Customer operations software

Customer operations software that keeps every promise

Q: What is customer operations software?

It's a system that helps you standardize, automate, and track customer-facing processes across your organization.

Q: How does Process Street help customer ops teams?

We turn onboarding and delivery playbooks into trackable workflows that enforce quality and consistency every time.

Q: Can non-technical teams use it?

Yes. Process Street is built for operations teams, not engineers. No code required.

Q: Does it integrate with our CRM or helpdesk?

Absolutely. Process Street connects with Salesforce, HubSpot, Zendesk, and over 8000 other apps.

Q: How fast can we launch workflows?

Most teams go live in days using prebuilt templates and guided setup.

Q: Can we monitor SLAs and escalations?

Yes. Use conditional logic, task due dates, and real-time alerts to enforce and track SLA performance.

Run onboarding, manage SLAs, and scale customer success with Process Street, the customer operations software built for precision and speed.

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Trusted by more than 3000 companies

What's your biggest customer operations challenge?

Use structured workflows that ensure every onboarding step is completed and documented, no steps missed.

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Customer operations is more than onboarding. It's execution at scale. From first kickoff to ongoing success, your customers need clear, consistent, and accountable processes, and so do your teams.

Process Street is customer operations software that turns playbooks into workflows. Standardize service delivery, track every step, and deliver on your promises without fail.

Run consistent customer onboarding

Build and deploy workflows that assign tasks, collect data, and guide each onboarding from start to finish.

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Enforce accountability across teams

Assign responsibilities, enforce deadlines, and track progress across CS, support, and delivery.

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Automate customer milestones and follow-ups

Trigger emails, reminders, and internal steps based on customer actions or project stages.

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Automate customer milestones and follow-ups

Tie execution to documentation

Connect SOPs, playbooks, and requirements directly to the workflows that enforce them.

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Meet Cora,
your behind-the-scenes customer ops manager

Cora helps you spot risks, improve processes, and keep customer execution on track, automatically.

Builds and refines customer workflows Use AI to build onboarding or delivery workflows that scale
Tracks SLA adherence in real time Monitor delays and trigger alerts when timelines are at risk
Surfaces blockers before they impact customers Flag incomplete tasks or overdue steps instantly
Recommends improvements Analyze workflow data to drive better outcomes over time

With Cora, customer operations runs smoother and smarter.

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Coordinate across functions

Unify every internal stakeholder in one process, from sales handoff to post-sale execution.

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Capture and track customer data

Collect customer inputs, documents, and sign-offs directly in the workflow.

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Monitor KPIs and SLAs

View dashboards that track workflow completion, timing, and team performance.

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Ensure repeatability and compliance

Run compliant, audit-ready workflows for every regulated customer or industry.

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Teams rely on Process Street's customer operations software to drive success and reduce churn:

Customer onboarding

Guide every customer through a structured onboarding plan that never misses a step.

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Project and service delivery

Run customer deliverables, implementations, and follow-ups as automated workflows.

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Customer health tracking

Monitor progress and risks using task data and execution logs.

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SLA and contract fulfillment

Track timelines, enforce task deadlines, and prove adherence to customer commitments.

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Escalation and issue management

Trigger workflows for incident resolution or stakeholder reviews when issues arise.

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Compliance-driven customer operations

Enforce processes for customers in finance, healthcare, or other regulated industries.

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Frequently asked questions

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

What is customer operations software?

How does Process Street help customer ops teams?

Can non-technical teams use it?

Does it integrate with our CRM or helpdesk?

How fast can we launch workflows?

Can we monitor SLAs and escalations?

Trusted by 3000+ Companies

From SaaS startups to enterprise CS teams, Process Street powers customer operations software that delivers every step, every time.

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.