Ease of use, advanced customisation, fits well to manage almost any process I needed.

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

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.

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.

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.

I haven´t got any benefits with Pipefy

the Pipefy Integration with other systems by e-mail and API is what I liked

Difficult to get good examples and way to operate the system

* Pipefy offers easy communication between sales operation process. * It has perfect for data storage for a very long period of time unlike the previous software we used. * It is highly easy and fast to learn, this makes it beginner friendly * It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used *It has a very high speed of communication and processing information * Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process. Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Pipefy has a lot of tools to help small business that haven`t IT Team. Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

With Pipefy I could have better response for clients with less people.

Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process. We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

There are just a few details than pipefy could improve as: - Use math formulas on his forms - Calculate the real time use on a process it only calculates the time on the pipe of a card.

We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

Easy management Intuitive set up Easy to use Clean and beautiful layout

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Any firm that wants to automate its workflow in a way that even its least tech-savvy employees can learn to utilize quickly and easily should look into Pipefy. It's a fantastic system for facilitating easier HR tasks including onboarding and employing new staff, monitoring expenditures, and more.

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

I can easily manage my team tasks so I don't overload anyone.

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

It crashed one or two times, but nothing to worry about.

We're trying to decrease the time in app generation. We face an internal process change that made an app take up to 4 days to be published and, with Pipefy, we could track the lifetime of a card in each phase making it easier to see where the process have failed. Now deadlines aren't a problem and everything is up to date.

The fact that we adapt Pipefy to all our needs, improving personal and the entire company development in a way that other applications can't do.

Sometimes it's scary to think in all the detailed configuration we have to do to made it work the way we want.

I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work.

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect.

Here we could create and develop very manual process in an easiest and automated way, which improve our results and evaluate our road to the success. All in one complete, very efficient and confident tool, Pipefy really does the difference in our daily work.

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

Pretty good. The support team is great and, for 90% of the occasions, I can use Pipefy to manage my team and our process.

Pipefy pretty versatile, for example, we use to manage payments, clients, leads, manufacturing...

We can build lots of different reports, but we're not able to do basic maths with those numbers. It would be good to automatize and generate more functional reports.

The horizontal flow or the work environment and the customizabilty.

Some automation lag, but I am in Africa so the delay is most likely from my side.

A notable advantage is its mobile app, which allows you to manage your processes on the go. Additionally, Pipefy offers process automation to minimize manual tasks and provides the option to create forms for mass data collection. Overall, Pipefy is a tool that has helped me and my team optmize various aspects of project management and team collaboration.

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

It's good, but expensive.

Is easy to configure the pipes and the user have a lot of options.

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement.

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved. The automated delivery and rules are great. The phase descriptions are very helpful.

The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used. It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered. There is a steep learning curve to thinking like a pipe! ;)

We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system.

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

I'm organizing the hole process of my business in pipefy, having everything connected and automatized

Easy to use; very customizable; good interface and support

Poor data analyses; difficult to connect to others softwares

Very easy to use, I also love the automations

I've been using it to start a recruiting a campaign and I had to label the participants between male and female. I noticed it's very hard to label one by one. You have to click each card individually, click on "labels" then click on the gender. I'm a user of Todoist and I reckon you could use a similar feature to them. I expected to right click the card and see pipefy options (such as "add comments", "select label"), instead of my browser options (such as reload page, save page, copy, paste etc). Also, I do not like how many times the notifications pop up in the page. After I see it the first time, they shouldn't keep popping up every time I switch to the Pipefy tab.

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.

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.

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.