The Process Street Insider’s Guide
Everything we know about Process Street in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Process Street
The Insider’s Guide
Checklist-based workflows, SOPs and approvals for operations teams
Every plan, grade, refund rule and rival among project management tools, read from Process Street’s own pages.
Made by Process Street, Inc. · checked Oct 18, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Process Street’s own pages, its app-store listings and our grades. Every fact in it is on Process Street’s page too, where it is kept up to date. Checked Oct 18, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 3 of the 79 other project management tools we grade
Process Street turns standard operating procedures and checklists into workflows that people run step by step, with forms, approvals, conditional logic and enforced task order. It now sells itself as a compliance operations platform, adding Docs for controlled policies and SOPs, Data Sets for shared records, and Cora, an AI agent that builds workflows and flags compliance gaps. Prices are quoted by sales.
To get you started, here are 8 things to know about Process Street, taken from its own pages and our grades.
It now pitches itself at compliance teams, with controlled documents and an AI agent called Cora.
- 1
Best for checklists teams run the same way every time
Process Street turns written procedures into checklists people actually follow, with forms, approvals and steps that can't be skipped.
- 2
You can try it first
14-day free trial of the Pro plan, no credit card required
- 3
It runs on 3 platforms
Web, iOS and Android.
- 4
Workflows with forms and approvals
Each run of a workflow is a checklist of tasks with form fields, approvals, conditional logic, enforced task order, dynamic due dates and role assignments.
- 5
Scheduled workflows and run links
Start workflows on a schedule or from a shared link, and restore an earlier revision of a workflow if a change goes wrong.
- 6
Docs for policies and SOPs
An in-browser editor and document control for policies and SOPs, with version history, approval workflows, role-based access and an audit trail.
- 7
A 2.2 GPA, above 3 of 79
That is against the other project management tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
Keep it
To replace Process Street you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Process Street at a glance
- Pricing
- Free trial
- Free plan
- No
- Free trial
- 14-day free trial of the Pro plan, no credit card required
- Runs on
- Web, iOS, Android
- Made by
- Process Street, Inc.
- Category
- Project Management
- Our grade
- 2.2 GPA, fair
The report card
Best for checklists teams run the same way every time
Process Street turns written procedures into checklists people actually follow, with forms, approvals and steps that can't be skipped. It now pitches itself at compliance teams, with controlled documents and an AI agent called Cora. We couldn't confirm what it costs, because every plan is quoted by sales.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | C | We couldn't confirm a price: none is published. Startup, Pro and Enterprise are all quoted through sales, and Startup is only for firms under 15 people and $2 million in revenue. C is the grade when no price is on record. |
| Free plan and trial | C | No free plan, but a 14-day trial of Pro with no credit card. When it ends, you buy a plan to keep going. |
| Features | C | It does the run-a-process job fully: checklists with forms, approvals, conditional logic and enforced order, schedules, controlled documents and Data Sets. But that's a smaller job than planning projects, with no boards or Gantt charts on record, and the apps don't work offline. |
| Ease of use | C | No rating on record, and the work is turning your procedures into workflows: steps, form fields, approvals and rules. The AI can draft a workflow from a description, which shortens it. |
| Platforms and integrations | B | Web, iPhone and Android, with Slack, Microsoft Teams, Salesforce, Google Sheets, Jira, DocuSign, Zapier and Power Automate, plus an API and webhooks. No desktop app, so it stops at B. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Process Street is for
- Great if your team repeats the same onboarding or compliance steps every week
- Handy when auditors want a record of who did each step and when
- Good for operations people turning written SOPs into checklists that get followed
Who it is not for
- Skip it if you want a price before talking to sales, as none is published
- Not for you if you plan one-off projects on boards or timelines
- Tight if you'd be on Startup, with 5 users and 50 API calls a month
Good to know
Good for
- Operations teams that run the same onboarding or compliance steps many times
- Regulated businesses that need an audit trail for each completed process
- Teams turning written SOPs into checklists people actually follow
Worth knowing
- No prices are published: the Startup, Pro and Enterprise plans are all quoted through sales, and card payments are charged in US dollars.
