ProcessMate
The facts below are what the maker publishes about ProcessMate, checked and dated. Our editors have not written about it yet.
Plans and prices
From ProcessMate's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Workflow management (large accounts) | $5 a month | for large accounts · unlimited processes · includes data objects · 1Gb of document storage per user · per user per month |
| Workflow management (small accounts) | $25 a month | below 5 users · unlimited processes · includes data objects · 1Gb of document storage per user · per user per month for accounts below 5 users |
| Customer Portal | Priced on request | customer ordering portal · customer trouble-ticketing portal · turn-key solution · single amount per month; contact sales for a quote |
The facts
Each one read from ProcessMate's own pages, with the date it was checked.
What it does
- Audit and certifications
- The DPA says audits occur regularly and that the specific audits and certifications vary by service; subscribers may request a summary of a relevant audit report.checked 4 Oct 2026
- Cloud deployment
- ProcessMate describes itself as a web-based cloud service with no installation or downloads required.checked 4 Oct 2026
- Configuration support
- The maker offers a turnkey solution configured to a customer's requirements and says it can be ready to use in two days.checked 4 Oct 2026
- Customer portal
- The customer portal lets customers submit quote, order, and service requests and follow request status.checked 4 Oct 2026
- Customization
- Users can configure process steps, custom forms, and fields, with automatic task assignment and conditional task skipping options.checked 4 Oct 2026
- Hosting and subprocessors
- The DPA lists Amazon AWS, Hetzner, MailChimp, Box.com, Microsoft products, and Zoho.com as subprocessors.checked 4 Oct 2026
- Integrations
- The site says ProcessMate can integrate with payment gateways to facilitate payments in the process.checked 4 Oct 2026
- Intended users
- The site describes ready-to-use workflow templates for areas including finance and accounting, servicing and repairs, manufacturing, telecoms, and general ordering.checked 4 Oct 2026
- Notifications
- ProcessMate sends email notifications for progress and task delays and offers daily and weekly digest reports.checked 4 Oct 2026
- Purpose
- ProcessMate is cloud software for quotation and ordering, customer portals, process management, and task management.checked 4 Oct 2026
- Quoting and CRM
- The quotation and ordering module includes quote creation, order fulfillment, customer records, and a configurable product catalog.checked 4 Oct 2026
- Reporting
- The product offers dashboards and reports including process bottlenecks, average times, and team performance.checked 4 Oct 2026
- Security and privacy
- The DPA says ProcessMate maintains technical and organizational security measures and will notify subscribers without undue delay after becoming aware of a personal data breach.checked 4 Oct 2026
- Workflow types
- Workflows can use sequential tasks, checklists, parallel branches, approval tasks, and subtasks.checked 4 Oct 2026
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