Pipefy Software


 

Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as BPO, IT, service desk, shared services, financial services and sales. Primary features include task management, pre-designed process templates, admin controls, two-factor authentication, email messaging and reporting.

It allows users to create custom workflows, define work rules and collaborate in real time. Other features include software development, sales pipeline management, bug tracking, service level agreements and deadline tracking, process integration and visual process management. Pipefy offers integration with multiple applications through Zapier. It also integrates with Slack, Google Sheets, Google Calendar, Zendesk, MailChimp, Salesforce and Pipedrive.  

Pipefy is available with monthly subscription pricing. Mobile applications are offered for Android and iOS devices. Support is offered via phone, email, live chat, online help articles and webinars.

 

Pipefy - Customize workflows
 
  • Pipefy - Customize workflows
    Customize workflows
  • Pipefy - Process templates
    Process templates
  • Pipefy - Public forms
    Public forms
  • Pipefy - Reporting
    Reporting
  • Pipefy - Sales pipeline
    Sales pipeline
  • Pipefy - Multiple devices
    Multiple devices
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

35 Reviews of Pipefy

Showing 1-20 of 35

 

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December 2017

December 2017

Easy to implement a new process... in a few minutes you are open and running!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Fast results, ni need of special tranning.

Pros

Simple to use yet powerful. Very modern and effective interface. Easy to connect with other apps. Plenty of resources.

Cons

Some features are missing (in development/deployment). Some changes are not possible: you need to do it again (partially).

Review Source: Capterra
 

Rafael from Virginia Tech

November 2017

November 2017

Great to model flexible processes

Ease-of-use

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Control of my pending tasks, tracking of the time used on each pending process, creating standard procedures to deal with the tasks.

Pros

It's easy to use, during the modeling stage and on the day-by-day operation.
Because the straightforward operation, the training of the team was quite efective.

Cons

Not that good when modeling "if's", "loops" and subprocesses.
In processes where it's needed to split the tasks, it's also not the easiest way to present it.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: November 2017

November 2017

 

Thank you for your feedback!

 

Torey from Teagles Consulting

November 2017

November 2017

Finally, a process management system that I can get behind! I'm all in!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: November 2017

November 2017

 

Thank you so much for your feedback!

 

Antonio from ExamVision Brasil
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

I have known similar softwares, but this is by far the best on the market.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Organization, productivity and automatation of process.

Pros

The amount of solutions that the tool offers, as well as the fast and individualized customer service.

Review Source: Capterra
 

Thiago from Creative Design

October 2017

October 2017

I couldn't imagine there would exist such an amazing tool. It fits almost perfectly to any process!

Ease-of-use

Functionality

Product Quality

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Saved a lot of time from recurring processes!

Pros

I love that it is totally customizable. The fact that I can easily and quickly configure it makes it superb, but what sealed the deal for us was the support from Camila. Being able to talk to someone who patiently walked me through the troubles I had implementing was amazing.

Cons

The software still has a path to walk when we talk about refreshing the screen. We have to keep refreshing the screen to be sure we are seeing updated cards.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: October 2017

October 2017

 

Thank you for your feedback

 


October 2017

October 2017

Best process management service out there

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Pros

ease of use, customisation and keeping track of. clean and beautiful interface keeps it relevant and bring people back to the platform.

Cons

I have no points to complain about so far except for the lack of gantt charts, which would make it even more powerful.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: October 2017

October 2017

 

Thank you for your feedback!

 

Sam from IMG SOS
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Exactly what I wanted

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Tracking and monitoring my business and my staff. it's perfect. You can customize anything you want as you like.

Pros

Straight forward, easy to use, you don't need a training, has everything, very organized, includes excellent reports.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: October 2017

October 2017

 

Thank you for your feedback

 

Rafael from Instituto GRPCOM
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Excellent!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Value for Money
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Pros

The possibility of customizing all processes according to the operation of my organization.
I also like to follow real time what is happening.

Cons

I can not split pipes into folders, to organize myself better by areas. It would be better to visualize...

