ProcessPlan

ProcessPlan


4.5 / 5
37 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

37 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
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ProcessPlan
  • www.processplan.com
  • Founded 2012
  • United States

About ProcessPlan

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


ProcessPlan Features

  • 360 Degree Feedback
  • Applicant Tracking
  • Benefits Management
  • Compensation Management
  • Employee Database
  • Employee Profiles
  • Onboarding
  • Payroll Management
  • Performance Management
  • Recruitment Management
  • Self Service Portal
  • Time & Attendance Management
  • Time Off Management
  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Business Rules Management
  • Collaboration
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Visual Workflow Management
  • Agile Methodologies
  • Budget Management
  • Collaboration Tools
  • Due Date Tracking
  • Gantt Charts
  • Kanban Board
  • Prioritization
  • Progress Tracking
  • Resource Management
  • Task Management
  • Template Management
  • Traditional Methodologies
  • 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!


No Company Should Be Without This Program!!

Mar 22, 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: Before ProcessPlan, it was a full-time job for myself, the VP of our organization, to keep track of critical items and processes within our company. We have numerous offices in different states, so communication on where things were in processes that involved multiple locations was cumbersome. We also work on government critical items, so missing a step in just one process could be damaging. Now that we have ProcessPlan, I can work with my teams to set up exactly how a process should be done. When that process is started, I then know it will be done efficiently and without steps being missed/forgotten. Not only does it send the tasks to appropriate team members, but so many items can be automated to save everyone time in multiple aspects. If someone has a question on the progress of a process, you can just go into it and see exactly where or why it is hung up. I love the flexibility and magnitude of features that are involved with the program. It truly is something that grows with us as our company grows and allows us to update processes easily and in real time. Honestly, ProcessPlan is a big reason we have been able to grow our companies, by freeing up time and ensuring quality in everything we do. I can't imagine our company without it!

Cons: Nothing, it is so flexible that it meets all our needs. If we can't find something that works, the support is VERY helpful and responsive. They are always there to help us find a way to make it work!

Vendor Response

by ProcessPlan on April 01, 2019

HI Kia,

Thank you for leaving such a detailed and thoughtful review. We appreciate you taking the time to share your experience using ProcessPlan and how it has impacted your business.

Sincerely,
ProcessPlan

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.

Vendor Response

by ProcessPlan on March 27, 2019

Hi Shane,
We appreciate your thoughtful and detailed review. Thanks for taking the time to share how ProcessPlans has made an impact on your business.
-ProcessPlan

Process Plan Reviewq

Mar 29, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the ease of creating new processes, especially if you are creating one that is similar to another plan, you can just make a copy and edit it as needed. I also love the new feature the added "Process Table" where you can go back and see the previous processes and details about who submitted what.

Cons: The automated actions in the process building can get a bit confusing. Sometimes you realize a certain trigger doesn't work with all the fields selected so you have to play around with it and see what the system will allow. A lot of test processes but it works eventually.

Overall: Process Plan had helped our company stop a lot of things from falling through the cracks. We created a processes where when a tech orders a part from somewhere they can submit a process to let someone know to add it to the ticket so we are billing the customer for the product, before we would just buy it and hope the tech remembered. We also recently created a process plan for days off and that helps HR keep track of vacation days. Overall, great product and very helpful.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Erica, 
We appreciate you sharing your feedback about how you use ProcessPlan! Thanks for taking the time to leave a review.
Warm regards, 
ProcessPlan

Great Produsct and Service

Mar 25, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's functionality and ability to cater for automation on even the most complex of processes, new beneficial developments are continually added to the offering, I have contributed with a number of functionalities that were accepted and developed by the executive and his team

Cons: Because it has so much functionality, it can get quite technically demanding and I simply don't have the resource to dedicate to this at the meantime, so it has taken longer than I would have like to get all my processes onto the platform by now, but my executive and his team are always eager to assist in getting me skilled up

Overall: Excellent product and service. I have not found another platform that has the ability and flow that ProcessPlan has to offer, the people are great and the technology is cutting edge

Vendor Response

by ProcessPlan on April 02, 2019

Hi Donovan,

Thanks for taking the time to share your feedback! We're glad to hear you're enjoying using ProcessPlan.

