





Customize workflows






Supported Operating System(s):
Mac OS, Web browser (OS agnostic)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...
Customize workflows
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
November 2019
Fabrício Yutaka from UniVirtua
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.
January 2021
Matheus from Labellamafia
Company Size: 51-200 employees
Industry: Textiles
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
January 2021
A helpful and intuitive tool that your company must have
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.
Pros
Easy management Intuitive set up Easy to use Clean and beautiful layout
Cons
Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)
Reasons for Choosing Pipefy
As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot.
Reasons for Switching to Pipefy
Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need.
January 2021
Ricardo from Simpli Inc
Company Size: 11-50 employees
Industry: Internet
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
1.0
Customer support
5.0
Functionality
2.0
January 2021
Bugs, lack of features
I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman? They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.
Pros
- Kanban with custom fields / rules - Email automation with easy to build templates -
Cons
- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.
Reasons for Choosing Pipefy
Because the sales team lied to me telling me they had a feature that they didn't actually have.
December 2020
STEPHEN from CARS45 NIGERIA LIMITED
Company Size: 201-500 employees
Industry: Automotive
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
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
Cons
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
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
December 2020
Reginaldo from COGTIVE
Company Size: 11-50 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
Pipefy was the tool our team need to perform better!
With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time.
Pros
Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.
Cons
The app is not very easy, but they are improving it.
Reasons for Switching to Pipefy
The latter tool hadn't features enough that could allow us to build our process with all its details.