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About Pipefy

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build workflows

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Pros:

The interface is user friendly, it's easy to learn and very intuitive.

Cons:

Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.

Pipefy ratings

Average score

Ease of Use
4.5
Customer Service
4.6
Features
4.4
Value for Money
4.4

Likelihood to recommend

8.8/10

Pipefy has an overall rating of 4.6 out 5 stars based on 316 user reviews on Capterra.

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Filter reviews (316)

Rafael
Rafael
Product Designer in Brazil
Verified LinkedIn User
Computer Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Pipefy is on top of all our processes

5.0 5 years ago

Pros:

Ease of use, advanced customisation, fits well to manage almost any process I needed.

Cons:

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

Melissa
Melissa
Game Developer in US
Verified LinkedIn User
Computer Software, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Incredible collaboration tool that increases productivity

4.0 2 years ago

Comments: Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Pros:

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Cons:

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Ricardo
CEO in Brazil
Internet, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Bugs, lack of features

3.0 4 years ago

Comments: 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.

Pros:

- Kanban with custom fields / rules - Email automation with easy to build templates -

Cons:

- 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.

Jessica
Jessica
Game Programmer in US
Verified LinkedIn User
Computer Software, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Pipefy is a versatile tool that may be used for a variety of purposes

4.0 2 years ago

Comments: I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

Pros:

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Cons:

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

STEPHEN
SALES OFFICER in Nigeria
Automotive, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

MY EXPERIENCE WITH PIPEFY

5.0 4 years ago

Comments: * Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pros:

* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Cons:

I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

Lisa
Sr Director, HR in US
Nonprofit Organization Management, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Wow. Just..WOW

5.0 4 years ago

Comments: My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pros:

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Cons:

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process. Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Robson
CTO in Brazil
Marketing & Advertising, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The best Process Management Platform

5.0 5 years ago

Pros:

Pipefy has a lot of tools to help small business that haven`t IT Team. Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Cons:

Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

Laura
Laura
Human Resources Generalist in US
Verified LinkedIn User
Hospital & Health Care, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

It gives us flexibility in process management

4.0 2 years ago

Comments: Any firm that wants to automate its workflow in a way that even its least tech-savvy employees can learn to utilize quickly and easily should look into Pipefy. It's a fantastic system for facilitating easier HR tasks including onboarding and employing new staff, monitoring expenditures, and more.

Pros:

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Cons:

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Verified Reviewer
Verified LinkedIn User
Machinery, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

With higher flexibility comes higher complexity to implement and a generalist in all areas.

5.0 4 years ago

Comments: Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy.

Pros:

I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+.

Cons:

Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact.

Verified Reviewer
Verified LinkedIn User
Food & Beverages, 201–500 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Pipefy review

5.0 5 years ago

Comments: I can easily manage my team tasks so I don't overload anyone.

Pros:

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

Cons:

It crashed one or two times, but nothing to worry about.

Alexandre
Alexandre
Diretor de Marketing in Brazil
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Pipefy - A promise for greatness

4.0 5 years ago

Comments: While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has

Pros:

- Ease of use (once you get familiarized with where is everything and terminology) - Comprehensive API - Great support and UX - Consistency

Cons:

- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database) - The API documentation is really messy and even as a developer I get lost - The mobile app is a huge mess and the only really lacking part of the UX - Web interface could be more responsive

Carolina
Merchant Success Analyst in Brazil
Financial Services Software, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Pipefy is the best tool to get things done

5.0 4 years ago

Comments: My experience with Pipefy is really satisfactory! I was able to deploy 3 new processes and avoid many mistakes by controlling them better and using Pipefy's features.

Pros:

It's the easiest tool to set up any type of process or project that you currently need to organize and deploy.

Cons:

I'd like to have a better system to create approval and escalation processes

Uelinton
COO in Brazil
Information Technology & Services, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Our efficiency increased with Pipefy

5.0 5 years ago

Comments: Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.

Pros:

Flexibility to transform and automate processes.

Cons:

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

Jennifer
Office Manager in US
Wholesale, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Great Product!

4.0 4 years ago

Comments: Helps with pulling reports for cost on inventory that we did not previously have at our disposal.

Pros:

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Cons:

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

Gordon
Implementation Strategist in US
Internet, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Pipefy Gets the Job Done!

5.0 4 years ago

Comments: It's been great! Easy way to dull down some of the excess noise and stay focused on the task at hand for the day.

