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Process Street

Process Street

Starting at $25 per month per user
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What is Process Street?

Process Street in San Francisco offers their application which allows teams to create simple recurring checklists, collaborate around them and track as they’re completed.

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Recent Reviews

TrustRadius Insights

Process Street is a versatile tool that has proven valuable across various departments and organizations. The finance department utilizes …
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Process goodness

10 out of 10
November 29, 2023
Process Street is a game-changer for workflow management. It streamlines processes like a maestro, simplifying complex tasks into …
Continue reading
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per month per user



per month per user



per month per user

Entry-level set up fee?

  • No setup fee
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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Product Details

What is Process Street?

Process Street is a process management platform for teams. It helps teams share their core processes, then transform them into no-code workflows.

Users can build a variety of workflows, like employee onboarding, client onboarding and tenant screening, or it can be used to manage a team wiki and company handbook.

Process Street boasts users at companies like Salesforce, Colliers, Drift and 3,000+ other businesses.

Process Street Features

Process Engine Features

  • Supported: Process designer
  • Supported: Form builder
  • Supported: Model execution

Collaboration Features

  • Supported: Social collaboration tools

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Content Management Capabilties Features

  • Supported: Content management

Process Street Screenshots

Screenshot of Create procedure documents in seconds. Our simple interface lets you create structured documents in seconds.  Intuitive keyboard shortcuts and drag and drop make it easy for anyone to use.Screenshot of Document your team knowledge. Use Pages to capture, organize and share your established team knowledge.  Pages is free forever for everyone in your company.Screenshot of Run processes as collaborative workflows. Quickly create and assign workflows to your team.  Track activity from the dashboard and get notified when tasks are done.Screenshot of Powered by an intuitive, no-code workflow builder. Build powerful workflows and corresponding automations with ease.

Process Street Videos

Workflow Automation Software by Process Street
Complete Guide to an Employee Onboarding Process (Process Street Full Demo)

Process Street Integrations

Process Street Competitors

Process Street Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Mobile Web
Supported LanguagesEnglish

Frequently Asked Questions

Process Street in San Francisco offers their application which allows teams to create simple recurring checklists, collaborate around them and track as they’re completed.

Process Street starts at $25.

Trainual, Pipefy, and Kissflow are common alternatives for Process Street.

Reviewers rate Dashboards and Standard reports and Custom reports highest, with a score of 10.

The most common users of Process Street are from Small Businesses (1-50 employees).
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Process Street is a versatile tool that has proven valuable across various departments and organizations. The finance department utilizes it to ensure consistency and completeness in the order-fulfillment process, enabling them to effectively manage every step for each order. The integration with Zapier further enhances its functionality by allowing the finance team to receive important notifications from the recruiting department during the onboarding process of new employees.

For a single member LLC, Process Street is an indispensable resource in creating procedures during marketing and streamlining web design projects, facilitating efficient project management. Meanwhile, the Customer Success team leverages Process Street to organize the onboarding process for partners, manage ongoing outreach plans, send questionnaires, and keep organized notes for mid-year check-ins.

Process Street's benefits extend beyond specific departments or projects; it has transformed workflow management for numerous organizations. By streamlining processes and identifying redundancies, it saves valuable time and effort for reviewers' teams. Moreover, it plays a significant role in standardizing training across multiple trainers and classes, ensuring nothing is overlooked while fostering easy implementation of process changes throughout the organization. Ultimately, this tool enhances productivity and collaboration by simplifying complex tasks, making work more efficient and enjoyable. Customers have praised Process Street for catching errors before they occur and have commended the excellent support provided by the Process Street team.

Users recommend using Process Street for onboarding processes due to its ease and seamless experience. It is also suggested for all classes of businesses, highlighting the availability of templates for standardizing processes. Another common recommendation is to start with simpler processes and gradually build up to more complex ones in order to get comfortable with the platform. Users find Process Street useful from an employee perspective and advise creating bulleted lists of what needs to be automated.

