Pipefy Description
Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more.
Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required.
Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery.
Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.
Talk to one of our software experts for free. They will help you select the best software for your business.
Pricing
✓ Request tracker
✓ Visual customization
✓ Unlimited users (per-user billing)
✓ Automations and Pipefy’s API
✓ Role-based access
✓ Data recovery
Integrations
Company Details
Media
Product Details
Pipefy Features and Options
Workflow Management Software
Pipefy is an advanced workflow management platform powered by AI, designed to optimize IT resources while enabling business teams to create and implement up to 85% of their workflows independently. Unify, automate, and enhance your workflows to deliver improved user experiences, accelerate business outcomes, and create more streamlined processes. Accelerate your deployment, reduce implementation expenses, and simplify processes with a comprehensive security toolkit, seamless integration with over 300 applications and systems right from the start, and HTTP/HTTPS support for connecting Pipefy with any additional tools you may need.
Business Process Management Software
Pipefy is an advanced business process management platform designed to optimize IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, users can effortlessly design, monitor, automate, and oversee any tailor-made workflow, regardless of its intricacy, without requiring any technical expertise. This no-code BPM solution offers a comprehensive end-to-end workflow that enhances team efficiency, oversight, and control from initiation to completion. Accelerate your deployment process, reduce implementation expenses, and simplify workflows while avoiding costly technology bloat through its integrated security features, ready-made connections to over 300 applications and systems, and the ability to connect Pipefy with additional tools via HTTP/HTTPS.
Purchasing Software
Create a streamlined, systematic, automated, and fail-safe procurement process designed to accelerate the purchasing timeline and enhance collaboration among all stakeholders. Utilizing Pipefy’s AI-powered business process automation and management platform, you can swiftly gain insights into your processes, enabling you to make informed purchasing decisions with confidence. Evaluate supplier effectiveness and develop workflows based on industry best practices, customized to fit your team's specific requirements. Seamlessly connect with your accounting software or other existing systems to facilitate growth.
Human Resources Software
Leverage your most valuable business resource with Pipefy, the AI-powered platform designed for efficient process management that seamlessly integrates the essential elements of HR: people, systems, and strategy. Pipefy streamlines all your HR workflows in one location, from managing incoming requests to minimizing response times, without the need for coding expertise or reliance on specialized third-party services. Create tailored employee portals to centralize crucial information, implement standardized HR forms to speed up the processing of requests, and utilize automated email templates to keep employees updated in real-time. Notable features include an integrated security system to protect sensitive information and a versatile no-code platform that allows for quicker deployment and reduced implementation expenses.
Customer Service Software
Procure to Pay Software
Revitalize your procurement team by shifting from a mere purchasing hub to a strategic ally within your organization. Establish a well-organized, consistent, and automated procurement system that accelerates the purchase order cycle and enhances collaboration among all stakeholders. Seamlessly connect your procurement software or any existing legacy systems to broaden your operational capabilities, ensuring clarity and responsibility throughout the process. Utilize Pipefy's AI-driven business process automation and management platform to swiftly gain insights into your processes, enabling you to make informed decisions with confidence. Design workflows that incorporate industry best practices while also catering to the specific requirements of your team.
Customer Success Software
IT Service Software
Pipefy is a no-code platform designed for automating processes and workflows, allowing organizations to maximize their IT resources while enhancing oversight and management of workflows and technology stacks throughout the organization. This user-friendly and secure tool can be utilized by any team to create and automate various IT processes, workflows, or service portals effortlessly. Streamline adoption, oversee transformations with complete transparency, and adapt to evolving business requirements — all while staying within budget and meeting deadlines. With Pipefy, IT departments can monitor every stage of the workflow and every element of the tech stack, minimizing risks associated with poor governance and unregulated IT practices. Notable features include over 300 pre-built connectors, HTTPS integrations, an integrated security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditions, and some of the quickest implementation times available in the industry.
