# Process Street Reviews **Vendor:** Process Street **Category:** [Standard Operating Procedures Software](https://www.g2.com/categories/standard-operating-procedures) **Average Rating:** 4.6/5.0 **Total Reviews:** 463 ## About Process Street Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. At the center of Process Street is Cora, an embedded AI compliance agent that monitors workflows in real time. Cora identifies skipped steps, flags potential risks, and ensures that each process stays aligned with internal policies and external regulations. Organizations use Cora to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Finally, Cora works across both layers to monitor execution, detect non-compliance, and generate audit-ready records in real time. Key capabilities include: • AI-powered compliance monitoring to enforce standards and surface process risks • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8000 tools, including Salesforce, Slack, Workday, and Google Workspace Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business. ## Process Street Pros & Cons **What users like:** - Users praise the **ease of use** of Process Street, finding it intuitive for managing workflows efficiently. (81 reviews) - Users value the **efficiency** of Process Street in streamlining tasks and optimizing workflows for better productivity. (44 reviews) - Users value the **process efficiency** of Process Street, enhancing collaboration and task management for better project outcomes. (41 reviews) - Users appreciate the **task management capabilities** of Process Street, ensuring organization and efficiency in team workflows. (40 reviews) - Users value the **automation capabilities** of Process Street, effectively combining human tasks with automated workflows for efficiency. (32 reviews) - Users value the **detailed workflow management** of Process Street, enhancing efficiency and communication in their projects. (32 reviews) - Users love the **automation efficiency** of Process Street, enabling reusable templates and streamlined workflows. (30 reviews) - Users value the **team collaboration features** of Process Street, enhancing task management and teamwork efficiency. (29 reviews) - Easy Creation (27 reviews) - Customer Support (24 reviews) **What users dislike:** - Users experience a **significant learning curve** , though helpful staff assist in using the product effectively. (23 reviews) - Users struggle with the **steep learning curve** of Process Street, especially when implementing complex conditional logic. (21 reviews) - Users find the **limited customization** options challenging, especially with the learning curve for setup and access levels. (16 reviews) - Users find the **complexity** of Process Street challenging, with issues in maintaining automations and managing lengthy processes. (13 reviews) - Users highlight the need for a **search feature and improved conditional logic** for a more efficient experience in Process Street. (12 reviews) - Automation Issues (11 reviews) - Expensive (10 reviews) - Limited Features (10 reviews) - Poor Interface Design (9 reviews) - Organizational Difficulties (8 reviews) ## Process Street Reviews ### 1. Very helpful for software development process **Rating:** 4.5/5.0 stars **Reviewed by:** Michael J. | Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2023 **What do you like best about Process Street?** I have found Process Street surprisingly helpful in my routine processes for software development. I'm an independent developer so I have no infrastructure to manage my release process in the way that a large software company would typically use. I have been able to create processes in Process Street that allow me to make sure I'm consistent and rigorous in my process. It's flexible enough to not be burdensome but provides powerful features that work well for me. **What do you dislike about Process Street?** So far, I haven't really found any problems. I find the UI a bit confusing at times. Managing templates vs actual instances of a process is more complicated than it needs to be - but it's not a huge problem. **What problems is Process Street solving and how is that benefiting you?** Making sure I do critical processes consistently and don't skip any key steps. ### 2. Easy to use process mapping **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew P. | Strategic Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2022 **What do you like best about Process Street?** Straightforward interface and a great set of tools to help map processes. I like the conditional logic feature, which allows you to hide or show elements of the process based on the options/outcomes you choose. **What do you dislike about Process Street?** It was confusing about how many processes I´d created and where they were on the platform. I soon discovered there were separate workspaces that were almost hidden. I´ve since resolved it. I do not have any negatives for this product, especially as it´s free to use for one workflow. **What problems is Process Street solving and how is that benefiting you?** Clearly defined mechanical processes are critical in my line of work. Previously, I used flow charts and relied on my memory to complete my work. Now I don't have to worry about forgetting anything, and being able to see things I need to see when I need them is a game-changer. ### 3. Powerful Force Multiplier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** It helps you design your way through complex business processes. **What do you dislike about Process Street?** Like any software, there's a learning curve. The one feature I found a bit confusing was sharing my processes. Once you get the hang of it, no problem. **What problems is Process Street solving and how is that benefiting you?** I used Process Street with my MBA students to help them anticipate the complexities of each step in a complex business process. For this, Process Street was spectacular. You can test, fine-tune and get feedback from users implementing the process. A fantastic learning tool that students adopted for their businesses. ### 4. User friendly and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Connie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2023 **What do you like best about Process Street?