Process Street

Plataforma de flujo de trabajo de equipo, SOP (procedimientos operativos estándares, por sus siglas en inglés) y BPM (administración de procesos recurrentes, por sus siglas en inglés)

Calificación general

4,7 /5
(578)
Relación calidad-precio
4,7/5
Funciones
4,5/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,7/5

96%
Un ha recomendado esta aplicación
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Opiniones de 578

Rajul
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Versatile tool for process building, getting organised, delegating projects and even writing

Revisado el 17/10/2017

Puntos a favor

For anyone who needs to make sense of complexity, this is an invaluable tool, largely because unlike many web tools it's not bloated! The simple, minimalistic interface is ideally designed for clear thinking and has helped me structure not just my existing processes but also develop new ideas.
Lately I've even started to use it to write complex blog posts because it is far more user-friendly and versatile than MS Word or Wordpress, allowing you to import different media types with a click.
There is something relaxing as well as productive about the way this tool is designed.
You can export processes to delegate a complex series of tasks to someone via email and make it look easy.
It is well-priced for what it offers - a tool that can have a real impact on the way you run and grow your business. Support so far has been excellent.

Puntos en contra

Occasionally crashed in the past when auto-saving - but they seem to have ironed out this and other small glitches.
Inability to add certain formats is annoying at times e.g. tables
I hope they resist the temptation to add too many new features that would make it bloated like everything else. So far it has been kept refreshingly clean and functional - long may this continue!

Adam
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

The Business Process Control Software you've been looking for.

Revisado el 19/11/2020

Make no mistake, this program will not automate your entire process and do it for you, but it takes a lot of the thought and decision energy out of it. Great for processes that still need human thought coupled with the ability for management to set controls and parameters.

Puntos a favor

You are able to write the book for exactly how you'd like your staff to complete things and hold them accountable. The conditional logic allows for just about anything to be built within. Eliminates having to pass paper and send an email for handoffs.

Puntos en contra

There are really no cons to the program. This seems to be a younger software and they are very forward about making improvements and listening to customer feedback. I'm excited to see the capabilities grow.

Alternativas consideradas

Zoho CRM, Pipedrive, Orchestly y Jetpack Workflow

Razones para cambiar a Process Street

The ability to mold the software around YOUR business processes. When we were vetting other softwares, we were finding that that we would have had to modified our processes to fit with the layout and flow of the program (Pipe Drive for example).
Tami
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 5.0 /10

Great product for the right company, but not the right fit for us.

Revisado el 3/2/2017

I love the unique way you are able to create internal/external guides using Process St's checklist functionality. It allowed me to break content-rich guides down into super easy to follow (and read), check lists.

The support team are fantastic, I especially loved liaising with Peyton, who took the time out of his night, after hours (I'm based in Aus) to chat to me about my unique use-case and how Process St might be able to help me keep track of my clients, who are all at different stages with us.

Ultimately, there are some key functions I need in order to be able to efficiently keep track of our clients;

>Sorting the home dashboard
> Free read-only access for my team
> And, most importantly, the ability to edit specific check lists without the system editing the template itself.

I'll definitely reconsider Process St in the future if the above functionality is introduced!

Tip: If you run regular IDENTICAL checklists/training programs - definitely give Process St a shot, it will suit you perfectly!

Puntos a favor

The ability to create internal and external training guides/procedure docs.

Puntos en contra

The inability to use a template as a starting point, while being able to edit unique check lists for each client as needed (any changes made, edit the template itself).

Divine Grace
Calificación general
  • Sector: Contabilidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Review as a user

Revisado el 6/12/2022

Following the workflow was confusing at first, but I guess it's more because of the transition from one softwware to another, and for the polishing of the workflow setup.

Puntos a favor

I love that the redundancy of one's tasks is eliminated.

Puntos en contra

If there's more than one admin setting up the workflows, it can be very confusing.

Kyle
Calificación general
  • Sector: Práctica de la abogacía
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Our Experience

Revisado el 13/3/2021

Puntos a favor

Hi Process Street,

I just wanted to let you know that [SENSITIVE CONTENT HIDDEN] went above and beyond for our Process Street project. She exceeded all expectations in thoughtfully working through and creating a checklist that I am thrilled to be implementing with my team as of this week. Our process is filled with complex, dynamic scenarios and logic that we struggle to keep on top of, and I am completely confident that because of [SENSITIVE CONTENT HIDDEN] hard work we are going to be miles ahead of our competition for years to come. She was professional, took the challenge seriously, and because of her you now have a loyal customer with an exciting growing business.

