What is SOP Software?
Standard Operating Procedure (SOP) software assists in creating and managing SOPs from a centralized platform. With well-designed templates and a comprehensive authoring system, you can easily develop SOP content accessible across various devices. Features like flowcharts and diagrams help explain company procedures, enabling employees to follow instructions accurately and reduce operational errors.
As the global SOP software market continues its rapid expansion, these tools are becoming increasingly vital for businesses. According to a GlobeNewswire report, the global SOP software market was valued at $287.79 million in 2020 and is projected to grow to $389.83 million by 2026.
Among the numerous SOP software options available, each comes with its unique strengths and limitations. The key lies in thoroughly understanding their features and making an informed decision based on the specific needs of your business.
By evaluating factors such as ease of use, functionality, customer support, and cost-effectiveness, we have carefully selected some standout SOP software solutions. These tools are among the best choices for creating and managing your Standard Operating Procedures. Let’s dive in to explore their features and benefits!
Key Benefits of SOP Software
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Enhanced Compliance: Ensures teams adhere to specific business rules and regulations by providing well-documented SOPs and keeping operations on track.
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Improved Collaboration: Allows teams to assign clear roles and permissions, facilitating collaborative creation of SOP documents and sharing of expertise.
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Efficient Workflows: Provides employees with clear guidelines, saving time and reducing errors, thereby improving overall organizational workflows.
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Process Consistency: Standardizes procedures, ensuring tasks are performed uniformly, reducing mistakes, and guaranteeing consistent outcomes.
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Enhanced Workplace Safety: Establishes a safety-first environment by providing reliable information to help employees avoid risks and handle emergencies effectively.
Top 15 SOP Software and Tools for 2025
1. HelpLook ( Best Customer Service and Support SOP Solution )
HelpLook is an SOP software specifically designed for the customer service and support sector, aiming to help businesses streamline their service processes, enhance customer satisfaction, and improve operational efficiency.
The software offers a centralized platform for creating, managing, and optimizing customer service SOPs. With HelpLook, businesses can easily define standard workflows for various service aspects, including inquiry response, complaint resolution, and technical support.
Key Features of HelpLook
- Centralized SOP Management: Organize customer service SOPs in one place to boost team collaboration and efficiency.
- Intelligent Routing and Automated Ticket Assignment: Automatically route tickets based on issue type and urgency to the most suitable service representatives, improving response times and resolution efficiency.
- Real-Time Collaboration and Communication Tools: Ensure timely issue resolution with robust team communication features.
- Comprehensive Data Analytics and Reporting: Gain in-depth insights into customer service performance and identify areas for improvement.
- SOP Templates and Tutorials: Access ready-to-use SOP templates and step-by-step guides to get started quickly.
Pros:
- Centralized management enhances team coordination.
- Intelligent automation optimizes customer service workflows.
- Real-time tools ensure prompt issue handling.
- Detailed analytics provide actionable insights.
- Tutorials and templates simplify SOP creation.
Cons:
- Initial investment costs may be higher for smaller businesses.
- Adopting and learning a new system might require some time.
Pricing:
HelpLook offers flexible pricing plans tailored to businesses of all sizes. You can try it for free online to experience its features firsthand.
2. Trainual ( Best Custom Template Tool )
This is a cloud-based SOP software designed to streamline onboarding and training processes. It leverages innovative pre-designed templates, enabling teams to collaborate effectively when creating policies, SOPs, training modules, and additional onboarding materials. I found this tool particularly useful for transforming SOPs into easy-to-understand manuals, allowing new employees to quickly grasp and apply them. You can choose from hundreds of free templates to kickstart your training handbook effortlessly.
Key Benefits:
- User-Friendly Interface: Simplifies the creation and sharing of standard operating procedures.
- Customizable Templates: Tailored to meet the specific needs of your business.
- Multimedia Content Features: Create engaging and effective SOPs with images, videos, and other media types.
Drawbacks:
- Limited advanced reporting and analytics capabilities.
- Could benefit from more interactive features like matching definitions or additional options beyond multiple-choice questions.
Pricing:
Starts at $49 per month for up to 5 users.
