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Pipefy Logo
Pipefy
Streamline Your Workflow
4.6
(223)
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Pipefy Reviews & Product Details

Pipefy Overview
What is Pipefy?

Pipefy is a process management software that helps teams of all sizes create automated workflows and streamline their work. It lets frontline employees independently build customized processes, apply their own conditions and business rules to automate manual activities, control SLAs, collaborate with stakeholders, and integrate with other software to ensure better business results.

Company Pipefy
Year founded 2015
Company size 201-500 employees
Headquarters San Francisco, California, United States
Social Media
Pipefy Categories on Findstack
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What Pipefy is best for?
How does Pipefy compare to Kissflow?
What are the pros and cons of Pipefy?
Pipefy Product Details
Capabilities
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Pipefy Features
API Access
Analytics and Reporting
Audit Trail
Business Rules Management
Case Management
Cloud-Based Deployment
Collaboration Tools
Compliance management
Customer Support
Customizable Dashboards
Data Import/Export
Document Management
Drag and Drop Interface
Forms Management
Integration Capabilities
KPI Monitoring
Mobile Access
Notifications and Alerts
On-premise Deployment
Performance Metrics
Process Mapping
Process Modeling
Process Simulation
Real-Time Monitoring
Role-Based Permissions
Task Management
Third-party Integrations
User Access Controls
Version Control
Workflow Automation
Pipefy Media
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Pipefy Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: September 11, 2024
Pipefy Logo
223 Pipefy Reviews
4.6 out of 5
Mid Market (51-1000 emp.)
Mar 02, 2023
 Source
Overall Rating:
5.0
JM
Jim M.
Founder
Share
"Excellent Tool for Businss"
What do you like best about Pipefy?

Pipefy is great at centralizing communication and enabling timely actions from Pipe users.

What do you dislike about Pipefy?

Sometimes the # of Pipes that are created can cause an overload in the work that is required to manage the Pipes.

What problems is Pipefy solving and how is that benefiting you?

The system has enabled us to track Manufacturing orders in a more timely way.

Enterprise (> 1000 emp.)
Sep 26, 2022
 Source
Overall Rating:
5.0
GR
Gabriel R.
Sales Executive
Share
"Is a great system for manage complex processes. You can automate several functions."
What do you like best about Pipefy?

The possibility to have all the processes in a Kanban view, including the automation for emails, advice and pipes connections.

What do you dislike about Pipefy?

Some fields' limitations (as calculation mode), this could be improved to became a complete system.

What problems is Pipefy solving and how is that benefiting you?

We are managing a big export operation with about 400 processes per month. We are able to follow the dates and shipments, to avoid delays and extras costs.

Small Business (50 or fewer emp.)
May 26, 2022
 Source
Overall Rating:
5.0
AS
Ana S.
Operations Manager
Share
"Extremely useful working tool"
What do you like best about Pipefy?

The entire Pipefy team is easy to access and communicate with (by email or through the platform itself). All problems are always quickly resolved. Pipefy have an easy and good looking layout that is easy to navigate. The process can be adapted and customized to different demands and needs and it has multiple support tools. It's a very tech and innovative platform. In addition to its own tools, Pipefy interacts with other platforms in a integrative way so you can have "all you need" in a one single place.

What do you dislike about Pipefy?

I can't really think in one thing that I dislike about pipefy. It's really a very complete work tool. It even offers videos and guidelines to facilitate navigation and deep understanding.

What problems is Pipefy solving and how is that benefiting you?

We organize the entire company process inside pipefy Speaking for my company, we center all our info and data inside Pipefy, from the client's contract to the final product delivery. It's a secure and easy to manage platform, by using it our process is always organized and registered. We can organize our pipes (kanban) according to our demand and use the platform tools to facilitate our work, saving time and gaining efficiency. The user is the one All the processes are easily automated for example: sending emails and deadline alerts.

Mid Market (51-1000 emp.)
May 22, 2022
 Source
Overall Rating:
5.0
Lucas C. avatar
Lucas C.
Ux Researcher & Designer
Share
"A great software for amazing teams!"
What do you like best about Pipefy?

I love the Sprint panel, probably it's my favorite feature, because I can organize my weekly tasks in a certain period, helping me to focus in the most important things.

What do you dislike about Pipefy?

I am not 100% sure if I like the way that the modals are. I don't know, it doesn't look well. Sometimes I can't understand what pages I am seeing, the user flow confuses me.

What problems is Pipefy solving and how is that benefiting you?

I am taking off all the cards I have made on Trello and sending to Pipefy, because I can organize them so much better. The custom fields makes everything easier.

Small Business (50 or fewer emp.)
Mar 14, 2022
 Source
Overall Rating:
5.0
RJ
Rafael J.
Operational Manager
Share
"Organize your processes"
What do you like best about Pipefy?

