Is Pipefy right for your business?

We’re here to help you make the best Accounting Software choice.

best for

  • Accounting
  • Best For All Business Sizes
  • Supports Multiple Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality
Frontrunners

Frontrunner 2020

Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

What is 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. ... 

Jump to:

Pipefy Customize workflows
Pipefy Customize workflows
Pipefy Process templates
Pipefy Process templates
Pipefy Public forms
Pipefy Public forms
Pipefy Reporting
Pipefy Reporting
Pipefy Sales pipeline
Pipefy Sales pipeline
Pipefy Multiple devices
Pipefy Multiple devices
Click to open gallery

User Review Highlights

4.63

275 Reviews

5
187
4
77
3
8
2
2
1
1
4.5

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"The UI is great, services team was very helpful. Automation is a great feature as well as the reporting capabilities and email triggers."
  • icon"It helps me organize my processes and my day by day; It's easy to use; let you customize everything; Changed completely my daily routine for the best."
  • icon"To be honest, it looks like Pipefy has some great features, but I only needed one: to create a simple, easy checklist for repeating tasks."
  • icon"The only negative point I think is the price of the product."
  • icon"The basic e-mail adress to send e-mails from Pipe is very unreliable and often goes to Spam."
  • icon"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."

Read user reviews

How much does Pipefy cost?

Starter: Free - recommended for small teams, startups, freelancers, and students who need to organize their tasks Business: $18/user/month - recommended for mid-market teams needing to centralize and scale business processes Enterprise: $30/user/month - recommended for organizations that need enterprise-level security, control, and support to manage complex or connected business processes Unlimited - recommended for organizations that need unlimited power to error-proof their Enterprise processes

Starting price

$18.00 per month

Free trial

Not Available

Free version

Available

Which features does Pipefy offer?

Core features:

@mentions360 Degree FeedbackAccess Controls/PermissionsAccount AlertsAccount ManagementAccountingActivity DashboardActivity TrackingAlerts / EscalationAlerts/NotificationsShow more features +

People who reviewed this software give it a 4.5 star rating for functionality.

How easy is Pipefy to use and deploy?

Pipefy supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, iPad, Android, Windows, Mac, Linux.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about Pipefy

4.63/5 out of 275 Reviews

Showing 1 - 5 of 275 reviews

Jonah

Company size: 11 - 50 employees

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

August 2021

Great Software

User Profile

Fabrício Yutaka

Verified reviewer

Company size: 1 employee

Industry: Marketing and Advertising

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

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.

User Profile

Jessica

Verified reviewer

Company size: 201-500 employees

Industry: Computer Software

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

May 2022

Pipefy is a versatile tool that may be used for a variety of purposes

I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

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.

Reasons for switching to Pipefy

In terms of functionality, it's tops the charts. I recommend completing the free Pipefy University classes to have a better understanding of how the system operates and how to make better use of tools and automation to make your job simpler.

Anonymous

Company size: 1,001-5,000 employees

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

November 2019

An easy and best project management tool

The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.

Pros

1. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications

Cons

1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products

Reasons for choosing Pipefy

1. Free pipes for 5 projects. 2. The experience in trial period was amazing. UX is the best. Every little feature is well thought off. 3. Cloud.

Reasons for switching to Pipefy

1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.

User Profile

Melissa

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Computer Software

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

June 2022

Incredible collaboration tool that increases productivity

Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Pros

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Cons

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Reasons for switching to Pipefy

You may use Pipefy to organize your work and chats by making your own deals, which can be linked to all of your emails. You can forecast and manage your deals using the insight tools and have a better knowledge of your progress.

Showing 1 - 5 of 275 reviews

Popular Pipefy Comparisons

Pipefy

Pipefy

4.63/5 out of 275 reviews