3. SweetProcess ( Best Task Distribution Tool )
SweetProcess is a web-based system designed to help you create well-defined, easily updated SOP documents, online portals, and manuals. I appreciate how it simplifies SOP creation and management with task assignment features. These tools are perfect for tracking changes and assigning tasks to employees, ensuring operational consistency. It also facilitates onboarding by providing clear instructions and guidelines for new hires. With this tool, I can create step-by-step guides for new employee training, add videos and images to explain tasks, and track employee performance as they follow the steps.
Key Benefits:
- Streamlined Documentation: Easily record procedures, processes, and policies to improve consistency and quality control.
- Copy-Paste Visuals and Images: Enhance training and onboarding with visual aids.
- Video Embedding Options: Integrate videos into procedures or processes for greater clarity and comprehension.
Drawbacks:
- Custom URLs for the knowledge base feature are still marked as "Coming Soon."
- Some users report login difficulties or delays.
Pricing:
Starts at $99 per month for up to 20 active members.
4. Tallyfy ( Best for Task Automation )
Tallyfy is a workflow and process management software designed to help you document and automate every business process within your company. It offers a simple and proven method to automate tasks between colleagues and clients.
With this software, I can set rules and triggers to automatically create new SOPs when specific conditions are met and update existing SOPs when foundational processes change.
This ensures that SOPs remain up-to-date and accurate, reducing the risk of errors and improving internal efficiency.
Key Benefits:
- Easy-to-use drag-and-drop interface for process creation
- Responsive customer support
Drawbacks:
- Limited customization options
- Occasionally slow user interface
Pricing:
Starting at $15 per user per month
5. Scribe ( Best for turning documents into in-depth guides )
Scribe is an SOP creation software tailored for Sales, Customer Success Management (CSM), Human Resources (HR), and IT teams. It helps them efficiently document and share processes in real time.
If you already have existing process documentation, Scribe can transform it into detailed guides, making it easy for your team to access them anytime.
Leveraging AI technology, Scribe automatically writes instructions and generates SOPs within minutes. You can share these guides in various formats—via email, embedded in a Learning Management System (LMS), or exported as PDF files.
One feature I particularly like is Scribe’s customizable branding options. These are simple to use and allow you to add company logos, colors, and designs to SOP documents, ensuring they maintain brand consistency and a professional appearance.
Key Benefits:
- Intuitive Interface: Easy to navigate and use.
- AI-Generated Step-by-Step Guides: Simplifies process documentation.
- Customizable Templates: Tailored to meet the unique needs of your organization.
Drawbacks:
- Advanced plans are required to connect content outside the Chrome browser.
- Deleting articles manually one by one can become tedious after they are created.
Pricing:
Starts at $29 per month.
6. ProcessKit ( The best choice for large-scale customer entry )
ProcessKit is a cloud-based software designed to streamline client onboarding and training processes. It enables your team to collaborate in creating step-by-step guides and training plans that employees can follow to complete client onboarding effectively.
Its conditional logic feature allows me to create “smart” workflows that automatically adapt to each project. By building conditional logic into workflows, such as “if this... then that...,” I can tailor processes to specific scenarios effortlessly.
Moreover, transforming my guides into easy-to-use operating manuals for new employees is straightforward. I can integrate PDFs, GIFs, and videos from various sources, making the content more dynamic and engaging.
Key Benefits:
- Intuitive Interface: Easy to navigate and use.
- Customizable Templates: Designed to meet the unique needs of your organization.
- Multimedia Integration: Enhances training and onboarding experiences.
Drawbacks:
- Usability could be further improved.
- Setup tools can take a considerable amount of time.
Pricing:
Starts at $49 per month for 3 team members.
7. Way We Do ( Best for Automatic Revision Reminders )
Way We Do helps you transform rules and procedures into easy-to-follow plans, ensuring smooth operations. It offers interactive checklists and templates to create SOP documents, guiding employees to perform daily tasks correctly.
What I love most about this tool is its automatic revision reminder feature, which helps editors track policies and procedures to keep them up-to-date.
The software also allows you to assign future revision dates for any policy or procedure, ensuring changes are planned during the drafting and editing stages.
Key Benefits:
- Task Reminders: Ensures tasks are completed on time.
- Customizable Workflows: Tailored for different users to boost productivity.
- Performance Reports: Identifies areas for improvement.
Drawbacks:
- Quarterly fees per user are relatively high.
- Limited SOP options available for sales teams.
Pricing:
Starts at $25 per user per month.