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Fabio from Total Publicações
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2017

September 2017

It filled my need for control, and made possible new forms of follow-up

Ease-of-use

Functionality

Product Quality

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Pros

Amazing control tool, highly intuitive and fully customizable. It allowed the possibilities of management to be extended to levels in micro and macro environments

Cons

The price could be a little lower, especially for a single user. The free version could have more features.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Allan from MaxMilhas
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2017

September 2017

Awesome for creating new process

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

* easy to change the defaults
* does not get you stuck like Jira to change little things :|
* beautifuuul interface :D
* awesome integrations, easy to configure (git, slack, bitbucket, more with zapier)

Cons

It still developing a lot of functionalities, so some are available to use but not fully working... The support is still developing

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Ahmed from Matajir Group

September 2017

September 2017

It's very nice Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
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Pros

Flexibility and layout are very nice and there is a lot of things it can be designed and controlled by the end user so it's considered dynamic not static software.

Cons

Privileges of the Users, I think it need to be a little bit flexible so we could active\deactivate all the options during adding new users.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Joseph from JKS Insurance & Financial Services
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

Just what I needed to build a graphical representation of my sales pipeline

Ease-of-use

Functionality

Product Quality

Customer Support

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Usability
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Quality
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Pros

I like that I can substantially modify how to present my data in a way that works for me, and have some control over my UI

Cons

Not totally intuitive, but close enough, just needs some time to work through everything to pick up the UX logic.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Sandrival from eQuality Contabilidade

September 2017

September 2017

Everything is simple!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
Value
Support
Pros

The easy way to create your own processes, friendly interface and connections. Support is a great differential too.

Cons

Speed of creating some new important features, don't have company important reports to evaluate performance.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your review!

 

ERICK from UFJF
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2017

September 2017

Great app for team management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
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Product Quality
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Value for Money
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Efficiency, productivity

Pros

It can really adapt itself to your process demands and team communication. The automations make things so easy!

Cons

Besides it isnt a software feature, I can say the price is the thing I like least. Doing payments in USD isnt easy for who lives in Brazil.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Raul from Mentores Digital
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Raul

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Integrated process

Pros

As a process management system, I can use to manage and different areas from my company in the same platform.

Cons

There are some features about user and role control that I miss.
And some triggers that would make my process even more automated.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback

 

Karine from Berneck
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2017

August 2017

It's a great tool to control our process.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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It's excellent to control our process. Now I know where the order is. What the real status of it.

Pros

Email Templates, automations, SLAs and very easy and intuitive to use. All this helped us to improve our performance with the clients.

Cons

Emails inside the cards. It's a good idea but we send a lot of emails template, so this option we don't use yet.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: September 2017

September 2017

 

Thank you for your feedback!

 

Marcio from W12 Global
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Excellent! We use it for everything that is a collaborative process.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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Pros

Automation feature is a plus!
I like that they are always bringing something new and are open to suggestions. Their roadmap runs FAST! Integration with lots of other apps also is a plus!

Cons

Email templates should accept HTML coding... its pretty complicated to add your own style for the automate emailing.
Managing tasks with due date is still a challenge for us. The calendar won't mach our needs yet.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: August 2017

August 2017

 

Thank you for your feedback!

 

Cesar from Gnosis
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Smooth

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Control over my commercial initiatives

Pros

Is easy to use , allows editable fields, mobile capability, responsive, aligned towards clients business needs.

Cons

Probably enable admin features in the mobile version, everything else is perfect. I am quite pleased

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: August 2017

August 2017

 

Thank you for your feedback!

 

Érico from Klein Portugal Advogados Associados
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

Great platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
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Support

Organization and better use of time.
Also better custumer onboarding.

Pros

The platforma is easy to use and very organized.
I thas great features and a great idea in general.
The possibilities it offers, letting us add other people, schedule meatings, attach files and so on is amazing.

Cons

It's a little complex, which makes it a little hard to understand all the features and use it to its complete possibilities.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: August 2017

August 2017

 

Thank you for your feedback!

 

Dilson from W12
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Very useful software. Great value.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We could better organize our onboarding pipelines with Pipefy.

Pros

Easy to use, good integrations, great features to process management. It is very flexible to organize pipelines.

Cons

Tasks organization is hard to use. We still need to use other tools to schedule tasks. It does not have a good way to view tasks within the cards yet.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: August 2017

August 2017

 

Thank you for your feedback!