What most caught my attention are the automation. I can do a lot of repetitive things automatically. This speeds up the job a lot. I also like the e-mail templetes, I can create e-mail templetes and automatically send these e-mails to those responsible for each process. There are many amazing tools in pipefy, which help work to flow in a better way.

What do you dislike about Pipefy?

Personally I have no serious complaints against pipefy, just a few small things that would make my job a lot easier. For example, the expiration of the cards is defined by a day on the calendar, I would like you to have an option to set a time and in working hours, but there is no such option.

What problems is Pipefy solving and how is that benefiting you?

Pipefy helped me a lot to not only organize but to optimize all processes within my company. Using this platform, I was able to find the points where there were more failures, which processes could be taken, and which needed to be improved.

Small Business (50 or fewer emp.)
Feb 10, 2022
 Source
Overall Rating:
5.0
NB
Natalia B.
Ux Designer
Share
"I'm true Pipefy fan"
What do you like best about Pipefy?

Pipefy has everything that you need to organize information even with free plan. The platform is very customizable, and the automations you can do make your life 100% easier. Also, it is an excellent tool to share information with other people in your organization.

What do you dislike about Pipefy?

Today I don't have native integrations that I need there. I have to use other solutions (such as Zapier) to send my leads across different marketing platforms.

What problems is Pipefy solving and how is that benefiting you?

Today I use the platform as a CRM to administrate my Sales Funnel and commercial process. The implementation gave me and my team clarity about who is taking care of which lead, in which commercial part of the process the lead is, and also shared information about the client's feedback. The golden point for me is the automations. We use them to send e-mails reminding us of the deadlines to do our tasks, and also sending automated e-mails to our site's leads to make a meet appointment with our sales team.

Small Business (50 or fewer emp.)
Sep 30, 2021
 Source
Overall Rating:
5.0
Luis Fernando S. avatar
Luis Fernando S.
Regional Director
Share
"Still find it the most comprehensive process management tool available ."
What do you like best about Pipefy?

I have tried several other process management or similar tools in the market, but Pipefy still gives the most 'bang for your buck'. I like that it solves problems quickly and easily. That is a major feature because most of us do not have the time or resources to manage a big burdening software. We need simple and fast solutions. Pipefy is simple and fast.

What do you dislike about Pipefy?

It takes a while to get acquainted and used to the user interface. That can cause difficulty to some members of the team who can find it overwhelming at the beginning. It must be used for a while before you become productive.

What problems is Pipefy solving and how is that benefiting you?

We are standardizing the accounts receivable process for an insurance broker. Automating emails and reminders has taken a lot of repetitive work from the office clerks. They can now concentrate on exceptions and problem solving for better customer service. We plan to move to dashboards next, to keep managers informed in real-time.

Enterprise (> 1000 emp.)
Sep 30, 2021
 Source
Overall Rating:
5.0
ED
Eliton D.
Pre Sales Analyst
Share
"We are being more effective with pipefy"
What do you like best about Pipefy?

We are in a transition phase, we had a lot of problems with time management, projects were always late before... Today, with cards in kanban, we were able to go further and reduce our delivery times. In addition, we are now able to know which phase each project is in.

What do you dislike about Pipefy?

The screen may have more customization options... as sometimes we need more information, being able to resize the images more would be a good thing

What problems is Pipefy solving and how is that benefiting you?

In terms of problems I can mention delays in the execution of internal projects, lack of visibility of the phase that a project is in, lack of time control in each phase of the project. Regarding the benefits, I had the solution of all the problems and thus the satisfaction of my internal customer. Another big benefit we're having is that sellers no longer need to call our pre-sales team to find out the status of the request, sellers can go into a dashboard and see the updated status of their requests.

Small Business (50 or fewer emp.)
Aug 15, 2021
 Source
Overall Rating:
5.0
IA
Ivan A.
Product Manager
Share
"Simple, easy and objective"
What do you like best about Pipefy?

I like the flexibility, ease, and objectivity in building and automating my processes. All of our processes are in Pipefy. We were able to integrate company task management in one place. Public forms are undoubtedly a tremendous Pipefy differential. Because of him, interactions with applicants who are not members of the tool became much more accessible. We do not find an equivalent function in other process management software.

What do you dislike about Pipefy?

Integration with connection fields is still limited. It is currently possible to embed only one record in connection fields.

What problems is Pipefy solving and how is that benefiting you?

All of our processes are in Pipefy. We were able to integrate company task management in one place. We initially decided to automate the expense reimbursement process. Through this process, we have achieved greater engagement with other users. Due to public forms, interactions with applicants not members of the tool became much more accessible. We do not find an equivalent function in other process management software. Then we added new processes until our entire quality management system (now ISO 9001 certified) was in Pipefy. Thanks to Pipefy, we were able to digitize 100% of ISO 9001 without the need for documented procedures or the use of spreadsheets and PDF files.

Small Business (50 or fewer emp.)
Aug 13, 2021
 Source
Overall Rating:
5.0
Andrey V. avatar
Andrey V.
Líder Técnico
Share
"Perfect to automate process"
What do you like best about Pipefy?