8. Method Grid ( Best for Managing Complex Projects and Processes )
Method Grid is a knowledge and business process management tool that helps you create and manage team operation manuals and workflows on a centralized platform.
Its unique Grid system allows you to organize steps within a process into a visual and easy-to-follow format. For each step, you can add detailed instructions, images, videos, and other multimedia content to provide clear guidance.
With this Grid system, teams can efficiently manage complex workflows by categorizing step-by-step details into different Grids. Another standout feature is its reporting dashboard, offering valuable insights into various elements of your projects.
Key Benefits:
- Intuitive and Visual: Enables quick setup of documents in just minutes.
- Visual Layout: Helps everyone “see” the entire workflow and its individual stages.
Drawbacks:
- Limited pre-built templates.
- Free version lacks collaboration features.
Pricing:
Starts at $24 per user per month.
9. JobRouter ( Best for Business Process Automation )
JobRouter is a digital process automation tool that enables you to create and manage automated workflows, allowing you to design, implement, and execute business processes in a digital environment.
This is particularly helpful for SOP creation, as it assists in defining and automating the steps involved in creating, updating, and managing SOPs.
By automating these processes, you can save time, reduce errors, and ensure your SOPs remain accurate and up-to-date.
Key Benefits:
- Extensive customization options to create SOP documents tailored to your needs.
- Excellent customer service.
Drawbacks:
- Expensive for small businesses.
- Creating forms, rules, and scripts can be complex and time-consuming.
Pricing:
Starts at $199 per month.
10. Process Street ( Best for No-Code Workflows )
Process Street is an easy-to-use SOP software designed to create, track, and manage SOPs.
One of its standout features is the ability to help teams share core processes and transform them into robust, checklist-based no-code workflows.
You can use the drag-and-drop editor to create and organize SOPs, collaborate with team members in real-time, and track changes using version control. It also provides a powerful search function, making it easy for employees to find information.
Key Benefits:
- Clean interface for quickly generating detailed reports.
- Easy-to-navigate application with a drag-and-drop interface.
Drawbacks:
- User interface could be more intuitive.
- Confusing integration with Zapier.
Pricing:
Starts at $12.50 per user per month.
11. Kissflow Process ( Best for Team Collaboration in Real-Time )
Dozuki offers creative templates for SOP creation and fosters real-time collaboration among teams, enabling members to discuss plans and procedures while jointly developing SOPs.
It allows you to generate internal reports to monitor team performance. Features like a robust mobile app, advanced search capabilities, and Q&A forums further enhance its functionality. Additionally, you can track training tasks and completed records for greater clarity.
Key Benefits:
- View previous edit histories to track changes.
- Collaboratively discuss projects and workflows.
- Add visual elements to SOPs and other documents.
Drawbacks:
- Reporting lacks depth.
- Finding old versions of guides can be challenging.
Pricing:
Starts at $199 per month.
12. Nintex Promapp ( Best for Dynamic Computerized Workflows )
Lean Power is a digital work management and execution platform that improves organizational efficiency by digitizing tasks, increasing data accuracy, and reducing equipment downtime.
The SOP software is tailored for back-office planners and field workers, helping them plan, convert, execute, and manage workloads efficiently. It quickly transforms PDF files into dynamic computerized documents, supporting the entire process lifecycle, including creation, planning, execution, and record management.
Key Benefits:
- Easily import Word documents and convert them into intelligent workflows.
- Real-time monitoring for tracking every aspect of work planning, scheduling, and execution.
Drawbacks:
- Customer support could be stronger.
- Integration with existing systems may be complex.
Pricing:
Custom pricing.
13. Zoho Creator ( Best for Guided Workflows )
SOP Express is a platform designed to quickly deploy and manage SOPs for businesses of all sizes and industries. It offers efficient tools to update SOPs and align them with evolving operational needs.
The standout feature is its guided workflows, which provide step-by-step instructions to ensure tasks are executed consistently and to high standards.
Key Benefits:
- Version tracking to document SOP updates and access older versions.
- Role-based permissions to customize access levels.
Drawbacks:
- SharePoint integration is complex.
- Template designs are less visually appealing.
Pricing:
Custom pricing.
14. Document360 ( Best for Adding Videos and Podcasts to Documents )
Zavanta is a web-based system for creating well-defined, easily updated policies, procedures, online portals, and manuals.
