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
Product Details
Pipefy Features and Options
Workflow Management Software
Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. 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.
Business Process Management Software
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.
Purchasing Software
Build a structured, standardized, automated, and error-proof purchase process to fast-track purchase cycle time and improve end-to-end stakeholder coordination. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile purchase decisions reliably. Assess supplier performance, and create workflows rooted in best practices, tailored to your team’s unique needs. Integrate your accounting software or other legacy tools to scale.
Human Resources Software
Tap into your greatest business asset with Pipefy, the AI-enhanced process management platform to seamlessly connect what matters most to HR: people, systems, and strategy. From consolidating incoming requests to reducing response times, Pipefy orchestrates all your HR workflows in a single place with no required coding knowledge or third-party specialized services firms. Build customized employee portals to centralize important information, standardized HR forms to expedite HR request processing, and automated email templates to provide real-time service updates. Key features include a built-in security suite to manage and safeguard sensitive data and a flexible no-code framework for faster deployment and lower implementation costs.
Customer Service Software
Procure to Pay Software
Transform your procurement department from a purchase management center to a strategic business partner. Build a structured, standardized, automated, and error-proof procurement operation to fast-track PO cycle time and improve end-to-end stakeholder coordination. Integrate your procurement software or other legacy tools to scale your operation, and ensure transparency and accountability at each step. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile decisions reliably, and create workflows rooted in best practices and tailored to your team’s unique needs.
Customer Success Software
IT Service Software
Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving visibility and control over workflows and tech stacks across the org. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or service portal. Accelerate adoption, manage changes with full visibility, and respond to changing business needs — on time and under budget. With Pipefy, IT teams can keep track of every workflow step and tech stack element, reducing risks due to lack of governance and shadow IT. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.
ITSM Software
Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving their visibility and control over every process and workflow in the org. Deliver more projects and close tickets on time and under budget. Pipefy helps IT teams maintain security and compliance standards with features like audit logs, business rules, and role-based access control (RBAC). Automated alerts prevent delays and ensure timely escalation, and adaptable asset management and tracking workflows. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or self-service portal. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.
Business Process Automation Tool
Pipefy is the AI-enhanced business process automation 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 BPA 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.
Pipefy Lists
Workflow Automation
Pipefy is the AI-enhanced workflow automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. 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.
HR Service Delivery
Tap into your greatest business asset with Pipefy, the AI-enhanced process management platform to seamlessly connect what matters most to HR: people, systems, and strategy. From consolidating incoming requests to reducing response times, Pipefy orchestrates all your HR workflows in a single place with no required coding knowledge or third-party specialized services firms. Build customized employee portals to centralize important information, standardized HR forms to expedite HR request processing, and automated email templates to provide real-time service updates. Key features include a built-in security suite to manage and safeguard sensitive data and a flexible no-code framework for faster deployment and lower implementation costs.
Digital Process Automation
Pipefy is the AI-enhanced digital process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.
-
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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.
Read More... -
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
Read More... -
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.
Read More... -
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.
Read More...
You pretty much have to build everything yourself.
Tracking emails for support systems is rough.
The interface is slow and clunky.
- Previous
- You're on page 1
- Next