SOP, or standard operating procedure, is what enables a business to scale over the long term by helping to create a standardized approach to common tasks and activities.
SOP software provides a centralized platform for creating, managing, and distributing standard operating procedures, making them easily accessible across departments.
The right SOP management software helps document processes, reduce human error, and maintain continuous improvement as teams grow.
This article’ll explore the best standard operating procedure software available. These will help you standardize your operations and build a reliable process documentation system with written instructions.
Top 10 SOP Software Tools
- Top-Rated SOP Software At a Glance
- Features to Consider When Selecting SOP Software
- The 10 Best SOP Software for Teams
- How we review software at ClickUp
- 1. ClickUp (Best for all-in-one SOP creation, task linking, and team collaboration)
- 2. Trainual (Best for structured onboarding and process training at scale)
- 3. Scribe (Best for auto-generating SOPs from real-time workflows)
- 4. Process Street (Best for recurring workflows and team-wide SOP execution)
- 5. Document360 (Best for creating searchable SOPs with AI-powered knowledge base tools)
- 6. Tallyfy (Best for automating SOP execution and approvals)
- 7. SweetProcess (Best for simplifying SOPs for growing teams)
- 8. Coassemble (Best for integrating SOPs into interactive team training)
- 9. Dozuki (Best for frontline SOP training and digital work instructions)
- 10. Notion (Best for flexible SOP documentation with embedded content)
- Additional Helpful Tools
- ClickUp is the Ultimate SOP-ervisor
Summarize this article for me pleaseTop-Rated SOP Software At a Glance
Here’s a quick comparison of the top SOP software solutions to help you choose the right fit. We’ll look at their key features, pricing, and user ratings.
| Tool | Best For | Key Features | Pricing* | Ratings |
| ClickUp | All-in-one SOP creation and collaboration for teams of all sizes | Structured SOPs, task linking, real-time editing, version control, automations | Free plan available; Custom pricing available for enterprises | G2: 4.7/5 Capterra: 4.6/5 |
| Trainual | Structured onboarding and process training for large teams | Role-based SOPs, multimedia support, progress tracking, built-in tests | No free plan; Paid plans start from $249/month per user | G2: 4.7/5 Capterra: 4.8/5 |
| Scribe | SOP generation from real-time workflows for small teams | Screen capture, step-by-step guide creation, annotations, embed/share options | Free plan available; Paid plans start from $15/month per user | G2: 4.8/5 Capterra: Not enough reviews |
| Process Street | Recurring workflows and SOP execution for mid-sized teams | Dynamic checklists, conditional logic, task assignments, AI workflows, approvals | Custom pricing (Free trial available) | G2: 4.6/5 Capterra: 4.7/5 |
| Document360 | AI-powered searchable SOPs and knowledge base for large businesses | Version control, markdown/WYSIWYG editing, multilingual support, Audio Assist, reusable content blocks | Custom pricing(Free trial available) | G2: 4.7/5 Capterra: 4.7/5 |
| Tallyfy | SOP execution with approvals and automation for small or mid-sized teams | Role-based assignments, approval flows, escalation rules, workflow tracking | No free plan; Paid plans start from $5/month per user | G2: Not enough reviews Capterra: Not enough reviews |
| SweetProcess | Simplifying SOPs for growing teams | Clean UI, image/video checklists, revision history, internal and public SOP management | Free trial available; Paid plans start from $99/month per user | G2: Not enough reviews Capterra: Not enough reviews |
| Coassemble | SOPs as interactive team training modules for large teams | Course builder, SOP-linked lessons, progress tracking, quizzes, centralized updates | Free plan available; Paid plans start from $30/month per user | G2: 4.6/5 Capterra: 4.5/5 |
| Dozuki | Frontline SOP training and digital work guides for large manufacturing teams | Rich media work instructions, skills tracking, multilingual support, compliance workflows | Custom pricing | G2: 4.4 Capterra: Not enough reviews |
| Notion | AI-powered documentation and project collaboration for small to large teams | AI writing, templates, database views, team wikis, task checklists | Free plan available; Paid plans starting from $10/month per user | G2: 4.7/5 Capterra: 4.7/5 |
*Please check the tool website for the latest pricing
Summarize this article for me pleaseFeatures to Consider When Selecting SOP Software
The right SOP software should make it easy to create, manage, and scale fully customizable standard operating procedures without adding complexity.