We did want to share, if you ever need training assistance, our team is happy to help. Please feel free to schedule a training session at a time that's convenient for you using this link: https://app.hubspot.com/meetings/processplan/training.

Again, thanks for your review, we sincerely appreciate it.

Warm regards, 
ProcessPlan

Process Plan

Mar 29, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: 1. Ease of Use

2. Functionality

3. The ability to make it what you need

Cons: 1. You really need one person to be the "process plan" person to know the ins and outs of it

Overall: I really like process plan. I have recently moved to a higher position and am using it more as an administrator now instead of just a user. It has really helped our organization become more organized and help us be able to assign certain things and tasks to people so there is no question or the I didn't know it was for me problem.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Tonna,

We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review.

Sincerely, 
ProcessPlan

Team Based Approach is made easy

Mar 22, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to tackle project as a team. We can see the entire layout of our plan and see what's been accomplished, and where tasks are getting "stuck". We can prevent duplication of tasks and things don't fall through the cracks.

Cons: There is a lot of customization involved, which is a cool feature, but is very setup-heavy to start something new.

Overall: We can rely on ProcessPlan to tell us where we are in any given project without having to exchange emails to figure it out. We can solve problem areas over time and fix our processes to reflect changes. Overall, it helps us streamline our efficiency and we're able to keep things moving every day.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Janeth,
Thanks for sharing how you're using ProcessPlan! We appreciate you taking the time to leave a review.

Warm regards,
ProcessPlan

ProcessPlan gets us organized

Mar 22, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ProcessPlan has a simple interface to draw out business processes. This allows us to define roles and boundaries. It also allows us to maintain deadlines and find bottlenecks in our processes.

Cons: The tool still has room to grow. A number of functions could be improved slightly and give everyone a much better experience.

Overall: We are specifically starting with processes that bridges communications between departments. Defining rules of engagement has allowed us to process more sales opportunities in the same amount of time. It also has a benefit of being a built-in training resource for new employees.

Vendor Response

by ProcessPlan on March 27, 2019

Hello,
Thanks for sharing how you're using ProcessPlan! We are always working on improving the platform and appreciate your feedback. We're particularly glad to hear that you've been able to use ProcessPlan to increase sales, meet deadlines and identify process bottlenecks. Thanks again for taking the time to leave your review.
Sincerely,
ProcessPlan

AMAZING tool!!

Mar 22, 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: We love how easy to use this software is. It has made such a dramatic difference in our ability to stay on top of all of our processes. Using process plan makes it so no one in the company misses tasks!

Cons: I truly have nothing negative to say about process plan. Its amazing that new and updated features just keep coming out.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Amber,
Sincere thanks for taking some time out of your day to share your experience using ProcessPlan. We're especially glad to hear it's prevented employees from missing tasks!

Warm regards,
ProcessPlan

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.

Process Plan with work flow functionality

Mar 22, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: It has the ability to create a good process flow and communicate to the next-step user.

Cons: Very slow in populating the drop down entry fields, if you just try and select one field without typing the first few characters, it would only allow you to see a small amount of entries for the field. Example: Customer name field when clicked would show only the let A thru the letter C entries and it did not have an option to get more entries. I tried typing the company name and it discarded my entries. I then started entering 1 character for the name and I was unable to find the company until I had entered three characters. There should be a way to enter a new company or a better search function.

Overall: It allowed me to do what was needed but it was a little slow and cumbersome for searching as I tried to fill out pre-defined fields. Other than that issues, it worked well in telling my sales rep I had a flow for them to see. It did not send them the notification that I had deleted the first attempt and they asked me in an email if I deleted it or not.

Vendor Response

by ProcessPlan on March 27, 2019

Hi Jeff,
Thanks for your thoughtful and specific review. We're reviewing your feedback about the drop down entry fields and search functionality, and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs.
Thanks again,
ProcessPlan

Empowering employees to own their process

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of creating and modifying processes allows everyone in the organization to actively participate in workflow design as opposed to delegating the task of assigning responsibility to one person in inside the company. It creates a collaborative work environment during the design stage of process development.

