Process Street simplifies client onboarding creating smooth transitions and happier clients.
Do more in less time with Process Street.
Streamline every step of the process with an intuitive interface and powerful integrations. Get clients up to speed in record time.
Centralize resources with integrated videos, automated emails, and task templates to deliver training consistently, every time.
Stop losing clients from poor handoffs and communication gaps by automating follow-ups and improving collaboration between teams.
Design flexible, no-code workflows tailored to each client’s onboarding journey with if/then logic and adaptable timelines.
Many companies experience significant disengagement during onboarding, and a 5% retention improvement could
increase profits by more
than 25%.
Ace your first impression and set up client relationships for sustained growth.
Facilitate smooth collaboration across teams by assigning tasks, adding comments, sharing updates, and distributing knowledge, no matter where your teams are located.
Put your people at the center of your processesAvoid losing valuable client information when employees turnover. Store key information so it is always available to your business.
Unify your dataWith our reports and data analytics, you can gain insights into bottlenecks and drop-off points to improve your processes. You can also push out updates anytime, even to ongoing workflows.
Get process insightsStop error-prone data entry from copy-pasting across endless documents. Free your team up to build relationships and create value. Use forms, task triggers, deep integrations, and our AI tasks to do it all faster.
Our intuitive checklist interface creates consistency for every client, while our data and analysis tools help your team effortlessly track every client's progress. The result? Happier clients worldwide.
Need help? Our team is on it faster than you can say "workflow."
Make onboarding simple to keep your clients engaged and satisfied.