** The Process Street application is easy to navigate. I have everything that I need **What do you dislike about Process Street?** I cant think of anything since very useful **What problems is Process Street solving and how is that benefiting you?** Data entry for the applicant's information. It is useful because you have to follow the step by step process. ### 5. Great way to create checklists and make sure everyone is taking responsibility for their work **Rating:** 5.0/5.0 stars **Reviewed by:** Ioana S. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2023 **What do you like best about Process Street?** It's straightforward to create checklists that you can monitor in real-time. Team members have to check off items on the list as they complete them, so I do not have to check every detail of their work manually. **What do you dislike about Process Street?** There are improvements that the tool could receive, but I am satisfied with its capabilities, especially considering the extent to which I am using it at the moment. **What problems is Process Street solving and how is that benefiting you?** - Super easy way to create checklists for different initiatives - Great way to ensure that team members do not forget any project details. - Very valuable in promoting more accountability. ### 6. Know nothing better than Process St **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2023 **What do you like best about Process Street?** Very easy to use and can be easily customized as per the need **What do you dislike about Process Street?** Few changes are brought in the system without any heads up or being discussed. We get used to our ways of working and when any new thing has to come, we better know it from before. **What problems is Process Street solving and how is that benefiting you?** Helps in tracking our service to clients ### 7. This tool is how I manage my virtual assistant and keep our quality high! **Rating:** 4.5/5.0 stars **Reviewed by:** Laura D. | CEO Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Process Street?** Being able to define processes, assign them to team members, and track progress. Even complex processes are definable with this tool. Significant improvements in tracking have been made over the last year or so. This really helps! **What do you dislike about Process Street?** It probably goes without saying that it would be helpful to have it cost less, but it would be helpful, especially to add team members with minor roles. I would include more team members that have a very occasional interactions with processes but cannot afford the full rate, so I make do, and this isn't great. I'd like to have easier ways to create conditional routes through my processes. I wish there was an easier way to back up my processes as well. **Recommendations to others considering Process Street:** It's important to implement processes and process workflow in any company. It creates better alignment and eliminates duplicate work. It gets your team all on the same page. Just do it. **What problems is Process Street solving and how is that benefiting you?** Managing my virtual assistant who is on the other side of the world! Marketing, client onboarding, client offboarding, database maintenance, scheduling, etc. Coordination between me as the leader and my remote team is critical and Process.St makes this very easy. It is especially helpful in working with staff that are virtual. ### 8. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Juan M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** Process street is user friendly and kept me on track with my development. **What do you dislike about Process Street?** Nothing. I think process street is easy to use. **What problems is Process Street solving and how is that benefiting you?** Process street organized my day with training tasks that needed to be completed in order for me to perform at a high level. ### 9. Easy to use & keep track of progress **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** I like how simple it is to check off tasks & how it keeps track of all of our progress, both the good and the bad. **What do you dislike about Process Street?** I wish it had more reminders on when tasks are due. It would be helpful to have "awards" for completing a task rather than it being almost like homework **What problems is Process Street solving and how is that benefiting you?** I work on Process Street to look at user progress mostly my own & my cohort. It helps see where I stand compared to others ### 10. Life is so much easier with Process Street **Rating:** 5.0/5.0 stars **Reviewed by:** Madeleine S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Process Street?** You have your work cut out for you. The step by step templates will help you customize a specific task and will help you be on track. **What do you dislike about Process Street?** There is nothing I don't like about process st. **What problems is Process Street solving and how is that benefiting you?** I'm not experiencing any problems. ### 11. Process street does make a difference **Rating:** 4.5/5.0 stars **Reviewed by:** khadija b. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2023 **What do you like best about Process Street?** Automates process and creates a clear plan **What do you dislike about Process Street?** not many cons I can think off, perhapps a bit more customizable for the user **What problems is Process Street solving and how is that benefiting you?** Creates a clear strcuture which means I have to complete the same steps in the same order each time ### 12. Keeping me organized and on task **Rating:** 5.0/5.0 stars **Reviewed by:** Kara R. | Director of Social Media Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Process Street?** I am the type of person that likes to finish a project before starting a new one and PROCESS STREET helps me stay organized in that way. It allows me to visually check things off my list while automating as much as possible in my processes. **What do you dislike about Process Street?** You have to manually create your processes. **What problems is Process Street solving and how is that benefiting you?** Making sure we don't miss monthly tasks and keeping us in touch with our clients and tasks. ### 13. Powerful and easy to implement tool **Rating:** 5.0/5.0 stars **Reviewed by:** Rafael A. | General Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Process Street?