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We’ll work closely with at least one subject matter expert from your team to fully understand your process and gather the information needed to start the build.
Our team will design and implement a comprehensive Process Street workflow, fully configured with the features and integrations your business needs.
We make sure your workflow is tested and refined, so it does exactly what you need and functions seamlessly for your team.
You’ll choose a team member to take ownership of the workflow, and we’ll make sure they have the training and resources needed to manage it confidently moving forward.
Checklist-Based Workflows: Build repeatable, interactive checklists to ensure consistency every time.
Conditional Logic: Handle complex workflows with tasks that adjust dynamically based on user input.
Task Approvals: Get quick approvals and sign-offs to keep processes moving smoothly.
Integrations: Connect effortlessly with tools like Salesforce, Microsoft Teams, and more.
Analytics: Track performance and uncover insights to continuously improve your workflows.
Repeatable Checklists for consistent execution
Conditional Logic to simplify complex tasks
Instant Approvals to avoid process delays
Integrations with Salesforce, Microsoft Teams & more
Insightful Analytics to improve every workflow
HR: Automate hiring, onboarding, and offboarding so nothing falls through the cracks.
Sales: Keep your pipeline organized with standardized lead and deal workflows.
Operations: Run recurring tasks and compliance checks consistently, every time.
IT: Resolve tickets faster and simplify system audits with repeatable processes.
Expert Setup: We’ll customize your workflows to match how you work.
Personalized Onboarding: Training to get your whole team using it with confidence.
Dedicated Support: Fast answers and help whenever you need it.
Extra Resources: Templates, how-to, and proven best practices to maximize your ROI.