ProcessPlan vs. Workheld Comparison


ProcessPlan	Workheld Workheld GmbH	+	+
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		Related Products Epsilon3 Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion. 265 Ratings Visit Website Mitti (by SafetyCulture) Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day. 648 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. 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Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 376 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,385 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 8,651 Ratings Visit Website SmartDraw SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira 565 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,119 Ratings Visit Website Interfacing Integrated Management System (IMS) Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness. Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 593 Ratings Visit Website Epicor Connected Process Control Epicor Connected Process Control (CPC) is a flexible no-code/low-code MES and manufacturing operations platform that helps manufacturers improve quality, consistency, and visibility across production and assembly operations. Create digital work instructions with multimedia content, guide operators through critical tasks, connect equipment and devices across the shop floor, and capture production and quality data without extensive programming. CPC provides product traceability with a complete historical record of each product's build and inspection history. Real-time insights into quality, performance, defects, rework, and production trends help teams identify issues faster, reduce waste, and support continuous improvement. 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About ProcessPlan manages every process, workflow, task and decision to ensure your company runs flawlessly every day. Then, our Machine Learning (AI) analyzes your processes and automatically improves their results. The Machine Learning will increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle most management tasks for you and reduce your management time by around 60%. Our system will help you discover the process steps, the people involved, and the data collected along the way. All the information is discovered and delivered to you in an organized way. Process documentation used to be tedious and time consuming. Not anymore. Once the process steps and people are discovered, the system will assemble your process diagrams and produce printable process documentation with one click.	About Workheld is a workforce management platform that increases the efficiency and clarity of production, assembly, service and maintenance processes. The software system creates a platform for efficient planning, work execution and documentation. The software's key features include efficient planning and scheduling tools, an integrated management of equipment, materials and tools as well as functions to document working and travel times, defects, expenses, material consumption and many other details, including images and documents. Reports can be generated automatically and signed directly on site by the customer or technician.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Workflow Management solution for companies	Audience Production, assembly, service and maintenance.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $12 per user per month Free Version Not Supported Free Trial Supported	Pricing €42.00/month/user Access to the Workheld App is available from €42 per user and month for 50+ users. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information ProcessPlan United States www.processplan.com	Company Information Workheld GmbH Founded: 2015 Austria www.workheld.com
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Comm'ant Comm'ant Nederland BV	Snapfix
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Categories Process Documentation Supported Workflow Management Supported	Categories Building Maintenance Supported Digital Signature Supported Equipment Maintenance Supported Facility Management Supported Field Service Management Supported Inspection Supported Inventory Control Supported Inventory Management Supported Logbook Supported Maintenance Management Supported Preventive Maintenance Supported Scheduling Supported Tradesman Job Management Supported Work Order Supported Workflow Management Supported
Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Not Supported Forms Management Not Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported	Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Not Supported Calendar Management Supported Compliance Tracking Not Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Not Supported Workflow Configuration Not Supported Show More Features Building Maintenance Features Asset Tracking Supported Commercial Properties Not Supported Customer Database Supported Dispatch Management Supported Inventory Management Supported Job Costing Not Supported Job Management Supported Maintenance Scheduling Supported Residential Properties Not Supported Routing Not Supported Scheduling Supported Work Order Management Supported Digital Signature Features Audit Trail Not Supported Authentication Not Supported Auto Reminders Not Supported Customizable Templates Supported Document Analytics Not Supported Mobile Signature Supported Multi-Party Signing Not Supported Progress Tracking Not Supported Task Progress Tracking Not Supported Equipment Maintenance Features Customer Database Supported Dispatch Management Supported Equipment Tracking Not Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Warranty Tracking Not Supported Work Order Management Supported Facility Management Features Asset Management Supported Commercial Properties Not Supported Equipment Management Supported Facility Scheduling Supported Incident Management Supported Inspection Management Supported Inventory Control Supported Maintenance Tracking Supported Preventive Maintenance Supported Residential Properties Not Supported Room Scheduling Not Supported Schools Not Supported Space Planning Not Supported Vendor Management Not Supported Visitor Management Not Supported Work Order Management Supported Field Service Management Features Billing & Invoicing Not Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Not Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Inspection Features Appointment Management Supported Customer Database Supported Dispatch Management Supported Equipment Tracking Supported Photos In Reports Supported Print on Site Supported Report Templates Supported Speech Recognition Supported Subcontractor Management Supported Inventory Control Features Allocation Not Supported Barcoding Not Supported Cost Tracking Not Supported Forecasting Not Supported Item Management Supported Order Management Supported Procurement Management Supported Reorder Management Not Supported Serial Number Tracking Supported SKU / UPC Codes Not Supported Supplier Management Not Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Not Supported Forecasting Supported Inventory Optimization Not Supported Kitting Not Supported Manufacturing Inventory Management Not Supported Mobile Access Supported Multi-Channel Management Not Supported Product Identification Supported Reorder Management Not Supported Reporting/Analytics Not Supported Retail Inventory Management Not Supported Supplier Management Not Supported Warehouse Management Not Supported Logbook Features Asset Tracking Supported Audit Trails Not Supported Data Search Not Supported Employee Time Clock Supported For Drivers Supported For Pilots Not Supported User Access Permissions Supported Violation Tracking Not Supported Maintenance Management Features Asset Tracking Supported Billing & Invoicing Not Supported Calibration Management Not Supported Dispatch Management Supported Inventory Control Supported Inventory Management Supported Key & Lock Management Not Supported Mobile Access Supported Planning Calendar Supported Predictive Maintenance Supported Preventive Maintenance Supported Purchasing Not Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Preventive Maintenance Features Condition Monitoring Supported Inspection Management Supported Maintenance Scheduling Supported Mobile Access Supported Predictive Maintenance Supported Purchasing Not Supported Reminders Not Supported To-Do List Supported Vendor Management Not Supported Work Order Management Supported Scheduling Features Alerts/Notifications Supported Appointment Scheduling Supported Automated Scheduling Supported Calendar Management Supported Class Scheduling Not Supported Employee Scheduling Supported Facility Scheduling Supported Group Scheduling Supported Interview Scheduling Not Supported Meeting Room Booking Not Supported Multi-Location Not Supported Online Scheduling Not Supported Payment Processing Not Supported Real-time Scheduling Not Supported Reservations Not Supported Resource Scheduling Supported Room Booking Management Not Supported Work Order Features Contract Management Not Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Preventive Maintenance Supported Quotes / Estimates Not Supported Recurring Appointments Not Supported Routing Not Supported Scheduling Supported Task Management Supported
Integrations ClearoutPhone Supported HubSpot CRM Supported HubSpot Customer Platform Supported LiveChat Supported Mailchimp Supported Microsoft 365 Supported Slack Supported Stackreaction Supported Wufoo Supported Zapier Supported Zendesk Supported Show More Integrations View All 11 Integrations	Integrations ClearoutPhone Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported LiveChat Not Supported Mailchimp Not Supported Microsoft 365 Not Supported Slack Not Supported Stackreaction Not Supported Wufoo Not Supported Zapier Not Supported Zendesk Not Supported Show More Integrations
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