About Pipefy

Pipefy is an onboarding software that helps HR teams reduce the need for data entry and manual processes. This solution helps teams automate activities such as collecting new employee information, sending welcome emails, updating core HR systems, and completing handoffs to IT and Finance teams. With Pipefy, businesses can ensure that HR teams are being efficient, completing all necessary steps, and providing a consistent new employee experience with streamlined communication.

Pricing for Pipefy is on a monthly subscription basis. Support is offered via live chat, videos, tutorials, and an online help center.


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

259 Reviews of Pipefy

Average User Ratings

Overall

4.63 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(176)

176

4 stars

(73)

73

3 stars

(7)

7

2 stars

(2)

2

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 259 results

November 2019

User Profile Picture

Fabrício Yutaka from UniVirtua

Verified Reviewer

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

Pipefy or Trello?

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pros

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Cons

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Reasons for Choosing Pipefy

Trello is completely flexible. Pipefy gives flexibility and control in the right balance.

December 2020

STEPHEN from CARS45 NIGERIA LIMITED

Company Size: 201-500 employees

Industry: Automotive

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2020

MY EXPERIENCE WITH PIPEFY

* Pipefy offers easy communication between sales operation process. * It has perfect for data storage for a very long period of time unlike the previous software we used. * It is highly easy and fast to learn, this makes it beginner friendly * It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used *It has a very high speed of communication and processing information * Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

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

Reasons for Switching to Pipefy

Pipefy offers a better user friendly interface that is easy to transfer information and aids communication for the various sales operation with absolute ease. It is also beginner friendly

January 2021

Ricardo from Simpli Inc

Company Size: 11-50 employees

Industry: Internet

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

1.0

Customer support

5.0

Functionality

2.0

January 2021

Bugs, lack of features

I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman? They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Pros

- Kanban with custom fields / rules - Email automation with easy to build templates -

Cons

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Reasons for Choosing Pipefy

Because the sales team lied to me telling me they had a feature that they didn't actually have.

January 2021

Matheus from Labellamafia

Company Size: 51-200 employees

Industry: Textiles

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

January 2021

A helpful and intuitive tool that your company must have

We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

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)

Reasons for Choosing 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.

Reasons for Switching to 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.

July 2020

Lisa from AHRI

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

Wow. Just..WOW

My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

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.

Reasons for Choosing 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.