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SPECIFICTION
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ProcessMate

processmate.net

From $5/mo Web

Spec sheet

Purpose
ProcessMate is cloud software for quotation and ordering, customer portals, process management, and task management.Read 4 Oct 2026 · processmate.net
Intended users
The site describes ready-to-use workflow templates for areas including finance and accounting, servicing and repairs, manufacturing, telecoms, and general ordering.Read 4 Oct 2026 · processmate.net
Integrations
The site says ProcessMate can integrate with payment gateways to facilitate payments in the process.Read 4 Oct 2026 · processmate.net
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.Read 4 Oct 2026 · processmate.net
Cloud deployment
ProcessMate describes itself as a web-based cloud service with no installation or downloads required.Read 4 Oct 2026 · processmate.net
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.Read 4 Oct 2026 · processmate.net
Customer portal
The customer portal lets customers submit quote, order, and service requests and follow request status.Read 4 Oct 2026 · processmate.net
Customization
Users can configure process steps, custom forms, and fields, with automatic task assignment and conditional task skipping options.Read 4 Oct 2026 · processmate.net
Hosting and subprocessors
The DPA lists Amazon AWS, Hetzner, MailChimp, Box.com, Microsoft products, and Zoho.com as subprocessors.Read 4 Oct 2026 · processmate.net
Notifications
ProcessMate sends email notifications for progress and task delays and offers daily and weekly digest reports.Read 4 Oct 2026 · processmate.net
Quoting and CRM
The quotation and ordering module includes quote creation, order fulfillment, customer records, and a configurable product catalog.Read 4 Oct 2026 · processmate.net
Reporting
The product offers dashboards and reports including process bottlenecks, average times, and team performance.Read 4 Oct 2026 · processmate.net
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.Read 4 Oct 2026 · processmate.net
Workflow types
Workflows can use sequential tasks, checklists, parallel branches, approval tasks, and subtasks.Read 4 Oct 2026 · processmate.net

Plans and prices

Workflow management (large accounts) $5 a month per user per 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) $25 a month per user per month for accounts below 5 users 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 single amount per month; contact sales for a quote customer ordering portal · customer trouble-ticketing portal · turn-key solution Read 4 Oct 2026 · processmate.net

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