Customer success software

Customer success software that delivers consistency at scale

Q: What is customer success software?

It's a platform that helps you drive consistent outcomes across onboarding, adoption, and renewal through automated, trackable workflows.

Q: Why use Process Street for customer success?

Process Street helps you execute CS playbooks at scale, without dropping tasks or missing renewal triggers.

Q: Do I need a developer to use it?

No. Process Street is no-code and built for operators, anyone can launch workflows in minutes.

Q: Does it integrate with our CRM?

Yes. We connect with Salesforce, HubSpot, and 8000+ tools to keep data flowing and tasks aligned.

Q: Can we track customer health and progress?

Absolutely. Monitor task completion, adoption milestones, and risk triggers in real time.

Q: How quickly can we get started?

Most CS teams launch their first workflows in a few days with our onboarding templates and guided setup.

Streamline onboarding, track engagement, and ensure renewals with Process Street, the customer success software built for execution.

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Process Street Customer Success Software

Trusted by more than 3000 companies

What's your biggest customer success challenge?

Build standardized workflows that guide every customer through a repeatable, high-touch onboarding process.

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Customer success is a system, not just a sentiment. If your playbooks live in slide decks, you're flying blind. If they live in Process Street, they get followed.

Process Street is customer success software that turns onboarding, adoption, and renewal workflows into trackable, repeatable processes. So your team doesn't miss a beat, or a renewal.

Run standardized onboarding at scale

Use automated workflows that assign tasks, track completions, and ensure customers hit time-to-value.

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Track adoption and health in real time

Monitor engagement, workflow progress, and task history for every account in your portfolio.

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Automate playbooks and check-ins

Trigger emails, calls, QBR prep, or internal alerts based on time, behavior, or customer lifecycle stage.

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Ensure accountability across teams

Assign owners, enforce due dates, and keep everyone aligned across sales, CS, and support.

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Meet Cora,
your AI-powered CS ops partner

Cora helps you monitor execution, surface risks, and keep accounts on track, automatically.

Builds and improves success workflows Use AI to optimize onboarding, renewal, or expansion playbooks
Tracks task and milestone completion Get instant visibility into stuck accounts or at-risk steps
Flags risks before they escalate Surface missed tasks or late deliverables across customer journeys
Feeds back insights Use real execution data to refine your CS strategy as you scale

With Cora, CS teams act fast, stay focused, and drive outcomes.

Discover how Cora works

Manage renewals with confidence

Run renewal workflows with clear task ownership, account data capture, and internal coordination.

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Deliver high-touch experiences at scale

Standardize the moments that matter, onboarding, QBRs, expansions, with workflows that keep you consistent.

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Connect CS to revenue and results

Track and report on success plan execution, time-to-value, and CS-led impact.

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Work across systems without friction

Tie your workflows to Salesforce, HubSpot, and other tools you already use.

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

Customer onboarding

Guide each customer through a step-by-step journey that accelerates time-to-value.

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Adoption and engagement tracking

Monitor usage milestones, check-in cadence, and customer engagement workflows.

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Renewal management

Automate renewal prep, internal reviews, and follow-ups to protect and grow accounts.

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QBR and EBR workflows

Standardize business review prep with templates that enforce quality and consistency.

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Churn prevention playbooks

Run proactive workflows to re-engage accounts showing signs of risk.

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Cross-functional success plans

Unify CS, support, and delivery teams in one platform with shared visibility and accountability.

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Frequently asked questions

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

What is customer success software?

Why use Process Street for customer success?

Do I need a developer to use it?

Does it integrate with our CRM?

Can we track customer health and progress?

How quickly can we get started?

Trusted by 3000+ Companies

From SaaS startups to enterprise CS teams, Process Street powers customer success software that scales with your business.

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.