Visual knowledge your team can navigate, collaborate and count on.

Strategic knowledge that scales across your entire company.

Turn text-heavy processes into guided workflows

that are accessible and easy to navigate

  • Expedite process collaboration and updates while ensuring all users are kept in the loop

  • See changes before they’re applied to ensure no errors are being produced

  • Export all flow data in a more automated way to streamline process adjustments

  • Ensure proper team access and management of processes, approvals, and updates

  • Easily manage changes and approvals while collaborating on content as a team

  • Instantly turn text into visual flows and create structured flows ready to review, refine, and act on.

  • Simplify information hierarchy based on topics, requests, departments and more

  • Trace and monitor process improvements to see how procedures evolve over time

  • Ensure critical process information is accessible if there is a network outage or other unforeseen circumstances

  • Allow users to securely access multiple applications through prior authentication and a single set of login credentials

  • Enable Procedureflow to live within an existing CCaaS or CRM to ensure timely information transfer and knowledge sharing

  • Automate user provisioning and deprovisioning by integrating with existing employee database systems

  • Insights delivers interactive dashboards with deeper analytics on adoption, engagement, and content freshness.

  • Get visibility into changes that need to be reviewed, accepted, and pushed to keep processes up to date

  • Gain an inside look at top performers and employee performance based on their usage

  • See which flows are the most utilized to help uncover areas of improvement

  • Pull process and team activity details to dive deeper into the insights and customize reporting

  • Automate steps in your workflow to eliminate manual tasks and platform switching

  • Connect Procedureflow to other platforms and securely share data between applications

  • Seamlessly connect to a selection of popular business tools your team already uses

Customers love us

But don't just take our word for it — check out our latest G2 awards.

Proven results across 120+ organizations

-62+ Verified reviews

-4.5Overall rating

-4.7Ease of use

WHAT USERS SAY

From the people who use it every shift.

Real quotes from real reviewers across G2 and Capterra.

★★★★★

“We love ProcedureFlow” We have been doing a proof of Concept for our Office of the Registrar and it is working so well. Nancy Office of the Registrar

★★★★★

“ProcedureFlow is an invaluable simple worthwhile tool” I love that it's easy to use and has made things simpler for everyone. The employees feel more confident. Rachel M. Manager · Financial Services

★★★★★

“Intuitive and user friendly” I have used ProcedureFlow with 3 organizations and appreciate how easy it is to use for all user groups. Kim H. Business Consultant · Management Consulting

Pricing

User-based pricing — no limits on procedures or flows. Pay for the seats you need.

Enterprise

$33

Includes but not limited to:

  • Unlimited Flows
  • Reporting and Analytics
  • Revision Control
  • User Permissions
  • 2 Power Shapes

Enterprise+

Talk to Sales

Everything in Enterprise, plus:

  • Unlimited Power Shapes
  • SCIM User & Group Provisioning
  • Agentic API

Your Journey

We help you simplify the complicated

Just like our product, we designed our onboarding services with simplicity in mind. Choose one of our three base packages and speak with one of our sales consultants to determine what level of onboarding works best for your organization.

Customer Results

Real teams. Real numbers. Running Procedureflow today.

FAQ

Common questions, answered.

Is there a free trial available?

No, but we offer a pilot program if you'd like to try the product without full financial commitment. We can also create a custom demo using one of your own procedures so you see exactly how it works for your team.

How long does it take to get started?

Typically our team of experts can have clients up and running in 90 days with a dedicated set of processes mapped and live.

How does Procedureflow integrate with existing tools?

Procedureflow integrates natively with Salesforce, Microsoft Dynamics 365, Genesys, AWS Connect, and NICE. Enterprise+ customers get access to all pre-built integrations. API access is available on both plans.

Stop managing knowledge. Start executing it.

30 minutes with our team. We'll show you what your business runs like when every process is structured, governed, and ready for AI.