Marketing workflow software
for scalability, growth, & success

Automate, improve, & lower costs with one tool

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Trusted by more than 3000 companies

Convert leads into sales with
Process Street's marketing workflow software

Use our marketing workflow software to optimize your team's performance & increase your campaign's success.

Increased consistency

Document your marketing workflows in templates that can be accessed by the right personnel from anywhere at any time.

Tighter control

Use task permissions to tag documented marketing workflows, store them safely in the cloud, and find them quickly. Organize and control who can see what, when.

Fewer mistakes

Documented marketing workflows are a single source of truth for how tasks should be executed. This leaves no room for misunderstandings, mistakes, or mishaps.

Quicker training

With clear marketing workflows to follow, new hires will pick tasks up quickly & easily. You'll spend less time training and they'll spend more time being productive.

Continual improvement

You can make changes across all of your processes with a click of a button. So, you can experiment with your marketing workflows and continuously improve.

“We definitely love Process Street. Not only has it allowed us to save days in time, it's improved employee happiness and helped us to save over $1m in operating expense!”

Pam Levin

Innovation Manager, Elite Business Ventures Inc.

Use marketing workflow software to crush
your competition & optimize your processes!

Workflows

Standardize & build marketing workflows in seconds

Standardize your marketing workflows by documenting them in templates for your team to follow. With our easy-to-use drag-and-drop editor you can create, update, and improve your marketing processes in no time at all!

Approvals

Make the right marketing decisions at the right time

Stay on top of critical decisions by adding Approvals to your marketing workflows. You'll be notified when important tasks, decisions, and documents need approval, so nothing will ever slip by unnoticed.

Collaboration

Create cohesive marketing workflows together

Encourage collaboration with Process Street's marketing workflow software by sharing processes, assigning tasks, providing feedback, and setting dynamic deadlines. Because afterall, teamwork makes the dream work.

Integrations

Save time by automating your marketing workflows

Automate your manual tasks by connecting your marketing workflows to the apps you love via Zapier, webhooks, or API integration. Save time, money, & effort, while improving accuracy, productivity, & motivation.

Forms

Use your marketing workflows to collect & store key data

For the successful execution of your marketing efforts, add form fields to your marketing workflows. Use widgets such as long-text boxes, file uploads, and subtasks to collect, store, and access important data.

Conditional logic

Create adaptable marketing workflows with Conditional Logic

Create marketing workflows that are interactive, dynamic, and adaptable using Conditional Logic. Your workflow runs will alter what tasks are presented, dependent on what data has been inputted.

Reports

Check the status of your marketing workflows

Use Reports to assess how your team is progressing with your marketing workflows. View the status of workflows, observe who is working on what, and note the due dates of workflow tasks.

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Start improving and automating
marketing team processes

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Here's why teams love Process Street's
marketing workflow software...

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

Head of Technology Services, Colliers

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“A huge win. Delivers cross
functional team collaboration.”

Alex Hauer

Senior Success Consultant, Salesforce

Read case study

"It was the right choice for us. It helped our team move quicker"

Chelsea Lynch

Manager of CS operations, Bentobox

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This is how others are using marketing
workflow software to scale, grow, & succeed

New client setup

Employee onboarding

Email campaigns

Marketing reports

Marketing strategy

Marketing procedures

SEO

Marketing proposals

Social media

Content marketing

More marketing workflows

Trusted by great people

Tech MD

"Process Street has been instrumental in helping us scale our organization. We have grown at least 100% since we started using Process Street."

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Mindshare Collaborative

"Having Process Street in place allows us to produce consistent results for our clients. With consistent results, we can then continue to scale."

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Mainline Autobody

"We use Process Street in many more areas than we thought we were going to use it. Especially for new employees, we use it as a training tool."

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Process Street webinars:
Key insights from process experts

Got questions? Find the answers at our monthly webinars. These webinars provide unique insight from experts across a wide range of industries, so join us and join in! See you there!

Stay informed with our business blog

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Dive into our blog

Video library

Browse through our always-growing video library to learn how to take your Process Street workflows to the next level.

Product demo

Watch this demo and find out how to use Process Street to build effective client onboarding processes.

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Approvals

Keep on top of all key client onboarding decisions by adding Approval tasks to your onboarding workflows.

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Conditional logic

Don't build thousands of templates to fit each of your client profiles. Build one with Conditional Logic.

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Creating & editing templates

Start from scratch and learn how to create and edit effective client onboarding templates.

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Templates vs checklists

Create core client onboarding templates and then run individual workflows from these templates.

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Stop tasks

Make sure your team are completing client onboarding tasks in the right order with Stop tasks.

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See all our videos

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

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.