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Marketing workflow software for scalability, growth, & success

Automate, improve, & lower costs with one tool

Trusted by more than 3000 companies

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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.
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“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
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!

Standardize & build marketing workflows in seconds
Make the right marketing decisions at the right time
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.

Create cohesive marketing workflows together
Save time by automating your marketing workflows
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.

Use your marketing workflows to collect & store key data
Create adaptable marketing workflows with Conditional Logic
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.

Check the status of your marketing workflows
Discover marketing workflows
Start improving and automating marketing team processes

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

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
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"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

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."
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."
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."
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!

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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.
Approvals
Keep on top of all key client onboarding decisions by adding Approval tasks to your onboarding workflows.
Conditional logic
Don't build thousands of templates to fit each of your client profiles. Build one with Conditional Logic.
Creating & editing templates
Start from scratch and learn how to create and edit effective client onboarding templates.
Templates vs checklists
Create core client onboarding templates and then run individual checklists from these templates.
Stop tasks
Make sure your team are completing client onboarding tasks in the right order with Stop tasks.
See all our videos

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