Pipefy Reviews & Product Details

The amount of personalisation and automations Possibility of automations as poka-yokes to avoid any disturbance in the process

Nothing that I disliked for now. Everything is fine by now.

Processes drawing and implementation Automations during the process to avoid future issues Poka-yokes

Pipefy is easy and simple to use. It is also very versatile, so companies can benefit from it in many different processes.

I would prefer if the automation settings were integrated to the pipes, instead of using a different menu. It would also be better if we could drag and drop fields (of phases and the initial form) to change their order.

We have organized and simplified some of our expenditure processes and many of HR processes. Template emails provide a professional look, save time, and avoid mistakes, since the staff is no loger required to manually send individual emails in different phases of their processes.

Pipefy turn our process clean and objective, it was a great tool on our daily basis process of our team

At the moment, nothing at all............

Purchase process, and sales funil process.

Autonomia para trabalhar criando diversos tipos diferentes de funções.

Cada campo preenchido nem sempre tem conexão com um sistema integrado por uma Api.

Antes eu tinha dificuldade para ver e manusear informações de meus clientes. Com pipefy resolvi isso e consegui trabalhar colaborativamente na solução de chamados.

It's very easy to organize almos everything and teaching new users how everything works. Also, there's a pletora of tutorials for anything the system allows to be done.

So far, so good. There's still a lot to be explored, but overall we are satisfied.

We are using it to integrate the whole company. It's been very usefull.

This program has helped us simplify our Accounts Receivable and Collections processes.

There is no search function to search through individual cards within a Pipe.

This program has given us an easy and visual way to track Accounts Receivable and Collections.

The best is tô work with cards like e-mails.

I can´t copy paste other e-mails inside os cards.

Is faster work with pipefy.

The Suport is amazing, and the possibility of create databases.

For most users this is not relevant and is not of great weight in my decision making but the pipefy interface is a little non-intuitive at the beginning of the experience

Business Processes, CRM & Client Support

The organization that is provided to my team exchange informations.

ATM i dont see any tool that isnt helpful for the team.

Supply Chain Management Problems.

It's super easy and fast, great for work! It's super helpfull at my job, everything that happens is on Pipefy, so it can always be analized or changed to improve. The help center is fast and clear, they always answer my questions and solve it. There are lots of tutorials on the internet, making it even easier to anyone use. It's easy to set up the basics, the Kanban's functionality is great. It's super intuitive, the learning curve is fast. The automations are awesome, and makes it even easier. The forms can be filed by my customers, not only by my employees. Everything can be customized. Fits well to manage almost any process.

Sometimes it takes too long to load the cards. Some changes in the process are possible only at the cost of losing some data. I can't export the data base with just one button. It's very difficult to make integrations with other apps. Sometimes it's very restrictive. As we use Pipefy for controlling all of our processes, the are some features only available in major plans. I wish I could change the color of the dashboard.

I'm working in process optmization, so Pipefy makes it fast to organize the process, and easier to other people understand it. I started to work with Pipefy this year, and before that, I didn't known it. Now that I know, I always tell everybody how great it is. I can see what my collegues are currently working and report daily jobs to them.

The free option works for a small team, the support was great, they called me to ask me if I need help with stuff and provided me with info about it

The app is very limited in functionality

Task management, it automates alerts

I love the online virtual desk navigation to find my tasks and cards and manage people and their tasks and even setting goals for each worker. I can store all of my intellectual property right at my finger tips and it's portable. I don't have to be stuck in my office. It's terrific for travel and sharing tasks and duties to others

It can be a little confusing to navigate and I have to set reminders but sometimes yes they bugs and glitches and do not work or go off

Chaos! Lol. Seriously we have so many tasks that we manage at our firm and agency that some things fall through the cracks and some workers do not finish their tasks lose sight or lose trust in our customers. So I am seeing that this is a great tool to get us all on the same page and keep track of progress it also allows wonderful collaboration and team working that gets a lot of our work done faster with contribution with file added.

I used this for streamlining onboarding processes, which it works great. You can customize it however you like, and also

Could have a better onboarding/startup guide. I was left with some unanswered questions

Streamlines communication between departments/people, always know the pipe/"status" of a task

All of the buttons are easy to add/use it

Moving things between 2 different pipes.

We are able to move kids seamlessly through the process of getting ABA services

Very flexible and fast time-to-market tool, with good integration with digital solutions

Pipefy should improve the portal module, with better UX

Orchestration of the operations activities with intelligence and high automation

Drag & Drop functionality. Easy access to app.

Too many fields - cluttred look. Limitation

Project management simplified - easy access to team to review day to day tasks

Pipefy is an easy-to-use system! It has good features for team task management.

Some lack of tutorials for usual project situations. It is not so easy at the beginning.

Project management controls. Few steps to visualize the project scenario.

We liked more of automation and integration of process.

We still have no complaints. The Pipefy is a great tool.

We are in the process of implementation and we believe it will improve our sales process and tasks.

A organização dos cartões de atividade, com avisos de vencimento de prazos, criação de um banco de dados para criação de histórico de cliente e atividades.

A falta de uma ferramenta, que mostre graficamente como e quanto uma atividade está impactando com as demais. Quando mais de uma atividade tem o mesmo prazo de entrega.

A terceirização de abertura de atividades, hoje a demanda da área é criada a partir da solicitação dos nossos clientes internos.

I am able to see how my projects are progressing at a glance. Parameters are easily defined, and each step in the process is flexible.

Pipefy often stalls when filtering is applied, and the results are not always accurate.

We are able to draw different elements of projects together so that our team can collaborate more effectively.