Attribute Ratings


(1-11 of 11)
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November 29, 2023

Process goodness

Score 10 out of 10
Vetted Review
Verified User
Process Street is a game-changer for workflow management. It streamlines processes like a maestro, simplifying complex tasks into manageable steps. Its checklist prowess enhances productivity and collaboration, making work a joy. Intuitive, efficient, and indispensable—I'd trade my morning coffee for it (almost).
  • streamlines processes
  • automates recurring work
  • gives visibility and accountability across all of your teams
  • more native aps
A lot of people I talk to have no idea that software like this exists. They're using tech that doesn't cut it for them because it's geared more for project management. Process Street hits the nail on the head for all of your process management needs.
Max Peterson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Great app for managing recurring work. Keeps our team organized and on track.
  • Task management
  • Reporting and visibility
  • Continuous process improvement
Anything you do in your business repeatedly has a home in Process Street. It makes your recurring work easy to track and manage, and highlights areas for process improvement.
Score 10 out of 10
Vetted Review
Verified User
Process Street has been a game-changer for our organization. We used to struggle with manual processes and inconsistent workflows, but Process Street has streamlined everything and made it easy for everyone to follow the same procedures. The AI-powered checklists and automated notifications have helped us to catch errors before they happen, and the level of support from the Process Street team is second to none. We highly recommend Process Street to any business looking to improve its operations.
  • Streamlined processes
  • AI powered workflow builds
  • Reports dashboard
  • Great tool for managing recurring processes
  • More native integrations with other apps
As a professional photographer specializing in weddings, portraits, and commercial projects, I was constantly juggling multiple tasks and deadlines. Managing my team, overseeing post-production, and ensuring every project flowed seamlessly became a herculean feat. That is, until I discovered Process Street. Process Street has revolutionized my workflow, transforming my chaotic process into a symphony of efficiency. With its intuitive interface and pre-built templates, creating standardized workflows for each project type became a breeze. I could now effortlessly assign tasks to team members, track their progress, and receive real-time updates, ensuring every step moved forward without a hitch.
Score 1 out of 10
Vetted Review
Verified User
We are a small business operating in the field of sustainable consultancy. We started using Process Street in 2018. On the one hand the software is very powerful, on the other hand it is highly complex and very difficult to get used to it and to unlock all it's potential. While working with it, we became more comfortable and integrated it more in more in our companies processes, and even in the processes with clients. But this was a big fault. In my opinion it is very difficult to remember all the many options of how it works if you do not work with it at least on a weekly basis. So if you are a small or mid size company like us that can not assign an employee specifically for this software - hands off from process street. But the main reason why we decided to walk away from it, or better walk away from the company Process Street, was their product policy or better said customer exploitation policy thats work as follows: 1. Start as a small company and refine your product from the feedback of your customers / beta testers. 2. Grow, launch more services and make your customers become dependent on your software 3. Once your customer base is big enough and your revenues fly, rise the prices abruptly and exorbitantly. And that's how Process Street executed that strategy: 1. They deleted the free plan that gives you the option to pause the service. 2. And they rose the pro plan from 30 USD per month and member to 415 USD (+1200 %) incl. more members. 3. They forbid companies like hours who paused not to get back to their old plan (with one member) and so forced us to join the new plan. Though they offered us to stay in the old plan when we do not pause we decided to cancel. This was a hard decision because we invested hundreds of hours in developing our processes with that software. But THE basic prerequisite of all business relations is trust. And Process Street prefers the short term maximisation of gains to reliability and partnership. Though it is a great software, we recommend don't trust them and stay away.
  • great support
  • many useful features
  • good scalability
  • better UI
  • better wording
  • less complex
if you have standard processes that are often executed, it's worth to use.

If you are a small company it is generally not worth to implement because you will need somebody who permanently works with it and maintains the processes.
Avram Penner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Process Street is used by our finance department. Previously it was used for month-end close processes, but that need has outgrown Process Street. We still use it to track the process for onboarding new employees within the finance department. We leverage the integration with Zapier to receive notifications from our recruiting department when new employees accept their offers.
  • Repeatable templates.
  • How-to/process documentation.
  • Navigating the user-interface.
  • User permissions.
Process Street is well-suited for monthly-closes and end reporting.
Malessa Brisbane | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We currently use Process Street to map out our Order-Fulfillment process and then to complete the process. There are a number of steps in the process that have to be completed for each order and Process Street helps us to clarify the steps in the process and makes sure all steps are completed consistently for each order.
  • Easy to document work processes/standard operating procedures.
  • Easily see how much of a process has been completed.
  • Some of my processes require sending a templated email. I currently jump into my email client for that. I would like to be able to easily trigger that email from Process Street.
I think Process Street is well suited for documenting and completing business SOPs (standard operating procedures). I use mine in an eCommerce environment, but I think it can be useful for online or offline businesses. The app makes it easy to use it on the go.
February 22, 2020