- The Startup plan is limited to 5 users, 10 guests, 100 automation actions and 50 API calls a month, and 5 MB per file.
- Process Street says its apps do not work offline.
- Startup pricing is limited to businesses with fewer than 15 employees and under $2 million in revenue.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
Process Street's current pricing could not be confirmed from its own site.
We couldn't confirm a price: none is published.
We could not confirm Process Street’s current prices from its own site, so this guide lists no plans. process.st has them.
Ways to pay less
Startups
Startup plan at a reduced Pro price
Businesses with fewer than 15 employees and under $2 million in revenue can buy a simplified Pro plan at what Process Street calls a significantly reduced price.
Stated on process.stNonprofit
Discounts for registered nonprofits
The pricing page says discounts are available to registered non-profits on request to the sales team.
Stated on process.st
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
3
Places it runs: Web, iOS and Android
Checklist-based workflows, SOPs and approvals for operations teams. Here is what it does, as its own site describes it, and what it covers: public API, AI features, templates, tasks, workflow automation, forms.
But that's a smaller job than planning projects, with no boards or Gantt charts on record, and the apps don't work offline.
- Workflows with forms and approvals
- Each run of a workflow is a checklist of tasks with form fields, approvals, conditional logic, enforced task order, dynamic due dates and role assignments.
- Scheduled workflows and run links
- Start workflows on a schedule or from a shared link, and restore an earlier revision of a workflow if a change goes wrong.
- Docs for policies and SOPs
- An in-browser editor and document control for policies and SOPs, with version history, approval workflows, role-based access and an audit trail.
- Data Sets
- Structured records that workflows read from and write to, kept in sync with other systems; the Startup plan holds 5,000 records and Pro 10,000.
- Cora and AI workflow generation
- Cora is an AI agent that monitors regulations, builds and adjusts workflows and flags risks; workflows can also be drafted with AI from a description.
- Automations and integrations
- Native automations send data to Google Sheets, Slack, Salesforce, DocuSign and Jira, alongside Zapier, Make and Power Automate connectors, an API and webhooks.
Where it runs
- Web
- iOS
- Android
What it works with
- Slack
- Microsoft Teams
- Salesforce
- Google Sheets
- Jira
- DocuSign
- Zapier
- Power Automate
Process Street is made by Process Street, Inc.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
3/79
Other project management tools it is graded above
Process Street's GPA of 2.2 is higher than 3 of the 79 other project management tools we grade, and level with 16.
It stands best on platforms and integrations (B, above 6 of 79) and worst on features (C, above 1).
Each grade against the category
Every bar is all 80 project management tools we grade, cut by the letter each got. Process Street’s own letter is outlined.
- CValue for moneyAbove 16 of 79
- CFree plan and trialAbove 4 of 79
- CFeaturesAbove 1 of 79
- CEase of useAbove 2 of 79
- BPlatforms and integrationsAbove 6 of 79
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Process Street you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 60 of the 79 other project management tools grade higher.
What you could make
- Tasks, forms and templates: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- A real app for iOS and Android. Something home-made would be a web page.
- AI features, unless you pay a model provider for each request yourself.
- What a company asks for before it lets staff use something: roles and permissions.
What this rests on. Process Street’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Smartsheet, monday.com, Airtable, SmartSuite and ClickUp
The 5 tools Process Street is most often weighed against, with where each one differs from it.
- 3.0GPA
Smartsheet
Free trial · from $9/mo
Spreadsheet-style project and work management for teams.
- Only Smartsheet lists macOS and Windows apps.
- Process Street also covers templates and forms.
- Smartsheet also covers calendar, kanban boards and Gantt & timelines.
