--- title: "ProcedureFlow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ProcedureFlow Software - reviews, pricing plans, popular comparisons to other Contact Center products and more." source_url: "https://www.capterra.com/p/220564/ProcedureFlow/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # ProcedureFlow Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ProcedureFlow ## What is ProcedureFlow? With ProcedureFlow, following company processes has never been easier. Ditch the 200 page manual that no one reads and create standard operating procedures that people actually enjoy using. Use small hyperlinked flowcharts to represent complex expert knowledge and once employees can see inside the heads of your experts, use the flows to reduce training and mentoring by 50-90%. ## What is ProcedureFlow used for? [Contact Center](https://www.capterra.com/contact-center-software/)[Knowledge Management](https://www.capterra.com/knowledge-management-software/) Top alternative Featured Overall rating Based on 27 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $20 Per User, Per Month Free trial available Free version not included 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 ProcedureFlow?[Manage this product listing](https://www.g2.com/products/procedureflow/claim_requests/new?auto=true) ## 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. ### ProcedureFlow 4.9 (27) VS. [4.8 (39)](https://www.capterra.com/p/101273/Agiloft/reviews/) Starting Price $20 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (27) Ease Of Use 4.5 (3,697) Value For Money 4.9 (27) Value For Money 4.6 (2,289) Customer Service 5.0 (27) Customer Service 4.6 (2,183) ## ProcedureFlow alternatives [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (5,322)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (805)](https://www.capterra.com/p/132997/Freshservice/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars ## FAQs about ProcedureFlow Overview ### Which roles and teams benefit most from ProcedureFlow? ProcedureFlow is most used by operations and service managers, team leads, and customer success teams that document repeatable support, field service, and public-service processes. Training and instructional design leaders create guided onboarding materials, while analysts, program managers, legal professionals, and executives map workflows, maintain quality standards, and clarify responsibilities across teams. Answer based on 19 reviews Overview ### What company size and specific industries is ProcedureFlow built for? ProcedureFlow is designed for contact centers of all sizes across all industries. It suits small teams, mid-market organizations, and enterprise operations that need employees to become knowledgeable faster and handle procedures consistently. Features and Usability ### What are the key features of ProcedureFlow? ProcedureFlow offers process modeling and designing, workflow management, and approval process control for defining and routing procedures. It also includes access controls and permissions, audit management and audit trail, reporting and analytics, knowledge base management, content management, and live chat for support and collaboration. Getting Started and Support ### How easy is it to onboard and train a team on ProcedureFlow? ProcedureFlow is straightforward for operational staff, new hires, and nontechnical users, who reviewers say need little training to navigate published process flows. Administrators and process mappers may need more guidance during setup and design. Training options include live online sessions, webinars, and documentation, with reviewers also citing group sessions and one-to-one process reviews. Answer based on 11 reviews Getting Started and Support ### What customer support options does ProcedureFlow offer? ProcedureFlow offers email/help desk, FAQ/forum, knowledge base, and phone support. Reviewers describe the support team as helpful during start-up and say it walks users through the product clearly. Users also note that the system is easy to learn, which can reduce the amount of support needed. Answer based on 5 reviews ## Features AI summary Based on 3,617 Contact Center reviews Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) ProcedureFlow supports **Workflow Management**, but it does not include **Task Management** or **Business Process Automation**. Instead, it offers other highly rated capabilities, including **Access Controls/Permissions** (**48%**), **Third-Party Integrations** (**47%**), and **Process Modeling & Designing** (**45%**). These features help teams document and control workflows, connect the platform with other business systems, and map out processes clearly, helping businesses improve consistency, visibility, and day-to-day execution. Self Service Portal 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Call Scripting Provide agents with a typical response for common call subject matter Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together ProcedureFlow 18 features Define levels of authorization for access to specific files or systems Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Provide agents with a typical response for common call subject matter Provides a channel for team members to share AI models, media files, communicate, and work together Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Tools that provide relevant information at specific times to support judgments and courses