Pipefy

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

Pipefy's user-friendly interface and no-code building solution allow us to easily train our team on new processes or process changes. In an evolving industry landscape, the agility offered by using Pipefy is critical to long-term success.

Cons

The variety of available apps is somewhat limited, which means we have to leverage 3rd party integrations for some of our processes.

Pros

Easy to use and customizable to fit our specific needs. Great for visualizing and tracking our processes.

Cons

Some advanced features require additional paid add-ons. Would love to see more built-in automation options.

Pros

The visual workflow design and automation features make my work so much easier and efficient

Cons

The reporting and analytics features could be more robust, and the mobile app needs improvement.

Pros

I like that it comes with great AI automation features and also comes with great HR features.
It also comes with great automation features.

Cons

Not a single issue with Pipefy. It is the best.

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

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

The customizable workflows and easy-to-use interface are a huge plus for me.

Cons

I wish there were more integrations available to streamline my workflow even further.

Pros

Card interface to handle hiring pipeline was visually effective and time saving

Cons

Some of the integrations needed a couple tweaks but a good experience overall

Pros

1. Neat and clean dashboard
2. Real-time tracking
3. Mobile friendly
4. Support team is exceptional

Cons

1. Integration is a bit problematic
2. Needs a lot of bandwidth to operate

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 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

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

Reasons for Switching to Pipefy

Pros

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Cons

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

Pros

The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.

Cons

I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.

Alternatives Considered

Reasons for Switching to Pipefy

Pros

Its useful no-code utilities allow for the simple creation of process workflows. The programme is incredibly user-friendly, simple to use, has fantastic graphics, and is quite intuitive. It may be used for project management, process management, and even managing team activities. Pipefy's liberty and empowerment in allowing me to develop and personalise my processes in whatever manner I desire. Furthermore, the amount of detail and history that can be stored on a single Pipe is astounding.

Cons

I wish there were materials for making dashboards. Other elements, such as automation, might make some activities easier to do. E-mail tools require a few extra capabilities and resources for developing email templates with better styles. They have certain tight restrictions that even a corporate account cannot change.

Pros

Their tech stack is unreal. Their integration with Workato is seamless. There isnt much you cant do on the platform BUT their service structure is terrible these days.

Cons

This is my second time around and the experience of modeling and going live is not what it was like two years ago for the first project.
They give you "x" amount of hours to model your "pipes". Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off. Their developer designed our pipe with a major fundamental flaw and they refused to fix it {actually ignored my emails for weeks} unless I purchased more hours at $125 per hour). Its this perpetual loop they throw you in which constantly costs you money.
I was not open to paying this, so decided to figure it out myself but was not able to as the developer designed it in a way where their own support team couldn't figure it out. So basically my project was taken hostage .

They give you no documentation on the architecture and just basically throw you in the ocean , to sink or swim and will throw you a $125 p/h life boat if you wanna ride.

Other than that, they are closed (ZERO support) after hours, weekends and Brazilian holidays. This is 2022, I do not know of another Saas that rolls like this? Even during biz hours, its a 90 min turn around

Workato is an amazing integration tool but thats pricy also. .075 cents a ping , with most processes needing 2-3 calls to accomplish the goals.

Pros

The tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation.

Cons

Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable.

Pros

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything.

Customer support has been great!

Features:
- The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power.
- Relational database tables that can be tied to cards.
- Specify the flow card needs to take through the process, can't start the job until you have ordered materials
- Take action when certain fields change.
- Create and track sub-processes.
- Super solid GraphQL API.
- Reporting based on a cards fields.

Cons

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App.

- You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Pros

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Cons

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens.
Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Pros

The kanban methodology is great to manage multi activities.

Cons

Some features needs to be improved, like the availability to paste itens and transform it in a check list.

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

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.

Pros

Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests.

Cons

Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial

Pros

Ease of use and mobile app features. Automations included.

Cons

Lack of built in functions like conditional logic and mathematical operations.

Alternatives Considered

Switched From