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On the recordRead 4 Oct 202614 facts
ProcessMate
Plans and prices
Workflow management (large accounts)
$5a month
for large accounts · unlimited processes · includes data objects · 1Gb of document storage per user
Read 4 Oct 2026 · processmate.net
Workflow management (small accounts)
$25a month
below 5 users · unlimited processes · includes data objects · 1Gb of document storage per user
Read 4 Oct 2026 · processmate.net
Customer Portal
Priced on request
customer ordering portal · customer trouble-ticketing portal · turn-key solution
Read 4 Oct 2026 · processmate.net
On the record
- 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.processmate.net · read 4 Oct 2026
- Cloud deployment
- ProcessMate describes itself as a web-based cloud service with no installation or downloads required.processmate.net · read 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.processmate.net · read 4 Oct 2026
- Customer portal
- The customer portal lets customers submit quote, order, and service requests and follow request status.processmate.net · read 4 Oct 2026
- Customization
- Users can configure process steps, custom forms, and fields, with automatic task assignment and conditional task skipping options.processmate.net · read 4 Oct 2026
- Hosting and subprocessors
- The DPA lists Amazon AWS, Hetzner, MailChimp, Box.com, Microsoft products, and Zoho.com as subprocessors.processmate.net · read 4 Oct 2026
- Integrations
- The site says ProcessMate can integrate with payment gateways to facilitate payments in the process.processmate.net · read 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.processmate.net · read 4 Oct 2026
- Notifications
- ProcessMate sends email notifications for progress and task delays and offers daily and weekly digest reports.processmate.net · read 4 Oct 2026
- Purpose
- ProcessMate is cloud software for quotation and ordering, customer portals, process management, and task management.processmate.net · read 4 Oct 2026
- Quoting and CRM
- The quotation and ordering module includes quote creation, order fulfillment, customer records, and a configurable product catalog.processmate.net · read 4 Oct 2026
- Reporting
- The product offers dashboards and reports including process bottlenecks, average times, and team performance.processmate.net · read 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.processmate.net · read 4 Oct 2026
- Workflow types
- Workflows can use sequential tasks, checklists, parallel branches, approval tasks, and subtasks.processmate.net · read 4 Oct 2026
