Pipefy Software

Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.

Pros

Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.

Cons

There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.

Pros

The ease of structuring a new process and of tracking KPI's

Cons

Some delays in processing new infos when it comes to fill in the cards

I have to manage the allocation of tasks among a team of engineers. PIPEFY allows me to create a bunch of tasks, distribute them among my people and keep full visibility of: workload per engineer - progress status - completed asks - reallocated tasks - etc.

Pros

Its simple, It works, Its intuitive and Its useful. What else would anyone ask?

Cons

Tutorials are not sorted in YouTube. An Index would be great.

We started using pipefy after a demanda for aligning teams and organizing our support necessities, all the tools we use are extremely simple and everyday we use more of it. Our next steps will be to make use of pipefy API to extract important team metrics which I hope will be very useful.

Pros

It's easy to use, and I always have everything I need in a click distance. It's an awesome tool for management and to keep all stakeholders of a project aligned about the moment of a product or area.

Cons

I have nothing to complain about pipefy.

Pros

Control your team, administrate your tasks and use the templates to fast setup your projects. It's a worthwhile tool and have awesome automation features.

Cons

I miss a time tracking, and some tutorials arent very good.

After using it is every day, it´s very clear to realize how much time of our working time is saved.

Pros

So flexible and so full of features to automatize workflow. Even a kid is able to learn how to do customize fields, phases, automation.

Cons

It´s necessary time to learn a bunch of resources (features) to take the best from Pipefy. Patience is necessary to take advantage of all of them.

Used it for a couple of days, didn't quite get sold on this one.

Pros

Nice interface. Has templates for various kinds of projects to help you get started easily. Lots of features to track progress of your overall project.

Cons

UI is not very smooth. Lags most of the time. Controls can get complex pretty easily.

Productivity based on simple steps, simple cards that can solve complex tasks through complex dilemmas, with a lot of conditional decisions (fields, phases, etc.).

Pros

A lot of features on my hands. Possible to initiate in simple steps until develop complex solutions.

Cons

More templates. They´re useful to inspire new users improve their knowledge. At the same time, probably a lot of users have tested workflows developed using Pipefy to share worldwide. Should have a library to share them.

Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.

Pros

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

Cons

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.

They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.

Pros

How easy it is to set up, and use on a daily basis. The support is also a very strong pro, the team is always helpful, and they always solve the problems.

Cons

It takes a lot of time to the automatic tasks happen, sometimes it takes 5 minutes for the card to go to other phase.

Pros

It's very flexible due to its customizability, you can add fields with explicit types to the cards and make them have the meaning you want.

Cons

Since it is so open, it lacks some features related to more specific work.
To make a sprint you need to use an "App" on your board, but that app is very limited and lacks the customization of the rest of the product, I spent a lot of time, fighting the app to make it work closer to what I would like.

SMOOTH OPERATIONS, ACCOUNTABILITY

Pros

Just started Pipefy currently for my business as well as a client. This has made operation smooth. My team is held accountable and customers history inventory is clear.

Cons

Software works better on ipone. I have a android. Other then that its great. I am fine with the cost.

More structured workflows

Pros

Quick to set up
Reasonable integration with other apps (Zapier, Slack, etc.)
Good set of native features
Responsive customer support

Cons

Database lacks features to make it a useful complement of the pipe system: calculated fields, lookup-like function, etc.
Some weird design decisions can make the set up confusing (connected fields vs connected cards, field synchronization, access/writing rules...).

Workflow process steps related to my clients with data information being sent directly to forms, reports. No rework is necessary.

Pros

Power to customize in our hands, without demand TI support. The Kanban visualization let us easily identify relations among each step in a workflow.

Cons

It´s necessary to learn how to use it. Some hours of some vídeos are enough. There are so many features that you have to demand experienced users to accelerate your learning process to use Pipefy.

I can organized my internal process and suggest for my customers an efficient way to automate their job routine

Pros

Automations between pipelines and customisable database are really useful tools and it generates lot of opportunities to customize our business process, per example.

Cons

Only one automation for the free plan is a good way to initiate and learn more about the platform, but it probably will not the enough as soon you get more use

Pros

Allows us to manage our IT core processes and help desk requests all in one piece of software. This has been a great asset.

Cons

Reporting is simple and maybe could use some more functionality/features. Overall, the software has been great so far.

Pros

Pipefy is easy and intuitive, we create many internal processes with quality and economy, so we can stay focused on results and adjust workflows as we identify best practices. The support staff is well prepared and approachable.

Cons

It would be interesting if possible to install in on premise mode, with optional cloud-mirroring functionality.

The best project management software. It helps me a lot to create and follow my entire creative process.

Pros

What I like the most about the platform is the ease of process customization. I can create my own process and still have several free functions.

Cons

I think I could have notifications via email or app when a startform was answered. This would help me know when a briefing was answered by a client.

Pros

It is very flexible, great GUI, and you can use to manage basically anything! Love the ability of creating different checklists for each stage of your process.

Cons

Not being able to print checklist on each phase or print your board/tasks other than exporting via excel. It also lacks the ability of copying "cards/taks" from one "pipe" to another.

Pros

With pipefy, companies can built standard processes, beyond that it could make possible the real time information, something that is each day more important to competitive companies.

Cons

The platform is growing day by day, so by the momment it has not all the features that could give coverage to a robust process.