What Is Pipefy?
Pipefy is the no-code process and workflow management platform that gives businesses a secure, easy-to-use tool to build, automate, optimize, and orchestrate any type of process.
Pipefy is designed to make security, integration, and everyday use easy and intuitive. Key features include 300+ native connectors, a built-in security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.
Who Uses Pipefy?
Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.
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Reviews of Pipefy
Pipefy or Trello?
Comments: Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.
That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.
Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.
Doing daily tasks is very easy with Pipefy
Comments: We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.
I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.
I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.
Bugs, lack of features
I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.
- Kanban with custom fields / rules - Email automation with easy to build templates -
- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.
Pipefy - practical platform for task automation.
Comments: A notable advantage is its mobile app, which allows you to manage your processes on the go. Additionally, Pipefy offers process automation to minimize manual tasks and provides the option to create forms for mass data collection. Overall, Pipefy is a tool that has helped me and my team optmize various aspects of project management and team collaboration.
The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.
Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.
An easy and best project management tool
Comments: The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.
1. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications
1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products