Pipefy Reviews

Pros

Ease of use, advanced customisation, fits well to manage almost any process I needed.

Cons

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

Pros

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Cons

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

Pros

the Pipefy Integration with other systems by e-mail and API is what I liked

Cons

Difficult to get good examples and way to operate the system

Alternatives Considered

Trello

Reasons for Choosing Pipefy

We have more examples and ways to understanding Trello function and configurations

Switched From

Trello

Reasons for Switching to Pipefy

I didn't choose

Pros

* The filter options on pipefy makes it easy to search and track any sales process
* The workflow makes it possible to easily choose any stage and track sales operation processes
* It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Cons

I noticed there are no demonstration
videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy
Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

Pros

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually.

If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Cons

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process.
Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Alternatives Considered

Dynamics 365, Kissflow, J. J. Keller FMLA Manager and Smartsheet

Reasons for Switching to Pipefy

These products simply did not deliver on the full range of requirements I had for the business process. In some cases, they were too expensive.

Pros

Pipefy has a lot of tools to help small business that haven`t IT Team.
Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION!

Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business.

Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Cons

Some features that i would like to see in Pipefy is:

- Time control: could have some "Pipefy Apps" that generate time report of taks, and users.

- Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

Alternatives Considered

Trello

Reasons for Switching to Pipefy

Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy.

Pros

Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process.

We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Cons

There are just a few details than pipefy could improve as:
- Use math formulas on his forms
- Calculate the real time use on a process it only calculates the time on the pipe of a card.

Pros

Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Cons

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Alternatives Considered

ActiveCampaign

Reasons for Choosing Pipefy

Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need.

Switched From

Agendor

Reasons for Switching to Pipefy

As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot.

Pros

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Cons

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Pros

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

Cons

It crashed one or two times, but nothing to worry about.

Alternatives Considered

Asana

Reasons for Choosing Pipefy

Our last software didn't receive upgrades in the last few years, and also don't have a support team.

Reasons for Switching to Pipefy

Pipefy contacted me with a great presentation and an awesome support team.

Pros

The fact that we adapt Pipefy to all our needs, improving personal and the entire company development in a way that other applications can't do.

Cons

Sometimes it's scary to think in all the detailed configuration we have to do to made it work the way we want.

Alternatives Considered

Trello

Reasons for Switching to Pipefy

It has an incredible toolbox: you can track all the cards under your responsibility, generate reports in three clicks or less and the easy to see recorded information on the cards.

Pros

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

Cons

It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect.

Pros

Pipefy pretty versatile, for example, we use to manage payments, clients, leads, manufacturing...

Cons

We can build lots of different reports, but we're not able to do basic maths with those numbers. It would be good to automatize and generate more functional reports.

Alternatives Considered

Trello and Asana

Reasons for Switching to Pipefy

It's waaaay more versatile doing everything that they do and much more.

Pros

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Cons

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

Pros

Is easy to configure the pipes and the user have a lot of options.

Cons

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Alternatives Considered

Telegram, Microsoft Project, Slack and monday.com

Switched From

Telegram, Microsoft Project, Slack and monday.com

Reasons for Switching to Pipefy

More complete

Pros

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Cons

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Pros

In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved.
The automated delivery and rules are great. The phase descriptions are very helpful.

Cons

The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used.
It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered.
There is a steep learning curve to thinking like a pipe! ;)

Pros

Everything is in one place and we no longer need to rely on excel sheets and proper versioning, etc. Reporting is easy and customizable. Work flow and tracking of project status has helped our team be more efficient.

Cons

The setup was a bit challenging for some items but that is because our team had some unique requests. The Pipefy team (especially [sensitive content hidden]) was extremely helpful in working through this and using creative solutions to meet our needs.

Pros

It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work.

Cons

It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information.

Pros

I have been using pipefy for 3 or 4 years now and I absolutely love it. It is very versatile and user friendly as it enables you to build your own platform for tracking, organizing and streamlining start to finish processes within your business. This product give me the confidence to manage our inventory from my desktop or phone, no matter where I am or the time of day. What a great product.

Cons

It would be nice to be able to make certain changes to individualize each process within your pipe with different colours to make the visual of each process be more defined.

Pros

Easy to use; very customizable; good interface and support

Cons

Poor data analyses; difficult to connect to others softwares

Alternatives Considered

Trello

Reasons for Switching to Pipefy

Because It has more funcionalities

Pros

Flexibility and ease of customization. A person with very little IT experience and design a pipe.

Cons

I wish I could integrate it into other software more. I would like to see added the ability to add functionality that lets me choose how individual phases of a pipe are organized, first to last, last to first, alphabetical, type of card together, etc. I can only adjust on the entire pipe level of earliest to latest and vise versa, I need to be able to do that on the phase level.

Pros

Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.

Cons

I haven’t customized all features due to lack of available tutorials.

Pros

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

Cons

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

Pros

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Cons

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.