To achieve this, look for standard operating procedure (SOP) management software that offers:
- An intuitive interface that simplifies SOP creation for teams of all sizes, from new employees to experienced operators
- Flexible customization options that align with your unique business processes and existing procedures
- Built-in collaboration features like real-time editing, comments, and task assignments
- Robust version control to track changes and approvals while maintaining audit-ready SOP documentation
- Powerful search functionality to help teams quickly locate SOPs and step-by-step guides
The right SOP software tool should also have integrations with your regular work software, such as Microsoft Teams, CRM tools, and learning systems. Bonus points if it comes with dedicated support, security, scalability, and custom pricing options.
Summarize this article for me pleaseThe 10 Best SOP Software for Teams
If your team still relies on informal knowledge to run daily operations, these best SOP software tools will help you easily build a centralized knowledge base.
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
1. ClickUp (Best for all-in-one SOP creation, task linking, and team collaboration)
When processes live in scattered documents or exist only in people’s heads, consistency takes a hit.
That’s where ClickUp steps in—not just as a documentation tool, but as a central hub for creating and sharing your SOPs across the organization ✅.
Whether you’re onboarding new hires, standardizing team checklists, or refining multi-departmental workflows, ClickUp provides the structure and flexibility to keep everyone aligned.
Teams can create SOPs in ClickUp from scratch or select from pre-existing SOP templates.
Collaborative ClickUp Docs, which allow for nested pages, tables, images, and links to tasks, let teams develop detailed step-by-step guides.
ClickUp’s live collaboration feature makes it easy for multiple users to work on SOPs at the same time. With live cursors, in-context comments, and task assignments, teams can make updates in real time.
Creating SOPs for the first time? ClickUp’s SOP Template is ideal for businesses building their first set of procedures.
The template helps standardize document management workflows, improve collaboration, and reduce training costs by providing teams with a structured, repeatable framework for documenting processes.
You can also explore the ClickUp Standard Operation Procedures Template for cross-functional projects, or the ClickUp HR SOP Template for HR-specific use cases.
Wondering how you can keep track of all your SOP documents? ClickUp’s AI Knowledge Management centralizes all your company knowledge in a searchable Docs Hub with filters, tags, and permissions.
With version control, teams can see what changed, when, and by whom. You can restore older versions or compare edits, ensuring transparency and process consistency when updating your SOPs.
This is what Briettny Curtner, Program Manager at Utah Valley University, said about ClickUp.
📖 Also Read: Best Work Instructions Software
And that’s not all. ClickUp Brain helps you turn ideas into action with AI-powered document generation and inline writing assistance.
This AI assistant can summarize lengthy SOPs, suggest process steps, or rephrase instructions.
In addition, you can use ClickUp’s AI Agents to monitor task progress, answer SOP-related questions, and even update SOPs when key details change. This way, your team doesn’t waste time chasing updates or rewriting documents manually.
💡 Pro Tip: Tired of wasting hours updating docs manually? Using AI for documentation streamlines your processes and cuts hours of effort.
ClickUp Automations help eliminate manual steps in SOP execution by triggering actions.
For example, when an SOP for client onboarding reaches the “Review Completed” stage, ClickUp can automatically assign the next task to the account manager and send a follow-up reminder.
Additionally, you have access to over 100 automations to streamline SOP-driven actions, such as assigning tasks, updating statuses, and sending reminders.
ClickUp best features
- Create structured SOPs with nested pages, media, and task links to turn documentation into actionable workflows your team can follow with clarity
- Work on SOPs in real time with teammates across functions to ensure accuracy, faster updates, and alignment during process changes
- Track every edit made to an SOP and restore previous versions to maintain compliance and avoid accidental loss of critical information
- Reduce manual work by automating task assignments, status changes, and reminders based on SOP milestones and conditions
- Keep all SOPs organized and searchable in one place so teams can access, update, and follow procedures without delays
ClickUp limitations
- Initial setup may take time for teams transitioning from disorganized systems
- Some advanced features may require customization or onboarding support
ClickUp pricing
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews
- G2: 4.7/5.0 (10,300+ reviews)
- Capterra: 4.6/5.0 (4,400+ reviews)
What users have to say about ClickUp
This G2 review noted:
💡 Pro Tip: If your team is confused about next steps, it’s likely your processes, not your people. In How to Write Standard Operating Procedures (SOPs), learn how to create step-by-step guides that remove guesswork and boost consistency.
2. Trainual (Best for structured onboarding and process training at scale)
SOPs often exist, but teams still ask the same questions. Why?
Because those SOPs aren’t connected to roles, tracked for completion, or easy to access.
Trainual fixes that by turning your documentation into interactive, role-based training modules with built-in tests and progress tracking.