It allows you to create and manage SOPs, policies, and work instructions, ensuring they are easily accessible to teams. Features like quick search and navigation paths simplify information retrieval.
You can also enhance engagement by adding videos and podcasts to SOP documents. With customizable templates, drag-and-drop editing, and version control, Zavanta elevates the user experience.
Key Benefits:
- Personalize documents by adding company logos or borders.
- Robust customer support system.
Drawbacks:
- Feels more like a database tool than a word processor.
- Some bugs when drafting documents.
Pricing:
Custom pricing.
15. Confluence ( Best for Visualizing and Improving Business Processes )
ProcedureFlow is a cloud-based knowledge management solution that allows you to visualize standard operating procedures.
The platform lets you create visual flowcharts, making it easier for teams to understand SOPs. Steps are organized visually, and you can add detailed instructions, images, and other multimedia content for clarity.
This visual approach improves compliance and reduces errors by making SOPs easier to follow.
Key Benefits:
- Affordable with excellent collaboration features, enabling user interaction and continuous process improvement.
- User-friendly and easy to set up.
Drawbacks:
- Lacks an auto-save function.
- User management system is not robust.
Pricing:
Starts at $25 per user per month.
How to Choose the Best SOP Software
Choosing the right SOP software for your business can be a challenging task with so many options available in the market.
To help you make an informed decision, here are some features to consider when selecting the best Standard Operating Procedure (SOP) software:
1. Ease of Use
The chosen SOP software should be easy to install and use, requiring no programming experience to get started. Additionally, it should have a user-friendly interface that allows you to begin using it without the need for specialized training.
2. Listed on Top Review Sites
While brands make many promises, the user experience ultimately tells the story. The SOP software you choose should be listed on top review platforms like Capterra, G2, or GetApp and have at least ten positive user reviews.
3. Core Features
Features are the backbone of any software. The SOP software you choose should offer all the essential features of a knowledge base, such as a rich content creation system, customization options, and reporting tools. These features will simplify the creation, editing, and publishing of content for your team.
4. Cost-Effectiveness
When selecting SOP software for your business, choose a solution that is both affordable and feature-rich. Opt for software with transparent pricing to avoid unexpected charges at the end of the month.
Evaluation Criteria
This article follows an unbiased, systematic approach to evaluate products and tools, ensuring a fair, thorough, and comprehensive review. The methodology considers the following six key factors:
- User Reviews/Ratings: Feedback from users, including ratings and reviews from reputable websites, offers ground-level insights essential for understanding satisfaction levels and potential issues.
- Core Features and Usability: A deep dive into the product’s core functionalities and practical applications to assess its effectiveness.
- Ease of Use: Evaluation of the product’s user-friendliness, focusing on design, interface, and navigation to ensure a positive experience for all user levels.
- Customer Support: Assessment of the quality and efficiency of customer support during setup, troubleshooting, and daily operations.
- Value for Money: A comparison of quality, performance, and features to determine cost-effectiveness and whether it’s worth the investment.
- Personal Experience/Expert Insights: Author expertise and industry insights provide an in-depth perspective.
Selecting the Best SOP Software for Your Business
Now that you have an overview of the different SOP software available in the market, it's time to select the one that fits your business needs.
To assist you in finding the ideal SOP software, we’ve curated a list of the 10 best tools available today. Each tool comes with a unique set of features that might be incredibly beneficial for your business. Evaluate their capabilities and match them with your requirements to make an informed decision.
If you’re still unsure, we recommend trying HelpLook AI Knowledge Base. This easy-to-use and feature-rich software offers robust tools to help you create outstanding SOP documents in minutes.
FAQs
What features does SOP software offer?
SOP software helps efficiently develop, maintain, and distribute standard operating procedures. Key features include:
- Pre-approved templates.
- Collaboration tools allowing multiple users to edit the same SOP.
- Version control for tracking changes.
What are the benefits of SOP software?
SOP software ensures employees consistently follow company protocols when executing specific tasks or processes.
Benefits include:
- Clear, step-by-step instructions to minimize errors.
- Enhanced employee training and onboarding by providing concise instructions, reducing the learning curve, and boosting overall productivity.
- Reduced compliance risks by ensuring adherence to necessary regulations and standards.
For online SOP tools with AI capabilities, you can try HelpLook for free. It offers multiple solutions, including embedding an AI Q&A chatbot, making it a great choice for businesses.