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 workflows 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

Linda White

Head of Technology Services, Colliers

Watch case study

“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

Watch case study

Champion your sales team processes
with our sales workflow software

New client setup

Salesperson onboarding

MEDDIC process

Daily and weekly tasks

BANT qualification

Property management

Sales report

Candidate screening

Invoice generation

Internal audit

More sales 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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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.