---
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 Task Management 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 July 23, 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 Task Management platform built for teams that can’t afford missed steps, delays, or execution gaps. Unlike basic to-do tools, it combines structured workflows, automation, and real-time tracking to manage recurring work at scale. Tasks are assigned automatically, deadlines are enforced, and completion is tracked with built-in accountability. Cora, our embedded AI compliance agent, adds oversight across every task and process. It flags incomplete work, identifies delays, and helps teams resolve issues before they become risks. From onboarding and SOP execution to approvals and audits, Process Street ensures every task happens in the right order, by the right person, with proof it got done. It’s how high-performing teams replace checklists with control.

## 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

Streamlined team process management

Effective collaborative process platform

Occasional technical and usability issues

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 (6,079)](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 (3,033)](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 (5,304)](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 (3,532)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

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 inconsistent repeatable work, missed steps, scattered SOPs, and weak visibility into task ownership by turning procedures into trackable checklists with assignments, due dates, approvals, and shared documentation. Operations, HR, client onboarding, remote teams, and service-based businesses use it to standardize handoffs, train staff faster, and reduce manual follow-up.

Answer based on 329 reviews

Overview

### Which roles and teams benefit most from Process Street?

Process Street is most used by owners, founders, CEOs, and operations leaders to standardize recurring processes, improve accountability, and scale teams. Project managers, office managers, and property managers use it to track tasks and approvals, while marketing, customer success, consultants, and software teams rely on it for consistent workflows, onboarding, and documentation.

Answer based on 548 reviews

Overview

### What company size and industries is Process Street built for?

Process Street is designed for mid-market and enterprise teams in regulated industries, but 84% of reviewers are from small businesses. Its largest reviewer industry is Real Estate at 10%, followed by Marketing and Advertising at 9% and Information Technology and Services at 8%, alongside finance, technology, and manufacturing use cases.

Answer based on 652 reviews

Features and Usability

### What are the key features of Process Street?

Process Street includes core workflow tools like repeatable checklists, task assignments, due dates, and customizable templates for SOPs and onboarding. Differentiating features include conditional logic, approval workflows, form fields, and workflow automation through API and integrations. Reviewers also highlight version control, progress tracking, comments, and document attachments.

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, Google Calendar, Hireflix, and Xero, while its catalog also includes Google Drive and Gmail. It supports over 50 integrations overall, spanning automation, communication, scheduling, file storage, and productivity tools for connecting workflows with other business apps.

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 easy to onboard for most teams, especially nontechnical users and new hires who can follow step-by-step checklists quickly. It offers in-person training, live online sessions, and documentation. Reviewers say setup and daily use are straightforward, while admins need more time to learn advanced features, complex 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, helpful, and knowledgeable, with useful self-service resources and guidance on best practices. Some report waiting several hours or about a day for replies, and a few found chat-based help slower for complex issues.

Answer based on 113 reviews

Processes

### How well does Process Street handle business processes?

Process Street handles repeatable business processes well by turning procedures into clear, editable checklists with assignments, approvals, and audit trails. Small teams, compliance-focused companies, and service businesses like the consistency and visibility, though some smaller organizations find setup and advanced options harder to learn without regular use.

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

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."

## Features

AI summary

Based on 23,337 Task Management reviews

Capterra data shows that buyers of task management software rank the following features as their top priorities:

-   **Task Scheduling** (**46%** of reviewers rated this feature as critical)
-   **Task Editing** (**44%**)
-   **Workflow Management** (**49%**)

Process Street supports all three features reviewers rate most important: **Task Scheduling**, **Task Editing**, and **Workflow Management**. Together, these capabilities help teams plan work on time, update tasks as needs change, and manage repeatable processes more effectively, allowing businesses to keep work organized, improve consistency, and complete tasks with fewer delays.

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

Workflow Management

4.5 (22)

81.82% of 22 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

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 192 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
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Activity/News Feed: Continuous profile-based stream of news and activity
- 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
- API: Application programming interface that allows for integration with other systems/databases
- 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
- 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.
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- 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
- 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
- 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 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
- 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
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Management: Manage, organize, and store contact information
- 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
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- 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
- 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
- Deployment Management: Manage the processes involved when making the application ready for use
- 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
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- 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
- 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
- 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
- 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 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
- 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
- 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
- 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
- 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
- Multiple Data Sources: Allows users to manage data from a number of sources
- Multiple Projects: Ability to handle several projects simultaneously
- 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
- 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
- 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.
- Policy Management: Create, manage, and track policies and procedures within an organization
- Pre-built Connectors: Reusable integration workflow templates
- Prioritization: Arrange tasks based on the level of priority or urgency
- Process Change Tracking: Document any changes or proposed changes made to business processes or workflows
- Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements
- 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
- 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 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
- 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
- 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
- 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 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
- 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
- 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
- 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
- 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

---

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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

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Slack](https://www.capterra.com/p/135003/Slack/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

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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/)

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