Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
$22
per user, per month*
TeamDesk
Score 9.0 out of 10
N/A
TeamDesk is a low-code development platform for online database creation. Business owners or managers can build a unique web database solution without any programming to facilitate working with data, organize routine work and create an accessible data source for teams.
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.
TeamDesk is a phenomenal service for our practice. Each legal practice area has unique characteristics that are important to successful practice. Generalized practice management services do address those unique elements because they are created for a mass audience. What makes TeamDesk so helpful is that it can be customized to account for any unique issue that we confront. We use TeamDesk for matter management. It can handle general issues like billing, matter notes, etc.; but it also allows us to track specific details unique to our practice area across each matter and make comparisons that are useful to our practice. Additionally, we have been able to customize it to facilitate our client development efforts.
The ease of customization has been very helpful. As we use the system longer and decide what works for us and what needs changed, it's a matter of moments to be able to make any desired changes. Much more flexible than anything else we've used in the past.
The customer service has been excellent. Any issues that have arisen have been quickly and fully addressed.
The only down side that I see, is that you have to be willing to spend some time creating your database. You start with a blank canvas and all the tools you need to design a custom database. But, you have to take the time to do it. If you take that time, it is well worth 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
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.
Prior to Teamdesk we used Excel, an Access database, an online time and expense tracking system, and Dabble DB. Excel and Access had limitations with simultaneous access on the LAN, the online T&E system did only that and was not flexible, and Dabble was flexible, but how can you rely on a company whose goal is to exit, when you want to run your business on their platform. Teamdesk has everything we need.
