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BoldTrail Back Office vs Pipefy

BoldTrail Back Office vs Pipefy

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Overall Rating
4.5 (833)
4.6 (316)
Ease-of-Use
4.3 / 5
4.5 / 5
Value for Money
4.4 / 5
4.4 / 5
Customer Support
4.5 / 5
4.6 / 5
Functionality
4.2 / 5
4.4 / 5
Last Review Written
July 26, 2024
October 9, 2024
Pros/Cons
  • Pros

  • I love this software because it is easy to use and really great for tracking. I love that it has a pipeline feature and it is very user friendly.
  • We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated.
  • I love the ease of setting up my checkpoints customized to how I run my files. I love the record keeping as well.
  • Cons

  • Inability to drag and drop files across different functions the entire program, onboarding portal has no drag and drop feature.
  • If you call a one sided platform, complete, then you have never used their competition. Contact to hold you hostage when they cannot deliver a fully functional program is completely ridiculous.
  • Primarily, I experienced a very frustrating learning curve.
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  • Pros

  • Excellent customer support and the product is fantastic and the pipefy staff is always looking to improve the user experience.
  • The Kanban view is very clean and easy to manage, and the calendar view helps a lot when we are planning our launches. Also, the automations are very useful to implement poka-yokes into the process.
  • Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code.
  • Cons

  • Sometimes the e-mails don't go through and the software doesn't send me a warning or a solution to the problem and this can impact the operation badly.
  • In general i aprecciate the Pipefy, just the problem i've spoken up make the pipe inefficient for me some times.
  • The only negative point I think is the price of the product.
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Pricing Range
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$
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$
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$
Product Demo & Screenshots
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Advisor Recommendations & User Awards
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos