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

1 Review
  • 4 / 5
  • 3 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    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

  • Approval Process Control
  • Compliance Management
  • Configurable Workflow
  • Customizable Dashboard
  • Document Management
  • Event Monitoring
  • Forms Management
  • Graphical Workflow Editor
  • Help Desk Management
  • Project Management
  • Resource Management

ProcessPlan Reviews Recently Reviewed!

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

Mar 13, 2018
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

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.