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.

Customize workflows
Customize workflows

Customize workflows

Process templates

Process templates

Public forms

Public forms

Reporting

Reporting

Sales pipeline

Sales pipeline

Multiple devices

Multiple devices

Supported Operating System(s):

Mac OS, Web browser (OS agnostic)



71 Reviews of Pipefy

Overall rating

5.0 / 5 stars

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Showing 1 - 20 of 71 reviews

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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

My personal review

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

Review Source: Capterra

Ramon from InovaHR

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

New PIPEFY fan

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.

Review Source: Capterra

Douglas from Residuall

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

September 2018

Thanks pipefy

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.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Powerful management tool to handly difficult scenarios

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.

Review Source: Capterra

Response: Pipefy, Pipefy

September 2018

Thanks for your review! If you want any specific tutorial just let us know, we'll improve the content to become even more relevant.

Paulo from PD CONSULTORIA

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Easy way to structure workflow

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.

Review Source: Capterra

Rahul from Chronosphere Technologies Pvt. Ltd.

Number of employees:  1 employee

Ease-of-use

Functionality

August 2018

Decent enough project management tool if you want something other than Trello

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.

Review Source: Capterra

Paulo from PD CONSULTORIA LTDA

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Fantastic! Very, very, very easy features to be customized.

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.

Review Source: Capterra

Carolina from Gympass

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

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

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

July 2018

Thank you for your feedback!

Luis Gabriel from Jusbrasil

Ease-of-use

Value for money

Customer support

Functionality

June 2018

We use pipefy to organize our process of Customer Service.

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

June 2018

Thank you for your review!

Rodrigo from Apple Developer Academy | PUCRS

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Extremely customizable but you'll always wish for more

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

June 2018

Thank you for your feedback!

JOE from INFINITY DESIGNS

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Amazing operation and management tool

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

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Great workflow management tool

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

June 2018

Thank you for your feedback!

Paulo from PD CONSULTORIA

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

May 2018

Thank you for your feedback!

Felipe from Lab123

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

May 2018

Thank you for your feedback!

Drew from IDM

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Has been a huge asset to our IT operations.

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

May 2018

Thank you for your feedback.

silvino from Legal Services

Ease-of-use

Value for money

Customer support

Functionality

May 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Best process management platform.

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

May 2018

Thank you for your review!

Fab from Azima

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Fantastic process/project management tool

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

April 2018

Thank you for your feedback!

Allan Vinicius from Electrolux

Ease-of-use

Value for money

Customer support

Functionality

April 2018

It is the future of digital toolings

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

April 2018

Thank you for your feedback!

LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

April 2018

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

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

Displaying 1 - 20 of 71 reviews