- 2.8GPA
monday.com
Free plan · from $9/mo
Board-based work management with automations and dashboards.
- monday.com has a free plan. Process Street does not, though it has a free trial.
- Only monday.com lists macOS and Windows apps.
- Process Street also covers templates and forms.
- 3.0GPA
Airtable
Free plan · from $20/mo
Relational database platform for building team workflows and apps.
- Airtable has a free plan. Process Street does not, though it has a free trial.
- Only Airtable lists macOS and Windows apps.
- Process Street also covers templates, tasks and forms.
- 2.4GPA
SmartSuite
Free trial · from $15/mo
No-code work platform built on linked tables, views and automations.
- Process Street also covers templates, tasks and forms.
- SmartSuite also covers databases, kanban boards, Gantt & timelines and no-code.
- 3.0GPA
ClickUp
Free plan · from $7/mo
Work platform combining tasks, docs, chat and dashboards.
- ClickUp has a free plan. Process Street does not, though it has a free trial.
- Only ClickUp lists macOS, Windows and Linux apps.
- Only ClickUp lists a browser extension.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
12
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Process Street free?
No, Process Street is a paid product, but you can try it first. 14-day free trial of the Pro plan, no credit card required.
What platforms does Process Street work on?
Process Street is available on Web, iOS and Android.
Does Process Street offer any discounts?
Process Street publicly lists the following: Startup plan at a reduced Pro price; Discounts for registered nonprofits.
Does Process Street have a Windows app?
No Windows app was listed when its pages were read on Oct 18, 2026. Process Street is listed for Web, iOS and Android.
Does Process Street have a macOS app?
No macOS app was listed when its pages were read on Oct 18, 2026. Process Street is listed for Web, iOS and Android.
Is Process Street open source?
Process Street is not described as open source on its own site, as read on Oct 18, 2026.
Does Process Street have an API?
Yes. Process Street offers a public API, according to its own site.
What does Process Street integrate with?
Process Street's listing names Slack, Microsoft Teams, Salesforce, Google Sheets, Jira, DocuSign, Zapier and Power Automate.
Who makes Process Street?
Process Street is made by Process Street, Inc.
What are the alternatives to Process Street?
The closest alternatives to Process Street in our directory are Smartsheet, monday.com, Airtable, SmartSuite and ClickUp.
How does Process Street compare with other project management tools?
Process Street's GPA of 2.2 is higher than 3 of the 79 other project management tools we grade, and level with 16.
Could I make my own version of Process Street?
To replace Process Street you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Process Street’s own pages on Oct 18, 2026, and the grades were given on Oct 18, 2026. Graded from this listing, whose facts were read from Process Street's own pages on 18 October 2026. Not based on using the product, and shorter than our full reviews.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Process Street, Inc. Prices change, so check process.st before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
2,021
Tools graded, in 54 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
ToolGPA is free to read. It may earn a commission from affiliate links and it works with sponsors, but anything paid for is labelled and no one can pay for a grade. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
2,021
tools graded
54
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Process Street, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/process-street
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Process Street: The Insider's Guide", checked Oct 18, 2026. https://toolgpa.com/tools/process-street
Know someone choosing between project management tools?
Send them this guide: toolgpa.com/tools/process-street/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded project management tools after Process Street, each with an Insider's Guide of its own.
- Project Management Insider's GuideEvery one of the 80 project management tools we grade, compared
- GitHub Issues Insider's GuideIssue tracking and project planning built into GitHub3.4 GPA
- Freedcamp Insider's GuideProject management suite with a free plan for unlimited users3.2 GPA
- Huly Insider's GuideOpen-source project management with chat, docs and video calls3.2 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Process Street’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. ToolGPA uses affiliate links and may earn a commission from them, and it works with sponsors; anything paid for is labelled, and no one can pay for a grade. Process Street is a trademark of its owner, and this guide is not made, paid for or approved by Process Street, Inc. Prices and plans change: check process.st before you buy.