Customer management

Customer management software that keeps every step consistent

Q: What is customer management software?

It's software that helps you manage customer-facing processes by standardizing workflows and tracking execution across teams.

Q: How does Process Street help manage customers?

We help you automate repeatable tasks, assign owners, and track outcomes from onboarding to renewal.

Q: Does it replace a CRM?

No. It complements your CRM by enforcing the execution layer of your customer processes.

Q: Can we track customer-facing compliance steps?

Yes. You can log policy acknowledgments, document collection, and task completion with audit trails.

Q: Does it integrate with our existing tools?

Yes. Process Street connects with Salesforce, HubSpot, Slack, Microsoft 365, and thousands more.

Q: How quickly can we get started?

Most teams go live in days using templates and guided onboarding.

Run onboarding, automate tasks, and track progress across teams with Process Street. The customer management software built for accountability and scale.

Get started Contact sales

Process Street Customer Management Software

Trusted by more than 3000 companies

What's your biggest customer management challenge?

Use structured workflows that guide every customer through the right steps with no guesswork.

Chat with an expert

Managing customer success requires more than a CRM. It takes consistent execution, shared workflows, and real-time visibility into every task and touchpoint.

Process Street is customer management software that turns scattered processes into structured, trackable workflows. Deliver great experiences, reduce risk, and scale without losing control.

Standardize onboarding and handoff processes

Build templates that guide every customer from closed-won to value delivered with clear ownership and steps.

Get started

Standardize onboarding and handoff processes

Track customer workflows in real time

See who's doing what, where customers are in the process, and what's holding things up.

Get started

Collect documentation and approvals

Gather agreements, compliance docs, and sign-offs as part of the workflow itself.

Get started

Tie SOPs and tasks together

Ensure your team follows the right steps by embedding your processes directly into the execution.

Get started

Meet Cora,
your customer operations assistant

Cora monitors workflows, flags delays, and helps you improve processes using real execution data.

Builds and refines workflows Use AI to create or improve onboarding, renewal, or support flows
Tracks progress by account Know which customers are on time, stalled, or off track
Flags risk early Identify missed steps, overdue tasks, and workflow breakdowns fast
Recommends improvements Use historical task data to refine customer-facing processes

With Cora, customer operations stay smooth, compliant, and always moving forward.

Discover how Cora works

Automate account maintenance workflows

Manage renewals, quarterly reviews, and support tasks with structured, repeatable flows.

Get started

Create shared processes across functions

Coordinate work between CS, finance, legal, and product with workflows that cross silos.

Get started

Ensure contract and policy adherence

Track delivery and execution of customer agreements and service-level requirements.

Get started

Use templates to scale what works

Clone successful workflows and adapt them for new teams, regions, or segments with ease.

Get started

What our customers are saying

"Appreciate the product you built at Process Street, we use it religiously."

Joshua Ketter

Global CEO, Spreetail

"We wouldn't have been able to scale to having as many customers as we do without using Process Street. Using native automations takes our efficiency to the next level!"

Jeffrey Kelly

General Manager, AssetLab Marketing

"Process Street exceeded our expectations"

Read case study

Emilee Sheehy

Business System Analyst, Zonos

Teams use Process Street's customer management software to scale execution across the customer journey:

Customer onboarding

Deliver smooth, repeatable onboarding experiences with consistent task flow and communication.

View templates

Contract management

Track agreements, compliance documents, and service-level obligations across accounts.

View templates

Cross-functional customer workflows

Manage work across departments with clearly defined roles and responsibilities.

View templates

Renewal and retention workflows

Run structured renewal prep, internal reviews, and follow-up tasks with clear accountability.

View templates

Policy and SOP enforcement

Ensure customer-facing teams follow internal processes with task-based tracking.

View templates

Customer handoff management

Coordinate transitions between sales, implementation, and support with workflows that reduce friction.

View templates

Frequently asked questions

Can't find the answer you need? Contact our support team.

What is customer management software?

How does Process Street help manage customers?

Does it replace a CRM?

Can we track customer-facing compliance steps?

Does it integrate with our existing tools?

How quickly can we get started?

Trusted by 3000+ Companies

From fast-growing startups to global customer teams, Process Street powers customer management software that helps teams scale execution without chaos.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.