Trainual’s structured system of ‘Subjects’ and ‘Topics’ allows you to create, categorize, and assign SOPs by role or department. For example, you can build a complete sales onboarding process with embedded videos, images, and tests, then assign it to all new hires in that department.
The centralized knowledge base and AI search ensure that employees can get quick answers to any process or policy-related questions.
Trainual best features
- Provide role-based SOPs, policies, and training modules in one platform
- Build and assign step-by-step guides with embedded videos, images, and links
- Track training completion with reports, tests, and automated reminders
- Generate SOPs and process documentation faster with AI and templates
- Notify employees of policy changes with triggered notifications
- Integrate with HRIS, Slack, Google Drive, and Microsoft Teams
Trainual limitations
- Limited native integrations, with some relying on Zapier
- Learning curve due to unfamiliar terms like “Subjects” and “Steps”
- No monthly pricing for small teams; billed annually by default
Trainual pricing
- Core: $249/month per user (billed annually)
- Pro: $319/month per user (billed annually)
- Premium: $399/month per user (billed annually)
- Enterprise: Custom pricing
Trainual ratings and reviews
- G2: 4.7/5.0 (840+ reviews)
- Capterra: 4.8/5.0 (480+ reviews)
What users have to say about Trainual
This G2 review captured:
3. Scribe (Best for auto-generating SOPs from real-time workflows)
Writing detailed SOPs can slow teams down, especially when processes change often or are done instinctively.
Scribe removes this bottleneck by automatically capturing your screen, clicks, and keystrokes as you complete a task, then turning that into a step-by-step guide.
With Scribe’s browser or desktop extension, you can walk through a process once and let the process management platform generate a shareable, editable guide with screenshots and written steps.
The paid variants of the tool let you redact sections of your screenshots to protect sensitive information.
Scribe best features
- Auto-generate step-by-step SOPs from real-time workflows
- Add context with voice transcripts and AI descriptions
- Edit, customize, and annotate guides with screenshots
- Share guides via link, embed, or export options
- Organize SOPs in folders with permissions and tagging
- Integrate with Microsoft Teams, Notion, and other tools
Scribe limitations
- Limited to screen-based processes (not suited for conceptual SOPs)
- More powerful features are available only on paid plans
- Desktop capture is still in beta for some OS versions
Scribe pricing
- Free
- Pro Team: $15/month per user
- Pro Personal: $29/month per user
Scribe ratings and reviews
- G2: 4.8/5.0 (560+ reviews)
- Capterra: Not enough reviews
What users have to say about Scribe
This Capterra review highlighted:
🧠 Did You Know: 66% of organizations are already piloting automation, yet many miss out on the simple workflow changes that can save hours every week. The blog Workflow Automation Examples and Use Cases breaks down how to make those changes with real tools and examples.
4. Process Street (Best for recurring workflows and team-wide SOP execution)
Even well-written SOPs fall flat when teams struggle to follow them consistently.
Process Street solves this by combining SOP documentation with action.
With this tool, every SOP becomes a dynamic checklist where you can assign tasks, set deadlines, and include rich media like videos or documents. Whether it’s employee onboarding or client handoffs, each run of the workflow becomes easily tracked and optimized.
In a rush? Use the AI Workflow Generator to quickly create workflows suited to your specific requirements, with tasks, due dates, and more.
Process Street best features
- Create interactive SOP checklists with multimedia support
- Ensure accountability with automated approvals, assignments, comments, and role-based permissions
- Tailor workflows to different scenarios with conditional logic
- Track task completion across teams and departments
- Integrate with Microsoft Teams and 1000+ apps
Process Street limitations
- Templates can become complex for non-technical users
- No true offline mode for mobile or desktop
- Reporting features could be more advanced
Process Street pricing
- Custom pricing
Process Street ratings and reviews
- G2: 4.6/5.0 (440+ reviews)
- Capterra: 4.7/5.0 (630+ reviews)
What users have to say about Process Street
This G2 review shared:
📮 ClickUp Insight: The average professional spends 30+ minutes a day searching for work-related information—that’s over 120 hours a year lost to digging through emails, Slack threads, and scattered files. An intelligent AI assistant embedded in your workspace can change that. Enter ClickUp Brain. It delivers instant insights and answers by surfacing the right documents, conversations, and task details in seconds—so you can stop searching and start working.
💫 Real Results: Teams like QubicaAMF reclaimed 5+ hours weekly using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!”
5. Document360 (Best for creating searchable SOPs with AI-powered knowledge base tools)
Poor search and a lack of version control can quickly lead to outdated or duplicated processes, especially when managing internal policies, training materials, and compliance documents across departments.
