About Process Bliss

Process Bliss helps systemise your business, eliminating the daily chaos of running a business and enabling teams to work better together, consistently. Super simple to use, Process Bliss allows you to create simple (or complicated) workflow process templates, which transforms into checklist execution of business tasks. Team activity and task progress is easily viewed to track success and opportunities for process improvement as either template or task reports. Integration & automation with all your favourite applications is simple using the industry standard Zapier, with additional implementation and support options available as required. "The best product we have invested in so far, now everyone knows exactly when and what to do" - The Intelligent Strategic Partnership CENTRALISE WORKFLOW - Powerful workflow builder - Process quality Analytics - Pre-built Template Library EXECUTE AS A TEAM - Execute team checklists - Created as one-off, from a template or automatically on a recurring basis - Gain operational visibility - Integrate & automate TRACK TASK PROGRESS - Continuously improve - Issue tracking & resolutions - Audit trail of all activity
Process Bliss Software - See activity across the business in 'All Tasks', or your personal todo in 'My Tasks'
Process Bliss Software - Use 'Template Reports' for instant RAG visibility, what is overdue, what is on track - and what couldn't be done
Process Bliss Software - 'Dashboards' & 'Reports' for the key numbers that you can review as a team
Process Bliss Software - Centralise your process, policies & procedures in one permissions based folder structure to make everything easy to find
Process Bliss Software - Create policies, process & workflow as 'Templates' with the drag and drop template builder, supporting branch decisions, data capture, dependent dates and rich text
Process Bliss Software - Execute as 'Tasks' with notifications and data capture, clear owners and due dates for every step in a Task
Process Bliss video
Process Bliss Software - See activity across the business in 'All Tasks', or your personal todo in 'My Tasks' - thumbnail
Process Bliss Software - Use 'Template Reports' for instant RAG visibility, what is overdue, what is on track - and what couldn't be done - thumbnail
Process Bliss Software - 'Dashboards' & 'Reports' for the key numbers that you can review as a team - thumbnail
Process Bliss Software - Centralise your process, policies & procedures in one permissions based folder structure to make everything easy to find - thumbnail
Process Bliss Software - Create policies, process & workflow as 'Templates' with the drag and drop template builder, supporting branch decisions, data capture, dependent dates and rich text - thumbnail

Process Bliss pricing

Process Bliss does not have a free version but does offer a free trial. Process Bliss paid version starts at USD 10.00/month.

Starting Price:
USD 10.00/month See pricing details
Free Version:
No
Free trial:
Yes

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Process Bliss Reviews

Feature rating

Value for Money
4.8
Functionality
4.3
Ease of Use
4.6
Customer Support
4.9
5 reviews of 23 View all reviews
Melissa
  • Industry: Real Estate
  • Company size: 51-200 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/03/2019

The perfect solution to help standardise processes throughout the business

Really positive - it has made a real difference to our business by enabling us to work smarter and to allocate more time to strategy and planning.

Pros

Really easy to use and effective - once the processes have been set up, you can easily allocate tasks and due dates to team members to help them know exactly what to do and when.

Cons

Fewer features than some other solutions, but actually this made it far easier to roll out to the whole team, as it is so simple to use and helps us all to focus on getting things done.

Matthew
  • Industry: Retail
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 16/06/2022

Process Bliss has helped us analyze and track stages in workflows and improve accountability

Pros

We are still learning and building things out with Process Bliss. But firstly, Process Bliss has helped us analyze and streamline workflows into steps that can then be assigned to relevant persons on our team. The decision tree options add a lot of flexibility too! So, we can see where a process is, who is the hold up, and communicate issues through the workflow within Process Bliss. That is nice. And these same workflows, once set up, can be sued a s a template and repeated when needed. We have several areas in our company that we have and will roll these out. But it's not just workflows that are used to generate tasks. Task can be created on the fly for yourself, or others and can contain sub-steps. This has been very useful to track issues / tasks as they arise and our staff are beginning to see the benefit in using these to manage their own lists.

Customer support has been excellent. They are quick to respond. We had an issue with permissions in a folder. It took a while to figure out (few days), but PB were in communication, did live screen shares, and got the issue resolved.