** The flexibility to configure the different processes of the company, the way it manages and controls the processes, as well as the platform's support to resolve doubts. **What do you dislike about Process Street?** At times, the "Inbox" function is confusing for the user. Therefore, implement a configurable management dashboard for each user that allows them to see the performance of their area globally to improve the monitoring and control of flows. The Page function should be able to have customizable fields to manage the documentation entered, e.g., date of preparation, document version, document status, etc. **What problems is Process Street solving and how is that benefiting you?** With PS, we can make all the procedures, instructions, and relevant company information visible so that workers can access it efficiently and timely. All company processes can be implemented and linked to the procedures that are already in place. Facilitate the onboarding and offboarding of personnel. ### 14. OnBoarding with Process Street **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** Company used it for our onboarding process. It was super easy and simplistic to use to track both onboarding tasks as well as goals. Offered spaces for teams to collaborate on projects and provide feedback. **What do you dislike about Process Street?** Not sure if it was an issue with our specific setup instance but there was a small issue with submitting an assignment which made certain tasks a little buggy. Really nothing too major. **What problems is Process Street solving and how is that benefiting you?** Made the onboarding process quick and easy to manage. ### 15. We couldn't do it without Process Street!! **Rating:** 5.0/5.0 stars **Reviewed by:** Shannon K. | Property Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** I love the automation that we can incorporate into the workflows. Since not every process is the same, we needed the ability to use IF and THEN functions too, and Process Street had it covered. Process Street has really helped our company stay organized with multiple processes in which tasks must flow from one person to the next. **What do you dislike about Process Street?** It is a bit of a painful task to set up the processes or workflows in the beginning, but luckily, Process Street has many templates that we could start with and then customize as we saw fit. **What problems is Process Street solving and how is that benefiting you?** Process Street has enabled our company to stay on top of the tasks involved in Property Management, using a departmental approach to our company structure. We have been able to increase the volume of our portfolio because of our ability to stay organized and efficient in our work. ### 16. I can’t live without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Process Street?** We manage processes for for all our clients we provide services to. We are able to serve more clients with fewer employees because we have Process Street. **What do you dislike about Process Street?** Maintaining changes needed to processes can be time consuming but they continue to improve on features and have good customer service if you get stuck on a feature. **What problems is Process Street solving and how is that benefiting you?** We have one place everyone goes to know how to do their job. We are then able to trust that open workflows represent all outstanding work. And we have a great visual to tell us where everything is in the process. ### 17. A fantastic tool to stay on track through all phases of a recurring task **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Managing Editor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** There are other checklist or to-do apps out there, but I have yet to find a true competitor to Process.st. As a pilot, I understand how important checklists and SOPs are - and apply that to my business as well. The automation capabilities provided by Process.st's Zapier integration are absolutely fantastic, and have taken certain processes such as scheduling my weekly podcast+blog post from a 60-90 minute ordeal down to a 20-30 minute task. It's truly unbelievable. **What do you dislike about Process Street?** I can't complain about much. The app does everything I need it to do. A few times I was looking for a feature, but the team provided me with a workaround that did the trick. **What problems is Process Street solving and how is that benefiting you?** Process.st makes it amazingly easy to create and follow SOPs in a business setting, which combines with the potential for automation to save quite a bit of time each week. ### 18. User-friendly **Rating:** 5.0/5.0 stars **Reviewed by:** John S. | Leasing Coordinator, Outsourcing/Offshoring, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Process Street?** Easy to navigate and look for data you are looking for **What do you dislike about Process Street?** There are many option to choose from that usually show the same details **What problems is Process Street solving and how is that benefiting you?** workflow of clients applications and step by step process ### 19. good **Rating:** 5.0/5.0 stars **Reviewed by:** Angela S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Process Street?** The step-by-step process and it is easy to follow **What do you dislike about Process Street?** when you have a set up filter and when you refresh it goes back to default **What problems is Process Street solving and how is that benefiting you?** forgetting to do something in a process ### 20. Very user friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Dulce L. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Process Street is very straight forward and perfect for streamlining processes in a workplace. I love that the interface is simple and clean. It doesn't really require any sort of training to get the hang of it. Everyone can use it. It's that simple! **What do you dislike about Process Street?** I found the app to be a little less user friendly. I got the hang of it just fine after a little but I did find it more difficult to be able to find and process a specific run. That maybe because we use it for clients and we have hundreds of them. **What problems is Process Street solving and how is that benefiting you?