Document360 solves this by offering a powerful AI-powered documentation platform that makes it easy to organize, search, and update SOPs with precision.
Ideal both for internal teams and external stakeholders, it provides a clean, searchable interface and rich authoring tools that make maintaining up-to-date procedures effortless.
With granular access controls, version history, search engine optimization, and powerful categorization, Document360 ensures SOPs are easy to find, follow, and maintain across the organization.
Document360 best features
- Build structured SOPs using markdown or WYSIWYG editors with version control
- Improve discoverability with AI search, category filters, and multilingual support
- Make your knowledge base more accessible by letting users listen to your content with the Audio Assist feature
- Reuse content blocks across documents to maintain consistency
- Assign roles, set permissions, and manage internal vs. external SOPs separately
- Automate support deflection with AI-generated FAQs and ticket deflectors
Document360 limitations
- Limited template variety compared to other tools
- Search functionality can be slow for very large document libraries
- The interface has a learning curve for non-technical users
Document360 pricing
- Custom pricing
Document360 ratings and reviews
- G2: 4.7/5 (450+ reviews)
- Capterra: 4.7/5 (240+ reviews)
What users have to say about Document360
This Capterra review noted:
📖 Also Read: The Best Process Improvement Methodologies
6. Tallyfy (Best for automating SOP execution and approvals)
For teams stuck manually chasing approvals and tracking repetitive steps, SOPs often become a bottleneck instead of a solution.
Tallyfy tackles this by turning your SOPs into live, trackable workflows with automation built in. It is ideal for non-technical teams that wish to standardize and centralize their processes and workflows.
This AI-powered, no‑code SOP and workflow management platform can also double as an SOP generator that is especially useful for processes that require stakeholder sign-offs, task dependencies, and time-sensitive routing.
Tallyfy best features
- Convert static SOP documents into interactive workflows
- Automate approvals and conditional steps with logic-based flows
- Assign tasks to specific roles and track progress in real time
- Set deadlines, reminders, and escalation rules for each SOP step
- Integrate with Slack, Zapier, Teams, and more to streamline updates
Tallyfy limitations
- Limited formatting options for rich SOP content
- Requires upfront process mapping to maximize value
- Some users report a learning curve with logic flows
Tallyfy pricing
- Full Members: $30/month per user
- Light Members: $5/month per user
Tallyfy ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What users have to say about Tallyfy
This G2 review noted:
✨ Fun Fact: The original McDonald’s kitchen was designed like a factory line, and its SOPs were so precise that workers practiced with chalk outlines of where to stand.
7. SweetProcess (Best for simplifying SOPs for growing teams)
For many growing teams, SOPs often start as scattered docs or personal notes, making it hard to utilize company knowledge effectively.
SweetProcess steps in to streamline how businesses document, update, and follow their SOPs in one place.
With collaborative editing, version control, and real-time updates, SweetProcess ensures that SOPs stay accurate and accessible, making it easy for teams to follow procedures, train new employees, and maintain operational efficiency as they scale.
The document automation software also supports single sign-on (SSO) and integrates with over 1,000 apps via Zapier, helping teams automate workflows and maintain security as they scale.
SweetProcess best features
- Create, organize, and update SOPs in a clean, user-friendly interface
- Leverage AI to generate tailored documents based on your requirements
- Attach images, videos, and checklists to explain complex steps clearly
- Track version history so teams can see exactly what changed and when
- Enable multi-step procedures to be broken into bite-sized tasks
- Offer a public knowledge base and internal documentation spaces
SweetProcess limitations
- Limited advanced integrations compared to enterprise tools
- Basic design options may not suit teams with heavy branding needs
- Lacks deeper AI features for auto-suggestions or smart tagging
SweetProcess pricing
- Active Member Billing: $99/month per user
SweetProcess ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
What users have to say about SweetProcess
This G2 review highlighted:
📖 Also Read: Best AI Writing Tools for Content
8. Coassemble (Best for integrating SOPs into interactive team training)
For teams that struggle to get employees to use and retain SOPs, Coassemble bridges the gap between documentation and engagement.
Instead of handing over a static PDF or shared doc, you can turn SOPs into bite-sized, interactive training modules.
This makes it easier to onboard new hires, standardize procedures, and reduce compliance risks. Growing teams benefit from having repeatable, trackable processes that feel more like learning experiences than documents.
The integrated AI in the platform also lets you generate and refine content in a few minutes.
