Pipefy Reviews
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316 Reviews
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Pipefy - A promise for greatness
Reviewed on 29/10/2019
While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful...
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
Reasons for Choosing 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 changeReasons for Switching to Pipefy
Partnership mentioned above, experience of some members with the plataform and the promise of great features- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Best Platform for Process Management
Reviewed on 20/10/2022
It is a great Platform for Workflow and Process Management.
It is a great Platform for Workflow and Process Management.
Pros
Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.
Cons
The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.
Reasons for Switching to Pipefy
Easy to create, automate, and modify any type of workflow- Industry: Accounting Software
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Profitto & Pipefy
Reviewed on 17/12/2020
I've closed a deal with a big client and I needed to set up a team. But I didn't have a procedure...
I've closed a deal with a big client and I needed to set up a team. But I didn't have a procedure or a step by step of the operations... and I needed to manage 2 people out side the office. And Pipefy not only helped me to manage the team... but really helped me to create the procedure and to understand the entire chain of information. Pipefy makes my job more clear to me.
Pros
I think that it is simple to use... very friendly and wiht Pipefy it is possible to create a procedures and process even if you are not a specialist.
Cons
My only point (and real problem) is to be billed in US Dollar... it makes the solution more expensive and I have to analyze to keep with Pipefy. Not to change for another program... but to go back to Excel program or light ERP offer in Internet (ex.: Sige and Omie)
- Industry: Hospitality
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Awesome
Reviewed on 18/04/2022
Here we could create and develop very manual process in an easiest and automated way, which improve...
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.
Pros
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.
Cons
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.
- Industry: Machinery
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
With higher flexibility comes higher complexity to implement and a generalist in all areas.
Reviewed on 23/12/2020
Awesome experience, great software, helped us a lot on how to manage our operation (procurement,...
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.
Pros
I 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+.
Cons
Automations 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.
Reasons for Switching to Pipefy
Flexibility to be my main software, customised to work with my entire company.- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
An easy and best project management tool
Reviewed on 05/11/2019
The best experience compared to JIRA, Trello. The features are well thought off. If more similar...
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.
Pros
1. 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
Cons
1. 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
Alternatives Considered
TrelloReasons for Choosing Pipefy
1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.Switched From
JiraReasons for Switching to 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.- Industry: Accounting Software
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Pipefy as a managing team tool
Reviewed on 23/03/2020
My overall experience with pipefy is great, and I enjoy working with it because I can easily track...
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.
Pros
Some 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.
Cons
I didn't like is that we are not allowed to change the colours of the tool.
- Industry: Design
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Complete and highly customisable
Reviewed on 18/02/2020
I love using Pipefy, it brings to life our process and allow us to customise it as my team likes...
I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work.
Pros
It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.
Cons
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.
- Industry: Food & Beverages
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Pipefy review
Reviewed on 20/01/2020
I can easily manage my team tasks so I don't overload anyone.
I can easily manage my team tasks so I don't overload anyone.
Pros
It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.
Cons
It crashed one or two times, but nothing to worry about.
Alternatives Considered
AsanaReasons for Choosing Pipefy
Our last software didn't receive upgrades in the last few years, and also don't have a support team.Reasons for Switching to Pipefy
Pipefy contacted me with a great presentation and an awesome support team.- Industry: Management Consulting
- Company size: Self Employed
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Still learning
Reviewed on 29/10/2019
So far so good. I would like to have more client use to enter implementation stage
So far so good. I would like to have more client use to enter implementation stage
Pros
Easy to configure, Lots of API,s , Automatization capability.
Cons
Have tried using it for myself, my practise, but lack discipline to do as I preach
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Pipefy
Personal relation with representative in Canada- Industry: Insurance Software
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Pipefy - Keeping a tab on all cases/accounts without missing a thing.
Reviewed on 11/08/2022
Pros
Helps with keeping a sequential track of all action items.
Cons
Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.
Alternatives Considered
JiraReasons for Switching to Pipefy
Pricing was the main factor and customisation as well as ease of customisation.- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Pipefy was the tool our team need to perform better!
Reviewed on 30/12/2020
With Pipefy our team became started to build strong processes with high observability & ease of...
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 Choosing Pipefy
The latter tool hadn't features enough that could allow us to build our process with all its details.Switched From
Trello- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The best platform for organizing phloxes
Reviewed on 17/12/2020
Very good, it came to make my life and work easier. All my employees use it, it is a very complete...
Very good, it came to make my life and work easier. All my employees use it, it is a very complete tool.
Pros
the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process.
Cons
Hard to say. I have some specific considerations about some tools, like the expiration date, I believe it could be for hours and not with a fixed date. But in general I like all the platform.