Pros:

I really enjoy being able to keep my workflow organized. It's enough detail to get my job done, but not too overwhelming to where it makes organization harder than it needs to be. The integration with HubSpot is incredible helpful as well.

Cons:

Sometimes if I'm working quickly, Pipefy can't keep up. The best example I can think of is changing a date within a card, saving, but then not seeing that change reflected.

Megan
Megan
Chief Marketing Officer in US
Verified LinkedIn User
Consumer Goods, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Pipefy - practical platform for task automation.

4.0 last year

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.

Pros:

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.

Cons:

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.

Rafael
Traffic Manager in Brazil
Marketing & Advertising, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Could be better

5.0 5 years ago

Comments: It's good, but expensive.

Pros:

Is easy to configure the pipes and the user have a lot of options.

Cons:

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Ayush
Ayush
Talent Acquisition Specialist in India
Verified LinkedIn User
Staffing & Recruiting, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

Advanced project and activity management tool

4.0 2 years ago

Pros:

Its useful no-code utilities allow for the simple creation of process workflows. The programme is incredibly user-friendly, simple to use, has fantastic graphics, and is quite intuitive. It may be used for project management, process management, and even managing team activities. Pipefy's liberty and empowerment in allowing me to develop and personalise my processes in whatever manner I desire. Furthermore, the amount of detail and history that can be stored on a single Pipe is astounding.

Cons:

I wish there were materials for making dashboards. Other elements, such as automation, might make some activities easier to do. E-mail tools require a few extra capabilities and resources for developing email templates with better styles. They have certain tight restrictions that even a corporate account cannot change.

Guilherme
Relationship Analyst in Brazil
Insurance Software, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Management is in your hands.

5.0 4 years ago

Comments: We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system.

Pros:

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

Cons:

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

Pablo
Pablo
Operations Manager in Guatemala
Verified LinkedIn User
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great tool for process management, quite hard to make customizable reports

5.0 5 years ago

Pros:

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Cons:

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Michael
Product Engineer in US
Mechanical or Industrial Engineering, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Great Product. Annoying company that bombards you with calls and emails.

5.0 5 years ago

Comments: Like I said, it's a great product. Only problem is the company employees send me emails and/or call me every day. I wish I could just use it without the extra baggage.

Pros:

The product is great. I use it everyday to keep my tasks organized.

Cons:

No problems that I can see. Very helpful.

Raissa
P&C Manager in Brazil
Information Technology & Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

I recommend Pipefy to everyone I know!

5.0 4 years ago

Comments: I have been using Pipefy for 4 years now and I recommend it without a doubt.

Pros:

It has an amazing UX and you can create your pipes all by yourself. But if you dont want to, they offer a lot of models so you can use them. It is easy for my team to follow their requests, it is easy for me to follow my team activities and we have 3 big areas using (Financial, HR and CS).

Cons:

The ONLY thing I don't like about Pipefy is that you need to pay the highest rate to have user roles. I have lost work a few time because all of my team has admin role and that is bad.

Joao
Head of Marketing in Brazil
Management Consulting, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Lacks a few funcionalities

4.0 5 years ago

Pros:

Very easy to use, I also love the automations

Cons:

I've been using it to start a recruiting a campaign and I had to label the participants between male and female. I noticed it's very hard to label one by one. You have to click each card individually, click on "labels" then click on the gender. I'm a user of Todoist and I reckon you could use a similar feature to them. I expected to right click the card and see pipefy options (such as "add comments", "select label"), instead of my browser options (such as reload page, save page, copy, paste etc). Also, I do not like how many times the notifications pop up in the page. After I see it the first time, they shouldn't keep popping up every time I switch to the Pipefy tab.

Terina
Free lancer in US
Writing & Editing, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Workflow with pipefy

4.0 2 years ago

Pros:

Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work.

Cons:

It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion.

Megan
Marketing Operations Specialist in US
E-Learning, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Automating Manual Processes via Pipefy

4.0 6 months ago

Comments: Very positive, the customer service is exceptional and the team is open to collaborating and exploring new ideas.

Pros:

My favorite aspect of Pipefy is the ability to integrate with other systems such as JIRA Cloud, Google Suite, and Tableau.

Cons:

Overall, Pipefy is a solid product, however I'd like to see more integration of AI in the future and ways to explore what other users have created. It will be helpful to get inspiration.