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Customer management

Success starts here

Process Street is a game-changer for high-performing customer-facing teams, offering consistent service quality, hassle-free integration, and improved customer satisfaction.

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Trusted by more than 3000 companies

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Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo

With Process Street, you're investing in a strategy to enhance customer satisfaction while optimizing business operations!

Customer management automation

Enhance customer experience with automation

Simplify the onboarding process using our Customer Service Automation, ensuring a smooth, hassle-free transition for all new customers.

Win hearts and minds consistently

Win hearts and minds consistently

Use our robust Customer Success Software to optimize retention strategies, fostering lasting relationships that drive growth.

Unify your toolkit

Unify your toolkit

Seamlessly integrate Process Street with your preferred tools, meeting all your customer support automation needs.

Get real time insight at a glance

Get real time insight at a glance

Gain valuable insights into customer operations through real-time reports and analytics, enabling swift and informed process iteration.

Automate routine focus elsewhere

Automate routine focus elsewhere

Reclaim your precious time with Customer Support Automation. Automate mundane tasks and concentrate more on delivering exceptional experiences to your customers.

Deliver stellar service every time

Deliver stellar service every time

Utilize our advanced automation features to eliminate variance in service delivery. Ensure every customer receives the same high standard of service each time they interact with your business.

Customer management automation
Customer management automation Win hearts and minds consistently Unify your toolkit Get real time insight at a glance Automate routine focus elsewhere Deliver stellar service every time Customer management automation
Common use cases
Customer Onboarding
Establish standardized onboarding workflows that facilitate a faster time-to-implementation for new customers.
Problem

A disjointed and manual onboarding process often leaves new customers confused and dissatisfied, impacting their long-term relationship with the brand.

Process Street Solution

With Workflows, the customer onboarding process can be automated, creating a seamless, efficient experience that leaves new customers feeling valued and supported.

Show more
Support Management
Customer Check-Ins
Customer Upselling/Cross-selling
Customer Satisfaction Surveys

Popular templates

Client Onboarding
Client Onboarding
  1. 1. Select client package options
  2. 2. Send new client questionnaire
  3. 3. Email the contract for review and signing
Churn Management
Churn Management
  1. 1. Ensure CS availability during peak times
  2. 2. Respond to negative reviews immediately
  3. 3. Review social media triage flow
Client Relationship Manager Onboarding
Client Relationship Manager Onboarding
1. Familiarize with company's CRM software
2. Train on resolving client issues and complaints
3. Discuss client feedback loop process
SLA Management
SLA Management
  1. 1. Specify the objectives of the agreement
  2. 2. Confirm performance review protocols
  3. 3. Review current service requirements
Customer Management
Quality Assurance Audit
  1. 1. Confirm customer verification procedure followed
  2. 2. Evaluate agent's problem-solving ability
  3. 3. Verify agent has followed all legal regulations
Customer Service Training
Customer Service Training
  1. 1. Learn the company's mission
  2. 2. List key customer service qualities
  3. 3. Understand saved replies
Generate a custom workflow in seconds using AI

Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.
GDPR compliance
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
SOC 2 Type II compliance
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.
HIPAA compliance
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.
AI compliance
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.

Backed by happy clients

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results.
Linda White
Linda White
Head of Technology Services, Colliers
“Process Street exceeded our expectations”
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Emily Sheehy
Emilee Sheehy
Business System Analyst, Zonos
Read case study
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A huge win. Delivers cross functional team collaboration.
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

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