS because it allowed us to manage multiple clients from it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DG Danielle G. Actuarial assistant Insurance ### "Initial opinion " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 20, 2026 Fairly easy to get used to but may not have the same displays as other programs, may look a little outdated with all of the code showing. Pros It is easy to go back and edit our case so that appropriate tasks are triggered for different department members to complete. Cons I don't like that I can edit someone elses tasks (usually done by mistake), but I'd like to be able to take tasks from others and then complete with my name attached, and the layout of the page is too skinny of a column. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NB Nicholas B. Actuary Insurance ### "Appealing Interface, Good Collaboration, needs more user flexibility" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 February 20, 2026 Pros Best feature is applicable comments appear alongside the specific tasks to which they pertain, rather than getting lost in a comprehensive stream of discussions. Easy to track what actions need to be taken and work with various parties. Very appealing user interface, easy to manage various tasks within purview. Cons Inability to adjust target deadlines myself is the main point of friction encountered thus far; as priorities shift, deadlines often move. The deadlines are also static e.g. if I receive a task late, my run time is not adjusted, and thus I may receive tasks marked as late by me on their inception Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/135004/Process-Street/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [monday AI Work Platform vs Process Street](https://www.capterra.com/compare/135004-147657/Process-Street-vs-monday-com)[Asana vs Process Street](https://www.capterra.com/compare/135004-184581/Process-Street-vs-Asana-PM)[Jira vs Process Street](https://www.capterra.com/compare/19319-135004/JIRA-vs-Process-Street)[Zapier vs Process Street](https://www.capterra.com/compare/130182-135004/Zapier-vs-Process-Street)[Trello vs Process Street](https://www.capterra.com/compare/135004-211559/Process-Street-vs-Trello)[Wrike vs Process Street](https://www.capterra.com/compare/76113-135004/Wrike-vs-Process-Street)[Connecteam vs Process Street](https://www.capterra.com/compare/135004-153140/Process-Street-vs-Connecteam)[ClickUp vs Process Street](https://www.capterra.com/compare/135004-158833/Process-Street-vs-ClickUp)[Notion vs Process Street](https://www.capterra.com/compare/135004-186596/Process-Street-vs-Notion)[Smartsheet vs Process Street](https://www.capterra.com/compare/79104-135004/Smartsheet-vs-Process-Street) [Lucidchart vs Process Street](https://www.capterra.com/compare/135004-146136/Process-Street-vs-Lucidchart)[Visio vs Process Street](https://www.capterra.com/compare/135004-201133/Process-Street-vs-Visio)[Airtable vs Process Street](https://www.capterra.com/compare/135004-146652/Process-Street-vs-Airtable)[CMW Platform vs Process Street](https://www.capterra.com/compare/120988-135004/CMW-Tracker-vs-Process-Street)[Miro vs Process Street](https://www.capterra.com/compare/128955-135004/Miro-vs-Process-Street)[Basecamp vs Process Street](https://www.capterra.com/compare/56808-135004/Basecamp-vs-Process-Street)[Jotform vs Process Street](https://www.capterra.com/compare/135004-158456/Process-Street-vs-JotForm-4-0)[Revver vs Process Street](https://www.capterra.com/compare/123400-135004/revver-vs-Process-Street)[Clovine vs Process Street](https://www.capterra.com/compare/135004-267448/Process-Street-vs-Clovine)