Pipefy Reviews & Product Details

The levels of customization offered by Pipefy, allows us to build and revaluate our processes.

I found the trainings not much structured, and still need some important funcionalities so that the level of customization become perfect, such as, a same field being able to participate in more than one phase, or the possibility of simple calculations fields, etc

We are mainly solving problems of information storage, and organizing processes that were before governed by e-mails and excels sheets, which don´t provide us with the controls that Pipefy's workflow do.

What I enjoy about Pipefy are the integration and the ability to track SLAs for state projects. The details of individual SLAs will of course vary depending on the type of services a customer requires—and the metrics used to measure how well the customer and provider are meeting -- is very esstenial.

I can't say that I have any dislikes about the product.

The ability to communicate with key team members during product deployments is easily accomplished in Pipefy. The ability to save lots of time with the automation process.

This Software has many functions that I like very much, of which I can highlight the possibility of using reusable templates, they save me a lot of time because it allows me to take a template previously used to apply it again in another process, Pipefy automatically adapts to the knowledge that one It has to make the adaptation process much easier, without a doubt Pipefy is an application designed for those people who lack minimum knowledge, to allow us to integrate and enjoy this management tool.

The integration process was a bit slow, it was necessary to reconfigure some servers and modify certain processes to adapt the software to our platform and our internal police, this process took more than 5 months during this time was supported by the support of the provider who I contribute very positively to the platform being available as soon as possible.

Pipefy is a powerful management tool in addition to being very complete, it has personally allowed you to manage workflows much more easily, normally managing workflows on many other platforms can be a bit complex especially when you lack basic technical knowledge , that is why I like Pipefy, since it is possible to perform complex functions without having too much knowledge.

An incredible device to help with the individual association, venture the executives, and thoughts. I work with various points and that I can utilize Pipefy to mastermind every one of my undertakings. Simple to figure with yet expends more information, when performing on it I can not discover choices to alter just on the off chance that I even need to address something.

A few highlights that I really like about pipefy, is that it's extremely instinctive and direct to utilize, being practically similar to other Kanban-style apparatuses and sites. It permitted me to follow my work, by making various sections that appear during which stage the jobs are.

My general involvement in pipefy is incredible, and that I appreciate working with it since I can without much of a stretch track my work, record significant data about each undertaking, I can perceive what my associates are presently working and report everyday work reports to my director so he can see the errands that are simply lounging near.

Como principal fator percebo a integração e apoio de toda equipe Pipefy assim como o suporte de educação, tecnologia e suporte ao cliente. que permite segurança no uso e apresentação para potenciais clientes.

A princípio uma visão muito ampla de aplicações dificulta ter um foco mais específico de cliente e valor da solução aplicada. Este é um gap que percebo está sendo corrigido.

Eu tenho aplicado nos processos de venda e atendimento ao cliente, bem como no controle de projetos internos. Os benefícios são todos relacionados à organização e maior agilidade.

Gosto de como consigo personalizar os campos e os processos que preciso controlar na minha Empresa Júnior.

Ainda falta um pouco mais de suporte ao usuário (quando pedi ajuda, falaram para assistir aos vídeos - que eu já tinha assistido - e não buscou resolver o meu problema). Também tem alguns bugs que podem surgir de vez em quando, e ainda não entendi 100% com funciona a parte de Sprints no pipe.

Padronizar processos, organizar dados, ter histórico dos projetos.

Lo que más me agrada de pipefy es su personalización ya que cuenta con varios tipos de organización de sus tableros dependiendo del proyectos en los que estemos trabajando su interfaz de usuario es bastante limpia, y estable sus precios también son competidores ya que son más económicos de otros software en su categoría su aplicación móvil es buena ya que está muy buen diseñada y nos ayuda a estar en comunicación ya que puedo ingresar información donde sea que me encuentre y alguien en nuestra oficina puede continuar con los procesos, sin llamarme o enviarme un correo electrónico.

Para una empresa pequeña es difícil configurar automatizaciones, cargar bases de datos y cosas que necesitan algún tipo de "programación"

Pipefy nos a ayudado mucho en la gestión de desarrollo de proyectos y. En la corrección de errores ahorrando nos dinero y tiempo en soluciones

I really like how this program keeps track with our work as well as it is really a time management helper. I love the cross functional innovation and just the customization side of it. Time management has been key as well as it allows creativity with the sole fact of able to customize it go their liking rather than everyone looking the same. My biggest role for it was for time management as well as making my job easier.

I am not the biggest fan of the software development changes as well as the platform. It, at times, could become very confusing for me as a worker and I would have to reteach myself about the product due to software updates. I have been used to how everything runs so efficiently and then those changes make me have to go back and relearn. I love the cross functional innovation and just the customization side of it.

