Sales Workflow Software to Guide Your Pipeline

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

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 JOIN OVER 450,000 PROCESS STREET USERS

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

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!

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.

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.

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.

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.

WORKFLOWS

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

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

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

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

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

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.

DASHBOARD

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

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TRUSTED BY

TechMD Video

Mariline Video

MEDDIC Process

New Client Setup

Salesperson Onboarding

BANT Qualification

Daily and Weekly Tasks

Sales Report

Candidate Screening

Property Management

Invoice Generation

Internal Audit

Our template library is full of optimized checklist templates. Save time, effort, and money by adding these templates to your account. You can edit them to fit your team's needs.

Sales employee retention rates are some of the worst across all industries. Don't let new hires suffer the same fate by ensuring you onboard them properly. Every step of this process has been meticulously documented so new team members have a positive, informative experience. It's also possible to take things a step further and automate steps in this checklist by integrating it with your HR app — like Workable or VIVAHR.

In the sales world, everyone knows how important it is to properly qualify the right customer for the sales pipeline. However, it's not exactly easy to do — unless you're using this checklist, that is. It takes sales staff through the six main stages of MEDDIC, making sure that only the right type of customer is sold to. With approvals and stop tasks added, even new sales employees will be able to qualify sales leads like a pro.

REGISTER FOR OUR WEBINARS

Process Street webinars are a great resource for learning about new features, tips, tricks, and insights for making the best use out of templates and checklists. Our resourceful Customer Success team hosts monthly webinars — register now so you don’t miss out on the next one!

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 Will you be the next great company to join us?

Browse our video library and watch high-quality videos to take your Process Street mastery to the next level.

4:40

To understand how our sales workflow software works — and in just under 5 minutes — watch this demo video. It explains everything you need to know!

2:04

With approvals, decision-making is streamlined. Never let bottlenecks or the wrong outcomes happen again by adding approval tasks to your workflows.   

2:58

With conditional logic, processes can adapt to situations and give relevant instructions accordingly. Process checklists dynamically change to suit the user's needs.

2:50

Learn the basics with this informative video on creating and editing effective process templates.

1:46

Templates are your core documents. Checklists are single-run instances of your processes that can be used and tracked.

7:02

Stop tasks make sure that checklists are completed in the way they were designed. Plus, it ensures critical items get completed.

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