Free, open and self-hostable workflow automation tool.
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Pipefy
Score 7.5 out of 10
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Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
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.
The learning curve of the app is a little too steep for new users, especially those users who are not very familiar with technology and maybe coding. Nothing that can't be reached if you choose to use YouTube to learn more. It might be hard at first, but it can save you many hours, and your current job will get a lot easier with it.
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
N8N can handle more complex tasks and customized solutions than the tool I mentioned before. It is now as user-friendly as Zapier, for example, and doesn't come with previously done cenários as Make, but you can create new things more freely with it. I would recommend using them all to understand what best fits your needs.
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.
