# ProcessPlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is ProcessPlan the right Workflow Management solution for you? Explore 37 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144262/ProcessPlan/reviews --- ProcessPlan 4.5 (37) [View alternatives](https://www.capterra.com/p/144262/ProcessPlan/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of ProcessPlan Ease of use 4.2 Customer Service 4.6 ## Showing most helpful reviews Showing 1-25 of 37 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kerushan G. Managing Director Computer Software Used the software for: Less than 6 months ### "Good quality process management software" April 2, 2019 5.0 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. 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. Review Source Response from ProcessPlan April 5, 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 KM Kia M. Vice President Farming Used the software for: 2+ years ### "No Company Should Be Without This Program!! " March 22, 2019 5.0 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! Review Source Response from ProcessPlan April 1, 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 WT William T. Portfolio Manager Real Estate Used the software for: 6-12 months ### "Not worth it for simple, linear tasks." March 22, 2019 3.0 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. Pros The process building interface. The automated notification function Cons Difficult to learn. Difficult to manipulate. Limited functionality. Review Source Response from ProcessPlan April 1, 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 SO Shane O. owner Environmental Services Used the software for: 1-2 years ### "Runs my company" January 24, 2019 5.0 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. 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. Review Source Response from ProcessPlan 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 EC Erica C. General Accountant Information Technology and Services Used the software for: 1-2 years ### "Process Plan Reviewq" March 29, 2019 5.0 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. 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. Review Source Response from ProcessPlan April 2, 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 VR Verified Reviewer Director of Managed Services Computer & Network Security Used the software for: 6-12 months ### "ProcessPlan gets us organized" March 22, 2019 4.0 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. 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. Review Source Response from ProcessPlan 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 DJ Donovan J. CEO Telecommunications Used the software for: 2+ years ### "Great Produsct and Service" March 25, 2019 5.0 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 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 Review Source Response from ProcessPlan April 2, 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 RL Rachael L. Client Services Officer Financial Services Used the software for: 1-2 years ### "Room for improvement" March 31, 2019 3.0 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. 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. Review Source Response from ProcessPlan April 2, 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 AJ Amber J. HR Manager Consumer Services Used the software for: 2+ years ### "AMAZING tool!!" March 22, 2019 5.0 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. Review Source Response from ProcessPlan April 1, 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 VR Verified Reviewer CEO Management Consulting Used the software for: 6-12 months ### "Empowering employees to own their process" April 9, 2019 5.0 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. Review Source Response from ProcessPlan 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 CM Carla M. Vice President Banking Used the software for: 6-12 months ### "Carla's Review" April 9, 2019 5.0 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. Review Source Response from ProcessPlan 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 mNP maria Norichelle P. Virtual assistant Market Research Used the software for: 1-2 years ### "Great app for work collaboration " April 2, 2019 5.0 Great way to collaborate and work with my client 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 Review Source Response from ProcessPlan April 5, 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 BS Bree Summers business development Financial Services Used the software for: Less than 6 months ### "Review" March 22, 2019 4.0 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. Review Source Response from ProcessPlan April 1, 2019 Hi Bree, Thanks for taking the time to share your feedback. We appreciate it. Sincerely, ProcessPlan TC Tonna C. Executive Assistant Information Technology and Services Used the software for: 2+ years ### "Process Plan" March 29, 2019 4.0 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. 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 Review Source Response from ProcessPlan April 2, 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 JS Janeth S. Office Manager Information Technology and Services Used the software for: 1-2 years ### "Team Based Approach is made easy" March 22, 2019 5.0 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. 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. Review Source Response from ProcessPlan April 1, 2019 Hi Janeth, Thanks for sharing how you're using ProcessPlan! We appreciate you taking the time to leave a review. Warm regards, ProcessPlan JH Jeff H. Technical Consultant Information Technology and Services Used the software for: 6-12 months ### "Process Plan with work flow functionality" March 22, 2019 4.0 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. 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. Review Source Response from ProcessPlan 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 KK Krzysztof K. CTO Used the software for: 1-2 years ### "A BPM software for growing companies" July 10, 2018 3.0 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. Review Source SE Sharif E. Sr Manager, Implementations Used the software for: 1-2 years ### "Helps you map out your repeatable processes and initiates activities easily for individual or teams" March 14, 2018 4.0 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. 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. Review Source CM Carl-Hein M. Enterprise Architect Capital Markets Used the software for: 6-12 months ### "Simplicity in motion" April 12, 2019 5.0 Overall I am very impressed. Especially by the team's ability to react to support and feature requests. 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. Review Source Response from ProcessPlan 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 CV Charles V. Financial Analyst Real Estate Used the software for: 1-2 years ### "Outstanding Strategy Tool" March 29, 2019 4.0 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. Review Source Response from ProcessPlan April 2, 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 LM LEONARDO M. Product Director Computer Software Used the software for: Less than 6 months ### "Very good for simple processes, lacks a bit on the complex ones" March 22, 2019 5.0 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. 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. Review Source Response from ProcessPlan April 1, 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 RC Robert C. President Computer Software Used the software for: 6-12 months ### "Get consistent results from your team with ProcessPlan" April 9, 2019 5.0 The responsiveness and knowledge of their support has been great! They helped us to create some pretty advanced process flows and were extremely helpful. 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. Review Source Response from ProcessPlan 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 VR Verified Reviewer Sales Support Analyst Information Technology and Services Used the software for: Less than 6 months ### "ProcessPlan on my Daily Routine" March 22, 2019 5.0 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 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 Review Source Response from ProcessPlan 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 BS Becky S. Managing Partner Marketing and Advertising Used the software for: 2+ years ### "Process documentation and automation for "The Rest of Us"" March 29, 2019 5.0 An answer to your process capture and process knowledge transfer wishes. If you have knowledge workers you need this product. 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. Review Source Response from ProcessPlan April 2, 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 EA Emily A. Dispatcher Information Technology and Services Used the software for: 6-12 months ### "ProcessPlan Review" September 17, 2019 4.0 I started using ProcessPlan several months ago when I was about to go on maternity leave. It was very helpful and made delegating my tasks much easier. Pros How helpful it is especially when an employee is off, no longer with the company, etc and another employee needs to take over their duties. It also creates accountability. Cons Depending on how the tasks are set up, they can be very repetitive and unnecessary. This can most likely be resolved with tweaking of the processes. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.