of action Assemble applications and processes by dragging over and arranging pre-built components Search for specific words or phrases within a document or database Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ability to chat online in real time Observe and track the demand, usage, progress or quality of a system, product, or user Organize and manage the accomplishments and development of employees or performance of applications or systems View and track pertinent metrics to find patterns and gain insights from data Online portal through which end users can access the system, manage tasks, or obtain information Edit text as needed Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (27) 4.6 Based on 27 reviews ## Pricing Value for money 4.9 (27) Free Trial Basic $20.00 Per User,Per Month Value for money 4.9 (27) 4.9 Based on 27 reviews 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 5.0 (27) 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 5.0 (27) 5.0 Based on 27 reviews ## User reviews Overall rating 4.9 Based on 27 reviews Filter by rating Counts reflect reviews available in this feed. 5(25) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful MI Manager III, 311 Operations Manager Manager III, 311 Operations Manager Used the software for: Less than 1 year ### "ProcedureFlow is a MUST for a call center!" 5.0 February 22, 2018 Pros This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center! It's easy to set up, maintain and use! Our training reduced by 2 weeks right away as a result! Our agents utilize it and we have had fewer errors! The staff support from ProcedureFlow is First Class! AJ Andrew J. Vice President Managed Services Used the software for: 3-5 years ### "A game changer for making procedures that are actually useful." 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 March 14, 2017 After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow. It has truly been a game changer in our Managed Services business. We now have a dynamic and useful set of processes, that are collaboratively created and maintained by the people using them. Our staff can create or update procedures themselves and the built-in approval workflow allows us to keep the changes, recommend improvements or occasionally reject them. Our annual SOC2 audits have become much more straight forward since we can simply export a copy of our processes, give them to the auditors and they have a single source of process information to check us against. Since the processes are easy to access, our SMEs are better at consistently following them as well. While it isn't an ITIL focused product, it is flexible enough that I easily created an ITIL structure in the tool and all of our sub-processes fall under those ITIL entry points. Since we still use Sharepoint for our document management and references, we simply deep link from process elements to the pertinent documents in Sharepoint. That gives us the best of both worlds. We rarely need to call their support, but when we do they are very quick to respond and give a very personalized service. Great company with great service! Pros The software is highly flexible and great for collaborative process building. The collaboration aspect seems to get buy-in from the techs, since they are helping to build the processes. Cons The user management features aren't strong. They could use integration with AD and group management to make administration easier. AN Analyst Analyst Used the software for: Less than 1 year ### "Effective and improves efficiency" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 28, 2020 Overall this is a very helpful program that has added efficiency to our team and improved our processes. Pros As a viewer of the procedures that our team created it is very easy to navigate. Cons Creating a procedure can be a bit tedious and takes a while to get used to. PG Parts General Manager Parts General Manager Used the software for: Less than 1 year ### "ProcedureFlow is a great program for call centers" 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 July 26, 2022 Super easy to use. I was able to hand the project off to another employee easily without much training. Pros Super easy workflows/charts for call centers and operating procedures for customer service. Super easy to use. I was able to hand the project off to another employee easily without much training. Cons I don't recall any cons regarding this program. It was a great program to use. CS Customer Support Trainer Customer Support Trainer Used the software for: Less than 1 year ### "ProcedureFlow Standardizes Procedures, Improving Service Quality" 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 March 15, 2017 We began using ProcedureFlow about a year ago. Every department at our company utilizes it. I'm the Customer Support Trainer, so as far as my department is concerned, ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service. I know a lot of people don't absorb everything discussed in training, but that's OK because, now, we have ProcedureFlow! Since they know they have this tool readily available to them, people can feel confident the moment they hit the floor. We encourage all agents to use it. Also, it's really easy to build flows. ProcedureFlow has proven to be an excellent resource for our company. We love it. Pros I like how easy it is to create flows. I like how it boosts confidence in new hires, how it ensures all agents are on the same