ProcessMate

5.4easy start · #56 of 59
in Task Management Software

Free to practise onnot on record
Free trialnot on record
Well documentednot on record
Runs where you worknot on record

Runs on Web. Paid plans from $5/mo.

ProcessMate is ranked #56 of 59 in task management software on The Geeks Club. It runs on Web. Paid plans start at $5/mo.

ProcessMate plans and pricing

All plans

Workflow management (large accounts) $5/mo per user per month for large accounts · unlimited processes · includes data objects · 1Gb of document storage per user processmate.net · 4 Oct 2026

Workflow management (small accounts) $25/mo per user per month for accounts below 5 users below 5 users · unlimited processes · includes data objects · 1Gb of document storage per user processmate.net · 4 Oct 2026

Customer Portal Not published single amount per month; contact sales for a quote customer ordering portal · customer trouble-ticketing portal · turn-key solution processmate.net · 4 Oct 2026

Compared on task management software

Paid from: $5/user/mo
Recurring tasks: Yes

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The record

Purpose: ProcessMate is cloud software for quotation and ordering, customer portals, process management, and task management.
Customer portal: The customer portal lets customers submit quote, order, and service requests and follow request status.
Workflow types: Workflows can use sequential tasks, checklists, parallel branches, approval tasks, and subtasks.
Customization: Users can configure process steps, custom forms, and fields, with automatic task assignment and conditional task skipping options.
Reporting: The product offers dashboards and reports including process bottlenecks, average times, and team performance.
Notifications: ProcessMate sends email notifications for progress and task delays and offers daily and weekly digest reports.
Quoting and CRM: The quotation and ordering module includes quote creation, order fulfillment, customer records, and a configurable product catalog.
Integrations: The site says ProcessMate can integrate with payment gateways to facilitate payments in the process.
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.
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.
Hosting and subprocessors: The DPA lists Amazon AWS, Hetzner, MailChimp, Box.com, Microsoft products, and Zoho.com as subprocessors.
Cloud deployment: ProcessMate describes itself as a web-based cloud service with no installation or downloads required.
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.
Intended users: The site describes ready-to-use workflow templates for areas including finance and accounting, servicing and repairs, manufacturing, telecoms, and general ordering.
Price from: $5/mo

Where it ranks on The Geeks Club

Best Task Management Software in 2026#56 of 59
Best Workflow Management Software in 2026#45 of 47

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Sources

processmate.net· checked 4 Oct 2026
processmate.net/customer-portal/· checked 4 Oct 2026
processmate.net/workflow-and-task-management-product-to· checked 4 Oct 2026
processmate.net/quotation-and-ordering/· checked 4 Oct 2026
processmate.net/quotation-and-order-management-end-to-e· checked 4 Oct 2026
processmate.net/gdpr/· checked 4 Oct 2026
processmate.net/process-management-industry-solutions/· checked 4 Oct 2026
processmate.net/pricing/· checked 4 Oct 2026