** It's helping the law firm I work for streamline processes so that everyone is doing their job correctly and not missing anything. It's very easy to overlook things in a fast paced environment but Process Street prevents that from happening. ### 21. Process.st for repeatable processes **Rating:** 5.0/5.0 stars **Reviewed by:** Help D. | IT Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Very flexible layout - can meet literally hundreds of scenarios and requirements. Whether you start with some of their canned content to get started or roll your own, anything from HR onboarding to repeatable steps you need to document and do consistently is easily accomplished in Process.st **What do you dislike about Process Street?** When assigning the same user multiple tasks it sends assignment notices upon each one. This is a tad cumbersome and usually addressed with end user training by NOT necessarily assigning a user to all steps. We've worked around this by annotating some of the tasks with user initials, so we only assign at the top of the task. **What problems is Process Street solving and how is that benefiting you?** For annual audits (SOC2, etc) we document things like employee hiring / terminations; computer setup steps; onboarding new employees - these are crucial to have documented consistently to pass an audit. ### 22. I love the flexibility of Process Street. And my training session with Gustav helped me a ton. **Rating:** 5.0/5.0 stars **Reviewed by:** Chet G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2022 **What do you like best about Process Street?** The additional training with Gustav. It really helped me fine tune the processes I already had in place and I have been able to share them with staff. **What do you dislike about Process Street?** I'm still figuring out how to use Process St. for training new entry level staff. It's great for training admin staff. Training entry level staff is a 2023 goal. **What problems is Process Street solving and how is that benefiting you?** It saves me a lot of time in explaining basic processes. I've also found that it is an easy way to share new processes with staff. ### 23. it was straight forward easy to use and could track my progress **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** The interface and flow of the platform. I was quickly able to look at what was coming and see any additional information that was needed. I could go forward when i wanted/ needed to and recheck my past submissions **What do you dislike about Process Street?** I dont have to many downsides. Sometimes I wish it would notify me in a different way of things i missed or need to go back on. **What problems is Process Street solving and how is that benefiting you?** it was a way we use it for onboarding and tracking our progress through product knowledge. the benefit was using it on one platform that would could share with others. ### 24. Indispensable tool for running a Hypnotherapy practice **Rating:** 5.0/5.0 stars **Reviewed by:** callie o. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Process Street?** I use Process Street in almost every part of my business, from session flows and consultations to inquiry response emails and follow up calls. I have never used anything like this before, and find that is keeps my brain on track and all of my processes running smoothly. **What do you dislike about Process Street?** There is a bit of a Learning curve, but everyone here is extremely helpful and eager to help. **What problems is Process Street solving and how is that benefiting you?** I suffered a traumatic brain injury many years ago, that left me with some long term effects including memory, concentration, disorganized thoughts, and time management issues. Process Street has helped me to manage my time, organize my thoughts, and I never have to worry that I won't remember the next step, or leave something important out. ### 25. My Review **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah B. | Community Engagement Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Process Street?** I like that it can link together tasks smoothly without unnecessary visualization or gimmicks. Some productivity managers try to make everything a pinterest board. PS is simply easy to read and makes sure everything connects to the next step, which is what people actually need. **What do you dislike about Process Street?** I wish that it loaded faster. I wish that text boxes could be placed between tasks. I wish that people in the next related work flow task item could be alerted that the previous one was finished **What problems is Process Street solving and how is that benefiting you?** It ensures that everyone can see where everyone else is in their progress and allows for planning of your week based on the tasks remaining. It also allows for checking of your work. ### 26. Great application to track progress **Rating:** 4.0/5.0 stars **Reviewed by:** Jim C. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2023 **What do you like best about Process Street?** I thought it was helpful to track progress on projects and tasks as a new employee. **What do you dislike about Process Street?** I wish there was an easier way to dismiss or discontinue getting alerts for items that were loaded in my process street that weren't applicable or relevat **What problems is Process Street solving and how is that benefiting you?** Tracking progress on tasks ### 27. Awesome tool for all kind of teams **Rating:** 5.0/5.0 stars **Reviewed by:** Angel M. | Jr Security Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** You can configure conditional logic onto your task, this way when you run a workflow you are only viewing what applies to you at the moment. Another interesting thing is that it can be integrated with Power Automate. **What do you dislike about Process Street?** At the moment there is nothing that I dislike, so keep going! Something that I would tell you could implement is the ability to automate processes and integrate with Active Directory to perform IT operations automatically. **What problems is Process Street solving and how is that benefiting you?** Currently, in the organization, we have a lot of routine checks, and having process street helps us get everything done in an organized manner. Also if we need to review a past workflow run, you can search for content of this specific workflow. ### 28. Lots of different ways to use it! