About Pipefy

Pipefy empowers world-class managers to create and run efficient workflows. When do-ers have the tools they need to improve their work without relying on anyone else, there’s no limit to what they can accomplish. That’s why Pipefy enhances agility, upgrades efficiency and delivers augmented customer value through optimization of workflows, granting higher quality outcomes.

Pricing starting from:

$18.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipefy

- Connect different processes and create workflows for efficient cross-functional management;
- Automate work and back-office processes to free hands and promote innovation in the workplace;
- Centralize communications with email messaging via Pipefy, public forms, and app integrations;
- Generate advanced reports automatically on a predefined schedule and filter or combine processes to get the desired insights;
- Template store full of pre-built processes templates, based on industry best practices (i.e., Customer Success, Marketing & Sales, Finance, HR, etc.)

Devices

Business size

S M L

Markets

United Arab Emirates, Argentina, Australia, Brazil, Canada, Chile, China, Colombia, Germany, Ecuador, United Kingdom, India, Japan, Mexico, Panama, Peru, Paraguay, United States, Uruguay, South Africa

Supported Languages

English, French, Portuguese, Russian, Spanish

Pricing starting from:

$18.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Pipefy Software - Set up workflow automations to trigger actions when a certain event is carried out
Pipefy Software - Advanced reports provide insight into productivity, leads, opportunities, and more
Pipefy Software - Public forms can be deployed to gather data
Pipefy Software - Track deadlines and SLA and control how much time a card can stay in one phase
Pipefy Software - Drag and drop cards to different phases once a task is completed
Pipefy Software - Company files provide key information and can include notes, assignees, labels, attachments, and more
Pipefy Software - Emails relating to specific cards can be sent directly within Pipefy
Pipefy Software - Custom forms can be created and filled in using the native mobile apps
Pipefy Software - Product cards can be accessed from any device and show task details
Pipefy Software - Processes can be managed from the native mobile apps
View 12 more
Pipefy video
Pipefy video
Pipefy Software - Set up workflow automations to trigger actions when a certain event is carried out Pipefy Software - Advanced reports provide insight into productivity, leads, opportunities, and more Pipefy Software - Public forms can be deployed to gather data Pipefy Software - Track deadlines and SLA and control how much time a card can stay in one phase Pipefy Software - Drag and drop cards to different phases once a task is completed Pipefy Software - Company files provide key information and can include notes, assignees, labels, attachments, and more Pipefy Software - Emails relating to specific cards can be sent directly within Pipefy Pipefy Software - Custom forms can be created and filled in using the native mobile apps Pipefy Software - Product cards can be accessed from any device and show task details Pipefy Software - Processes can be managed from the native mobile apps

Features

Total features of Pipefy: 124

  • 360 Degree Feedback Software
  • @mentions
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management Software
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Applicant Tracking Software
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM Software
  • Calendar Management
  • Call Routing
  • Campaign Management Software
  • Candidate Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Collections Management
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Conditional Logic
  • Contact Database
  • Contact Management Software
  • Create Subtasks
  • Customer Database
  • Customer Engagement Software
  • Customer History
  • Customer Service Analytics
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Extraction Software
  • Data Import/Export
  • Deadline Management
  • Deployment Management
  • Discussions / Forums
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Email Management Software
  • Email Templates
  • Email-to-Task Conversion
  • Employee Database
  • Employee Management
  • Event Triggered Actions
  • Feedback Management
  • File Sharing Software
  • Financial Management Software
  • For No-Code Development
  • Forms Management
  • Import Tasks
  • Integrations Management
  • Internal HR
  • Interview Management
  • Invoice Processing
  • Job Requisition
  • Lead Capture Software
  • Mobile Access
  • Multi-Channel Communication
  • No-Code
  • Onboarding Software
  • Order Management Software
  • Orientation Workflow Management
  • Parent Task
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Project Management Software
  • Project Planning Software
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Updates
  • Receivables Ledger
  • Recruitment Management
  • Recurring Payments
  • Recurring Tasks
  • Reporting/Analytics
  • Requisition Management
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Spend Management Software
  • Status Tracking
  • Supplier Management
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Off Management
  • Time Tracking Software
  • To-Do List
  • Training Management
  • Usage Tracking/Analytics
  • Vendor Management Software
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management Software

Alternatives

Trello

4.5
#1 Alternative to Pipefy
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work...

Asana

4.4
#2 Alternative to Pipefy
Asana is a work and project management solution for teams. You can organize everything—from company objectives to...

monday.com

4.6
#3 Alternative to Pipefy
monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and...

