Sales workflow software
to guide your pipeline

Streamline, optimize, and speed up your sales team with Process Street

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Trusted by more than 3000 companies

Sales workflow software for teams
to accelerate growth

Manage your team and every stage of the sales cycle with Process Street.

Easier documentation

Our intuitive drag-and-drop editor makes it simple for anyone to start documenting sales processes in minutes. It's even simpler for users to then work through checklists!

More consistency

Don't let deals go down the drain because important tasks fell through the cracks. Get complete control and visibility into whether team members have actually followed the process or not.

Increased knowledge

With Process Street's sales workflow software, you can capture integral customer and client data with rich form fields, helping your team to always be in the know.

Fewer bottlenecks

Process Street gives your key decision-makers the ability to review your team’s work both in the office and on the move. This makes the approvals flow far more streamlined.

Improved accountability

No matter if employees are working in-office or remotely, everyone will know what to do, how, when, and why thanks to templates and single-instance checklists.

“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.

But wait... there's more our sales
workflow software can help you with

Workflows

Establish documented sales workflows — quickly

Every customer deserves the same quality experience. Documented workflows make sure your sales team follows the same steps for every sale, guaranteeing quality work in the process. And with Process Street, it takes mere minutes to document important workflows.

Approvals

Keep workflows flowing with approvals

Normally, waiting for approvals to come in can take time, create bottlenecks, and even cost you a sale. Our approvals feature make sure that doesn’t happen. When approval is needed, decision-makers get notified immediately, and can then approve items from their email inbox, the mobile app, or via a browser.

Collaboration

Allow teamwork to thrive

Sales processes can involve multiple people across multiple teams. Using task and role assignments, you can make sure the right person is always allocated to the right task. Throw in dynamic due dates to keep track of deadlines, and collaboration has never been easier.

Integrations

Integrate with the other tools you know and love

Want to use Process Street but worried that means siloing your other tools? Don't be. Thanks to webhooks, API, and third-party tools like Zapier that allow you to integrate Process Street with over 2,000 apps, you can keep using all the other tools you need.

Forms

Obtain rich data with form fields

With our built-in, easy-to-add form fields, collecting and managing structured information is simpler than ever before. Once data has been obtained, it's then possible to seamlessly pass data between Process Street and the favorite apps you've integrated with.

Conditional logic

Unleash conditional logic's power

Static checklists are a thing of the past. Process Street's advanced feature conditional logic is an if-this-then-that tool that dynamically changes checklists to suit the user's needs. It's almost like magic.

Reports

Use Reports to get complete transparency

Who's doing what? When are they doing it? Have they already done it? If so, has it been done in the right way? Reports provides all this information — and more. Follow the progress of all your team's processes in real-time and stay on top of tasks

Discover sales workflows

Stop the chaos! Take control
of your sales workflows

Get started Contact sales

Here's why teams love Process Street's
sales 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