Barbara Carneiro | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Process Street is a great tool for process management, and it has helped me move from disorganized thoughts in my mind to clearly outlined processes that my team can follow. I am able to brainstorm the steps of a process and then test that process easily. It has saved us hours of work by being able to streamline processes and identify redundancies and missing items or steps. It also allows for automation.
  • Easily outlining processes.
  • Automation of processes through templates.
  • Maybe an app would be helpful.
Process Street has been amazing for an agency like mine where I know how I want things done, and I have the expertise to execute, but I can't clone myself. When I was away or sick no one knew how to continue the projects or they wouldn't do it the way I wanted or expected. However, everything was inside my brain.
I was able to strategize and outline these processes, including writing emails that can be sent at certain specific times, etc. so my team can continue to operate at the same quality or better even when I'm not around.
It has also helped me find redundancies and missing items that I had no clue about.
Nora Delolli | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is mostly being used by my position as a live-action digital checklist system. We ran into the issue using paper checklists that once the checklist was out of sight, it was hardly checked back in with and things were missed. There was also no way of knowing if everything had been completed unless it was checked.
  • Overview view is helpful to see a timeline of progress.
  • Checklists are easy to manipulate and customize to exactly what you need to see.
  • If you had the ability to drag tasks around in a nonlinear way, it could be a cool creative feature. An example is to have a subtask next to another that says N/A if the task wasn't executed because it wasn't applicable.
  • Inbox tab can be overwhelming but that may just be the style in which I built my checklists.
Well suited for day to day checklist management. I could see this being a challenging program for a company needing intricate steps within each task. In that case, perhaps a Gnatt chart feature could be the next add-on for Process Street.
February 20, 2020

Respect the Process

Kevin Miller | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I'm using Process Street to create procedures during marketing to clients and stay on top of web design projects. It's used solely by myself as I'm a single member, LLC. Staying on top of procedures is important to proper project management.
  • It's a great UI.
  • Learning the app is easy with tutorials and guides.
  • It can be rough on people not used to a saas like this.
  • The UI greatly improved, so they solved this con.
The web design template is what I used first, and I customized it to my liking. I can run a quick process before publishing a new WordPress post to make sure my new post is SEO ready. If you've been establishing a procedure of any sort in your business, then process street is great for any new employees you might gain. This way they learn the ways of your business faster.
February 20, 2020

Processes made simpler.

Score 8 out of 10
Vetted Review
Verified User
I implemented Process Street as a way to standardize our training across various trainers and classes to ensure that nothing is missed and to allow for easy implementation of process changes. As I moved from training manager to operations manager, I continued to utilize Process Street to standardize other processes within our organization and have found it to be an incredibly useful tool. I continue to find new ways to utilize this software and plan to continue to integrate it into additional facets of our internal processes.
  • Easily assign users to checklists.
  • It standardizes process and ensures that items aren't missed.
  • More complex conditional programming.
  • Utilizing variables in more places to allow for a more complex and tailored experience.
Process Street has been great in creating a day by day agenda for training and allowing for easy transition from one trainer to the next. Since all the information is provided in Process Street and each task is checked off as we move through, it becomes easy for someone to pick up exactly where the previous trainer left off.
It is also great for creating self-paced training agendas. It's easy to assign a user as a guest and then track their progress as they move through the checklist at their own pace. This is great for homework, refresher courses, or remote training.
Hannah Schuele | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Currently, process street is only used by the Customer Success team at my company. We use it for a few purposes:
1. Organize our onboarding process for both new partners as well as renewing partners.
2. Organize our ongoing outreach plan for all partners.
3. Send questionnaires to partners.
4. Organize notes for our mid-year check-Ins.

Prior to Process Street, we had other systems in place for most of these tasks but we did not yet have an ongoing outreach email plan.
  • Support. We love Anne!
  • Really easy (and weirdly fun) to build out lists and create emails.
  • A bit buggy.
  • Don't love the way the inbox is built.
Process Street hasn't been the best for recording notes that we've had during our check-ins. It has little to no formatting options for when you're taking notes. It's been really great for ongoing outreach plans. Building out emails, organizing when and for what checklists certain items will show up, etc.
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