★★★★★
“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
G2 LEADER · WORKFLOW MANAGEMENT
Rated #1 by the teams who live in it every day.
4.7 stars across 65+ verified reviews.
Real contact centers, real results.
Customers love us
But don't just take our word for it — check out our latest G2 awards.
TRUSTED BY 120+ ORGANIZATIONS
Proven results across 120+ organizations
0+
Verified reviews
0
Overall rating
0
Ease of use
#0
Workflow management
WHAT USERS SAY
From the people
From the people
who use it every shift.
Real quotes from real reviewers across G2 and Capterra.
★★★★★
“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
★★★★★
“ProcedureFlow is a MUST for a call center!”
This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center!
Cheryl
Manager III · Government Administration
★★★★★
“A game changer for making procedures that are actually useful.”
After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow.
Andrew
Vice President Managed Services · Information Technology & Services
★★★★★
“ProcedureFlow Standardizes Procedures, Improving Service Quality”
ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service.
Tessa
Customer Support Trainer · Retail
★★★★★
“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
★★★★★
“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- ERP Process Mapping, Project and Change Manager · Management
Consulting
★★★★★
“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
★★★★★
“A Highly Convenient Software to Design Workflows”
I appreciate the simplicity of ProcedureFlow. It is straightforward software to operate and makes my tasks extremely simple.
Arshad S.
Senior Executive · Enterprise
★★★★★
“Smart and robust knowledge management solution”
It's quick to create sub-flows. It is easily understood by everyone in the team and no one has experienced any difficulties while working on their tasks.
Kimberly B.
Executive Director · Mid-Market
★★★★★
“ProcedureFlow facilitates training of new work teams”
ProcedureFlow is an excellent solution that is focused on knowledge management to boost the growth of any company;
Verified User in Automotive
Small-Business
★★★★★
“ProcedureFlow is a MUST for a call center!”
This is one of the easiest products I've used in my call center career and we have seen IMMEDIATE improvements in the call center!
Cheryl
Manager III · Government Administration
★★★★★
“A game changer for making procedures that are actually useful.”
After struggling for years with procedural documentation that was less than useful, we found ProcedureFlow.
Andrew
Vice President Managed Services · Information Technology & Services
★★★★★
“ProcedureFlow is a great program for call centers”
Super easy to use. I was able to hand the project off to another employee easily without much training.
Verified Reviewer
Automotive · 2-10 Employees
★★★★★
“ProcedureFlow Standardizes Procedures, Improving Service Quality”
ProcedureFlow allows agents to see the most current, proper procedures, resulting in consistent service.
Tessa
Customer Support Trainer · Retail
★★★★★
“Great reference for follow-up after training”
Our staff and lawyers have been very receptive to ProcedureFlow, as there is very little training required to get them familiar with how it works.
Carol
Manager, Orientation and Training · Law Practice
★★★★★
“A Tool for Continuous Improvement of Processes”
ProcedureFlow has become an indispensable tool for process improvement initiatives at our law firm. We have used it to standardize many of our internal and client-facing legal processes.
Paul
Practice Innovation Partner · Law Practice
Pricing
Flexible pricing for teams under pressure.
User-based pricing — no limits on procedures or flows. Pay for the seats you need.
Enterprise
Visual knowledge your team can navigate, collaborate and count on.
$33
USD / seat / month
billed annually
Join Now
billed annually
Includes but not limited to:
- Unlimited Flows
- Reporting and Analytics
- Revision Control
- User Permissions
- 2 Power Shapes
Enterprise+
Strategic knowledge that scales across your entire company.
Talk to Sales
Get a Demo
Everything in Enterprise, plus:
- Unlimited Power Shapes
- SCIM User & Group Provisioning
- Agentic API Summer 2026
*Exciting new features coming soon to Enterprise+
← Swipe to compare plans →
Enterprise
Enterprise+
|
Linked Visual Flows
Turn text-heavy processes into guided workflows
that are accessible
and easy to navigate
|
✔ | ✔ |
|
Change Notifications
Expedite process collaboration and updates
while ensuring all users
are kept in the loop
|
✔ | ✔ |
|
Side by side comparisons
See changes before they’re applied to ensure no
errors are being
produced
|
✔ | ✔ |
|
Flow data access
Export all flow data in a more automated way to
streamline process
adjustments
|
✔ | ✔ |
|
Memberships and permissions
Ensure proper team access and management of
processes, approvals,
and updates
|
✔ | ✔ |
|
Enhanced collaboration
Easily manage changes and approvals while
collaborating on content
as a team
|
✔ | ✔ |
|
AI Process Designer
Instantly turn text into visual flows and
create structured flows
ready to review, refine, and act on.
|
✔ | ✔ |
|
Separate Flow Groups
Simplify information hierarchy based on topics,
requests,
departments and more
|
✔ | ✔ |
|
Revision Control
Trace and monitor process improvements to see
how procedures evolve
over time
|
✔ | ✔ |
|
Offline Backup
Ensure critical process information is
accessible if there is a
network outage or other unforeseen circumstances
|
✔ | ✔ |
|
Single Sign-on (SAML 2.0)
Allow users to securely access multiple
applications through prior
authentication and a single set of login credentials
|
✔ | ✔ |
|
Embedding [Authenticated]
Enable Procedureflow to live within an existing
CCaaS or CRM to
ensure timely information transfer and knowledge sharing
|
✔ | ✔ |
|
SCIM - User & Group Provisioning
Automate user provisioning and deprovisioning
by integrating with
existing employee database systems
|
✔ |
|
Insights
Insights delivers interactive dashboards with
deeper analytics on
adoption, engagement, and content freshness.
|
✔ | ✔ |
|
Unreviewed Changes
Get visibility into changes that need to be
reviewed, accepted, and
pushed to keep processes up to date
|
✔ | ✔ |
|
User Activity
Gain an inside look at top performers and
employee performance
based on their usage
|
✔ | ✔ |
|
Most Viewed Flows
See which flows are the most utilized to help
uncover areas of
improvement
|
✔ | ✔ |
|
Export Data Activity
Pull process and team activity details to dive
deeper into the
insights and customize reporting
|
✔ | ✔ |
|
Power Shapes
Automate steps in your workflow to eliminate
manual tasks and
platform switching
|
2 | Unlimited |
|
Access to APIs
Connect Procedureflow to other platforms and
securely share data
between applications
|
✔ | ✔ |
|
Access to Pre-Built Integrations
Seamlessly connect to a selection of popular
business tools your
team already uses
|
✔ | ✔ |
See why 120+ contact centers chose Procedureflow.
30 minutes. We'll show you exactly how it works for your team.
Get a Demo
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.
We take a unique approach to onboarding by working with you and your team to implement a step-by-step framework that focuses on continuous improvement to ensure your processes are being built the right way.
Plan
Discovery Work Begins
Train
Training Takes Place
Launch
Adoption Planning Occurs
FAQ
Common questions, answered.
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.
Typically our team of experts can have clients up and running in 90 days with a dedicated set of processes mapped and live.
No limits on the number of users or procedures. Our pricing is user-based, so you simply pay for the seats you need. There are no caps on how many flows you can build.
That's completely fine. Part of our approach is to interview your subject matter experts so processes are properly captured. Our AI Process Designer can also turn rough notes or text into structured visual flows in minutes.
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.
Real teams. Real numbers. Running Procedureflow today.
Four Industries. Four sets of numbers. The same infrastructure underneath.