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Process Street?** As the title says, there are a lot of different ways to use Process Street. Initially, I didn't like it at all, but that was entirely down to how our organisation had set it up for use. That's been totally overhauled now, and I find it extremely useful. The initial set-up we had was a step-by-step for each phase of the project - which will be really useful for some organisations but was a big box-check exercise for us. Now, we use it to keep track of the phases rather than the steps within the phases (since they're so different for all of our projects and we couldn't really customise each one without spending loads of time) as well as being able to include handy links to various internal sites, so we have a one-stop shop for anyone trying to find info on that project. The conditional logic has also massively improved recently and that's a huge win for us too as we use that A LOT! **What do you dislike about Process Street?** One thing I'd like to see improved is the notifications for required steps. If you have a required item within a step and attempt to complete a run, an error message is generated notifying the user that the required items have yet to be checked off. However, it doesn't highlight the required items. In an ideal world, those required items would either be highlighted, or the attempt to complete a run would check off all steps that did not contain a required item, thereby showing the user which steps contained the required items for check off. A second thing if I were bing picky would be to see the different fields align with column filters. At present we use certain fields that do not show up as column filters. **What problems is Process Street solving and how is that benefiting you?** We now have a one-stop shop for all our project info: deal notes from sales, links to the different contracts, our customer logos and the different phases of their projects all in one place. ### 29. Easy and required information properly defined in a compact manner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Process Street?** Easy to remember the steps mentioned so clearly. **What do you dislike about Process Street?** there is no such feature I came across as of now **What problems is Process Street solving and how is that benefiting you?** It's helping the new joiners to go through the as-is processes which are easily understood and accessible. ### 30. We use Process.st all the time! **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren R. | executive assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** I enjoy being able to assign the lists back and forth between users. Its been great to take myself off a card and add another person. I do like how it can be automated and integrated with zapier. **What do you dislike about Process Street?** I do wish there were other color schemes. I do feel that sometimes it is not always easy to find the lists when searching for them which can make it tough if you have multiple going at a time. **What problems is Process Street solving and how is that benefiting you?** It is solving the fact that we can make tasks private and public. This allows us to reach more people both in our company and outside of it. We also are more organized as a company! ### 31. PERFECT for Real Estate & Property Management process management & checklists! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Process Street?** I'm an owner of a vacation rental and long-term rental property management business, and I have been using Process Street for over a year to document my processes for property & owner onboarding, property listing, renewals, move-ins, inspections, and so much more. I love how easy it is to build my workflow processes, and it gives me peace of mind knowing I have documentation for all of my SOP's while also being able to track when things are being done. Even though I'm a 1-person business, I know that I'll never skip a step or forget anything when onboarding my new clients and properties. I love the reporting feature, and the ability to automate with apps like Docusign and Sheets is such a time saver! **What do you dislike about Process Street?** I wish I could drag and drop tasks from one task to another, as well as making conditional logic a bit easier to navigate especially when you have 50+ steps. A log for all changes made to a workflow would be ideal. Feature Requests seem to be ignored, and instead focusing on new feature or easy updates. Conditional Logic is the biggest dislike. **What problems is Process Street solving and how is that benefiting you?** Building my SOP's, keeping track of my work, ensuring my processes are being followed consistently. If I ever sell my business, I believe documentation of my processes will be a huge asset. ### 32. Process Street makes my several daily tasks feel manageable and organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** I love that process st is step-by step. It helps ensure that I don't miss a single to-do item regarding any of my several ongoing projects at any given time. It's practically my personal assistant! **What do you dislike about Process Street?** Nothing! This service is stellar and customizable. There is nothing at this time that I can suggest changing about process st. The only thing that I would suggest is that for the reminders to call customer, etc, instead of having to open those tasks and put in a bunch of info to check that as completed. I wish there were a more straightforward, just check box to complete the item; it can be very time-consuming to have to go into each task individually and enter a bunch of details for simple follow-up calls. **What problems is Process Street solving and how is that benefiting you?** Time management and to do check lists. It helps ensure that you are not forgetting crucial parts or steps within your client process and helps keep you accountable with consistency. ### 33. Excellent for providing step-by-step instructions to team members, enabling faster on-boarding **Rating:** 4.0/5.0 stars **Reviewed by:** Margaret J. