# Process Shepherd Software Pricing, Alternatives & More 2026 | Capterra

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

Source: https://www.capterra.com/p/276804/Process-Shepherd

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# 

 Process Shepherd Software Review 2026: Features, Reviews, 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)[Integrations](#integrations)[Support](#support)

Process Shepherd

## What is Process Shepherd?

Transform customer support with intelligent agent scripting that guides teams through complex workflows with precision and confidence. Key Features • Interactive Decision Trees - Dynamic workflows that adapt based on customer data and interaction context • Integrated Knowledge Management - Contextual help and documentation at every step • No-Code Workflow Builder - Intuitive drag-and-drop interface for business users • Real-Time Compliance Monitoring - Full audit trails and automated compliance checking • Seamless API Integration - Connects with CRM, helpdesk, and external platforms Proven Results: - Reduce agent onboarding time by 80% - Cut average handling time by 30% - Minimize compliance breaches and human error - Improve customer satisfaction through consistent service Perfect for contact centers, help desks, and support teams requiring process consistency and compliance. Ready to revolutionize operations? Free trial available.

## What is Process Shepherd used for?

[Business Process Management](https://www.capterra.com/business-process-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Per User, Per Month

Free trial  
available

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Do you work for Process Shepherd?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.processshepherd.com&name=Process Shepherd)

## 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.

### Process Shepherd

0.0

VS.

[4.5 (2,246)](https://www.capterra.com/p/146136/Lucidchart/reviews/)

Starting Price

$20

Per User, Per Month

Starting Price

$9

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (3,004)

Value For Money

0.0 (0)

Value For Money

4.4 (2,317)

Customer Service

0.0 (0)

Customer Service

4.3 (1,978)

## Process Shepherd alternatives

[4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/)

Starting price

$10.99

Per User, Per Month

[4.4 (80)](https://www.capterra.com/p/181735/BIC-Platform/reviews/)

Starting price

$125.00

Per User, Per Month

[4.5 (3,660)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting price

$5.42

Per User, Per Month

Highest Rated

[Zapier](https://www.capterra.com/p/130182/Zapier/)

[4.7 (3,043)](https://www.capterra.com/p/130182/Zapier/reviews/)

Starting price

$29.99

Per User, Per Month

[Learn More](https://www.capterra.com/p/130182/Zapier/)

## 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

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

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

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Process Shepherd 40 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Graphical representation of data

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Automate repetitive tasks such as filling out information or creating certain types of forms

Create, design and modify the flow and processes of tasks in a project

Access software remotely via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Document any changes or proposed changes made to business processes or workflows

Visually identify, define, and map all details and relationships surrounding business process models and elements

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Track the status and progress of tasks

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

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Free Version

Standard

$20.00

Per User,Per Month

## Integrations

[

Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[

Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)[

Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[

Aircall](https://www.capterra.com/p/184709/Aircall/)[

VICIdial](https://www.capterra.com/p/135842/VICIdial/)[

HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/)[

Asterisk](https://www.capterra.com/p/60249/Asterisk/)[

Zendesk Talk](https://www.capterra.com/p/242231/Zendesk-Talk/)

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

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

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