Process Street Reviews in September 2026: User Ratings, Pros & Cons

"Invaluable for my agency"

What do you like best about Process Street? The most important thing for me is the ability to create simple checklists, to have standard procedures for the onboarding and fulfillment of my clients - and the fact that the checklist updates for every one of my clients, when I change it. What do you dislike about Process Street? Nothing, its simple and perfect and should stay that way. What problems is Process Street solving and how is that benefiting you? Standard procedures for my clients ...

"Incredible platform for teams"

What do you like best about Process Street? I love how it keeps my team and I organized and on track with all of our various client engagements, as well as monthly recurring processes that we do on the back end of our business. What do you dislike about Process Street? I dislike that it automatically assigns whoever creates the task as the one who is responsible for completing it. I enter tasks it for the team, but they do not solely belong to me. What problems is Process Street solving and ...

"Streamlined Our Client Onboarding & Fulfillment Tasks"

What do you like best about Process Street? Process Street has been a game-changer when it comes to our Client Onboarding and client fulfillment. We've created an Onboarding Workflow where we gather the necessary information we require from our clients, and a Workflow that maps out what our staff needs to do once that's received. One key feature we love about Process Street is its integration with Zapier as we can easily send the collected data to multiple third-party software to further ...

"Fantastic Service, Really Helps to Streamline Processes"

What do you like best about Process Street? The ease of use & customer service. We used to use paper based checklists - Process Street is way easier and much better for collaboration What do you dislike about Process Street? Haven't experienced any downsides as of yet Recommendations to others considering Process Street: A little silly, but would love to see a change-up in the confetti/celebration when a workflow is completed - just to keep it interesting, I live for the confetti in my work ...

"This has infinitely simplified my calendar"

What do you like best about Process Street? Love the ability to assign steps, schedule workflows and record data to other sections is amazing. What do you dislike about Process Street? I wish that I were able to adjust the default time on assigning due dates. I want them to be due at the end of the day instead of 8am. Recommendations to others considering Process Street: Perfect for organizations with varied systems that are looking to expand. What problems is Process Street solving and how ...

"Excellent tool"

What do you like best about Process Street? I love how I can add content and additional information into the process steps, easily rearrange steps, and edit/update an in-process workflow when I update the template. I also love having the templates built out for processes/workflows I don't run that often. It makes it so much easier to step back in and do the work without having to remember what to do and in what order! What do you dislike about Process Street? I don't like paying for ongoing ...

"Workflows at their best..."

What do you like best about Process Street? It's mostly easy to understand how all the workflows are set up. Creating one doesn't require a trip to the Documentation. It's just feels well thought out and like they really tried to have everything "just make sense". What do you dislike about Process Street? I wish certain features, like Dynamic Due Dates were included in the Basic plan. That's really it - don't hesitate to use it and try it. Recommendations to others considering Process ...

"Easy to Follow Checklists"

What do you like best about Process Street? I have used Process Street from the side of downloading checklists from a leader in my industry. It has been so easy to replicate his processes. I can make easily see my progress and make it my own. What do you dislike about Process Street? Sometimes I end up with more than one copy of the same checklist. I'm sure this is a user error but it is annoying. Recommendations to others considering Process Street: This is a great place to create SOPs for ...

"The best in the game"

What do you like best about Process Street? The user experience, ease of use and sleek UI. What do you dislike about Process Street? I haven't been able to find any component of Process.St that I dislike. After researching several of its competitors, it's the reason I stuck with them. What problems is Process Street solving and how is that benefiting you? Process street helps with onboarding new employees including giving them access to training.

"Love Process St"

What do you like best about Process Street? Its both a checklist and a process documentation system. It tells you what to do, how to do it, who's responsible for it and when its due. Love the conditional logic. What do you dislike about Process Street? I wish that the backend of conditional logic had a way to more easily identify which tasks are conditional. What problems is Process Street solving and how is that benefiting you? Both process documentation and checklists. Very easy to create ...