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** We utilize it primarily for documentation of repetitive tasks so that team members can always follow the same "recipe card" without having to remember the steps themselves. Running a process and being able to have another team member pick it up mid-process is also a plus, since the tracking of the completed steps is all there. Really a brilliant product. **What do you dislike about Process Street?** I sometimes stumble over where things are since they occassionally change the interface. But that's no big deal. I do wish we could do more with copying pieces of a process or multiple steps at once (and that might be there since I last tried). **What problems is Process Street solving and how is that benefiting you?** Getting new team members up to speed and productive more quickly is a huge benefit. Being able to track done/not done in a process-in-progress is also very helpful. Mostly, it's documenting every step so we don't have to remember... that is HUGE. ### 34. Process Street Review / Distributed **Rating:** 4.5/5.0 stars **Reviewed by:** Deniz K. | Continuous Improvement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Process Street is actually quite easy to use, and once in place, it's impossible to imagine our business without it. It's satisfying most of our needs and is easily adaptable. **What do you dislike about Process Street?** There are certain bugs from time to time, especially when there are several approvals steps for one task. It would also be amazing if there was an online PS training that new users could go through, ensuring that everyone who completes the process is fully capable of using the tool. **What problems is Process Street solving and how is that benefiting you?** We are a remote team, so process management is absolutely essential for us. It is definitely helping us follow standardised processes and to achieve predictable and targeted results. ### 35. The best SOP tool I've used, simple as that! **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel N. | Freelancing System Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Process Street?** Process Street is a time-saving tool for freelancers, entrepreneurs, and companies. With it, you can create and maintain standard operating procedures that everyone can quickly access and use. For me, that work as a freelancer finds Process Street invaluable as it saves me so much time every day and helps me keep up the quality of my work and perform specific business-related tasks that I don't do very often. **What do you dislike about Process Street?** It would be nice with some more native integrations. Currently, you have to use either Zapier or WebHooks. Which, of course, isn't bad, but that's the only thing I could think of that I don't "like". **What problems is Process Street solving and how is that benefiting you?** For me, that work as a freelancer finds Process Street invaluable as it saves me so much time every day and helps me keep up the quality of my work and perform specific business-related tasks that I don't do very often. ### 36. It is user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Process Street?** Easy to navigate and customizable. It can be used for almost all our processes. **What do you dislike about Process Street?** Sometimes it loads longer than expected and there are unexpected downtime. **What problems is Process Street solving and how is that benefiting you?** It helps us to keep track on our daily tasks. ### 37. Process street is really great to detail how you process your products and has great tools to use **Rating:** 5.0/5.0 stars **Reviewed by:** Lilia R. | Firm Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Process street is best for our employees and our time management. It allows us to see what progress has been made in our cases and what still needs to be done. **What do you dislike about Process Street?** We do dislike the duplication that needs to be done manually. Whenever we do have workflows that are alike, it would be nice to be able to duplicate them without having to do many manual edits **What problems is Process Street solving and how is that benefiting you?** The problem process street is fixing for us is the transparency it allows us to have with the timelines of our cases. Before Process Street, it was hard to determine what was still needed or was already completed. ### 38. All processes in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Erenia J. | Leasing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** Each team member is able to know what stage of the process we are at and what needs to be done by each of them to complete the work. Checklists have never been easier. Allows communication to be easy between team members and clients **What do you dislike about Process Street?** The feature of replying to comments has been removed so now you can only add another comment tagging the person. It causes to have to many comments that can be mixed up **What problems is Process Street solving and how is that benefiting you?** Having all process information in one place for everyone to access. Real-time updates on what needs to be done. Customization of every process based on your company needs. ### 39. Very user friendly and workflow automatizations are a great tools **Rating:** 5.0/5.0 stars **Reviewed by:** Ebano C. | Senior IT Support, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** I love how you can schedule the workflow runs and it reminds you when it needs to be run. We use checklists on a daily basis to make sure we are complying with our business needs. **What do you dislike about Process Street?** At this point, there is nothing that I don't like about process st. I think process street is the best checklist processes platform provider, it has improved our team efficiency a lot! **What problems is Process Street solving and how is that benefiting you?** Process Street has made our support team able to follow the processes correctly using checklists and at the right time using the schedule function. Also, the folder structure of the checklist is very user-friendly. ### 40. Very organized and systematic **Rating:** 4.0/5.0 stars **Reviewed by:** Mikaeel N. | Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Process Street?** It keeps you organized and its easy to find materials **What do you dislike about Process Street?