# ProcedureFlow Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ProcedureFlow Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more.

Source: https://www.capterra.com/p/220564/ProcedureFlow/alternatives

---

# 

 ProcedureFlow 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.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)[Business Process Management](https://www.capterra.com/business-process-management-software/)

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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://procedureflow.com&name=ProcedureFlow)

## 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.

[4.5 (3,661)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting Price

$20

Per User, Per Month

Starting Price

$5.42

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (27)

Ease Of Use

4.3 (3,632)

Value For Money

4.9 (27)

Value For Money

4.3 (2,233)

Customer Service

5.0 (27)

Customer Service

4.3 (2,122)

## ProcedureFlow alternatives

[4.6 (249)](https://www.capterra.com/p/137206/Caspio/reviews/)

Starting price

$540.00

Per User, Per Month

Highest Rated

[4.8 (38)](https://www.capterra.com/p/101273/Agiloft/reviews/)

Starting price

Contact vendor for pricing

[4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$61.00

Per User, Per Month

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 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 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

5(25)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

Anonymous User

Parts General Manager

Automotive

### "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 12, 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.

Alternatives considered

[Lucidchart](https://www.capterra.com/p/146136/Lucidchart/)

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.

SC

Stephanie C.

Analyst

Financial Services

### "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 27, 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.

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.

MW

Miriam W.

Settlement Counsellor Team Lead

### "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 23, 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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 8, 2019

Thanks so much for your review Miriam! I just wanted to give you a quick update to let you know that search now works for text within shapes as well. Enjoy!

CU

Christopher U.

Program Manager

### "Overall positive. Used Procedure Flow to document processes and knowledge management for new hires."

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

February 23, 2018

Centralized location for documents Hyperlinks to SharePoint files Add members and assign ownership/responsibilities One process that is continuously improved by SMEs

Pros

Provides a visual step-by-step workflow that takes complex procedures and turns them into easy to use management tools. Cost effective with a great collaboration feature that allows users to interact and continuously improve processes. Procedure Flow is user-friendly and easy to use.

Cons

Tracking usage rate is currently vague only capturing last log-on and not intent of usage. Currently does not link into SAP, but once capable it will be extremely powerful for our company

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KF

Kenton F.

Owner

Veterinary

### "Perfect for my business's needs!"

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

February 21, 2018

Gave us a good way to increase the consistency and quality of our service.

Pros

I needed a way to create detailed flow-charts for out veterinary hospital's SOPs. PF's software does that well. PF also gives me the ability to quickly and easily update any SOP AND gives any user the ability to suggest changes/improvements. Both of those are very valuable features that I didn't even know I wanted!

Cons

The main problem that I have with it is the inability to print off the information which forces employees to log in on a computer to access an SOP. Out business is one where only a few of our employees work at a desk with a computer. That forces the rest to walk away from their tass, go to a computer and log in when they need to look up information. Having a hard-copy printout would make their jobs easier. And save the business money!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CJ

Cheryl J.

Manager III, 311 Operations Manager

Government Administration

### "ProcedureFlow is a MUST for a call center!"

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

0/10

February 21, 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!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BR

Ben R.

Manager

### "Great customer service team"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

December 12, 2017

Pros

The best part of this software is the customer service they offer. Walking you through their product so you know the best way to use.

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.

AG

Alex G.

Technical Director

Retail

### "Simple but powerful software which is allowing us to streamline all of departments"

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

August 3, 2017

This software has very easily allowed us to simplify, streamline and modernize the procedures in every department of our company. It also is proving a great tool in training new team members. Previously we have found that knowledge sharing files, both hard copy and on the server have proved difficult to access and keep up to date. Now the very latest information about products and procedures is instantly at all staff's fingertips. We have also found in the process of creating our Procedure Flows that we have been able to re-examine most of our current procedures and actually improve them. To get the best from PF we are installing 2nd monitors for each PC so that staff can work with Procedure Flow up and visible all of the time.

Pros

Simple to use, collaborative - the end product is better than the most knowledgeable team member, everyone can stay up to date all of the time.

Cons

Currently cannot link to or embed PDF files, only images. The ability to have an offline backup stored locally would be good, but not essential.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SM

Sergio M.

Senior Manager, Canada Field Service

Consumer Electronics

### "Excellent tool that enabled us to communicate our process to our remote employees and contractors"

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

9/10

August 3, 2017

Pros

Our team is currently using Procedureflow to communicate our SOP (standard operating procedure) to our field service network across Canada. We love the fact that the tool is mobile friendly and our service technicians and field service managers can access our process in real-time conveniently thru their laptops, tablets or smart phones. Easy access to our SOP in real-time is driving adherence to process as well as employee engagement. Collaboration among our team is now easier; everyone can easily provide feedback and propose modifications to our process.

Cons

Reporting on usage is somehow limited but I know the Procedureflow team is diligently working on closing this gap. Looking forward to it!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PS

Paul S.

Practice Innovation Partner

Law Practice

### "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

April 19, 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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/220564/ProcedureFlow/reviews/)

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/)