# ProcessPlan Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ProcessPlan Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more. Source: https://www.capterra.com/p/144262/Teach-n-Go --- # ProcessPlan Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ProcessPlan ## What is ProcessPlan? ProcessPlan is the only process tool in the world that uses a simple "decision tree" format. This means we can do some things that no other system in the world can do. ProcessPlan makes processes visual and interactive. We can automate anything including processes, procedures, workflows, SOPs, projects, etc. ProcessPlan is a cloud-based platform. ## What is ProcessPlan used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/) Overall rating Based on 37 user reviews Reviews sentiment Positive 86% Neutral 14% Negative 0% Starting price $29 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ProcessPlan?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.processplan.com&name=ProcessPlan) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ProcessPlan 4.5 (37) VS. [4.4 (15,314)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting Price $29 Per User, Per Month Starting Price $7.91 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (37) Ease Of Use 4.1 (14,357) Value For Money 4.3 (29) Value For Money 4.3 (9,765) Customer Service 4.6 (29) Customer Service 4.2 (9,521) ## ProcessPlan alternatives [4.5 (13,547)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Highest Rated [4.6 (5,726)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month [4.4 (2,887)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month [4.5 (2,247)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/144262/ProcessPlan/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 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 ProcessPlan 28 features Define levels of authorization for access to specific files or systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Provides a channel for team members to share media files, communicate, and work together Configure existing workflows to meet your organization's needs Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Graphical representation of data Create, design and modify the flow and processes of tasks in a project Observe and track the demand, usage, progress or quality of a system, product, or user Visually identify, define, and map all details and relationships surrounding business process models and elements Reporting on how each user, task or process has advanced since its initiation Create, manage, or update project workflows. Active reporting of data and metrics View and track pertinent metrics to find patterns and gain insights from data Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Allow users to access multiple services after entering their login credentials once Create, manage and track all task activities and progression Track the status and progress of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (37) 4.4 Based on 37 reviews ## Pricing Value for money 4.3 (29) Free Trial [View pricing plan details](https://www.capterra.com/p/144262/ProcessPlan/pricing/) ProcessPlan $29.00 Per User,Per Month It includes: - Consulting and Process Design - Processes - Software - Support - Users Value for money 4.3 (29) 4.3 Based on 29 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ LiveChat](https://www.capterra.com/p/62194/LiveChat/) 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 4.6 (29) 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 4.6 (29) 4.6 Based on 29 reviews ## User reviews Overall rating 4.5 Based on 37 reviews Filter by rating 5(22) 4(10) 3(5) 2(0) 1(0) Mentioned topic Sorted by most recent EA Emily A. Dispatcher Information Technology and Services ### "ProcessPlan Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 September 17, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Carl-Hein M. Enterprise Architect Capital Markets ### "Simplicity in motion" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 12, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 AU Anonymous User Project Manager Marketing and Advertising ### "Very customizable process management software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 10, 2019 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 MF Matthew F. Director Banking ### "Great Product and Service" 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 April 10, 2019 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 RC Robert C. President Computer Software ### "Get consistent results from your team with ProcessPlan" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 9, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 AU Anonymous User CEO Management Consulting ### "Empowering employees to own their process" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 9, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 DK David K. VP of Business Development Information Technology and Services ### "Good, but Training is Crucial" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 April 9, 2019 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 AU Anonymous User Department head Education Management ### "Process Plan works fine" 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 7/10 April 9, 2019 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. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 12, 2019 Hi there, We're glad to hear your feedback about our platform, thanks for taking the time to share! ¿ ProcessPlan CM Carla M. Vice President Banking ### "Carla's Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 9, 2019 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor 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 PS Pamela S. Courier Coordinator Banking ### "Got the job done" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 April 9, 2019 Hiring new employee. I utilized Porcess Plan because our company requires it. 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 12, 2019 Hi Pamela, Thanks for sharing your feedback. Warm regards, ProcessPlan [View all Reviews](https://www.capterra.com/p/144262/ProcessPlan/reviews/) Popular comparisons [Jira vs ProcessPlan](https://www.capterra.com/compare/19319-144262/JIRA-vs-ProcessPlan)[viaSocket vs ProcessPlan](https://www.capterra.com/compare/144262-10020406/ProcessPlan-vs-viaSocket) [Asana vs ProcessPlan](https://www.capterra.com/compare/144262-184581/ProcessPlan-vs-Asana-PM)[Zapier vs ProcessPlan](https://www.capterra.com/compare/130182-144262/Zapier-vs-ProcessPlan)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)