** Sometimes it can be overwhelming and difficult to navigate **What problems is Process Street solving and how is that benefiting you?** Getting employees up and running on all the different products and Verkada platform ### 41. It is really good for detailed work, very reliable system. **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos B. | Tenant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** How specific it is, when a task is due they let you know and also you can see who assigned, really good. It allows also you to switch from user to user super quickly, great advantage. **What do you dislike about Process Street?** I have not really found something i dislike, but probably when you open on inbox the task being able to copy and paste addressed from there would be helpful, otherwise all perfect. **What problems is Process Street solving and how is that benefiting you?** it is benefiting me and the business because it helps us keep the day-to-day with the new tenants and changes being made to properties, tenants, owners and even adding properties. Great tool! ### 42. Great Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Ciaran C. | Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Process Street?** Made life a lot easier getting tasks done **What do you dislike about Process Street?** I haven't come across any downsides as of yet. **What problems is Process Street solving and how is that benefiting you?** Getting a large number of people to complete a list of tasks during a transitionary period. ### 43. I enjoy using process street **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** Process Street is super helpful to organize information and data. Additionally, when trying to project manage a large project with many stakeholders it makes the entire process easier. **What do you dislike about Process Street?** I dislike how we do not use it from an external perspective. **What problems is Process Street solving and how is that benefiting you?** The problem it is solving is the ability to project manage a large team and understand everyone's exact step they are on. It makes projects move very efficient and productively. ### 44. Process Street has been instrumental to helping our company onboard new clients properly! **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa H. | Head of Customer Success and Service Delivery, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about Process Street?** Templates can easily be tweaked and shared with the stakeholders and new clients for collaboration. The interface is also easy to understand that we don't need proper training to use it. **What do you dislike about Process Street?** Nothing really! Keep up the great work! I guess the only thing we need to work on is utilizing the available integration to fully integrate Process St with what we're using (Hubspot) **What problems is Process Street solving and how is that benefiting you?** We needed a prettier way to provide an onboarding checklist for new accounts or churning clients and Process St solves this problem. The interface is nice and our clients liked the collaborative way we onboard them. ### 45. Efficient tool for process steps and documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Maggy S. | Online Business Manager, Outsourcing/Offshoring, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** The Workflow Run is detailed and will guide the users well on how to navigate the process. The Overdue notification sautomatically is sent to your email to remind you that you need to work on the tasks inside Process St. **What do you dislike about Process Street?** Navigating the user interface is not well defined. Maybe the inbox feature needs to be more user-friendly by adding simple templates to drag and drop in Workflow. **What problems is Process Street solving and how is that benefiting you?** It is helping on building processes for the team significantly good, and we can follow the process just by checking it in Process Street, and it made the team more productive. ### 46. Making tracking progress for onboarding simplified and centralized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** Process Street makes the workload of onboarding digestible in day by day bits. I enjoyed the summary of what was learned during the day and the action items left to take into the following day. **What do you dislike about Process Street?** I have no complaints from an end user perspective. **What problems is Process Street solving and how is that benefiting you?** Process Street prevented being lost on direction of onboarding and allowed me to be on top of what was expected of me. ### 47. Great tool for new hires **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2023 **What do you like best about Process Street?** I like the fact it's a better version of a to do list **What do you dislike about Process Street?** Perhaps not a need for an email every day **What problems is Process Street solving and how is that benefiting you?** getting rid of excels definitely ### 48. Easy to use once you get over the learning curve **Rating:** 3.5/5.0 stars **Reviewed by:** Isabelle H. | Junior Estimator and Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2022 **What do you like best about Process Street?** I like how easy it is to find any workflow that my colleagues or I have completed by using the search bar. It is also very customizable to make searching flows easy. **What do you dislike about Process Street?** There are a few glitches that I've encountered, such as sometimes I can't access specific workflows unless I'm an administrator, even though I started the workflow. **What problems is Process Street solving and how is that benefiting you?** It allows us to share the information we've gathered with our administrators so that they can easily bill the clients and have everything all in one place. It makes our job easier. ### 49. This is a life-saver **Rating:** 5.0/5.0 stars **Reviewed by:** Emmanouil A. | Air Accident Investigator, Head of AAIASB Prevention, Research & Analysis Department., Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Process Street?