ITSM Software
Pipefy is an innovative no-code platform designed for automating processes and workflows, effectively optimizing IT resources while enhancing oversight and management of all organizational workflows. With Pipefy, IT teams can efficiently deliver projects and resolve support tickets promptly and within budget. The platform ensures adherence to security and compliance regulations through features such as audit trails, business rules, and role-based access control (RBAC). Automated notifications help to avert delays and facilitate quick escalations, along with flexible asset management and tracking workflows. This user-friendly and secure tool can be easily implemented by any team to create and automate various IT processes, workflows, or self-service portals. Notable features include over 300 pre-built connectors, HTTPS integrations, a comprehensive security suite, artificial intelligence capabilities, customizable forms, dynamic rules and conditions, and some of the quickest return-on-investment options available in the industry.
Business Process Automation Tool
Pipefy serves as an advanced platform for automating business processes, utilizing AI to optimize IT resources while enabling business units to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, users can effortlessly design, monitor, automate, and manage any bespoke workflow—regardless of its complexity—without needing any technical expertise. This no-code business process automation software provides a seamless end-to-end experience, enhancing team productivity, oversight, and control from initiation to completion. Accelerate the deployment process, reduce implementation expenses, and simplify workflows while avoiding costly stack sprawl, thanks to a comprehensive built-in security system and seamless connections to over 300 applications and systems right from the start, along with HTTP/HTTPS support for integrating Pipefy with any other tools you may be using.
Pipefy Lists
Workflow Automation
Pipefy is a cutting-edge platform designed to enhance workflow automation through AI technology, allowing organizations to optimize their IT resources while enabling business teams to independently create and implement as much as 85% of their workflows. By centralizing, automating, and refining your workflows, you can achieve improved user experiences, accelerate business outcomes, and enhance overall efficiency. Enhance your deployment speed, reduce implementation expenses, and simplify processes with a comprehensive security suite, seamless integrations with over 300 applications and systems right out of the box, and HTTP/HTTPS capabilities to connect Pipefy with any other tools you use.
HR Service Delivery
Harness the power of your most valuable business resource with Pipefy, the AI-powered process management tool designed to effortlessly integrate the key elements of HR: people, systems, and strategy. Pipefy streamlines all your HR operations in one centralized platform, effectively managing incoming requests and minimizing response times—no coding expertise or external consultancy needed. Create tailored employee portals to gather essential information, utilize standardized HR forms to accelerate request handling, and set up automated email templates to keep your team informed with real-time updates. Notable features include a comprehensive security suite to protect sensitive information and a versatile no-code framework that enables rapid deployment and reduces implementation costs.
Digital Process Automation
Pipefy is an advanced digital process automation solution powered by AI, designed to optimize IT resources while enabling business teams to create and implement as much as 85% of workflows without needing coding skills or external specialized service providers. Enhance user experiences and accelerate business outcomes by standardizing, streamlining, and linking workflows seamlessly. Highlighted features consist of an integrated security suite and a versatile no-code framework that facilitates quicker deployment and reduces implementation expenses. Reduce process intricacies and avoid costly system proliferation with native integrations to over 300 applications and systems, along with HTTP/HTTPS capabilities to connect Pipefy with all other tools.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great in theory, but clunky Date: Jun 20 2020
Summary: We looked into Pipefy to provide better integration between our Sales, Marketing, and Support departments. The idea being to have a clean hand-off of client data from Sales to Support. When Support identifies something that interests the client, they could easily trigger for Marketing to start a new email campaign, for instance.
To Pipefy's credit, the basic workflows we created resulted in a trial success. This is a testament to Pipefy's ease of use and the quality of their support.
Where Pipefy breaks down is that it doesn't get particularly granular. Most of how Pipefy works is that you sort of push requests from queue to queue until someone manually does a thing. That's definitely a form of automation, but not as rich of an experience as we hoped.