Cons: The initial set up requires very detailed thought. If you get the set up wrong, it cascades through the project. However, this is true of all process development work - 90% of the work is done upfront, then the rest is easy.

Vendor Response

by ProcessPlan on April 12, 2019

Hello, 
We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review.
Sincerely, 
ProcessPlan

Simplicity in motion

Apr 12, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ProcessPlan is simple and intuitive to use. It makes it possible to allow tech savvy business users to build and maintain worfklows. IT only need get involved in advanced edge cases.

Cons: ProcessPlan has very little data forms capability, which is an area that can be improved.

Overall: Overall I am very impressed. Especially by the team's ability to react to support and feature requests.

Vendor Response

by ProcessPlan on April 16, 2019

Hi Carl-Hein, 
We appreciate your thoughtful and detailed review. Please don't hesitate to reach out to us at help [at] processplan [dot] com regarding the data forms capability, we'd be glad to help.

Thanks again for taking the time to share how ProcessPlan has made an impact on your business. 
-ProcessPlan

Outstanding Strategy Tool

Mar 29, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software helps transfer thoughts to automation. It supports the implementation of detailed strategy. Long gone are the days of white board and dry erase markers. This software enables the strategy to integrate at multiple levels to ensure critical milestones stay at the forefront. I also appreciated the integration into email to help keep the process moving forward.

Cons: It is very tedious process mapping out the strategy, including setting all the parameters to make it work; however, this is a necessary step to reaching the final product.

Vendor Response

by ProcessPlan on April 02, 2019

Hello Charles,
 
Thanks for sharing how you're using ProcessPlan! We are always working on improving the platform and appreciate your feedback. We're particularly glad to hear that you've been able to use ProcessPlan to meet deadlines and keep everything moving forward.. Thanks again for taking the time to leave your review. 
Sincerely, 
ProcessPlan

President | Founder

Mar 23, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to track projects through multiple "mini-processes" all rolled into one comprehensive process. It is easy for my team to see what their tasks are and get them completed.

The team at PP is thoughtful, invests in getting to truly understand what you are trying to accomplish to really get the process right to serve the business needs.

Cons: Software does not acknowledge business days vs days - as a result an action can land on a weekend.

Overall: We are a project based business. Often times with many details. Details land in different responsibility areas. This software has enabled us to link all of the different areas in a way that we can all have eyes on the entire project.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Hillary, 

Thanks for taking the time to share how ProcessPlan has made an impact on your business. We've noted your feedback on the days versus business days. We appreciate your thoughtful and detailed review, particularly your notes about tracking tasks and linking different areas of your company.

Thanks again,
ProcessPlan

Very good for simple processes, lacks a bit on the complex ones

Mar 22, 2019
5/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The interface is easy to use and the clarity of processes can be seem inside the tool. The reminders and emails make it very easy to automate processes that require multiple people to execute, and takes out a lot of the emails from crowded inboxes.

Cons: Some more complex processes are hard to implement and end up with a lot of unnecessary manual steps. Things like pushing customer data across different stages of a process is done manually, with users copying and pasting information in the forms. Lacking integration with customer-filled webforms.

Overall: Surprisingly good for simple processes, letting users more time get on with their daily jobs. Lacking some advanced features for more complex and integrated processes.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Leonardo, 
Thanks for your detailed and thoughtful review. We're reviewing your feedback about complex processes and will take that into account going forward. Overall, we're glad to hear ProcessPlan is meeting your needs. 
Thanks again, 
ProcessPlan

Get consistent results from your team with ProcessPlan

Apr 09, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The solution is highly configurable and with Zapier you can automate a lot of the business processes and keep your team involved.

Cons: I haven't found anything yet that I would consider a con with this project.

Overall: The responsiveness and knowledge of their support has been great! They helped us to create some pretty advanced process flows and were extremely helpful.

