Caspio vs. Pipefy

Caspio is excellent when you are looking to not only have a CRM but even more. We utilize many of the features to now having our membership forms, adding new member varieties connected with Caspio which we had to manually add ourselves. Our search button for new varieties and display gardens, as well as combination designs, are all done through Caspio. Caspio has really helped us become more efficient and now part of the 21st century!

Incentivized

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• Easy to use.
• Excellent help when needed - never says the questions are too small or "stupid."
• Can continue to add new data pages and uses all the time.

Incentivized

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• While I do think Caspio is easy to use, it wasn't at first. Making the user interface a bit friendly would be great!

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

We are committed to Caspio Bridge. We could migrate to another product, but we would not be able to do so quickly. I estimate that we would need about a year (maybe more) to convert all of our forms and processes if we were to switch to some other product

Incentivized

I've had some instances where my team and I discovered a bug in Caspio. We alerted the company, and the bug was fixed in the next regular update of the software. The few times that I've had to contact support, it was a pretty good experience. They're not terribly quick to respond and take action, but they don't ignore you, either.

Incentivized

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

Microsoft is a really great tool for databases though its biggest drawback is that it is really difficult to share the data via the web. Caspio helps by not only mimicking databases, views (similar to queries) and forms for entering data, but also allows for online reports. Creating web pages and being able to place it within our own website pages is great.

Incentivized

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

• For over 10 years Caspio has been a great tool by allowing our users to retrieve data they have submitted in the past to update data to be used for current surveys.
• The system is used by over 80% of our users instead of the usual online forms.
• Fees have always been low, especially helpful for a small department of 3 members. Always reliable and affordable.

Incentivized

• We were able to register and manage over 5 thousand transactions in the first 2 years of our startup.
• It compiled more than 5,000 contacts for present and future campaigns.
• It's the back office for our startup.

Incentivized