Alternatives Considered
PipedriveReasons for Switching to Pipefy
It was the most complete and dynamic for our business model.- Industry: Outsourcing/Offshoring
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Great process management software!
Reviewed on 29/12/2020
We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and...
We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made.
Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential.
I would totally recommend Pipefy!
Pros
Pipefy is really user-oriented, so it is easy to create and implement pipes.
Conditional and Required fields are also really useful and we use them a lot in all our processes.
The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!
Cons
I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits.
Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.
Reasons for Choosing Pipefy
Podio was missing essential tools and wasn't being updated anymore.Switched From
PodioReasons for Switching to Pipefy
Support + Features- Industry: Textiles
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
A helpful and intuitive tool that your company must have
Reviewed on 05/01/2021
We use to have another software to do our sales process, but it didn't fills all our needs; so I...
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)
Alternatives Considered
ActiveCampaignReasons for Choosing 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.Switched From
AgendorReasons for Switching to 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.- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
Innovative and clean alternative to Trello
Reviewed on 01/08/2019
Great kanban option that's fast and gets the job done.
Great kanban option that's fast and gets the job done.
Pros
What 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.
Cons
The 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 Choosing Pipefy
Wanted to try something new; no mobile app on Kanbanchi.Switched From
Kanbanchi- Industry: Staffing & Recruiting
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Excellent project tracking and task management platform
Reviewed on 22/01/2023
Pros
Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly.
Cons
It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community.
- Industry: Insurance Software
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Management is in your hands.
Reviewed on 17/12/2020
We solved a huge problem with historic log on our work and now we can keep track of everything by...
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.
Pros
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.
Cons
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.
- Industry: Telecommunications
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Exceptionally Flexible and Easy to Use
Reviewed on 27/11/2018
Project and process management for small business teams (3-10 team members) within a larger...
Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.
Pros
Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.
Cons
There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
I recommend Pipefy to everyone I know!
Reviewed on 29/12/2020
I have been using Pipefy for 4 years now and I recommend it without a doubt.
I have been using Pipefy for 4 years now and I recommend it without a doubt.
Pros
It has an amazing UX and you can create your pipes all by yourself. But if you dont want to, they offer a lot of models so you can use them. It is easy for my team to follow their requests, it is easy for me to follow my team activities and we have 3 big areas using (Financial, HR and CS).
Cons
The ONLY thing I don't like about Pipefy is that you need to pay the highest rate to have user roles. I have lost work a few time because all of my team has admin role and that is bad.
- Industry: Writing & Editing
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Workflow with pipefy
Reviewed on 16/11/2022
Pros
Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work.
Cons
It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion.
- Industry: Business Supplies & Equipment
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Excelent task management and process administration
Reviewed on 02/03/2020
We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access...
We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access to critical information anywhere and anytime. Also, we are now administrating our customer's database directly in Pipefy.
Pros
It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work.
Cons
It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information.
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
review - small business
Reviewed on 22/12/2020
All in all I really like it - it helps a lot and was easy to implement and there's still a lot I...
All in all I really like it - it helps a lot and was easy to implement and there's still a lot I haven't used yet.
Pros
It's simple, intuitive, has a nice GUI, simple to implement
Cons
reports and automation could be more intuitive to implement, notofications aren't the best, would like to have more predefined stuff to make it easier and quicker to implement for simple processes with reporting, automation etc
- Industry: Financial Services Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Amazing Tool for Inside process Management
Reviewed on 28/12/2018
It’s a really good Tool. We use it is Selling, project management and inside process. It help us a...
It’s a really good Tool. We use it is Selling, project management and inside process. It help us a lot.
Pros
I love that it is so easy to use and to personalize, creating a unique and useful tool. At my company we use Pipefy from the Selling Process to the After Selling process, it help us organize all the process to make a good job!
Cons
I has so many uses that I don’t even know, and a think that I don’t like is that. I wish I could use all the functions without having to look so deep into it, because it would be easier. It is easy to use, but if you need something more complicated you need to study the software a lot to get it done.
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The best "Process Management tool"!
Reviewed on 05/02/2018
Now I have a easy and cheap way to track my work and my team's work. Before Pipefy I was lost in...
Now I have a easy and cheap way to track my work and my team's work. Before Pipefy I was lost in e-mails, Trello, Wunderlist, WhatsApp (and others) trying to get my work and my team's work "on track" but I was lost. With Pipefy I have all my workflows and work process in a same place.
Pros
Easy of use, interface, pricing and the possibility to create my process management the way I need with no "IT guy".
Cons
Time tracking will be a great feature for the future. Also a way to start counting time of working on a task automatically and mandatory could help us to have a "time tracking" in a better way.
Response from Pipefy
Thank you for your feedback!