Pipefy Reviews & Product Details

It is able to integrate many tools and systems with, like database systems as an exemple.

It is unable to calculate numbers automatically yet. I must to calculate and write manually. There is not a special field.

I have created a Customer Relationship Manager (CRM) for an enterprise.

Pipefy prompts are so abvious; you know what is required which helps you better prepare the details you need to provide on your brief. The steps of the process are easily tracked which holds all those responsible accountable - reminders come with prompts of what needs to be actioned.

This one is hard to find at this stage because the Pipefy Team is so helpful and patient when helping you through it. They allow room for failure through practice which helps you better understand how to use Pipefy - I think this is key to ensuring their system accurately represents itself on what it can offer.

Everybody assigned a task is accountable; bottlenecks are easy to track to address the challenges they could be facing. Clients can be part of the process; they get to see the progress of their briefs - which I believe aids the approval process from their side.

The autonomy and empowerment that Pipefy provides me to create and customize my workflows any way I want

When you have to set up a chain of similar conditionals, you can't just copy and paste, you have to configure each one individually.

Those are some of the benefits I have by using Pipefy: - Data reliability and governance - Routine organization - Business intelligence - To develop my logical and systematic reasoning

The experience using Pipefy as an automating processes platform is extraordinary, once it is easy to manage, fast learning, and user-friendly. It's liberating to use a platform where you don't rely on third parties to operate and build your automation scenarios. In addition, the financial gain from such implementations is accurate since human resources will be redirected to more meaningful and profitable tasks for the company, adding more value to its results.

I would like to have the option to build an automation with two or more outputs as actions to be performed and not just an automation rule for an action performed.

RPA governance, automating and managing processes to avoid human errors and to increase produtivity.

Facilidade de uso, design e liberdade e facilidade de configuração

É apenas um detalhe que não afeta a minha avaliação e nem a minha experiência de forma relevante, mas a necessidade de realizar login sempre que acesso a ferramenta de um dia para o outro é chatinha.

Ter uma ferramenta fácil de usar e com ótimos recursos de personalização

Simplicity to use and get my files! Easy to use and very beginner frendly

i miss an app. it would be great to link in my celphone and get files to share on WPP

Perfect for organization and receiving new documents from clients.

The platform is user-friendly, really easy to model simple and complex process for your company. The company releases new features at a good pace, and the support specialists are fast to answer questions and doubts.

You cannot make calculations (yet!) on pipefy, create portals inside portals. The e-mail tools need a little bit more features and more resources for creating e-mails templates with more design.

In my company I use pipefy to manage the process that my ERP cannot (or it would be to expensive) to do it. Some examples are: new quotations, good returns, HR process

Conditional fields enable us to develop forms for dynamic and complex processes, all while keeping the forms looking clean and straightforward. The tool is easy to learn and use and comes with many embedded tutorials and resources to make it easy to get started. When additional support is needed, the Pipefy staff and community are incredibly helpful and friendly. The cost is reasonable, particularly at the enterprise level.

Some of the tools within Pipefy are disconnected or not seamlessly accessed from a single page. However, Pipefy regularly updates the layout and design, increasing the integration of all elements.

We had outdated forms that were in PDF format. Most of our staff do not have a PDF editor, and so would have to print and fill in the forms before scanning and emailing them back to us. We also didn't have the steps of our process documented in detail nor accessible in a shared location. With Pipefy, we converted our old form into a new, online, interactive one. It relies heavily on conditional fields, allowing us to capture extensive amounts of information in a single form, while still keeping the list of questions short and relevant to each user. We also were able to add checklists in the back-end to provide step-by-step instructions for my team to complete as they process the submitted form. Pipefy made this process better for all parties who work with the form and the data captured in it.

Many useful features that allow you to use the solution in all departments of the company, managing different types of processes

It is not possible to apply formulas, but Pipefy informs that they are working on that.

Currently, I am using Pipefy as CRM and Inbound Sales Solution. Furthermore, I use it to manage the onboarding of new customers.

It is very easy to structure and manage processes on Pipefy. It's very user-friendly and has a lot of features that enable every user to use this platform. We are evolving our process significantly due to Pipefy! I like a lot that we can see and manage every SLA and that the time to structure a process and start testing and using it is very low. I love that i don't need to involve IT departament on every single improvement that i want for the processes. But ther greater benefit is that i can effectively help other departaments to improve their processes and our company's services. Our employees are starting to feel the difference and wishing to have Pipefy used on their departament too.

The price could be a little bit lower so we can add every employee in our company on some Pipes. The dashbord building and the file importer could be a little bit improved to be easier for every user.

Process and SLA management problemas. We are eliminating e-mails and unnecessary Excel sheets by using Pipefy to manage our processes. Furthermore, we are starting some RPA automations based on our Pipefy processes. We have achieved some significant improvements in our transactional processes. We used to have a lot of burocratic process and now we can see every departament's SLA and this information can be used on the capacity planning for some departaments.