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Customer Onboarding Software · Rank #6 of 10

Process Street review and pricing

No-code workflow platform used for customer onboarding alongside internal workflows.

By Process Street · Founded 2014 · San Francisco, CA · private

Process Street launched 2014 and serves customer onboarding alongside internal workflows. The platform is workflow-platform-first rather than customer-onboarding-specific. Wins on workflow flexibility, broad use-case coverage, and competitive pricing. Loses on customer-facing portal UX versus Rocketlane and integration depth with CRM-and-CSP platforms.

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Best for

Mid-market wanting workflow platform that handles customer onboarding alongside other workflows.

Worst for

Dedicated customer-onboarding teams (Rocketlane fit better).

Vendor Trust Score

Is Process Street a trustworthy vendor?

8.2/10
High trust
Pricing transparency
Published rates; no hidden fees
8.1
Contract fairness
Reasonable terms; no auto-renew traps
8.1
Incident response
How they handle outages and breaches
7.8
Post-acquisition behavior
Customer treatment after M&A or PE
8.8
Executive stability
Leadership churn over 24 months
8.4
Roadmap honesty
Public commitments held
8.1
Trust signal log
  • 2020-08-15
    Founder-led growth with consistent strategy through 2026
  • 2024-09-15
    AI workflow assistant launched
Vendor Trust is scored independently of product quality. A great product from an unfair vendor still earns a low trust score.
Review Intelligence

What 480 reviews actually say

Synthesized from G2, Capterra, Reddit, Trustpilot. Patterns >15% prevalence shown.

Last synthesized
2026-04-29

Praise patterns

  • Workflow flexibility for many use cases
    87% →
  • Affordable mid-market pricing
    71% →
  • Strong Zapier integration
    64% →

Complaint patterns

  • Customer-facing portal UX less polished than Rocketlane
    51% →
  • Integration depth with CRM-and-CSP shallower
    41% →
  • Customer-onboarding-specific features thinner
    38% →
Sentiment trend (6 months)
83/100 +2 pts
12
01
02
03
04
05
Patterns are extracted from review corpus and human-verified. We surface trends, not anecdotes.
Verified Pricing

What buyers actually pay

96 anonymized deal disclosures · last updated 2026-05-01

Contribute your deal price
Company size Median annual
50-500 employees $5,400
500-2000 employees $22,000
Verified pricing is crowdsourced from buyers under anonymity guarantees. Vendor-listed prices are validated against actual deals quarterly.
Compliance & Security

Auto-verified certifications

Verified 2026-05-01
SOC 2 Type II
ISO 27001
HIPAA
GDPR
CCPA
PCI DSS
FedRAMP

Editorial: Strengths

  • Workflow-platform flexibility for many use cases
  • Affordable mid-market pricing
  • Customer-facing portals (basic)
  • Strong Zapier integration
  • Pre-built workflow templates
  • Mobile-friendly experience

Editorial: Weaknesses

  • Customer-facing portal UX less polished than Rocketlane
  • Integration depth with CRM-and-CSP shallower
  • Customer-onboarding-specific features thinner
  • Brand mindshare in customer-onboarding lower

Key features & integrations

  • +No-code workflow platform
  • +Customer-facing portals (basic)
  • +Strong Zapier integration
  • +Pre-built workflow templates
  • +Conditional logic and automation
  • +API access
  • +Mobile-friendly experience
  • +Mature integrations ecosystem
50+ integrations
ZapierSalesforceHubSpotSlackMicrosoft TeamsZoomGoogle Workspace
Geography supported
North America · Europe · Asia-Pacific
Best fit
50-2,000 employees · Mid-market workflow platform
Editorial deep-dive

Read our full ranking of Customer Onboarding Software

Process Street ranks #6 in our editorial review of 10 customer onboarding software platforms. The deep-dive covers methodology, comparison tables, decision matrix, migration scoring, and FAQs.

Read the full ranking

Closest alternatives in Customer Onboarding Software

#5
Arrows
HubSpot-native customer-facing collaborative implementation tool.
★ 4.7 public
#7
Tallyfy
Workflow platform with customer onboarding use case alongside many internal workflows.
★ 4.5 public
#4
Onboard
HubSpot-anchored customer onboarding with native CRM integration.
★ 4.6 partial
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