Pipefy Reviews & Product Details

We use pipefy to define process . For example Sales Process and Feedback Process. We share the form and our clients register and we see the info to explote

Your UX in Software template is horrible. We have +50 cards and management of task is difficult.

Implement Short Process and wiht only one interaction between areas. Our process are easy and clear.

The kamban templates. Makes everything simpler

Son add-ons don't really work and it doesn't have a lot of integrations

Task management. It help our organization to keep track of import task

a possibilidade de poder criar o formulário e todos o fluxo de trabalho conforme a minha necessidade. Linkar os fluxos, podendo criar vários pipes e mover os cartões entre eles.

não conseguia exportar uma tabela de clientes do excel, sempre dava algum erro, até que desisti.

conseguiria resolver meu fluxo do processo de vendas, achei a solução muito interessante.

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on.

I suppose I like the general idea of it, getting rid of IT, empowering my company.

The actual use and implementation takes a lot.

We were trying to solve having to wait on an IT line, but that didn't really work.

I'm a person myself who loves organization, makes me feel good, and help me with my issues. Learn this very soon, thanks God. Pipefy comes to me a few months ago, and change my life in terms to be easy to learn, see my problems in one place, very good support, and staffs.

You know, miss some features. Something like create dupes pipes.

See my problems in one place, integration with teams, integration with others sofwares and staff

Pipefy is all about things moving along the process that's it's supposed to. Nothing stalls. Whether its a new hire process, getting items ordered or just having your data in an organized manner. If I start working on a project, I am guaranteed that it will get done in due time - thanks to the clear cut software that allows it to happen.

Everything is great. Whenever I want I need help to pull a report or anything more complicated, the Pipefy tech team is there to help.

PIpefy allows the recruitment process to happen seamlessly, with all the details and negotiations regarding a new hire, happening in one place, so there are no fragmented emails or texts.

Adoro a facilidade em automatizar e deixar quase todas as plataformas conectadas a ele

A facilidade em "quebrar" a plataforma com as suas automações

O ponto que levantei que o pipefy junta todas as plataformas por lá tranquilamente

The easy way to do all the things in the plataform.

The time to response in the suport. Is not too long but is the unic thing that I dislike.

I solve all the problems of my operation of Custumer Succes, Onboarding and Human resources.

The platform is easy to use and customizable according to the objective of the project. It's a simple way to keep up with the activities, especially when the team is involved.

Not all the plan has valuable features. I mean, it could be easier to do some actions if there were available other features, like automation.

The team has been more organized with tasks, preventing the oblivion of activities. Another point is the ease in monitoring the development of projects.

What I love about Pipefy is that it has different Platforms that help a manager to have smooth business processes. I also love the fact that you can integrate Pipefy to other software you currently use. I love how flexible and easy to use Pipefy is and how flexible it is to build and customize your business processes. I also love the fact that it is easy to view the process status and to know where you are on your processes and what you need to do.

I have not found anything I dislike about Pipefy so far.

We use Pipefy for most of our sales processes like lead qualification, onboarding of all call agents who join our sales team, and we use it to design and establish online forms that we use for different campaigns. We use Pipefy for communication as well through the Shared Inbox. Pipefy promotes transparency within our organization.

The no code interface for complex stuff.

Sometimes the infos are not clear enough

Agile methods at my company

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.

Ease in creating a management flow, very good

It still has some errors and bugs. But I believe that they will soon be resolved.

Automation of an entire product creation flow. Tool is supplying all management and control needs.

Simplicity, it's easy to work and it fits to any necessity. The support is great always available and I love the tutorials videos.

There's only one issue: Attachements expires in 30 days, that's really bad for our business when we think about ISO audits.

Attachements that never expires , or if we have this option if our business needs.

ITS A GREAT TOOL TO SEE WHERE THE UNIT IS AT AT A QUICK GLANCE . WORKS GREAT TO ESTIMATE COMPLETIONS AND GET THE UNIT TO THE CLIENT . EASY TO USE AS WELL

IT COULD BE USED AS A COMMUNICATION TOOL IF THERE WAS A WAY TO LINK IT TO EMAIL

NO MORE WONDERING AT WHAT STAGE THE UNIT IS AT , WHETHER ITS WAITING FOR PARTS OR READY TO DELIVER . I DONT HAVE TO CHASE SERVICE DOWN FOR ANSWERS

The easy and intuitive use truly help us when we wanna save time

Sometimes we need more spaces to write relevant informations

With Pipefy my Company has a type of clients catalog and we can keep all the important informations in one place

Easy to install, operate and customize according to process needs.

Dashboards are not yet running properly, and more complex to set up

Process control, organized requests. Good to small medium companies with management and control urgent needs.

Facility for any kind of user to create your own flows.

I liked everything. I didn´t have any bad experience with the product.

Approval of projects workflow

The ability to see all opportunities on one page and to see the part of the sales cycle the opportunity is in.

I'd like to see a way to breakdown activity by year. I realize opportunities will carry over into the next year but to see a "yearly" performance would be nice.

Complete control of the sales cycle allowing a shorter sales cycle.