--- description: Review of ProcessPlan Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ProcessPlan | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Process Management Software](/directory/4351/bpm/software) > [ProcessPlan](/software/111780/processplan) # ProcessPlan Canonical: https://www.softwareadvice.co.nz/software/111780/processplan Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/111780/processplan?page=2) > ProcessPlan is a cloud-based solution designed to help users automate the entire business process lifecycle using task monitoring, single sign-on, scheduling and account branding tools. Key features include access control, process modeling/designing, automated task responses, collaboration and file attachments. Teams using ProcessPlan can configure predefined templates to share business processes with other players in the industry. It enables users to color-code fields for specifying the status of particular tasks, streamlining workflows throughout the organization. Additionally, its action dashboard provides visibility into pending/outstanding assignments and detailed lists of tasks assigned to team members, improving collaboration across teams. ProcessPlan's REST API interface facilitates integration with various third-party applications such as Zapier, Twilio, Gmail, Slack, Dropbox and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone, email and other online measures. > > Verdict: Rated **4.5/5** by 37 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 37 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: ProcessPlan - **Location**: Valdosta, US - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing is on a monthly subscription starting from $15/month billed monthly or $12/month billed annually. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Arabic, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Indonesian, Irish, Korean, Norwegian, Polish, Portuguese, Spanish, Swedish, Thai, Traditional Chinese - **Available Countries**: Australia, Canada, Germany, Mexico, United States ## Features - API - Access Controls/Permissions - Alerts/Notifications - Approval Process Control - Business Process Automation - Business Process Control - Collaboration Tools - Configurable Workflow - Customisable Reports - Customisable Templates - Data Visualisation - Graphical Workflow Editor - Monitoring - Process Modeling & Designing - Progress Tracking - Project Workflow - Real-Time Reporting - Reporting/Analytics - Rules-Based Workflow - Single Sign On ## Integrations (7 total) - HubSpot CRM - LiveChat - Mailchimp - Microsoft 365 - Slack - Zapier - Zendesk Suite ## Support Options - Email/Help Desk - Phone Support - 24/7 (Live rep) - Chat ## Category - [Business Process Management Software](https://www.softwareadvice.co.nz/directory/4351/bpm/software) ## Related Categories - [Business Process Management Software](https://www.softwareadvice.co.nz/directory/4351/bpm/software) - [Workflow Management Software](https://www.softwareadvice.co.nz/directory/4272/workflow/software) ## Alternatives 1. [viaSocket](https://www.softwareadvice.co.nz/software/520083/viaSocket) — 4.8/5 (640 reviews) 2. [Jira](https://www.softwareadvice.co.nz/software/4315/jira) — 4.4/5 (15312 reviews) 3. [Asana](https://www.softwareadvice.co.nz/software/5576/asana) — 4.5/5 (13547 reviews) 4. [Zapier](https://www.softwareadvice.co.nz/software/163639/zapier) — 4.7/5 (3043 reviews) 5. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (5726 reviews) ## Reviews ### "Process documentation and automation for "The Rest of Us"" — 5.0/5 > **Becky** | *29 March 2019* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: This app is for anyone who is not a process control plan nerd. It lets you document and capture your critical processes and then begin to automate them in an easy to adopt learning curve. Their client services group will jumpstart your project with their very powerful facilitated sessions. Well worth the investment of your time and money > > **Cons**: The visual flowchart is only part of the design stage, not the day-to-day process flow as a view of the process. I'd love to open a flowchart, jump to a step and drill down into actions, assets etc from that starting place. > > An answer to your process capture and process knowledge transfer wishes. If you have knowledge workers you need this product. ----- ### "Process Plan" — 4.0/5 > **Tonna** | *29 March 2019* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: 1. Ease of Use 2. Functionality 3. The ability to make it what you need > > **Cons**: 1. You really need one person to be the "process plan" person to know the ins and outs of it > > I really like process plan. I have recently moved to a higher position and am using it more as an administrator now instead of just a user. It has really helped our organization become more organized and help us be able to assign certain things and tasks to people so there is no question or the I didn't know it was for me problem. ----- ### "A BPM software for growing companies" — 3.0/5 > **Krzysztof** | *10 July 2018* | Recommendation rating: 4.0/10 > > **Pros**: After some configuration it did it job perfectly - helped to coordinate a large distributed team in multiple offices to work on recurring non-linear processes. The best example here being hiring and employee on-boarding. > > **Cons**: The UX is definitely an area ProcessPlan team can improve. Also in the last 1.5 years there where updates that broke the currently used processes - from mixing up fields, to dropping the currently ongoing processes. Also I'm not sure if the introduced improvements always created a coherent UX and UI or where just thrown in. Tried to improve some of the process maps we had - but this turned out to be non-trivial, again the UX - but on the administrative side, might be a challange even for power users. ----- ### "Team Based Approach is made easy" — 5.0/5 > **Janeth** | *22 March 2019* | Information Technology & Services | Recommendation rating: 9.0/10 > > **Pros**: It's easy to tackle project as a team. We can see the entire layout of our plan and see what's been accomplished, and where tasks are getting "stuck". We can prevent duplication of tasks and things don't fall through the cracks. > > **Cons**: There is a lot of customization involved, which is a cool feature, but is very setup-heavy to start something new. > > We can rely on ProcessPlan to tell us where we are in any given project without having to exchange emails to figure it out. We can solve problem areas over time and fix our processes to reflect changes. Overall, it helps us streamline our efficiency and we're able to keep things moving every day. ----- ### "Process Plan with work flow functionality" — 4.0/5 > **Jeff** | *22 March 2019* | Information Technology & Services | Recommendation rating: 8.0/10 > > **Pros**: It has the ability to create a good process flow and communicate to the next-step user. > > **Cons**: Very slow in populating the drop down entry fields, if you just try and select one field without typing the first few characters, it would only allow you to see a small amount of entries for the field. Example: Customer name field when clicked would show only the let A thru the letter C entries and it did not have an option to get more entries. I tried typing the company name and it discarded my entries. I then started entering 1 character for the name and I was unable to find the company until I had entered three characters. There should be a way to enter a new company or a better search function. > > It allowed me to do what was needed but it was a little slow and cumbersome for searching as I tried to fill out pre-defined fields. Other than that issues, it worked well in telling my sales rep I had a flow for them to see. It did not send them the notification that I had deleted the first attempt and they asked me in an email if I deleted it or not. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.nz/software/111780/processplan?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/111780/processplan) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data