Thank you!!

Puntos en contra

I haven't run into anything that has disappointed me thus yet. They've accomplished every ask.

Alternativas consideradas

Kissflow y monday.com

Razones para cambiar a Process Street

They could accomplish the dynamic due dates that we needed.
Elaine
Calificación general
  • Sector: Seguros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Love automated checklists and have staff (and yourself) ? You’ll love this!

Revisado el 14/8/2020

Overall experience has been fantastic! Customer service is great and I have really enjoyed the software!

Puntos a favor

I love checklists, and if you do as well, than you’ll love a Process St.

Puntos en contra

I wish there was a way to move the tiles of the checklists around on the Home screen as well as be able to color code the tiles.

Alternativas consideradas

Airtable

Razones para elegir Process Street

I need checklists with certain controls that is easy to use.

Software anterior

Asana
Michael
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 5.001-10.000 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

This is the most powerful software I have ever used.

Revisado el 9/8/2021

Exceptional and outstanding product with incredible technical support.

Puntos a favor

Powerful. Easy to use. Integrates with all other Apps.

Puntos en contra

None. There isn't any downside. Nothing.

Alternativas consideradas

Jira

Razones para elegir Process Street

More functionality. Easy to use. Integrates with thousands of other Apps.

Software anterior

Microsoft SharePoint y Jira

Razones para cambiar a Process Street

More functionality. Easy to use. Integrates with thousands of other Apps.
Matt
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great Software

Revisado el 15/12/2021

We used it for onboarding (both client and employee) and the checklists were an ideal way to manage both processes. Streamlined everything, made things clear, and was easy to use.

Puntos a favor

The ease of use and customization features. Almost overwhelming.

Puntos en contra

How difficult it was to get employees to engage with it.

Alternativas consideradas

Notion

Razones para cambiar a Process Street

It had the easiest and most comprehensive workflow settings.
Erik
Calificación general
  • Sector: Hostelería
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 9.0 /10

Love it, but a few suggestions

Revisado el 14/10/2020

Puntos a favor

Really easy to use, and keeps project timelines/tasks on the same page with my customers

Puntos en contra

I wish there was a way to organize my checklist in a global view instead of just seeing a list. I'd love to put projects in stages that reflect where someone is in the timeline, and see all checklists at once in these categories

Sonya
Calificación general
  • Sector: Diseño
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Done For You Processes

Revisado el 5/1/2023

Excellent

Puntos a favor

The features are designed to manage your workflow and processes and its obvious the software developers strive to provide a quality product for the end users.

Puntos en contra

Some of the advanced features are a bit confusing and takes some extra work to understand.

Sharon
Calificación general
  • Sector: Contabilidad
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Process Street is a 10!

Revisado el 10/8/2021

functionality - 10
customer service - 10
ease of use - 10

Puntos a favor

I love the conditional logic and piping abilities.
I love that I am able to train new employees simply by telling them to follow the steps in a process.
I love the scheduling feature.

Puntos en contra

I wish you would do the following:
1. Go back to the blue cards on active workflows. I really do not love the new look or flow.
2. Make it so we can duplicate or drag and drop a task already created in one workflow to another workflow. Sometime you just need a few pieces of the process to create your new process and having to duplicate the entire workflow then delete what you do not need is time consuming.
3. I wish the scheduling view was not in the blue card version but in a list where I could see an entire year, and had the ability to search and filter.
4. I would like to understand how the scheduling feature works in relation to 'due after' 'set offsets'. I am not sure but I do think that if you select a due date this is the date the person who is assigned to it gets the email. I've had trouble figuring this out.

Jim
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Property Management Company

Revisado el 2/7/2020

Puntos a favor

It allows the manager and the assistant to fully see what is in process and who it is waiting on. Nothing is in our heads any longer and best of all, no step is forgotten or overlooked because we are able to create Stops in the process so certain required steps or documents are collected before moving forward. Our compliance and process automation have skyrocketed because of this product.

Puntos en contra

The cost or lack of ability to easily add a LOT of external users to do one or two clicks in the process. That would be really cool to include that.

Alternativas consideradas

Todoist y Trello
Clive
Calificación general
  • Sector: Automoción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Super flexible and highly dependable - what's not to love?!?!

Revisado el 29/12/2021

Our journey with Process Street started out with a quest to digitize a paper checklist. It soon grew to much more than that and it helps us to ensure clean handoffs from department to department, deliver company-wide training and maintain consistency.

