Pipefy Software


 

Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, 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.

Pipefy 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)

65 Reviews of Pipefy

Showing 1-20 of 65

 

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Carolina from Gympass
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

July 2018

July 2018

Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my tasks.

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: July 2018

July 2018

 

Thank you for your feedback!

 

Luis Gabriel from Jusbrasil

June 2018

June 2018

We use pipefy to organize our process of Customer Service.

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: June 2018

June 2018

 

Thank you for your review!

 

Rodrigo from Apple Developer Academy | PUCRS
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

Extremely customizable but you'll always wish for more

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: June 2018

June 2018

 

Thank you for your feedback!

 

JOE from INFINITY DESIGNS
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Amazing operation and management tool

Ease-of-use

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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.

Review Source: Capterra
 

Patrick from On-call CIO

June 2018

June 2018

Great workflow management tool

Ease-of-use

Functionality

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Customer Support

Value for Money

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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...).

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: June 2018

June 2018

 

Thank you for your feedback!

 

Paulo from PD CONSULTORIA

May 2018

May 2018

It´s very easy to customize in many workflow situations demanded by any type and size organizations.

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: May 2018

May 2018

 

Thank you for your feedback!

 

Felipe from Lab123

May 2018

May 2018

It's a amazing and powerful tool to customize process and save time

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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

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: May 2018

May 2018

 

Thank you for your feedback!

 

Drew from IDM

May 2018

May 2018

Has been a huge asset to our IT operations.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: May 2018

May 2018

 

Thank you for your feedback.

 

silvino from Legal Services

May 2018

May 2018

very positive, we were able to quickly leverage our business!

Ease-of-use

Functionality

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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.

Review Source: Capterra
 

Hiago from Hiago Fernandes - Designer Gráfico e Ilustrador

May 2018

May 2018

Best process management platform.

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: May 2018

May 2018

 

Thank you for your review!

 

Fab from Azima

April 2018

April 2018

Fantastic process/project management tool

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 

Allan Vinicius from Electrolux

April 2018

April 2018

It is the future of digital toolings

Ease-of-use

Functionality

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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.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 


April 2018

April 2018

I love its clean and cute design. Improve processes thanks to its platform.

Ease-of-use

Functionality

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Pros

I like to tell you exactly the date on which the project was created and its different points, as well as to whom it is addressed and its priority. It is very practical to let you add external files.

Cons

I do not find it much more difficult, since the free option is very complete for several users, if what you are looking for is something more robust you already have to pay, but even so I do not think it is expensive.

Review Source: Capterra
 

Bernard from Infinitas Asset Management

April 2018

April 2018

Pipefy has made our professional lives better.

Ease-of-use

Functionality

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It makes out business so much more productive.

Pros

It makes it so easy to delegate and then monitor tasks in a team environment.
We can monitor tasks and track productivity of staff (& ourselves).
It makes the team ten times more efficient than what we were.

Cons

Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it !
Pipefy can be as addictive to staff as social media.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 

Marcelo from MVP Invest

April 2018

April 2018

We control all our new clients on boarding process with Pipefy, its easy and fast.

Ease-of-use

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I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

Pros

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Cons

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 

Caio from XPAND
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Good experience using this software.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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this have a real potencial to add value in several kind of ways

Pros

Is dinamic and interactive if you use with other people inside your company. High potencial to add value

Cons

If you have good english level is ok because it works mainly on that language. no other big cons or issues. practice a lot and you will defeat cons.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 

Marino from FAEL

March 2018

March 2018

Excellent!

Ease-of-use

Functionality

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Customer Support

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Productivity.

Pros

This software is great! Awesome! I'll recommend this for everyone. Everyone. Everyone. Everyone in this world!

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: April 2018

April 2018

 

Thank you for your feedback!

 

Cassiano from CTIS Tecnologia

March 2018

March 2018

Fantastic

Ease-of-use

Functionality

Product Quality

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Time, processes and organization of my team.

Pros

Convenient process creation, easy-to-use, customized reports, web form sharing and automated and customized e-mail templates.

Cons

Difficult to answer, do not have what I do not like because everything is very easy and with the support (custumer service) always giving us a solution.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: March 2018

March 2018

 

Thank your for you review!

 

Adilson from Excellence Consultants br

March 2018

March 2018

A simple and effective tool for processes control

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

The user experience is amazing. Very easy to configure the processes into the software. Even end users can configure the software.

Cons

The software could has the funcionality to draw processes using BPMN notation. It could be a great improve to the software in the future.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: March 2018

March 2018

 

Thank you for your review!

 

Paula from 25th West

March 2018

March 2018

Extremely user friendly.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Pros

The ease of use. Simple, easy on the eyes, not overly complicated. I love using the software daily.

Review Source: Capterra

  Response: Pipefy, Pipefy

Date: March 2018

March 2018

 

Thank you for your feedback!