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Pipefy Reviews: 4.6/5 — Highly Rated
Pipefy is a process management software that helps teams of all sizes create automated workflows and streamline their work. It lets frontline employees independently build customized processes, apply their own conditions and business rules to automate manual activities, control SLAs, collaborate with stakeholders, and integrate with other software to ensure better business results.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Pipefy with other popular tools in the same category.
Easy and very cool for process analysis Effeciency with audit trail and activities. Nice features
Got no room for hate with this software.
Very helpful for audit trail. Great with document generation Easy and very helpful for process management
Creating customizable Pipefy templates to the point of making them interactive is great for brainstorming with multiple teams for meetings with process building objectives, these processes can even be connected to each other so that certain assignments can be independent of each other employed separately, along with a simple implementation of other tools and a well-worked platform support staff.
The design of systems for customer feedback has a decadent design, leaving the customization of limited templates and to some extent, with templates, which would lack to be customizable, commissioned to launch new products, the calendar does not provide information that is relevant to us, the information is scarce. It is necessary to add more features that can make Pipefy an indispensable tool.
We solved several aspects of problems that we had, the system of chat and messages is quite fast, with this we have streamlined the management of documents of greater urgency and early completion, the follow-up work is always useful and important to consider to be aware of the time spent on a project and the estimate of how long we took the process of completing those jobs in established times with which we can take time to work on details of improvement after everything is properly completed on time.
The ease of building workflows and the ease of collaboration
The automation is not very clear, for example, I'd like to link a due date to a date field rather than the date the pipe was created
Clearly defined workflows and processes
Its really helps in reducing unwanted costs that we spend due to different types of software's that we used for different process,Now all at a single place makes it so easy to do things.Its really helps us back in doing so.
I dint found any series issues so far.But i have a recommendation to develop an android app to quick view of each on the drive
Its really saves a lots of time and eliminate many errors,that we usually makes and helps in reducing errors so easily
We really like the Pipefy templates. These are very customizable and interactive. A clear example of this are their templates for team brainstorming, and for scheduling meetings. Another template that we like a lot is basic training. Do not like being able to import tasks from external spreadsheets. It's very comfortable.
We do not like the customer feedback system, because it does not have a good list design. We do not like your template to create product launches. Your inbox is not very configurable, and tasks can not be prioritized. We do not like your informative calendar, because the boards do not show enough information about the project in terms of crucial data of the same (only shows the basics).
Pipefy has helped us a lot with the work portfolios, from which we can now follow up better. It has also been beneficial the comfort with which we can adjust our workspace (invite or remove team members, being their access limited to our convenience). Its integrated CRM has made our communication much easier, so our services are more automated.
Simplicidade nas configurações, data base e visual poderoso do starform e dias cards. Visão kamban, calendar e report. Uso de email externo. Atendimento excelente de todo o time Pipefy. Sou um Fã!!!
Demorams para aprender como usar o GraphQL, nas agora está superado!
Fluxos de Supply chain e comércio exterior. Eliminação do uso de múltiplas planilhas excel, mais assertividade com integração decdados com erp e agidade na comunicaçào evitando a enxurrada de emails. As pessoas ficam mais felizes ao trabalhar com esso novo fornato! Unimos Pipefy + Power BI!
Organização dos aplicativos e simplicidade de utilização
Falta de comunicação da ferramenta e pontencial.
Organização de solicitação de processos da empresa.
- Pipefy is extremely user-friendly and has helped us to keep track of our inventory from when it enters our company to when it reaches our sales reps. - It's also great for generating reports regularly to see where improvements need to be made. - The project tracking and client management tool is perfect for various use cases. - Whether you need to keep track of projects big or small or manage clients from all over the world, this tool will help you get the job done efficiently and effectively.
- Since there's no centralized global approval workflow, changes across the team can't be approved all at once. - It also seems like I can't add multiple people to one workflow instance either. - This makes it difficult to manage approvals and keep everyone on the same page. - As a beginner, one of the things that would be most helpful is to see our demonstration videos or pictures. It would give a better understanding of what is possible and how to go about achieving certain looks. Unfortunately, there are no such resources currently available.
As a new PM, I quickly learned that it was important to keep track of my work with Pipefy. After just a few days of using the tool, I realized how crucial it is to have a system in place for managing projects and tasks. Integrating different services can greatly improve efficiency and coordination between team members. For example, the chatbots on a website can automatically respond to customer queries, freeing up time for other tasks. Similarly, automated email responses can help to keep everyone on the same page.
Pipefy is a low-code platform that gives me great convenience for our organization's development commitments. It offers compelling data-driven decision features which can pull information from our workflows easily. It also grants visibility through its customized dashboard to analyze, track and make comparisons in our various project stages.
I don't dislike anything about Pipefy as it's suitable for our organization's workflow management pipeline. We can automate recursive tasks in our business process and effectively establish rules for automation, integration tools, and have a coherent platform for our customer strategies.
Pipefy is beneficial in providing an automated framework for our IT enterprise incident management. We can actively update the real-time status of our third-party agents and direct their responses straight to our process workflow pipeline. It is also quick to deploy thanks to its pipe templates, with which we can easily create our own application platform without any coding necessities.
Pipefy allows anyone to easily create and manage workflows, including automation for all the essential workflow functionalities, such as autocomplete, connections, and notifications. The user interface is clean and easy to use, the functionality logical and consistent. With databases and pipe-connections, amazing features can be crafted for every specific workflow. Missing functionality and integrations with other apps and software can easily be implemented on our own thanks to an amazing GraphQL API.
There are a few missing features, such as calculated fields. Luckily, with the GraphQL API, one can augment nearly every missing element. What cannot be augmented, unfortunately, is localization. Pipefy supports a limited number of languages and has a few longstanding issues, such as phone fields not listing the preferred prefix. Also, for example, currency fields only support two currencies, and unfortunately, one cannot improve that one using any API.
Pipefy allows me to implement workflows and automatize client interactions to let me focus on what matters. A workflow that used to be chaotic and mixed between different applications, such as Excel, where every employee could change any project's status, is now orderly and cleaned up. Less mistakes happen, the status of every project is known at all times, even if an employee would be lost. Clients get E-Mails consistently and automatically to know the state of their projects, without the possibility for an employee to forget to send the E-Mail.