The templates help to create a project, with flow and points directing to needs.

What do you dislike about Pipefy?

The pipefy has many features and something I can't follow the updates.

What problems is Pipefy solving and how is that benefiting you?

The organization is the biggest problem solve with Pipefy, the flow using pipes and cards, with automatization, like send e-mail and create other cards when a step is finished, gives a fast flow and granted that any project or task don't be forgot.

Small Business (50 or fewer emp.)
Aug 12, 2021
 Source
Overall Rating:
5.0
Gabriel G. avatar
Gabriel G.
Concil Member And Startup Mentor
Share
"Best Process Management Platform"
What do you like best about Pipefy?

Easy to use and 100% independent from IT. It helped us implementing and organizing a new business in literally a day!

What do you dislike about Pipefy?

Pipefy could implement some visualizations to help better understand the current situation.

What problems is Pipefy solving and how is that benefiting you?

Process implementation.

Mid Market (51-1000 emp.)
Aug 09, 2021
 Source
Overall Rating:
5.0
LB
Lucas Democh B.
Head Of Bi And Processes
Share
"Best tool for process management"
What do you like best about Pipefy?

Ease of creating new processes with custom automations and conditionals.

What do you dislike about Pipefy?

The limited functioning of card attachments and comments.

What problems is Pipefy solving and how is that benefiting you?

HR Processes, Purchasing Processes, Accounts Payable, Receivable, Payroll and Many Others.

Small Business (50 or fewer emp.)
Aug 09, 2021
 Source
Overall Rating:
5.0
BT
Bailey T.
Channel Sales And Marketing Director
Share
"Great way to stay organized"
What do you like best about Pipefy?

The thing I like best about Pipefy is that it is an easy way to stay organized across departments. Especially with our industry, telecommunications, we have to keep on top of our sales process, onboarding, wrap-up, etc. Moving our customers through different pipes and having the ability to write comments and customize your sections is a great way to make sure nothing slips between the cracks.

What do you dislike about Pipefy?

There aren't any dislikes about the platform; it is well organized and highly customizable.

What problems is Pipefy solving and how is that benefiting you?

We used to have onboardings and communication fall between the cracks. We would have to constantly update each other on where we were in the onboarding process with our customers. With Pipefy, it's a much more seamless transition for both our customers and our staff.

Mid Market (51-1000 emp.)
Aug 07, 2021
 Source
Overall Rating:
5.0
Vinicius C. avatar
Vinicius C.
Systems Analist
Share
"Very easy to create automated workflows."
What do you like best about Pipefy?

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

What do you dislike about Pipefy?

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

What problems is Pipefy solving and how is that benefiting you?

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

Mid Market (51-1000 emp.)
Aug 06, 2021
 Source
Overall Rating:
5.0
Nompumelelo M. avatar
Nompumelelo M.
Trade Marketing Executive
Share
"Efficient. User-Friendly System"
What do you like best about Pipefy?

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.

What do you dislike about Pipefy?

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.

What problems is Pipefy solving and how is that benefiting you?

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.

Enterprise (> 1000 emp.)
Jul 14, 2021
 Source
Overall Rating:
5.0
Letícia L. avatar
Letícia L.
Analista De Inovação Plena
Share
"Amazing tool to organize your job and your personal life!"
What do you like best about Pipefy?

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

What do you dislike about Pipefy?

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.

What problems is Pipefy solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jul 13, 2021
 Source
Overall Rating:
5.0
Vinícius P. avatar
Vinícius P.
Content Manager
Share
"Excelente opção!!!"
What do you like best about Pipefy?

Facilidade de uso, design e liberdade e facilidade de configuração

What do you dislike about Pipefy?

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.

What problems is Pipefy solving and how is that benefiting you?

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

Small Business (50 or fewer emp.)
Jul 13, 2021
 Source
Overall Rating:
5.0
Mateus S. avatar
Mateus S.
Estagiário
Share
"Life saver!"
What do you like best about Pipefy?

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

What do you dislike about Pipefy?

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

What problems is Pipefy solving and how is that benefiting you?

Perfect for organization and receiving new documents from clients.

Small Business (50 or fewer emp.)
Jul 13, 2021
 Source
Overall Rating:
5.0
AS
Andrea S.
Sr. Consultant
Share
"Automating tasks with no code platform"
What do you like best about Pipefy?

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.

What do you dislike about Pipefy?

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.

What problems is Pipefy solving and how is that benefiting you?

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

Enterprise (> 1000 emp.)
Jun 08, 2021
 Source
Overall Rating:
5.0
GC
Gabriela C.
Process Management Coordinator
Share
"Great No-Code Process Modeling Software"
What do you like best about Pipefy?

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.

What do you dislike about Pipefy?

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.

What problems is Pipefy solving and how is that benefiting you?

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