Vendor Response

by ProcessPlan on April 12, 2019

Hi Robert, 
Thanks for taking the time to share your thoughts about ProcessPlan. We're glad to hear your feedback about our platform and customer service! 
Thank you, 
ProcessPlan

Process documentation and automation for "The Rest of Us"

Mar 29, 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: This app is for anyone who is not a process control plan nerd. It lets you document and capture your critical processes and then begin to automate them in an easy to adopt learning curve. Their client services group will jumpstart your project with their very powerful facilitated sessions. Well worth the investment of your time and money

Cons: The visual flowchart is only part of the design stage, not the day-to-day process flow as a view of the process. I'd love to open a flowchart, jump to a step and drill down into actions, assets etc from that starting place.

Overall: An answer to your process capture and process knowledge transfer wishes. If you have knowledge workers you need this product.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Becky, 
Thanks for your thoughtful and specific review. We've noted your feedback about the visual flowchart as well. Overall, we're glad to hear ProcessPlan is meeting your needs!
Thanks again, 
ProcessPlan

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!

Vendor Response

by ProcessPlan on March 27, 2019

Hi there, Morgan,
We're glad to hear your feedback about our platform and customer service!
Thank you,
ProcessPlan

Easy to Use!

Mar 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The ability to break down processes into multiple parts and checklists.

Cons: I do not really have any complaints. We had a hiccup during daylight savings time but it was quickly resolved.

Overall: My position at my company involves many different jobs. Some I do daily, some weekly and some as needed. ProcessPlan has been a great tool to document everything that I do so when I am not at work, someone else can easily complete the necessary tasks.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Emily,
We're glad to hear your feedback about our platform!

Thanks,
ProcessPlan

Great Product and Service

Apr 09, 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: Automatically assigns tasks to the correct person. Goes through each step so nothing is missed.

Cons: A little bit slow to update when clicking ok and save etc

Vendor Response

by ProcessPlan on April 12, 2019

Hi Matthew, 
We appreciate your review. Thanks for taking the time to share how ProcessPlan has made an impact on your business. 
-ProcessPlan

Process Plan Initial Review

Mar 22, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The easy way it lays out our day to day work flow. We have since added a few more processes that make our daily lives much easier. Employees don't have to guess on the expectations.

Cons: I don't know of liking least. Our CRM is ConnectWise so we are learning more around the integration that Process Plan has.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Jim,
Thanks for taking the time to leave a review! We're glad to hear ProcessPlan has made your lives easier!

Warm regards,
ProcessPlan

Not worth it for simple, linear tasks.

Mar 22, 2019
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: The process building interface. The automated notification function

Cons: Difficult to learn. Difficult to manipulate. Limited functionality.

Overall: I needed to produce a 10-12 step process. Just getting the admin rights to create a new process was difficult. Then the instructions for how to manipulate the software was not thorough enough to be of much use. Once I started to understand how to string events together, it got easier, but it still took me a long time to figure out simple things like how to allow users to attach documents and pass them along. Overall it took much too long for me to set everything up the way I wanted. Then once it was finished, the primary value was just the email notification and job-task dashboard. The process itself could be completed by staff outside of process plan, which then created a discrepancy between what I was viewing in my progress window, and where the process was physically at elsewhere in the company. Add to that, that your website sends advertisements and other marketing material in a very similar format to the actual process plan task notifications, and many people would delete/ignore the notifications because they had developed "process plan fatigue" from all the other emails your company was sending them. At the end of the day, I could have accomplished basically the same functionality by just sending people in the process a calendar reminder to accomplish their part. Or just sent them an email at that time.

Vendor Response

by ProcessPlan on April 01, 2019

Hi William,

Thanks for sharing your thoughtful and specific feedback on ProcessPlan's functionality and available training materials. We're reviewing your feedback and will take that into account going forward.

Again, thank you for taking the time to leave a review and share your experience using the platform.

Warm regards,
ProcessPlan

Room for improvement

Mar 31, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The process flow of the tasks (when working correctly) and the map. Love that when you select a line, it highlights blue so you can keep track of where it flows too.