Cons

There is a bit of a learning curve. Getting use to the layout, how folders work, and permissions can take a little time. I think the layout can be improved. Also, the options for email notifications to be turned on or off both globally and for a process/task would be great. Looking forward to some new features being added as well (especially forms).

Being able to see all comments in that a user is a part in one place would be helpful. From there providing a link to the thread and process could be offered..

Reasons for Choosing Process Bliss

We moved from Zoho Creator for other reasons and considered going back, but ideally wanted something pre-built to help monitor daily and weekly checklists as well as some more in depth workflows without having to code it and manage the database ourselves. So after much research and demos I arrived at Process Bliss. It's a good price, it's basic and not bloated, and provides what we need: workflow and task management for our small team. It looks like the team are adding and developing extra features too, some of which I am keen to use, like forms.

Switched From

Zoho Creator

Reasons for Switching to Process Bliss

It kept things simple, had decent
Michael
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
3
Ease of Use
5
Customer Support
5

3
Reviewed on 24/03/2021

Need to capture detailed processes easily? Look no further.

We were very quickly able to map out in detail the various different client journeys that we take our clients on. Not only could we map the journey out quickly but we could then immediately use the templates we created to manage tasks and help us move clients along the journey seamlessly. It is also far easier for us to see how many of our clients are at which stage of the journey in any given moment.

Pros

It is very easy to create new processes and use tasks to manage process completion. The processes are easy to customise and user-friendly.

Cons

The software can be rather slow at times and there is more that could be done with dashboard features to improve reporting by reference to activity dates.

egan
  • Industry: Retail
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 01/07/2022

loving the bliss

it is really helping our team monitor all the open process tasks we have. at the admin level we are able to make sure users do every step every time, with an audit trail!

Pros

The ability setup very complex repetitive process "templates" to reuse on the fly or in a scheduled format

Cons

how the comments feature works is a bit difficult to follow, and resolve, see open issues, or all comments related to the same task/template.

Sheryl
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 01/12/2021

Outstanding Customer Support

This software has been a game changer for us. Things that used to slip through the cracks are now getting completed. Our team is communicating better with one another, and we are all swimming in the same direction. We have better defined our own internal processes, and we are able see the places where we need to revise processes for efficiency. It is an added bonus that we can manage small projects using PB as well. Process Bliss is part of our company vernacular now. Every employee uses the product every day.

Pros

Easy to get started and OUTSTANDING customer support. The customer support has truly been phenomenal and has lowered the barrier for even the most reluctant employees. We have some who are averse to adopting new technology, and the customer support made it possible to turn these employees into daily users of Process Bliss.

Cons

There are some "glitches" we have experienced, such as entering a due date and having a different date appear after saving the change. Customer support has been excellent, and the developer team seems to be dedicated to constantly improving the product, so the glitches are generally taken care of quickly once we report them. There are some features we have needed that have not been added, such as the ability to organize our task lists into sublists or folders. In particular, we want to be able to save an email from Outlook as a task in PB, but we don't want it to dump into the main tasks list, we want to be able to organize these tasks into sublists or folders. We identified this as a need during the sales process, and we were told that this feature will be added. It is a promise still unfulfilled. At times, the number of tasks in a single list becomes overwhelming and difficult to manage. We would love to see this feature become available, since it will significantly enhance our team's daily user experience with the product. Despite this, we are very happy customers because the customer support has been so great, and the product has made such a difference for us. If we did not get to full adoption of the product by all of our employees, the investment in this product would not have been worthwhile. I'm happy to say that the design of the system, coupled with excellent customer support allowed us to get everyone used to the system, and we were able to get everyone on board.

Reasons for Switching to Process Bliss

Price, ease of use, ease of deployment, customer support.

Response from Process Bliss

Dear Sheryl

Thank you so much for taking the time from your busy schedule to leave a review. Your feedback is truly valued and appreciated. We will continue to develop and enhance Process Bliss in the coming months.

It is a pleasure to support you and your team - long may it continue.

Replied 20/12/2021

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