Even so, to setup these more advanced workflows takes time. Both because the web platform is really clunky and slow and because it takes time to grasp the relationships. The first part is Pipefy's fault; the latter is more the reality that these systems take time to build.
Pipefy does offer some basic boxed designs, like Help Desk, but they aren't very good. They seem to be there more to instruct on best practices than to be used.
Overall, Pipefy was the best of we felt like the time to production was too vast. We felt that if we were going to spend six months to build a system in Pipefy, we might as well build something more customized using other systems and programming languages (Note: the prices are not comparable).Positive: Excellent support.
One of the few apps that makes good use of triggers.
Basic templates for most businesses.Negative: The triggers aren't particularly robust.
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You pretty much have to build everything yourself.
Tracking emails for support systems is rough.
The interface is slow and clunky. -
Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Pipefy review Date: Dec 10 2022
Summary: Overall, I highly recommend Pipefy for anyone looking for an easy-to-use project management tool. It is a great tool for streamlining workflow processes and it is packed with features that are sure to make any project a success.
Positive: Pipefy is an incredible online project management tool that allows users to streamline their workflow processes. It offers users a wide range of features and tools to organize, assign, and track their tasks. The drag-and-drop interface makes it very easy to use and it has a great user-friendly design.
The tool offers users a variety of templates for different types of projects, allowing them to easily create and customize their own process. It also comes with a powerful search engine, which helps users quickly find the relevant information they need.Negative: The interface is clunky and difficult to navigate, making it hard to quickly find the information you need. Additionally, the software is not customizable, making it difficult to tailor the system to our specific needs
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Plug and Play software Date: Aug 22 2020
Summary: Very much reliable and secure software. Mobile app version is also available. Keeps track record of tasks. Creates seamlessly information flows. Easy customisable features. Automated emails and messages sending features. Pre designed templates saves lots of time and energy.
Positive: Pipefy helps our HR team to standardise workflows. Increases our productivity. Easy to understand and use. Helps in keeping all the things at a single place. Centralize requested forms. Easily integrates with Hubspot, Slack, SAP, Oracle, Salesforce, Gusto, Sage etc. Automate daily routine works.
Negative: Great and powerful software. No cons found till now.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Tool with multi-benefits Edited: Nov 11 2020
Summary: Pipefy is a very advanced tool for business processes. It offers well categorized multiple functions to collaboratively work with effectiveness. Overall, Pipefy is an amazing tool.
Positive: Pipefy has multiple usages, it supports recruiting member, boost teamwork, marketing and manage customer support. We are using its team collaboration to manage our marketing strategy with effective power. It's very easy in the platform usability.
Negative: For help desk solution it's not great in managing tickets.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Create your custom workflow Date: Nov 03 2020
Summary: Overall, Pipefy is quite an effective platform to create a unified workflow and streamlined the work processes. The interface is user friendly, recommend to everyone.
Positive: Pipefy has great potential to make workspace unified for tasks. It helps to stay on top of the tasks using its custom workflows. I liked being able to integrate with Salesforce to boost its efficiency. The interface is also streamlined.
Negative: The first few times you may face difficulty in creating a custom workflow.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Advanced, Accurate and Reliable Edited: Oct 30 2020
Summary: We are using Pipefy to manage our marketing and help desk solutions. Its dashboard is clean and easy to navigate. In a usability Pipefy moderate platform.
Positive: Pipefy turns to be a game-changer in my workspace to work collaborated for our marketing and help desk solutions.
- The template for the sales pipeline is pretty robust, no code is required to deploy.
- Combined dashboard for different business activities.Negative: In usability, Pipefy platform is not so simple or easy.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Automates the workflow Date: Oct 28 2020
Summary: Worth a try! It an amazing business tool. I like its streamlined structure. Pipefy delivers exactly what we want in our workflow management.
Positive: Pipefy is an amazing workflow manager. We are using Pipefy to automate our workflow. It's very easy to build automated project cards. The UX is pretty appealing and smooth in navigation.