Time management has been key as well as it allows creativity with the sole fact of able to customize it go their liking rather than everyone looking the same. I love the cross functional innovation and just the customization side of it. It was easy to used when it wasn't having a platform or software update.

It allows you streamline and automate any business process.

It has a lot od competition and security is not very durable.

Business process management, it helps visualise work in a way i have account of my work and more.

Very intuitive platform! It has a simple and easy to use layout when building processes. You can build many pipes with different processes and connect each pipe through processes, which has helped a lot when a certain task has to go from one pipe to another (or one employee to another). Implementing wasn't as hard as I imagined it to be because pipefy had someone to help us out!

Since I already use Pipedrive for my sales team I've been able to substitute pipefy for pipedrive and save on the monthly payments. That's pretty much the only thing i dislike. If pipefy had more features similar to pipedrive I would definitely keep pipefy. Like any other platform it takes some time to learn how to build the processes you want.

I've used pipefy to help on the my companies Customer Success process. It helps organize activities for my C.S. team and gives me a pretty good idea of how things are going.

A flexibilidade e a possibilidade de integração com diversos sistemas

A falta de algumas funcionalidades nativas e o custo.

Processos, governança e organização de demandas e prioridades

Managing the our complex process flow for daily tasts

Maybe the lack of new features and no clear communication about future development

We changed from Sharepoint to Pipefy and improved our work

Pipedy helps us organize our experiment flow very well. Each order can be tracked from the very beginning (request submission) to the invoice that has been paid. The configuration design is excellent. We also like the history recording function so everyone can track who did what for the specific card.

If one phase has more than 20 cards, previewing all the cards in that phase is hard. I have to keep scrolling down to go through what I have in that phase. The automation email is complicated. Sometimes our clients will reply the automation email, which is very hard to get notifications. Can not do online excel sheet filling.

It helps us build up the order tracking system to keep track of every order's status. It also generates a simple report which saves us a lot of time to do it manually. This report helps us understand how we are doing and which part we need to improve. The database gathers all the information so we can export them in 1 second if needed.

For simple processes Pipefy BPM tool is very useful and simple. Its processes can be lifted fast and the UI is simple to follow through. It is very simple to engage with a wide range of other products, however seems like a prototype bpm tool for small/medium business. Their community interface and usage is also good.

The tool doesn't seem robust enough in other to handle complex processes. It lacks information in their community, although it has a good interface. Complex queries remain even after reading and trying the product.

It can easy setup prototypes for fast solutions, which can be pretty robust to serve small processes. It can provide forms and pipes in order to communicate with a wide range of people.

The helpful no code utilities it has to enable easy construction of process workflows

unfortunately lacks some error code formula, Eg. to trace similar PO numbers/Quotation no.s.

Exploring Automations to interface with external stakeholders

I see companies use pilefy and the accessibility to use pipefy and the convenience it offers seem to be a great tool to us.

The templates are a bit generic, but it does offer convenience so it’s not too much of a dislike.

Managing a business is tough, but pipefy offers a way to manage how a business is run, making it easier on the management team.

I like that it creates a workflow and it can be integrated with things like Slack or Salesforce. Salesforce is a really good tool but it can be hard to keep track of everything sometimes. With Pipefy, it makes things a little bit clearer. I also like that it has a relational database table that can be linked to cards.

The desktop version works great, but the mobile app has a lot of issues. Also, The built-in reporting feature doesn't let you report on "connected" database records.

It helps to keep us more organized as a team and we keep better track of our processes.

I find it's been very useful to: - collaborate with my colleagues - identify the bottlenecks in our process - set alarms to warn us when a client has been for too long on a stage

I think the UX is not great. For instance, modifying our pipe and the different stages is a real pain in the ass and it takes too long because the UX is not great. They should have more documentation on how to use Pipefy, I feel the one they have is very basic and doesn't help us use the tool at its maximum. I would also like them to integrate the possibility to send automatic mails to our clients each time that we move a client from one stage to another (like a gmail integration).

We use Pipefy in My Account Managements team to have a follow up of the admistrative onboarding of our new clients.

Is easy to customize and use for different applications (CX, HR, etc)

The reports are terrible. Is really hard to understand what obligate u/the data to export to a spreadsheet

To increase sales. We use pipefy to organize or sales process and organize the onboarding od new customers

Decent interface which is based on Jira. Good overall resources and templates. Very easy to use and manage.

Poor expert advice and chat interaction. They tell you they will look and either tell you they can't fix the issue, or they keep you hanging for days over simple processes which do not work correctly.

Managing customer enquiries and projects. Also good for customer and employee facing portals if all the elements work.