Puntos a favor

Ease of customization, clever automation & the Inbox function. Building a template and then running multiple Checklists (Reports) off that has helped us to deliver a consistent method of tracking not only what needs to be done, but with the easy-to-build content, provides plenty of instruction on how to do it! With each Task in a Checklist also being assignable to a team member or department, it's a great way to ensure clean handoffs and put the job squarely in the hands of the next in line.

Puntos en contra

Tough to criticize anything about the product!

Donna
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Excellent & Easy to Use

Revisado el 11/9/2021

My experience with Process Street has been exceptional and I would recommend it to any business.

Puntos a favor

Process Street is easy to use and brings a big advantage to businesses as well as their employees especially if you have remote employees. All I have to do is go to Process Street and my work flow is there waiting for me. I know what tasks are waiting and which are of higher priority. It even shows me what files are already in my inbox and it shows what files will be incoming. I have worked through other companies similar to Process Street but overall I like Process Street the best. I like the way it automatically saves my work for me so I never have to worry if something, per say, such as the electricity flickers, etc., my work is still there. Yes, this has happened and I was in a panic and yes, my work was still there. The advantage of the part of their system that I work in is that the information I input is readily available to other team members without having to go to documents and search through to find a clients file and pull it up which can take time. Everything is right there. Simple and easy and right at your fingertips.

Puntos en contra

I would love to have the ability to communicate with other team members prior to completing the tasks but I may not be set up for that yet as I am still relatively new.

Bob
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Great Workflow Software

Revisado el 22/7/2019

Using Process St has been a game-changer for our business. We've helped several other firms implement it and they have all had similar results. I highly recommend Process St!

Puntos a favor

The ability to customize checklists with due dates, assignments and conditional logic. We also utilize the "Overview" of each checklist (which is also customizable) to get a quick view of the status of all the checklists in progress.
The Inbox for each team member lets us see the open tasks for everyone and adjust workload or add staff as needed.
Finally, the ability to add screenshots, videos, documents, etc. to each step ensures that our team knows exactly how the process should be executed.

Puntos en contra

There's very little we don't like about Process St. Their team is very responsive and is continuously adding features to the product.

Kimberly
Calificación general
  • Sector: Consultoría de gestión
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Perfect for checklists, SOPs, and workflows

Revisado el 9/7/2020

Puntos a favor

When people mentioned Process.St when it first came out, I thought it was some kind of checklist tool like Wunderlist. When I got into a trial, I realized it wasn't. It was so much more! Not only can you create checklists, but you can assign different people to tasks within the checklist, collect information from clients, create deadlines based on other info or deadlines, and more!

Puntos en contra

My only complaints:
Process.St recently changed the plan names and my plan didn't get the new updates.
It can get a little pricey as your team grows and free guest accounts have little capability.

Marianne
Calificación general
  • Sector: Gestión de inversiones
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Best system ever!

Revisado el 20/10/2021

Amazing team and support

Puntos a favor

The team was amazing - they helped us with creating templates that made it so that our team could plug and play the workflows.

Puntos en contra

Learning the integrations takes time - it required some training

Paul
Calificación general
  • Sector: Alimentación y bebidas
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Simple to Use and Effective

Revisado el 24/6/2020

Good. No complaints really.

Puntos a favor

Sometimes, keeping things ultra simple makes for the most effective processes. This is what we wanted and could easily describe our processes in Process Street in a way that any user without any special training could pick up quickly. Everyone understands checklists.

Puntos en contra

The UI for setting up processes and editing steps can be a bit quirky/unintuitive - but once you figure it out once - you can get past it. Last time I checked, there is no mobile app - though it does have a mobile friendly website (at time of writing this review). As a manager, I would like to receive alerts when processes are getting blocked stuck in a stage for too long.

Usuario verificado
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

An Excellent Process Definition and Automation Service

Revisado el 14/7/2020

Process street is a good software for defining and automating processes.
its ease of use is in its ability to allow you create a simple to follow processes referencing different online media - such as video, pictures to guide process actors
Each process defined is a "template" and each run of the process by a user is a "checklist" allowing tracking of activities performed by each user or employee.
I also love team collaboration feature of the cloud service as well.
It also contains tens or hundreds of vendor defined templates for your use in creating your own processes
I love Process Street's periodic write-ups on process-related, productivity, etc topics.
The product and the team are awesome!

