---
description: Review of Process Shepherd 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: Process Shepherd | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Business Process Management Software](/directory/4351/bpm/software) > [Process Shepherd](/software/401618/process-shepherd)

# Process Shepherd

Canonical: https://www.softwareadvice.co.nz/software/401618/process-shepherd

> Process Shepherd is a decision-tree and agent scripting platform that provides step-by-step guidance to agents, enabling them to navigate business processes. Designed for contact centers and help desks, it streamlines operations by reducing onboarding time, ramp time, and handling time while enhancing compliance and overall productivity.

The power of Process Shepherd lies in its presentation of workflows as sequential steps or guided questions. Agents are led through each process, one question at a time, with real-time guidance. Beyond the streamlined guidance, it offers optional integration with external services such as CRM or helpdesk tools. Furthermore, the intuitive design facilitates the creation, modification, and management of intricate workflows.

Process Shepherd also includes a built-in knowledge management system that extracts and integrates helpful information within each question. This instant support mechanism clarifies doubts during interactions, enhancing agent performance, and boosting customer satisfaction.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Process Shepherd

## Commercial Context

- **Starting Price**: US$20.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Pricing Details**: $20 per user per month all features included.
- **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
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Management
- Audit Trail
- Business Process Automation
- CRM
- Compliance Management
- Configurable Workflow
- Customisable Forms
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Visualisation
- Document Management
- Document Storage
- Drag & Drop
- Email Management

## Integrations (11 total)

- Aircall
- Asterisk
- Freshdesk
- Freshdesk Omni
- GENESYS
- HubSpot Service Hub
- Twilio Flex
- VICIdial
- Zendesk Suite
- Zendesk Talk
- Zoho Desk

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Business Process Management Software](https://www.softwareadvice.co.nz/directory/4351/bpm/software)

## Alternatives

1. [Zapier](https://www.softwareadvice.co.nz/software/163639/zapier) — 4.7/5 (3049 reviews)
2. [Visio](https://www.softwareadvice.co.nz/software/410111/visio) — 4.5/5 (3281 reviews)
3. [Lucidchart](https://www.softwareadvice.co.nz/software/88975/lucidchart) — 4.5/5 (2254 reviews)
4. [Albato](https://www.softwareadvice.co.nz/software/362860/albato) — 4.8/5 (405 reviews)
5. [Asana](https://www.softwareadvice.co.nz/software/5576/asana) — 4.5/5 (13571 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/401618/process-shepherd)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/bpm/process-shepherd-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/401618/process-shepherd> |
| en-GB | <https://www.softwareadvice.co.uk/software/401618/process-shepherd> |
| en-IE | <https://www.softwareadvice.ie/software/401618/process-shepherd> |
| en-NZ | <https://www.softwareadvice.co.nz/software/401618/process-shepherd> |

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