page and providing customers with consistent information, and how it allows us to quickly and efficiently update information so we can be assured it'll be effectively communicated with everyone who needs to know. Cons There isn't an autosave feature. So, if your computer crashes, and you're working on a flow and haven't saved it, all your work is lost. MO Manager, Orientation and Training Manager, Orientation and Training Used the software for: 1-3 years ### "Great reference for follow-up after training" 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 March 9, 2017 Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training required to get them familiar with how it works. We can provide step-by-step procedures for everything from the basics of setting up their voice-mail to the more complex steps involved in setting up a search for documents in programs such as OpenText (Document Management System) or CaseLogistix. Our new arrivals have found it particularly helpful for reference purposes following their orientation sessions. The support team provide excellent support during start-up, although the product itself is so straight-forward, there is very little time needed to get up and running. Pros The ease of use - it is very intuitive, both from a set-up point of view and a user point of view. SC Settlement Counsellor Team Lead Settlement Counsellor Team Lead Used the software for: 1-3 years ### "PF has helped us get everything out of our heads and into a standardized and easily edited platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 26, 2018 Pros Procedure Flow consolidates all procedural documents and resource locations into one central platform. It has been an incredible help to our team as we have grown exponentially in the last few years. Processes are becoming more standardized and orientation more clear for new staff. I appreciate the varied levels of access to simplify the experience for those who do not need to contribute. The search feature is also extremely helpful. What I appreciate most, though, is the accessibility of PF staff to assist with any issues we face. Amy Webber trained some of our team to use the software and was very thorough and patient. Cons The user-friendliness of the product could be improved somewhat for contributors; the editing mode is a bit confusing to access initially. I would also like to be able to search the content of decision diamonds. PI Practice Innovation Partner Practice Innovation Partner Used the software for: 3-5 years ### "A Tool for Continuous Improvement of Processes" 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 May 17, 2017 ProcedureFlow has become an indispensable tool for process improvement initiatives at our law firm. We have used it to standardize many of our internal and client-facing legal processes. We particularly have benefited from the ability for our lawyers and staff members to propose changes to flows that impact their practice and be automatically notified when changes are made to the standard working procedures. Pros Offline backups and ease of use RE Reviewer ### "Simple yet robust" 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 March 15, 2017 Pros: The hands on training and assistance in the development stage. From the Process Mappers to the Project Managers, they assisted us as much as possible. From analyzing our current procedures to finding the best solutions to the most complex procedures. After the product is ready for roll out, they assisted with the implementation process by training the trainers to use the product to it's full potential. Again they were genuinely concerned with any shortcomings and did everything possible to assist in correcting them. The product itself is super user friendly and easy to follow. It's not bogged down with an abundance of features which makes using ProcedureFlow and showing employees how to use it extremely simple. From a back-end perspective making any changes, and even allowing some expert employees to "suggest" changes within ProcedureFlow itself makes the product ever so relevant. Updating procedures and alerting the staff in real time keeps the operation moving smoothly and eliminating the need for on-going training. Final Thoughts: If able to implement to your business needs then ProcedureFlow is a time-saver. Unfortunately in a business unit that isn't as streamlined and requires a lot of multi-tasking in multiple systems, ProcedureFlow is only able to be useful for training purposes for us. Keeping up with another system, while maneuvering through 4 other systems on every call, was too daunting of a task. TL Team Leader Team Leader Used the software for: 1-3 years ### "Procedure Flow really allows the creation of one source of truth" 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 May 17, 2017 Great experience. Solid interface with lots of support. Great staff that really put the time into making out transition a success. A great way to take complex situations and make them digestible for operational users. I found it particularly useful for new hires. We support multiple lines of business in a complex, constantly changing environment. Having the ability to encode the process for thousands of different situations, in a modular, approachable way has been a game changer for our training and onboarding. [View all Reviews](https://www.capterra.com/p/220564/ProcedureFlow/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.