Start every client relationship
on the right foot
Process Street simplifies client onboarding creating smooth transitions and happier clients.
Trusted by more than 3000 companies
Deliver value faster for new clients
Do more in less time with Process Street.
Onboard in less time
Streamline every step of the process with an intuitive interface and powerful integrations. Get clients up to speed in record time.
Simplify training
Centralize resources with integrated videos, automated emails, and task templates to deliver training consistently, every time.
Maintain constant communication
Stop losing clients from poor handoffs and communication gaps by automating follow-ups and improving collaboration between teams.
Customize workflows for unique needs
Design flexible, no-code workflows tailored to each client’s onboarding journey with if/then logic and adaptable timelines.
Client retention starts with effective onboarding
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.
Leverage the power of your people
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 processes
Keep key client info accessible
Avoid losing valuable client information when employees turnover. Store key information so it is always available to your business.
Unify your data
Unlock continuous improvement
With 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 insights
Get a head start with customizable onboarding templates
Accelerate client onboarding through popular integrations
Ensure a smooth start with personalized plans, product training, and ongoing support
Develop a strategy so your financial services clients are ready to start with you
What our customers are saying
Let automation do the busywork
Stop 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.
The onboarding solution that scales with your business
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.
Client and employee onboarding, training
Enterprise
CRM, SaaS
How Salesforce scaled onboarding & training with Process Street
Scaling onboarding while maintaining service quality and improving knowledge sharing.
- 1. Standardized onboarding processes
- 2. Reduced errors and improved accuracy
- 3. Centralized task tracking and better team performance
Client onboarding
Medium-sized
International ecommerce
How Zonos reduced onboarding time by 40% with Process Street
Complex onboarding processes and lack of customization and visibility with their previous system.
- 1. 40% reduction in implementation time
- 2. Fewer errors in task management
- 3. Streamlined onboarding with better customization
Client onboarding
Medium-sized
SaaS, Online book-keeping
How Acuity streamlined workflows with Process Street & Zapier
Fragmented processes across multiple platforms and high training overheads during rapid growth.
- 1. Increased efficiency by automating repetitive tasks with Zapier
- 2. Standardized workflows for business-wide consistency
- 3. Reduced training time for faster employee proficiency
Support that's actually there for you
Need help? Our team is on it faster than you can say "workflow."