Process Street Reviews

Name: Process Street
Brand: Process Street
Rating: 5.0 (3 reviews)

5.0 out of 5

3 reviews
100% willing to recommend

What is Process Street?

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Project Management Software

October 2025

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Helped 872,922 peers since 2012

Featured Process Street reviews

reviewer2764182

CEO and Digital Strategy Consultant at a training & coaching company with 1-10 employees

I find several features of Process Street especially valuable. Dynamic workflow management allows me to update processes “in-flight” without causing disruption. Automation capabilities have streamlined onboarding, client delivery, and project milestones. Zapier integrations have unified multiple platforms, including ClickUp, the CRM, and Front, ensuring seamless data flow. The tool supports scalability, managing 20–30 web builds simultaneously with predictable outcomes. Its customizable templates make it easy for teams to create or adapt workflows for new clients or services. Cross-department flexibility means that it is used successfully in HR, finance, marketing, and project management. Accountability tools, such as task assignments and transparent tracking, ensure that nothing falls behind.

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reviewer2764179

Financial Advisor at a consultancy with 11-50 employees

At Planning Pros, we leveraged Process Street to eliminate manual inefficiencies and compliance risks in our daily operations. Key improvements include automated client onboarding with built-in compliance checks, leading to $20,000 in annual savings from reduced manual work and streamlined automation. Our regulatory compliance has improved through consistent, trackable workflows. Client processing is now faster, with onboarding completed in hours instead of days. The platform has reduced the risk of human error, ensuring every file meets required standards. It also enables asynchronous collaboration across global team members, supporting our remote operations. We benefit from efficient integration with Google Sheets, which provides real-time data tracking and reduces duplication.

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reviewer2764176

Licensed Associate Broker at a consultancy with 1-10 employees

I find the workflow automation feature valuable because it streamlines repetitive administrative tasks and triggers automatic notifications. The dynamic templates can be easily updated to accommodate changes in property or client workflows. Dashboards and visibility tools provide real-time insights into team activity and task completion. The Slack integration has improved internal communication and reduced the need for manual check-ins. The celebratory workflow completion with confetti enhances morale and motivation among team members. The accessibility and user experience are excellent, with a highly visual interface that is adaptable for different user preferences, such as kanban versus list view.

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Valuable Features

"At Planning Pros, we leveraged Process Street to eliminate manual inefficiencies and compliance risks in our daily operations, with automated client onboarding and built-in compliance checks leading to $20,000 in annual savings and faster processing completed in hours instead of days."
"Process Street is a cornerstone of Accentuate’s operational excellence; it powers every aspect of the business, from onboarding and HR to client project management and marketing execution."
"Process Street transformed Rent Builder Property Management’s operations by standardizing and automating property onboarding processes, reducing setup time by nearly 75%, and increasing tenant management efficiency by 25% through streamlined communication."

Room for Improvement

"I would like to see enhanced built-in compliance reporting dashboards designed specifically for small firms."
"Process Street could benefit from expanded in-app analytics or deeper native integrations with CRMs and project management platforms to reduce reliance on third-party tools such as Zapier."
"I would like to see enhanced built-in compliance reporting dashboards designed specifically for small firms."

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Process Street Reviews Summary
Author info	Rating	Review Summary
CEO and Digital Strategy Consultant at a training & coaching company with 1-10 employees	5.0	I use Process Street to streamline workflows across departments, enabling faster onboarding, improved consistency, and scalable operations. Its automation and integration features are invaluable, though deeper native analytics and integrations would reduce reliance on third-party tools.
Financial Advisor at a consultancy with 11-50 employees	5.0	I use Process Street to automate compliance-heavy tasks in my remote advisory firm, saving $20,000 annually while improving efficiency, reducing errors, and supporting asynchronous teamwork, though I wish it had better compliance reporting dashboards tailored for small firms.
Licensed Associate Broker at a consultancy with 1-10 employees	5.0	I use Process Street to streamline property management tasks, significantly improving efficiency, communication, and team accountability. Its automation, real-time tracking, and user-friendly interface transformed our workflows, reducing setup time and enhancing our operations without any stability or scalability issues.

Process Street Reviews

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