Pipedrive

4.5
#4 Alternative to Pipefy
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4.6 /5
(266)
Value for Money
4.5/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support Software
4.7/5

Already have Pipefy?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 266
Fabrício yutaka F.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Pipefy or Trello?

Reviewed on 05/11/2019

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the...

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.

Alternatives Considered

Trello

Reasons for Switching to Pipefy

Trello is completely flexible. Pipefy gives flexibility and control in the right balance.
Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001-5,000 Employees
  • Used Daily for Free Trial
  • 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

Trello

Reasons for Choosing Pipefy

1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.

Switched From

Jira

Reasons 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.
Ricardo P.
Overall rating
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Bugs, lack of features

Reviewed on 05/01/2021

I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to...

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.

Stephen I.
Overall rating
  • Industry: Automotive
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

MY EXPERIENCE WITH PIPEFY

Reviewed on 17/12/2020

* Pipefy offers easy communication between sales operation process.
* It has perfect for data...

* 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

Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • 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.

Alternatives Considered

monday.com, Jira, Pipedrive, Asana, and Trello

Reasons for Switching to Pipefy

Flexibility to be my main software, customised to work with my entire company.
Showing 5 reviews of 266 Read all reviews

Pipefy FAQs

Below are some frequently asked questions for Pipefy.

Pipefy offers the following pricing plans:

  • Starting from: $18.00/month View Pricing Plans
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Starter: Free - recommended for small teams, startups, freelancers, and students who need to organize their tasks Business: $18/user/month - recommended for mid-market teams needing to centralize and scale business processes Enterprise: $30/user/month - recommended for organizations that need enterprise-level security, control, and support to manage complex or connected business processes Unlimited - recommended for organizations that need unlimited power to error-proof their Enterprise processes

Pipefy has the following typical customers:

11-50, 51-200, 201-500, 501-1,000, 1,001+

Pipefy supports the following languages:

English, French, Portuguese, Russian, Spanish

Pipefy supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Pipefy integrates with the following applications:

2Checkout, 2Checkout, ADP Workforce Now, AWS Lambda, Adobe Workfront, Airbrake, Airtable, Amazon Cognito, Amazon Redshift, Amazon S3, Anaplan, Apache Kafka, Apttus Contract Management, Apttus Intelligent Cloud, Asana, Ascent ERP, BambooHR, Basecamp, Bigtincan Hub, Bill.com, Bitbucket, Blackbaud Raiser's Edge NXT, Blackbaud eTapestry, Box, Bullhorn Jobscience, Capsule, Celonis, Chargify, Clearbit, Codeship, Confluence, Confluent Platform, Coupa Business Spend Management, Deputy, Docparser, DocuSign, Dropbox Business, Egnyte, Eventbrite, Evernote Teams, Expensify, Facebook for Business, Feedly, FinancialForce Accounting, FreshBooks, Freshdesk, FullContact, GitHub, Gmail, GoToWebinar, GoToWebinar, Google Calendar, Google Contacts, Google Drive, Google Sheets, Google Translate, Google Workspace, Goombal, Greenhouse, Gusto, HipChat, HubSpot CRM, Ibexa, Insightly, Integromat, Intercom, JIRA Service Management, Jenkins, Jira, Jobvite, JumpCloud, KIZEN, Kenandy Cloud ERP, Knack, Librato, LinkedIn for Business, Magento 2, Mailchimp, Microsoft Outlook, Microsoft SQL Server, Microsoft SharePoint, Miro, Mixpanel, MySQL, Namely, NationBuilder, NetSuite, New Relic One, Okta, Oracle E-Business Suite, Oracle Eloqua, OutSystems, Outreach, PGP, PagerDuty, ParseHub, Percolate, Pingdom, Pipedrive, Pivotal Tracker, PlanGrid, Podio, PostgreSQL, ProntoForms, Propel, Quickbase, Quickbooks Online, Quip, RegOnline, Replicon, Revel Systems, Rollbar, SAP Concur, SAP SuccessFactors HCM Suite, Sage Intacct, Salesforce CPQ & Billing, Salesforce Marketing Cloud, Salesforce Platform, Salesforce Sales Cloud, SendGrid, ServiceM8, ServiceMax, ServiceNow, Shopify, Showpad, Slack, Smartsheet, Snowflake, Splunk Cloud, Stripe, SurveyMonkey, Tango Card, TaskRay, TrackVia, Tradeshift, Trello, Twilio, Twitter, Typeform, Unbounce, Veeva CRM, Vend, WebMerge, Webex, WooCommerce, WordPress, Workato, Workday HCM, Wrike, Wufoo, Xero, Zapier, Zendesk, Zenefits, Zoho CRM, Zoho Invoice, Zoom Meetings, Zuora

Pipefy offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Pipefy.