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SweetProcess · Document Your Standard Operating Procedures With Ease



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# Focus on the work that matters.
##### Document processes, procedures and tasks in one place so you can stay focused on growing your business.

### Start your free 14-day trial

No credit card needed. Cancel anytime.

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#### Process

#### As featured on

## Customer Success Stories

###### SweetProcess is the only program I'd start a law firm with today.

If you have the right procedures and you combine that with the right team, there is nothing that may limit you to how far and wide that you may go.

Brian King

Managing Partner, King Law

###### To be able to have people understand and know what they are doing ... Its a wonderful tool.

Mitch Dodd

COO, Kintec

###### When someone steps into a new role or we bring them into the company, its documented how to do their job.

That culture of: define it, improve it; definite it, improve it - has been really positive for us.

Paul Sherman

VP & GM, Sherman's

###### SweetProcess is not only cost effective, but it gives you the ability to scale your business and grow.

It gives you the tools and resources to scale \[...\], and gives you the data to make data driven decisions for your company.

Megan Tully

Director of B.P.M, Synergy Billing

###### SweetProcess is basically a very standardized, online, true operational manual for any kind of a business.

Dr. Richard A Rasmussen Jr, DDS

Owner & President, Implant & Periodontal Therapy

###### The most mind blowing positive results are the feedback we hear from new hires that we've been training.

Alli Maris Krastel

HR Coordinator, VantageOne Credit Union

##### "SweetProcess will help you upload your knowledge into your employees’ brains so they can grow your business."

Andrew Warner

Founder, Mixergy.com

# How it works
##### Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business.

#### Document Procedures

Empower your team with all the information they need to do their job right. By documenting repetitive tasks in one place there's less emails and no more guesswork.

#### Implement Policies

SweetProcess helps you create, share and ensure correct adoption of your businesses policies. Having the right policies in place is essential in maintaining standards and can help protect your business.

#### Master Processes

An organisation should always be looking to improve their processes. SweetProcess gives you the platform to craft, collaborate and refine processes so you can continue to grow your business.

#### Manage Tasks

Did Matt finish the weekly email campaign? Which step is Julia up to in the client discovery process?

Stay in the know as you track latest activity or look back in the history of any task or procedure.

#### Public or Private Knowledge Base

Turn your existing procedures and policies into a beautiful knowledge base for your employees or clients.

Your knowledge base comes built in with search, feedback forms, tracking and more!

##### Whether you manage a team or you’re hiring your first employee, SweetProcess gives you the systemization you need to scale and grow your business.

Live Demo

## One plan with all the features
##### We don't have confusing levels of membership – being all-inclusive means every customer gets access to every feature.

##### Procedure

Document those step by step procedures. Get them out of your head and into the hands of your staff.

##### Policies

Keep your company policies alongside your procedures and processes. Directly link to policies from within procedures and processes.

##### Processes

Combine multiple procedures together to make an over-arching workflow.

##### Quizzes

Quickly assess and enhance your team's grasp of company policies, processes and procedures.

##### Assign and track tasks

Turn your procedures and processes into actionable tasks for your staff and teams to follow; Track as every step is checked off until completion.

##### Teammates and Managers

Give every teammate the ability to suggest improvements and give managers the power to approve them.

##### Teams

Set up teams to reflect how your company runs. Restrict procedures, processes and policy access to just those team members.

##### Knowledge Base

Create beautiful public or private knowledge bases from the procedures and policies you already have. Hosted on your own domain.

##### Automatically write documents with Artificial Intelligence

Have policies and procedures tailored specifically for your situation; You just think of the document title, AI will do the rest.

##### Integrate with 1000+ apps

Connect with any other app directly via our API or through Zapier.

##### SCIM Integration

Effortlessly manage user identities and access with our SCIM integration.

##### Smart record your workflows direct to procedure

Transform every click into a streamlined smart procedure with our intuitive browser plugin.

##### Version history

See tracked highlighted changes for every change made to every procedure, process and policy. Roll back to any version at any time.

##### Process maps

Beautiful diagrams will bring your procedures to life, allowing you to visually explore every decision and step like never before.

##### Embed files and videos

Set your procedures, processes and policies apart from the rest with files, images and videos added to any step.

##### Collaborate in real time

Work as a team to update procedures, complete tasks, discuss changes and submit to a manager for approval.

##### Data Capture

Simple to use form builder to capture information as your team is filling out a task.

##### Two-Factor authentication

Keep access to your account locked down with two factor authentication.

##### Email and phone support

Let one of our team take a guided tour through SweetProcess; Email or call us if you any help.

##### Single Sign On

Use your existing single sign on system (SAML or Active Directory, email us if you have another) to give your team access to SweetProcess.

##### Image editor

Edit images and screenshots directly from within SweetProcess to draw arrows, add text, anything!

##### Print documents for offline viewing

Turn your SweetProcess procedures and policies into an offline manual, we can export to both PDF and Word format.

## Fair and simple pricing

We truly feel it is unfair to charge you for a person who is not using SweetProcess... we are not that type of software company. You can add as many people as you want into SweetProcess and have the peace of mind knowing that you will only be billed for people who use it.

Also if a person who was using SweetProcess becomes inactive you will receive a prorated credit to your account... It is a SweetDeal!

## Ready to get started?

Join the over 40,000 companies who have said 'Yes' to SweetProcess.

