Pipefy Reviews & Product Details

Simple, Easy to use, great for collaboration.. most important it guides you towards your sales closing goals. Also excellent and immediate customer support.

All is great, good tool to include all client follow up information , have control, and go in straight line towards your sales goals.

Collaboration, increase sales productivity.

You can create custom boards, like using the templates already exist there.

To use Toggl I need to setting Zappier what is to the same that have the button on every card.

I am using as a Kanban board to manage software development tasks.

The combination of kanban, email integration, and automation makes Pipefy a great tool for every company. Another great thing about Pipefy is that you can start small and gradually improve your processes. The support and help center is also great. In general, Pipefy not only has a great product, but also a great team and provides an impeccable service, either on support or during the implementation phases.

I think that the database feature is useless (the same results could be done using pipes, and the database has fewer features). The PDF builder could be improved. Google Calendar integration is not perfect. Pipefy lacks documentation about custom apps. It could have more videos or examples.

We are a software development company, and we use Pipefy for everything else that is not related to the development work itself. We use it for customer support (using portals, SLA, and email integrations), we also use it for RH and financial processes. It saved us a lot of time and I don't think our company could grow without it (or an equivalent tool). I also used Pipefy to validate an idea (create an MVP).

Integrations are the best option for those who can automate their business rule.

A workload view and task estimates would be great.

Automating all internal demands requesting.

Simplicity of usage Quick set up Workflow easy to configure Automations and conditionals available

Automations are limited; if more complex functional features are needed, it involves additional development

Not necessarily a problem solving, yet using it for the daily activities as per Client's requirements

The several combinations that it allows you to do, besides the awesome UI

The Templating area could be a little bit more refined

We use Pipefy to control all of our service desk tickets, and several of those have pretty detailed needs, and PIpefy helps us a lot with that

The view options, the live reports it can reproduce. We can show off all the work that is done during the recruitment process.

The only struggle that I have is the time zone differences. There was a test done and my guest did not received the notification on time, I guess that is related to the time zones.

I think it helped us to avoid loosing candidtes for not replying on time, I condier it will hep us to optimize the time in sending personalized responsed using canned responses.

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.