** Simple yet efficient! The User Interface is great and it is super easy for non-technical users to develop efficient processes. The interface is also very clean and does not bother the user with clutter. Efficiency is high on the other hand. I like most that you can re-design a process and update all its running instances! Great functionality. Fill out the process form and run tour custom-built workflows. Great for automating quality emails and texts. **What do you dislike about Process Street?** No dislikes. No bugs exist and everything works like a charm. Everything I need is included. **What problems is Process Street solving and how is that benefiting you?** Working efficiently for repetitive tasks, ensuring quality while reducing time spent on each process. All the necessary info and files can be incorporated in each step. My outgoing emails may are now automated via process street saving a lot of time. ### 50. Workflows that repetitive tasks easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Mihir L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Process Street?** That it connects well with Zapier, which enables teams like us to connect to various platforms like Slack, Trello, Chargebee, Hubspot and Gmail. Workflows that reduce human errors! **What do you dislike about Process Street?** It is relatively new, and can make many more updates to improve user interface and more importantly, the user experience. Many more features could be added to make workflows more complex, and make life easier. **What problems is Process Street solving and how is that benefiting you?** Repetitive tasks are a burden, especially ones that are long and have many smaller steps which cannot be missed. Process Street helps achieve human error free workflows. ## Process Street Discussions - [Can tasks reflect if they affect another task?](https://www.g2.com/discussions/can-tasks-reflect-if-they-affect-another-task) - 1 comment, 2 upvotes - [How do you use Process streets?](https://www.g2.com/discussions/how-do-you-use-process-streets) - 2 comments, 1 upvote - [Has anyone integrated with the CRM application, Insightly?](https://www.g2.com/discussions/has-anyone-integrated-with-the-crm-application-insightly) - 2 comments, 1 upvote - [What does Process Street do?](https://www.g2.com/discussions/what-does-process-street-do) - 2 comments - [What is a process checklist?](https://www.g2.com/discussions/what-is-a-process-checklist) - 1 comment - [View Process Street pricing details and edition comparison](https://www.g2.com/products/process-street/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+16%3A45%3A41+-0500&secure%5Bsession_id%5D=825307a1-46e1-40fd-ac32-11d22239098d&secure%5Btoken%5D=08a50629b5eeb3e9382bf71a2efb1bfe34957d51e4d587545cc8b9d07345e99e&format=llm_user) ## Process Street Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Amazon API Gateway](https://www.g2.com/products/amazon-api-gateway/reviews) - [BriteCore](https://www.g2.com/products/britecore/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Greenhouse](https://www.g2.com/products/greenhouse/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Process Street Features **Setup** - Activities - Flows - Dependencies - Notifications **Platform Basics** - Interoperability - Performance **Task Tracking** - Activity Feed - Task Schedules - Comments **Nonconformance** - Conformance Records - CAPA - Change Management **Responses** - Personalization - Route To Human - Natural Language Understanding (NLU) **Development Tools** - Drag-and-drop Form Builder - API Builder - Integrations **Onboarding Setup** - Workflows - Templates - Checklists **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Automation - AI Agents** - Sales Follow-Up - Customer Interaction Automation - Lead Generation - Document Processing - Feedback Collection **Operational Risk Management** - Operational Risk Methodology - Operational Risk Classification - Operational Risk Identification **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management **Knowledge Base** - Q & A - Link Sharing - Searchable **Management** - Updates - Audit Trail - Integration **Platform Data** - Visualization - Platform Search - Alerts and Notifications **Checklist Options** - Templates - Native Forms - Downloadable Manuals **Quality system** - Document Control - Collaboration - Analytics and Reports **Platform** - Conversation Editor - Integration - Human-In-The-Loop **Field Tools** - OCR - GPS & Time Stamps - Barcode and Signature Capture - Image and Video Capture - Embedded Work Instructions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Autonomy - AI Agents** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Generative AI - Security Compliance** - Predictive Risk - Automated Documentation **Platform AI Features - Policy Management** - Reports - Workflow Management **Business Resilience** - Business Continuity - Compliance Management **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Data Control** - Data Migration - Data Synchronization - Data Security **Security** - Verification - Role-Based Permission - Public vs Private **Platform Content** - Automation - File Sharing - Content Library **Software Availability** - Integrations - Permissions - Mobile Application - Desktop Application **Risk Management** - Assessments - Operational Risk - Supplier Evaluation **Back Office Tools** - Report Formatting - Roles and Permissions - Analytics Dashboards **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Documentation - Audit Management** - Templates & Forms - Checklists **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management **Content** - Trackable Analytics - Import - File Viewing - Update Notifications **Inspection Management** - Templates - Workflows - Corrective Actions **Generative AI** - AI Text Summarization **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Generative AI** - AI Tasks **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Communication** - Social Features - Tagging - Upload - Comments **Compliance** - Standards & Regulations - Permits - Certifications **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Operational Risk Management** - Proactive Assistance **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Process Development** - Process Routing **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Process Street Alternatives - [ClickUp](https://www.g2.com/products/clickup/reviews) - 4.6/5.0 (12,009 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews) - [ProcessMaker](https://www.g2.com/products/processmaker/reviews) - 4.3/5.0 (275 reviews)