Puntos a favor

Process street , template and checklist features

Puntos en contra

I have not seen a noticeable weakness in the service

Paul
Calificación general
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Extremely powerful, effective tool for helping us organize our SOPs and organizational...

Revisado el 24/1/2018

Puntos a favor

Versatile. Customizable. Powerful integration with other apps through Zapier. Excellent tutorials and instructions. Outstanding blog posts with broad range of business advice and perspective. Very, very impressed with this product and the way it has developed over the last couple of years. We use it every day and continue to see ways that it can help improve our company. Highly recommended.

Puntos en contra

I don't have any critical feedback, really. Offering more flexibility with rich text formatting on outgoing emails, and the ability for emails to contain GSuite email signatures of the sender by default would be a nice-to-have, but this is a really minor item.

VaShonda
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

We Love Process Street

Revisado el 16/11/2021

Process Street has improved efficiency and effectiveness at my organization. The adoption from other departments is also a plus and shows how easy the system is to use. The support team is by far the best!!!

Puntos a favor

It's intuitive and likely the best support team I've ever seen. Very knowledgeable, kind, patience, and extremely helpful. The software is designed to self-serving with templates, tutorials, and much more. The automation and conditional logic features are amazing and helps to stay organized!

Puntos en contra

Not being able to insert a table into the text; version control to see exactly what changes were made...

Kelly
Calificación general
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

The best system for Task Management

Revisado el 8/7/2016

My company has used the process street for over a year now and it is fantastic! It is a great way to keep things organized amongst our team and an excellent time saver. We no longer have to rely on and overfilled large calendar to decipher what tasks need to get done on a daily, weekly, monthly and yearly basis. It is all in Process Street! The ability to communicate with team members throughout completing a task is key less confusing emails since you can go directly to the task you are referring to and look at the comments!

Puntos a favor

Organized, easy to use and a great way to communicate with your team and keep everyone and everything on track!

Puntos en contra

If ever the free version becomes unavailable, this would be a con as it is a large expense.

Usuario verificado
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Most reliable tool for document management

Revisado el 28/6/2018

Document management and sharing between the teams.

Puntos a favor

Process Street application is the best tool that is available so far in the market. We can store our project information like documents just at one place and share them with the team members. It is the most versatile tool having the bunch of smart features that will assist you in project management. Easy set up and integration with your other document editing tool.

Puntos en contra

There still need to develop a mobile application of Process Street as in Today's world mobile phones are becoming also the part of businesses.

Cameron
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Rev up your Business process's

Revisado el 16/8/2016

If ending the constant degradation of your business as it grows and as you employee new people to do what you used to do you must have tools that give your new staff all the good stuff that was running around your head an made your business grow.

It is completely unrealistic to expect employees to remember all the things that are instinctive to you.

process street empowers you to communicate all this stuff and constantly update the Policies and procedures as any new conflict event happens to help reduce re -occurrence.

Puntos a favor

Its very easy to learn.
Great interface .
Process Street is updating constantly and are good at listening to user feed back.

Puntos en contra

Nothing really to put here other then the fact that the billing and user configuration area really needs improving so that Admin has better controls over who should be Professional account holders.

Logan
Calificación general
  • Tamaño de la empresa: 11-50 empleados
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Taking a Walk Down the Street

Revisado el 26/7/2016

I was put in charge of a project for the company I am working for to organize a sort of training platform to bring new employees up to speed with company procedures and operation processes.

Having process street recommended to me by a business professional, I began to dig through it and learn how it functioned. I was thoroughly impressed by the capacity that Process Street allowed a user to input information with ease, collaborate with others, and create an organized, bullet point-style checklist to outline tasks.

Process Street is a very useful tool to collect your thoughts and, lay out a step-by-step pathway to success.

Puntos a favor

- Price: Free with unlimited archiving. Archiving allows for clutter-free homepages too!
- Clean Cut: The overall design is pleasing to work with and represents the creativity as well as the business professional clarity, that Process Street offers.
- Ease: The learning curve is low, and the ability to use this platform is quite simple

Puntos en contra

One thing I found that was an inconvenience was when I would want to put in a new image in the beginning of a template but had already filled it with multiple text, image, and video blocks. This would require me to drag it upward, which typically isn't an issue, just time consuming. However, I couldn't simply drag it upward and let the screen fly by, I had to continually "shake" the image upload block upward to keep it moving. Just something to look into, and possibly inserting other files like media files directly into spots on the template instead of automatically on the very bottom of the template.