Negative: We are using it for a long time. Never encountered any major cons.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
One of the best business solution Edited: Oct 23 2020
Summary: Our team productivity increases significantly after implementing the Pipefy custom workflow. You can automate most of the workflow without any coding. Overall, Pipefy is an amazing work management tool.
Positive: We can perform many business activities including HR, marketing and customer service from one software. It improves the workflow and automates most of the processes.
Negative: It is one of the greatest business suction. No dislike.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Manage Workflow Date: Oct 15 2020
Summary: We are very happy with its performance to automate and manage workflow with the very least effort. We are using Pipefy to solve our bad management into a streamlined workflow. It gives us the power to centralize our working structure into Pipefy's dashboard to manage effectively.
Positive: You can easily adapt this solution into your small and mid business. It's dashboard provides a great resource to manage and visualize the process of workflow. It helps to boost collaboration to effective results.
Negative: Works as described. It's worth your invested time.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
A powerful Integration to make the workflow smoother and simple Date: Aug 23 2020
Summary: I love the Pipefy's ability to customize and helps us to collaborate for our remote work. It allows us to enhance our efficiency and makes us really close even working remote. It provides one hub to control the entire workflow.
Positive: Intuitive user interface. It's works smooth and flawless. Super modern workflow management. Easily Integrates with other business solutions. Easy connection to collaborate.
Negative: No cons. I will recommend this tool. Makes management smoother and simple.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Loved using it! Date: Aug 23 2020
Summary: It is one of the best process management platforms available on the market with free version and a very cheap starting price for the paid version with features incorporating your daily task needs, customer service, HR, finance and such.
Positive: It is easy to set up and has a wide number of features including setting up daily tasks, and managing things like customer care, human resource, finance and such.
Negative: I have not found any cons myself but If users want advanced features they can try and get it.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Effective Business Process Management Software Date: Aug 22 2020
Summary: Pipefy uses cards based visualizer which can be triggered through pre-set triggers and action can be set upon such as creating, moving, merging the cards. You can import all your email templates to Pipefy which can be easily used to send emails to the recipients with just one click from the card itself. It has good sizeable template repository which you can edit according to your need for creating workflow process.
Positive: Pipefy is very effective workflow management software. It offers great compatibility with most of the leading third party applications. The user interface is clean and clutter-free. Pipefy offers a great capability of collaboration and very effective business process management.
Negative: Pipefy is a comprehensive business process management software which offers wide implementation scope. I am very much satisfied with it. No Cons.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Incredible and Versatile Workflow management Date: Aug 22 2020
Summary: Pipefy is an incredible and versatile workflow automation tool. It's reliable and very easy to adopt platform for employees. It helps minimize our efforts and maximize our focus on process and sales.
Positive: Pipefy is versatile. Even I didn't use its full potential it delivers me more than expected. Easy customizable. Powerful Analytics and monitoring of work progress. Process control.
Negative: It worked great for me. Nothing to share about cons.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great for workflow management in small businesses Date: Aug 22 2020
Summary: Pipefy can be modeled to manage literally any process from recruitment to sales to finances. If you spend a lot of paper and a lot of time in managing these, you should definitely try Pipefy.
Positive: - The architecture is very flexible irrespective of who is building the process. The modular interface lets you add only the fields you need to track and remove everything else.
- The free version itself has a pretty decent feature set.Negative: - Some third-party app integrations like payments etc struggle to work occasionally.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Automated Workflow platform Date: Aug 22 2020
Summary: Pipefy is an extremely effective platform, to automate workflow without any stress. It allows us to manage and collaborate with our remote team. We are using Pipefy with Slack app integration. Overall we had a positive experience with it.
Positive: • Its Slack integration works great and extremely useful.
• Team collaboration. Helps to organize and communicate.
• Realtime project progress status for the administrator.Negative: • We had an overall positive experience with it.
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