Process Street

Simple workflow software for businesses. Create recurring checklists, workflows and standard operating procedures in seconds. Get a free for life account today.

Product Information

Process Street Security and Compliance

Overview

Process Street is a process management and workflow software that provides you with a powerful yet simple way to manage your business procedures and recurring checklists. Designed for businesses, the software is able to build and track processes using super-powered checklists, which provide better scaling, saves money and minimizes mistakes.

The interface is user-friendly and easy to use and can let you use forms to collect structured data in your checklists. It also allows you to manually type in data, or if you choose, decide to send it to applications that you use regularly to send or edit them. Using the Zapier integration, the software allows you to integrate perfectly with more than 500 applications available on the market today.

Process Street can help you track the status of multiple checklists at once, which gives you enough time to get an overall picture of the activities in your organization. Furthermore, you can easily see what is happening across all your teams, by tracking the progress made on checklists, and also make conversations around the tasks that they are carrying out. You will also be provided with an option which allows you to control members that can read, execute and edit your checklists.

Features

Forms

You can use the forms feature on Process Street to capture structured data. They are very easy to use and can be used to obtain data in your checklists. You can also use them to manually input data to your checklists, or have them sent to any of your favorite applications.

Content & Media

By adding rich content and media, you can better communicate whatever your ideas are. It also helps to train your team members by equipping them with both audio and visual aids. You can add rich media such as files, images, and videos to your documents, for easy absorption by teams.

Schedule & Conditional Logic

Using Process Street allows you to schedule your workflows daily, weekly or monthly. The software also helps you automate your tasks, and saves you time when using this feature and other automation modules. The conditional logic can be used to create absolutely dynamic checklists that logic adapts to the ever-changing needs of your teams.

Integrations

Process Street allows you to integrate with more than 500 applications on the market today. Some of these integrations include Salesforce, Box, Outlook, Gmail, Dropbox, etc. With the integrations feature, you can schedule automatically your workflows and also assign them. You can also use it to update all your other applications whenever any action happens in the software.

Pricing

There are 4 pricing options available to you on Process Street: The Free, Business, Business Pro, and Enterprise Plans. The Free plan includes Unlimited Users, 1000+ Integrations, Chat & Email Support, Reporting, 5 Active Templates, Process Documentations and 5 Active Checklists. The Business plan at $12.50/user/month includes Per User Pricing, Unlimited Templates & Checklists, Reporting, Process Documentation, Scheduled Phone Support, Data Recovery, 1000+ Integrations and Chat & Email Support. At $25/user/month, the Business Pro plan includes everything on the Business plan plus Custom Branding, Enforced Order, Conditional and Logic. Lastly, the Enterprise plan includes everything on the Business Pro plan plus Premium Support, API Access, Active Directory Integration, Personalized on-boarding, and Training, SAML-based Single Sign-On and Full Workflow Setup and Integration Training. Contact Process Street support for the pricing details of the Enterprise plan.

Frequently Asked Questions

What is Process Street?

Process Street is business management software that helps you create and manage your workflows and recurring processes.

Who can use Process Street?

Process Street is designed for use for all types of businesses including small, medium and large scale businesses as well as enterprises.

Is Process Street free?

Yes, you are presented with a free plan on Process Street. However, for advanced features, you have to subscribe to any of the paid plans.

What is included in the free plan on Process Street?

Process Street’s free plan comes with a number of features, including chat & email support, 5 active templates & checklists, reporting, unlimited users, and many more.

How much do the advanced plans on Process Street cost?

The prices for the advanced plans on Process Street vary, depending on the type of plan. However, pricing starts at $12.50 per user per month.

What features come with the paid plans on Process Street?

The paid plans on Process Street come with a number of features including process documentation, data recovery, scheduled phone support, 1000+ integrations and many more.

Is my data on Process Street secured?

Absolutely, your data is completely secured on Process Street. You can see the full security policy HERE.

How long has Process Street been around for?

Process Street has been around for 2 years.

Does Process Street have an affiliate programme?

Unfortunately at the moment, Process Street does not have an affiliate programme. However, the software has a response that includes invite links which you can use t0 track your signups.

Can I archive my checklists on Process Street?

Yes, you can archive your checklists on Process Street.

How do I archive my checklists on Process Street?

To archive, your checklists on Process Street, simply click on Checklists > Archive This Checklist.

How do I assign people to checklists on Process Street?

To assign people to checklists, simply click on the name of the template and then select Add Members. You will see a menu appear, where you can then add different users. Also, after adding them, you can change the permissions of the users.

What are groups on Process Street?

Groups on Process Street is a feature that allows you to sign bulk users to folders and templates. You should note that these are not checklists.

How do I create a group on Process Street?

To create a group on Process Street, simply click on your organization’s manager, and then select the Groups tab.

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