Pipefy Description
Pipefy is the workflow management software that makes business processes--such as purchasing, job opening, accounts payable and employee onboarding--hassle-free, so requesters, processors and managers are more efficient. Pipefy is easy to deploy, no-code and automated workflows that deliver better quality results without the need for IT implementation.
Digital transformation is possible. You can control the rising volume of service requests through an easy-to-use, enterprise-class process automation. This will allow you to focus on strategic initiatives and other activities.
The platform has seen rapid growth, driven by a strong market desire to find better solutions for managing business processes and automation. Pipefy is used by top companies such as Visa, IBM and Santander.
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Pricing
✓ Start quickly with plug-and-play process templates
✓ Create and share public forms
✓ Talk to stakeholders in the platform
✓ Role-based access to protect sensitive data and restrict permissions
✓ Private processes accessible only to admins and invited members
✓ Conditional logic to display, hide or skip steps and actions according to your rules
✓ Data recovery for 90 days to restore accidentally lost/deleted information
✓ Access to our API to easily create custom integrations with existing software
✓ Custom Integrations to build fully connected operations
✓ Two-factor authentication to enhance account security
✓ Single Sign-On to simplify Enterprise user management
✓ Custom domain to exchange emails within the platform and monitor delivery
✓ Customer Success Manager to support you every step of the way
Integrations
Company Details
Product Details
Pipefy Features and Options
Workflow Management Software
Purchasing Software
Customer Service Software
Human Resources Software
Customer Success Software
Pipefy Lists
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
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
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
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
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
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
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
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
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
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
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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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
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
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
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.