Coassemble best features
- Convert SOPs into interactive learning paths with quizzes, videos, and checkpoints
- Create process guides and training from scratch with the drag-and-drop course builder
- Track SOP completion and knowledge retention with built-in analytics
- Embed SOP links directly into lessons or connect them to LMS workflows
- Enable centralized updates so SOP changes reflect instantly across all courses
Coassemble limitations
- Not ideal for teams that need traditional document-based SOP libraries
- Some features, like assessments and analytics, are gated behind higher-tier plans
- Limited offline access to SOP content
Coassemble pricing
- Free
- Team: $100/month for 5 users
- Enterprise: Custom pricing
Coassemble ratings and reviews
- G2: 4.6/5 (170+ reviews)
- Capterra: 4.5/5 (30+ reviews)
What users have to say about Coassemble
This Capterra review noted:
9. Dozuki (Best for frontline SOP training and digital work instructions)
Frontline teams face uncertainty when SOPs reside in outdated manuals.
Dozuki solves this by turning standard procedures into rich, accessible digital work instructions. It’s purpose-built for manufacturing and industrial settings where consistency, compliance, and real-time updates are essential.
With tools for training, multilingual support, and integrated quality checks, Dozuki enables faster onboarding and better performance across shifts and sites.
Moreover, by enabling workers to share feedback on the quality of instructions, the tool helps companies continuously improve their documentation.
Dozuki best features
- Create SOPs with rich media like photos, videos, and step-by-step guides
- Track skills progression using training paths and a skills matrix
- Generate detailed reports on training, operational metrics, and more with AI analytics
- Translate SOPs into 100+ languages instantly
- Ensure compliance with built-in version control and approval workflows
- Capture process data through digital forms integrated into SOPs
Dozuki limitations
- The interface may feel complex for teams outside industrial workflows
- Advanced features require hands-on onboarding or training
- Integration depth depends on the plan
Dozuki pricing
- Custom pricing
Dozuki ratings and reviews
- G2: 4.4/5 (200+ reviews)
- Capterra: Not enough reviews
What users have to say about Dozuki
This G2 review featured:
📖 Also Read: Free Runbook Templates for Streamlining Processes
10. Notion (Best for flexible SOP documentation with embedded content)
Most platforms either help you store knowledge or get work done, but Notion bridges both.
It’s an all-in-one workspace where teams can write, plan, manage projects, create training programs, and automate workflows. Plus, you can organize internal knowledge through knowledge-sharing features like wikis, databases, and SOPs.
Notion AI enhances this further by turning scattered information into smart, actionable content: meeting notes, sprint plans, research insights, and more.
Notion best features
- Create and share wikis, SOPs, and dashboards across teams in real time
- Use 30,000+ templates and blocks to document, design, and plan anything
- Automate projects with database logic, dependencies, and AI-assisted tasks
- Enable smart search across Slack, Gmail, Google Drive, and more
- Turn notes into action items using AI-powered meeting summaries and research mode
Notion limitations
- Steep learning curve for new users and non-technical teams
- AI features are not included in lower-tier plans and cost extra
- Lacks native Kanban board view and advanced reporting for PMs
- Performance may lag when editing large, complex pages
Notion pricing
- Free
- Plus: $12/month per user
- Business: $24/month per user
- Enterprise: Custom pricing
Notion ratings and reviews
- G2: 4.7/5 (6,770+ reviews)
- Capterra: 4.7/5 (2,580+ reviews)
What users have to say about Notion
This G2 review shared:
Summarize this article for me pleaseAdditional Helpful Tools
Here are three additional SOP documentation software tools that can be helpful for you
- Slite: Combines a simple, clean interface with collaborative editing so that teams can create SOP libraries, assign owners, and use version history
- Loom: Allows teams to record screen tutorials, explain SOPs with voice and video, and embed them into documents or wikis
- Tettra: Helps teams create and manage internal SOPs, FAQs, and knowledge docs with usage analytics
✨ Fun Fact: Disney employees are trained to point with two fingers (never one) to avoid being perceived as rude in certain cultures. Disney’s park operations SOPs codify this practice for all interactions with guests.
Summarize this article for me pleaseClickUp is the Ultimate SOP-ervisor
Most SOP tools help you write things down. But when it’s time to actually follow those processes—assign tasks, track steps, adapt to change—they fall short.
ClickUp changes that. It helps create standard operating procedures in the same management system where work happens. Every documented process becomes part of a live workflow.
ClickUp also comes with key features, such as automation, task ownership, version history, and team-wide visibility, and helps implement standard operating procedures.
Whether you’re onboarding new hires, managing compliance, or scaling operations, ClickUp helps you go from confusion and repetitive tasks to team clarity and success.
Ready to turn SOPs into action? Sign up on ClickUp for free.
Everything you need to stay organized and get work done.