Cons: Lots of bugs. When a task is meant to move forward, the whole process closes into complete mode. Very frustrating.

The audit side of the software is very basic and not great.

Search options and saving certain criteria is not the best.

Overall: Process Plan is legit ideal for our broking business. But, there is lots of room for improvement and will be an amazing software once developed more.

Vendor Response

by ProcessPlan on April 02, 2019

Hi Rachael, 
Thanks for your detailed review. We're reviewing your feedback about the audit side of the product, search options, and saving criteria, and will take that into account going forward. Again, thanks for taking the time to share how you use ProcessPlan.

- ProcessPlan

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.

Capterra loader

Good quality process management software

Apr 02, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Process design in the graphical interface. I seem to think "visually" and I always prefer seeing processes laid out in the form of a flow diagram. Process Plan's strongest feature is that it brings a flow chart to life automatically.

Cons: Running of processes within the organisation can get tricky. Some team members complained of not knowing what to do in the graphical interface. Just took some getting used to.

Overall: I really like the software. From my research, it was the most affordable software which offered a graphical interface for process design. The next price-point up from there was pretty far-off from ProcessPlan. Additionally, I've found it more functional than using a pure app-integration service.

Vendor Response

by ProcessPlan on April 05, 2019

Hello Kerushan,

We appreciate your thoughtful and detailed review. We particularly liked your comments about how ProcessPlan brings a flow chart to life automatically ¿ we couldn't agree more!
Thanks for taking the time to share how ProcessPlan has made an impact on your business. 

-ProcessPlan

Carla's Review

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Software is very user friendly. I like that I can see past work orders.

Cons: Software defaults users phone number in contact field which may change or ticket may not be for that individual.

Vendor Response

by ProcessPlan on April 12, 2019

Hello Carla, 
Thanks for sharing how you're using ProcessPlan! We are always working on improving the platform and appreciate your feedback. Please don't hesitate to reach out to help [at] processplan [dot] com regarding the software default, we'd be glad to help.

Thanks again for taking the time to leave your review. 
Sincerely, 
ProcessPlan

Process Plan is persistant with its daily email

Mar 29, 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: 9.0/10 Not
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Pros: Process plan is easy to use and the functionality is very user friendly. I like getting daily reminders to my email. Also the webinar was easy to locate.

Cons: The software is web based an as our internet connection is among the slowest ever recorded the process of signing in and opening up tasks is often slow.

Overall: Process Plan has a great interface with a very intuitive toolbar

Vendor Response

by ProcessPlan on April 02, 2019

Hi Marcus,
We're glad to hear your feedback about our platform! Thanks for sharing your review.

- ProcessPlan

ProcessPlan on my Daily Routine

Mar 22, 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: The ease of use and all the options that we have to create new or edit existing processes

Cons: Well, I did not receive a lot of training except for how to complete 1 existing process and sometimes I am wandering around

Overall: I have to submit deal registrations for Cisco and Dell and the process is very confusing and extremely long, so we have these guides created in ProcessPlan that walk me through the process

Vendor Response

by ProcessPlan on March 27, 2019

Hello,
Thanks for taking the time to share your feedback! Overall, we're glad to hear you're enjoying using ProcessPlan.

That said, we're sorry to hear about your experience with training. Our team is always happy to help with that. Please feel free to schedule a training session at a time that's convenient for you using this link: https://app.hubspot.com/meetings/processplan/training. We look forward to it.

Thanks again for sharing your comments, we sincerely appreciate it.

Warm regards,
ProcessPlan

Very customizable process management software

Apr 10, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: You can map out and execute whatever you want, literally bring your processes to life.

Cons: Because ProcessPlan is so customizable, it can take a little bit to get comfortable using the platform. But, once you have the hang of it, it's easier.

Overall: ProcessPlan is a very customizable platform for managing all kinds of tasks, processes, and documenting how your organization functions. Particularly, if you have repeatable processes, this is the perfect way to set them up. You can run the process with the new information and then everyone on the process is notified when they need to be. The people you notify do not even have to be ProcessPlan users. This makes it great for organizations both large and small.

