About Pipefy

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 Cal...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

190 Reviews of Pipefy

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(139)

139

4 stars

(46)

46

3 stars

(3)

3

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 190 results

November 2019

Fabrício Yutaka from UniVirtua

Verified Reviewer

Company Size: 1 employee

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

Pipefy or Trello?

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pros

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Cons

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Reasons for Choosing Pipefy

Trello is completely flexible. Pipefy gives flexibility and control in the right balance.

July 2020

Lisa from AHRI

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

Wow. Just..WOW

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.

Pros

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.

Cons

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.

Reasons for Choosing Pipefy

These products simply did not deliver on the full range of requirements I had for the business process. In some cases, they were too expensive.

April 2019

Adam from Club Media FZE

Verified Reviewer

Company Size: 2-10 employees

Industry: Publishing

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

I'm sure I'm not even using a 10th of it's potential but it fills an important business requirement

Good - we use it to manage our sales pipeline & sales process and it works well and the free tier is great

Pros

Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation. It's fast, clean, simple & my sales team actually use it (and seem to like it!!)

Cons

Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible. Some aspects of the reporting can be a bit restrictive in terms of filters

March 2020

Robson from Amplifique.me

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

March 2020

The best Process Management Platform

Pros

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.

Cons

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.

Reasons for Choosing Pipefy

Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy.

February 2020

Pablo from Di20 Design

Company Size: 2-10 employees

Industry: Design

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

February 2020

Automate almost any process

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

Pros

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.

Cons

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.