ProcessPlan

ProcessPlan


4.5 / 5
4 reviews

Who Uses This Software?

Managed Services Providers, Accounting Firms, Management Consultants, and any organization that needs to document AND automate their internal processes.


Average Ratings

4 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ProcessPlan
  • www.processplan.com

About ProcessPlan

Cloud-based process (procedure, project, workflow) platform. Features include HR, sales, and financial management capabilities.


ProcessPlan Features

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customizable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Task Management
  • Third Party Integrations
  • Workflow Configuration

ProcessPlan Reviews Recently Reviewed!


Runs my company

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is flexible and robust. I looked for a solution to run my company for a few years before finding process plan. Typical "industry specific" softwares are often times limited as a whole as they try to be "all things to all people" inside that niche.

I've have moved away philosophy and process plan is making that possible. Regardless of what you do, there is a place for it in your business.

For me.. my tech stack is:

Process Plan, Zapier, Airtable, Quickbooks Online, Stripe, Click Funnels

If you use webhooks, Zapier or any type of API integrations, you will see Process Plan has tons of options built on platform allowing triggers and actions.

Cons: Hard to say... when I find a software that has deficiencies, I typically plug another software that does "that thing" the best.

I use Airtable for this reason... it cuts up and gives me quick access to slices of my data in ways Process Plan cannot.

Overall: Process Plan introduced me to automation. It does a lot inside the software. What it lacked caused me to learn other things like Zapier. Now, my life is changed. I see things different.

Helps you map out your repeatable processes and initiates activities easily for individual or teams

Mar 13, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to design your own processes , activities, and desired outcomes and to be able to map it out using their visualization features. You can create and run multiple ones for different projects or different groups/departments which is nice, and concurrently.

Cons: Mapping the software is easier on a tablet than a PC, and since I primarily work on PC, it was less effective for my uses. Still, the power of initiating tasks was great when first developed, it just made upkeep or creating new ones a challenge w/ PC.

Overall: Was able to map out processes for project based activities easier than a checklist. It also triggers events, notifications, etc to individuals and project teams.

Awesome Service!

Feb 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and awesome customer service!

Cons: Sometimes I need extra help with learning how to use new tools, but it is not a bad thing. Once I get help from Marquise I know how to do it the next time on my own!

A BPM software for growing companies

Jul 10, 2018
3/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: After some configuration it did it job perfectly - helped to coordinate a large distributed team in multiple offices to work on recurring non-linear processes. The best example here being hiring and employee on-boarding.

Cons: The UX is definitely an area ProcessPlan team can improve. Also in the last 1.5 years there where updates that broke the currently used processes - from mixing up fields, to dropping the currently ongoing processes. Also I'm not sure if the introduced improvements always created a coherent UX and UI or where just thrown in. Tried to improve some of the process maps we had - but this turned out to be non-trivial, again the UX - but on the administrative side, might be a challange even for power users.