Vendor Response

by ProcessPlan on April 12, 2019

Hi, 
We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review.
Sincerely, 
ProcessPlan

ProcessPlan is functional and easy

Mar 22, 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: 9.0/10 Not
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Pros: This software was very comprehensive but easy to use! It helped our organization with the growth process to evaluate where our employees are professionally.

Cons: Nothing! The ease of use was a definite plus!

Vendor Response

by ProcessPlan on April 01, 2019

Hi Peggy, 
We appreciate you sharing your feedback about ProcessPlan and how you use the tool. Thanks for taking the time to leave a review.
Sincerely, 
ProcessPlan

Good, but Training is Crucial

Apr 09, 2019
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I see great potential for PP to be a sales enablement tool.

Cons: You really need help to understand what the tool can do. You are almost forced to get consultant time to help with CRM integration. We were hoping for a turnkey solution.

Vendor Response

by ProcessPlan on April 12, 2019

Hi David

Thank you for taking the time to leave a review. We're glad that you can see ProcessPlan's potential in sales.

We wanted to let you know that we do offer turnkey services and we can help you get up and running with ProcessPlan. You can check out services we offer here: https://processplan.com/services/

Additionally our knowledge base http://help.processplan.com/home has a lot of helpful information. Finally, don't hesitate to send us a note at help [at] processplan [dot] come. We're always glad to help.

Thanks again for your comments.

¿ ProcessPlan

Great app for work collaboration

Apr 02, 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: This is a great app for work collaboration especially if we work as a freelancer

Cons: It's not giving notifications in my mobile

Overall: Great way to collaborate and work with my client

Vendor Response

by ProcessPlan on April 05, 2019

Hi there, Maria, 
We're glad to hear your feedback about our platform and how it helps you work with your clients.

We'd be glad to help sort out the issue with receiving notifications on your mobile device. Please send an email to help [at] processplan [dot] com.

Warm regards,
ProcessPlan

A Streamlined Process for Software Application User Management

Mar 22, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Requests come straight to my inbox, single sign on access

Cons: Sometimes the user requests are not for the software I manage; Managers don't always know how to go in approve a process.

Overall: It has streamlined our "Add/Change/Delete" process for application uses at our bank.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Allie, 
Thanks for your thoughtful and specific review.

We're reviewing your feedback about the user requests and approval functionality, and will take that into account going forward.

Overall, we're glad to hear ProcessPlan is meeting your needs. 
Thanks again, 
ProcessPlan

Process Plan works fine

Apr 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It was easy to use. I wasn't familiar with it but it didn't take long to understand.

Cons: I have no complaints with this software.

Overall: I used this to process a couple requisition requests and even though this part of the process was new to me, it was simply to use.

Vendor Response

by ProcessPlan on April 12, 2019

Hi there,
We're glad to hear your feedback about our platform, thanks for taking the time to share!
¿ ProcessPlan

Got the job done

Apr 09, 2019
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: Quick and to the point, but still more steps than before the software was used.

Cons: I prefer the old less technical process on paper, etc.

Overall: Hiring new employee. I utilized Porcess Plan because our company requires it.

Vendor Response

by ProcessPlan on April 12, 2019

Hi Pamela,
Thanks for sharing your feedback.
Warm regards,
ProcessPlan

Ease of use is priceless

Mar 22, 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: The ease of use and logic is the best part of this software.

Cons: Nothing is dislikable about this product. It is a great application

Overall: We utilize this software to communicate the workflow of a new hire or a transferred employee.

Vendor Response

by ProcessPlan on March 27, 2019

Hi Kristin,
We appreciate you sharing your feedback about and how you use ProcessPlan. Thanks for taking the time to leave a review.

Sincerely,
ProcessPlan

Review

Mar 22, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use and very user friendly. Not a clunky software.

Cons: Simple. Very limited in its features. Doesn't seem to be too custom.

Vendor Response

by ProcessPlan on April 01, 2019

Hi Bree,
Thanks for taking the time to share your feedback. We appreciate it.

Sincerely,
ProcessPlan