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)

188 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

(137)

137

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 188 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.

February 2020

Pablo from Di20 Design

Verified Reviewer

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.

May 2020

Jonathan from www.CatholicWoodworker.com

Verified Reviewer

Company Size: 2-10 employees

Industry: Consumer Goods

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2020

Great product over-all, great supportresources

Pros

The UI is great, services team was very helpful. Automation is a great feature as well as the reporting capabilities and email triggers.

Cons

One limitation which was the missing link for us. The Database feature just is ready for primetime yet. It's not easy to integrate and import is limited to create only. no import/update available and no bulk delete. Without these things, we couldn't use the database feature which was a requirement for us.

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

Verified Reviewer

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.