About Process Street
Process Street pricing
Process Street has a free version and offers a free trial. Process Street paid version starts at USD 30.00/month.
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Process Street Reviews
Feature rating
- Industry: Veterinary
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
I wish all software companies were run like these guys do!
We're not your typical tech or online company using SaaS systems to run and manage their business - we are a veterinary company with remote users in multiple cities, and using SaaS software in our industry is rare. This is compounded by the fact most in our industry are not technically savvy or experienced - so computer systems have to be VERY simple and easy to learn and use.
What we do have in common with many tech companies is that we are fast growing, and that is difficult to manage in such a traditional, staid industry. (We were listed as one of Canada's Fastest Growing Companies in 2016).
We run our entire company on cloud based systems, and Process Street is far and away the favorite piece of technology we use. As a long time entrepreneur (and business coach) I always wished there was a simple way to document and manage process and procedures inside my companies, and could never find a tool to do it.
Until Process Street.
The product itself is brilliant, and is incredible for developing an online employee manual, corporate processes and procedures, and managing regular activities that take place inside any business - hiring, managing, operations, maintenance, etc.
But where Process Street really stands out is the fantastic service and support that is both responsive and helpful. This team REALLY wants to hear how to improve their product. They've painstakenly taken the time to listen to my gripes and whining about shortcomings and not just promised solutions in the future - they've built and implemented them.
Honestly, there is nothing negative I can say about Process Street, and it has literally transformed the way we do business. We've won awards for our customer service, our innovative approach to business, and sheer growth. And I truly credit a significant amount of our business success (and my personal sanity) to Process Street and what it does for our organization.
Pros
- Very intuitive and easy to learn for even the most tech illiterate users
- Magical interface that is constantly being refined and enhanced
- Responsive interface is BEAUTIFUL on a smart phone or iPad (no need for an app)
- Very clever features that rely heavily on APIs and other apps to extend it's benefit and value
- Highly responsive service and support that tries to bring solutions
- Regularly releasing GREAT new features and enhancements that add more value
- There truly is no other product on the market like this - if you're a small business owner, THIS IS YOUR SOLUTION for dealing with Processes, Procedures and Policies!
Cons
- It's unfortunate they don't build CRM, email marketing, help desk, VoiP phone system or team chat software .. because we'd buy them all if they were 1/2 as good as Process Street
- sorry to drop the ball on a balanced review - but really, these guys are awesome and I cannot think of anything bad to say. Except maybe their logo is very similar to Help Scout's logo (which we also use) so sometimes I get confused between their short cuts on by browser bar. That's the best I can come up with. (really, it's the same blue!)
- Industry: Human Resources
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Don't Build a Business Without it!
Allows us to build a business with consistent customer experience and keeps all the details in order. This is the most useful business software I've come across.
Pros
As easy to use as a process software can get. Integrates with every software we use via Zapier. Build dynamic and scalable processes. No other software in this price range even compares.
Cons
Need to build a copy and paste feature for pieces of a process, currently you can duplicate the entire process but not just a task or a piece of a task.
Reasons for Choosing Process Street
Todoist is great for one offs, but it couldn't handle large, in-depth, recurring processes.Switched From
TodoistReasons for Switching to Process Street
It is the best for businesses with a lot of recurring processes. Our ability to automate around Process.st is amazing.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Good for simple checklists; Bad for complex processes
Pros
Full range of possible fields.
Drag and drop system for creating checklists.
Integration with Zapier
Cons
Slow to make changes to functionality: If you update a Checklist template it breaks the conditionality of all active checklists. This is a known issue but has taken them over 3 months to fix.
Conditionality is limited to tasks, not elements within tasks.
Conditionality does not include 'and/or' statements only 'if' statements. You view conditionality as a list of statements, which gets really hard to organise and find items if you have more than 15 statements.
When trying to analyse data from a collection of checklists, you cannot filter for specific tasks easily. You need to unselect the items you do not want to see. So if you have more than 20 items (which you definitely will!) its labourious to unselect them all.
The 'merge' functionality that lets you pipe prior answers through to other sections of the checklists is fragile. Instead of used a field is to identify the item to be merged, they use the name of the field. So if you make a change to the field name/question it will break the piping. If they used field ID's it would not break when you make such changes.
- Industry: Real Estate
- Company size: 5,001–10,000 Employees
- Used Daily for 6-12 months
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Review Source
Transition Management - Colliers Lease Administration
I'm happy that we have it. It has improved our ability to manage projects and control the assignment of new projects among the team.
Pros
I like that all the task involved can be included in the template and that I'm able to add logic to the template to account for the nuances in each project. It also makes it much simpler to have multiple people working on the project and avoid duplicative effort.
Cons
it's very difficult to view actual embedded document because our company uses SharePoint to store documents. The SSO security prevents a lot of documents from being accessed inside Process Street. the Link works to locate the document quickly, but that requires to work outside Process Street and I have to go back and add more notes about what we did to the document(s). I also wish I could integrate with more apps, but I'm not totally sure its not our companies security that prevents that from being possible. I also would like to be able to have ability to control the status of the project. We use process projects that haven't begun and they get mixed into other things that are actually active vs reflecting that they are pending projects.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Great Systems Checklist for Operations
Process street has created a new level of accountability for our company. We are looking to scale quickly and process street has been there for us as we move towards our Vision. The customer service and customization [SENSITIVE CONTENT] has provided is beyond what we have experienced using any other software.
Pros
The checklist feature that is repeatable daily, creates a continuity for all employees and managers.
Cons
More project management tracking and better communication for dispatching and service orientated projects would help create a bigger impact for us.
