Resources

Sales workflow software to guide your pipeline

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

Trusted by more than 3000 companies

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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.
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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.

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.

Establish documented sales workflows — quickly
Keep workflows flowing with approvals
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.

Allow teamwork to thrive
Integrate with the other tools you know and love
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.

Obtain rich data with form fields
Unleash conditional logic's power
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

Use Reports to get complete transparency
Discover sales workflows
Stop the chaos! Take control of your sales workflows

Here's why teams love Process Street's
sales 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

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."
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."

Join over 1 million workflow collaborators