Monthly

Yearly Save 16%

$

82.50 99

/MO

for a team with up to 20 active members (billed yearly)

+

$

4.17 5

/MO

for each additional active member (billed yearly)

Start your free trial

30 day money back Guarantee

Not seeing a measurable improvement to your business? We’ll refund your money, no-questions asked, and offer you a free 1-hour phone consultation to brainstorm strategies to grow your business.

Fewer than 20 employees?

Start your free trial today and access exclusive pricing designed for smaller teams.

##### Too busy to migrate all your procedures to SweetProcess?

Sit back, and let us do the heavy lifting.

Learn more

The SweetProcess Migration Service is the easiest way to move all of your existing procedures into SweetProcess. Why is it so easy? Because we do all the work for you!

Just send us whatever you have — documents, PDFs, screenshots... whatever! — and we’ll make sure all of your SOPs are migrated and organized in your new SweetProcess account. Let us do the heavy lifting so you don’t lose any time during the transition.

Contact us to migrate your documents into SweetProcess for a low fee

#### Questions?

- How does the free trial work?

Sign up to start using SweetProcess for free for 14 days. At the end of your 14-day free trial, you can continue using SweetProcess by choosing your plan and entering your billing information. You can cancel at anytime before or after your free trial.
- Is my information secure?

Absolutely. All of your data is encrypted using the same SSL technology that banks use to protect your money online. We also encrypt the your data at rest in the database. You have complete control over who can access your procedures, processes and policies.
- I already have my SOPs documented elsewhere. Can you import them to SweetProcess?

We sure can! As an optional service, we can handle the workload of migrating all of your existing SOPs into your new SweetProcess account.

Learn more about our Migration Service. We also have a Microsoft Word import tool that you can use yourself.
- Why bill me per Active Member?

We wanted to create fair pricing. We only charge when an Active Member logs in and uses SweetProcess and refund when they become inactive (e.g. they went on holiday). You don't need to do anything to enjoy the discounted rates!
- What does Active Member mean?

An active member is a person who has used SweetProcess twice in the last 14 days.
- Do I need to install any software?

Nope. SweetProcess is completely web-based, so all of your standard operating procedures are stored in the cloud and accessible from anywhere.
- What if I have more questions?

We’re here to help! Email us anytime at support@sweetprocess.com or call our phone number +1 (800) 476-0732 to talk to us.

##### "SweetProcess allows me to create well-structured, visually-appealing procedures that I am proud to share with my teammates. Plus, it is super-easy to use."

Michael Hyatt

NYTimes Best Selling Author.

### On the blog

- ## 9 Best Runbook Software for Automation in 2025

By Owen McGab Enaohwo | 20 mins

Start your free 14-day trial of SweetProcess. No credit card needed. Cancel anytime. Click Here To Try it for Free. What if you could snap your fingers and make your IT tasks run smoothly, with zero headaches and zero hassle? Runbook software is your magic wand to automate the boring stuff, streamline workflows, and keep \[…\]

October 23, 2025

Business
- ## How JJC Law Leveraged Procedures to Create a Superior Work Culture

By Owen McGab Enaohwo | 6 mins

The founding attorney of JJC Law, Jeffrey Green, was passionate about helping people with accidental injuries resulting from negligence when he established his own practice nine years ago. He aimed to build a strong team with the right tools to deliver top-quality work. In a procedure-driven legal industry, he leveraged SweetProcess, a workflow management software, \[…\]

October 21, 2025

Customer Stories, Podcast
- ## Learning Management System: Cost-Effective Options for Small Businesses

By Owen McGab Enaohwo | 21 mins

Start your free 14-day trial of SweetProcess No credit card needed. Cancel anytime. Click Here To Try it for Free. Running a small business often means juggling multiple tasks simultaneously: hiring, daily operations, customer service, and numerous other responsibilities. One area that can quickly become chaotic is employee training.  Without a structured system, new hires \[…\]

October 16, 2025

Business
- ## 11 Best Wiki Software To Document Your Company’s Processes

By Owen McGab Enaohwo | 30 mins

Start your free 14-day trial of SweetProcess No credit card needed. Cancel anytime. Click Here To Try it for Free. What happens when your team needs to find a critical process document fast? Do they know exactly where to look, or does everyone scramble through shared drives or wait for the manager to share it \[…\]

October 14, 2025

Business

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##### Avoid wasting time documenting the wrong tasks.

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Learn

- What is a Standard Operating Procedure
- What is Process Documentation
- What is Policy Management
- What is Knowledge Management
- What is Workflow Management
- What is Operations Management
- What is Workflow Automation
- What is Business Process Management
- What is Business Process Automation
- The Complete Employee Onboarding Process

Guides

- How To Write an SOP
- How To Write Work Instructions
- How To Write a Procedure
- How To Write a Policy
- How To Write a Knowledge Base Article
- How To Create an Operations Manual
- How To Create a Quiz
- Business Process Mapping
- Business Process Management

Features

- Standard Operating Procedure Software
- Process Documentation Software
- Policy Management Software
- Work Instructions Software
- Knowledge Base Software
- Task Management Software
- Policy and Procedure Software

Templates

- Standard Operating Procedure Template
- Work Instruction Template
- Operations Manual Template
- Policy and Procedure Template
- Checklist Template
- Organizational Chart Template

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