All Pipefy Reviews
1-25 of 297 Reviews
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Jonah
11 - 50 employees
Used less than 6 months
OVERALL RATING:
4
Reviewed August 2021
Great Software
Bruna
Verified reviewer
Accounting, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2020
Pipefy as a managing team tool
My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around.
PROSSome features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes.
CONSI didn't like is that we are not allowed to change the colours of the tool.
Reasons for switching to Pipefy
I did the swith to experiment with a similar tool and see how the team would adapt.
Melissa
Verified reviewer
Computer Software, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed June 2022
Incredible collaboration tool that increases productivity
Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.
PROSPipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.
CONSPipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.
Reasons for switching to Pipefy
You may use Pipefy to organize your work and chats by making your own deals, which can be linked to all of your emails. You can forecast and manage your deals using the insight tools and have a better knowledge of your progress.
Fernando
Consumer Services, 2-10 employees
Used monthly for more than 2 years
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed January 2021
Poor exemples and models
I haven´t got any benefits with Pipefy
PROSthe Pipefy Integration with other systems by e-mail and API is what I liked
CONSDifficult to get good examples and way to operate the system
Reason for choosing Pipefy
I didn't choose
Reasons for switching to Pipefy
We have more examples and ways to understanding Trello function and configurations
Mohamed
Banking, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
assists in planning operations and ensures the safety of procedures.
Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement.
PROSPipefy 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.
CONSThere 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.
Jessica
Verified reviewer
Computer Software, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2022
Pipefy is a versatile tool that may be used for a variety of purposes
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.
PROSBecause 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.
CONSIn 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.
Reasons for switching to Pipefy
In terms of functionality, it's tops the charts. I recommend completing the free Pipefy University classes to have a better understanding of how the system operates and how to make better use of tools and automation to make your job simpler.
STEPHEN
Automotive, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2020
MY EXPERIENCE WITH PIPEFY
* 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
PROS* 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
CONSI 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
Reasons for switching to Pipefy
Pipefy offers a better user friendly interface that is easy to transfer information and aids communication for the various sales operation with absolute ease. It is also beginner friendly
Anonymous
1,001-5,000 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed November 2019
An easy and best project management tool
The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.
PROS1. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications
CONS1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products
Reason for choosing Pipefy
1. Free pipes for 5 projects. 2. The experience in trial period was amazing. UX is the best. Every little feature is well thought off. 3. Cloud.
Reasons for switching to Pipefy
1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed December 2020
With higher flexibility comes higher complexity to implement and a generalist in all areas.
Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy.
PROSI can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+.
CONSAutomations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact.
Reason for choosing Pipefy
Flexibility to be my main software, customised to work with my entire company.
Alexandre
Verified reviewer
Computer Software, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed October 2019
Pipefy - A promise for greatness
While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has
PROS- Ease of use (once you get familiarized with where is everything and terminology) - Comprehensive API - Great support and UX - Consistency
CONS- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database) - The API documentation is really messy and even as a developer I get lost - The mobile app is a huge mess and the only really lacking part of the UX - Web interface could be more responsive
Reason for choosing Pipefy
Partnership mentioned above, experience of some members with the plataform and the promise of great features
Reasons for switching to Pipefy
Our company is a Junior Enterprise part of Brasil Junior, which got a partnership with Pipefy that led to better plans. We moved since we hit a paywall at Trello and found that Pipefy has great features that Trello lacked and we keep discovering! Now that we are more experienced at Pipefy we don't feel any need to change
Anonymous
201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2020
Pipefy review
I can easily manage my team tasks so I don't overload anyone.
PROSIt has tutorials and very good documentation of how to build it yourself, easy to use and configurate.
CONSIt crashed one or two times, but nothing to worry about.
Reason for choosing Pipefy
Pipefy contacted me with a great presentation and an awesome support team.
Reasons for switching to Pipefy
Our last software didn't receive upgrades in the last few years, and also don't have a support team.
Paulo
Information Technology and Services, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed August 2019
Innovative and clean alternative to Trello
Great kanban option that's fast and gets the job done.
PROSWhat I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.
CONSThe main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).
Reasons for switching to Pipefy
Wanted to try something new; no mobile app on Kanbanchi.
Henrique
Design, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed March 2020
Good value, but can be improved
Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important.
PROSI really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.
CONSThe setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.
Reason for choosing Pipefy
pipefy is more specific for the tasks I wanted to do.
Reasons for switching to Pipefy
Monday just wasn't appropriated for the tasks.
Carolina
Financial Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2020
Pipefy is the best tool to get things done
My experience with Pipefy is really satisfactory! I was able to deploy 3 new processes and avoid many mistakes by controlling them better and using Pipefy's features.
PROSIt's the easiest tool to set up any type of process or project that you currently need to organize and deploy.
CONSI'd like to have a better system to create approval and escalation processes
Reason for choosing Pipefy
Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can.
Mirna
Computer Software, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2020
Easy to use but automations need to improve!
In our business, we use Pipefy to receive demands from our customers. This tool brought the following benefits to us: it unified our channel for receiving demands; brought visualization of the demands for everyone involved in the process.
PROSEasy to use; Possibility to customize cards with many types of inputs; Personalized email submissions.
CONSAutomations could be improved. At a certain point, I needed that when a "parent" card was moved from a phase, the "child" card (in another pipe), be moved from phase as well. However, we were unable to do this with the automation options available in Pipefy.
Reason for choosing Pipefy
We had some good recommendations for this tool.
Caroline
Hospitality, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY