The Definitive Guide to Client Portal Software for Agencies
For modern agencies, the transition from scattered email threads to centralized digital hubs is a critical operational milestone. Client portal software for…
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Process Street is a cloud-based software platform designed to manage recurring processes and team tasks. Operating within the Workflow Automation sector, the tool enables users to build structured checklists and standardized operating procedures to streamline onboarding and operational consistency. The platform supports integration with other systems through API webhooks, allowing for automated data exchange across various business applications. Regarding data security and privacy standards, the software maintains compliance with GDPR regulations and holds a SOC 2 certification. Users can access the platform via its official website through a subscription-based model.
Key facts
- Compliance
- SOC 2 GDPR
- API & webhooks
- Yes
- Deployment
- Cloud
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