Pipefy Reviews and Ratings

Rating: 7.5 out of 10

Score

7.5 out of 10

Community insights

TrustRadius Insights for Pipefy are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Flexible Customization and Integration: Several users have praised Pipefy for its easy customization and integration capabilities. They have found the tool to be flexible, allowing them to tailor it to their specific needs and seamlessly integrate it with their existing applications. This flexibility has enabled users to optimize their workflows and improve overall productivity.

Great Templates for Process Organization: Many reviewers have appreciated the great templates provided by Pipefy for organizing processes. These templates have helped streamline workflows and enhance efficiency by providing a standardized framework for executing tasks. Users have found these templates valuable in ensuring consistency across their organization.

Automated Email Feature: The automated email feature in Pipefy has been particularly useful to many users, as it allows them to send specific emails for different processes. This feature saves them time and effort by automating the communication process, ensuring that relevant information is delivered at the right time. Users appreciate this functionality for its ability to streamline communication within their workflows.

Reviews

10 Reviews

Processes Simplified!

Rating: 8 out of 10

Incentivized

April 26, 2022

Use Cases and Deployment Scope

We use Pipefy as a place to store information on multiple things. We use it for our sales pipe, onboarding process, account additions, marketing strategy, and more. It's a central hub that we have connected to our support platform and newsletter platform, so everything is connected. It addresses the way we organize our processes and makes sure we stay on top of things every step of the way. We've been able to stay on track better, follow up with potential customers, make sure we hit every stop of the onboarding process, and have a place where everyone can see where you are at in the process.

Pros

Allows customization and integration.
Has great templates for organizing processes.
Automated emails for specific processes.

Cons

Better reporting & analytics.
Can be funky on mobile.
Can be hard to see/view comments within the actual cards.

Likelihood to Recommend

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.

Bailey Terrell

Channel Sales & Marketing Director in Sales at CallHarbor (11-50 employees)

Vetted Review

1 year of experience

Great platform for digital workflow automation

Rating: 8 out of 10

Incentivized

March 23, 2022

Use Cases and Deployment Scope

Pipefy is simple to use and understand, which is a big plus for someone using a lot of different programs for work purposes (like me). It automates my workflows seamlessly and effortlessly. It helps me manage my business, and it is very user-friendly. It's been great using this product.

Pros

Automated workflows.
Collaboration.
Onboarding assistance.

Cons

It'd be nice to see a free demo before purchase.
Tutorial could always been improved.

Likelihood to Recommend

Pipefy is great for businesses looking to automate their workflow in a simple, easy-to-use fashion that every employee can master, even if they are not naturally digitally inclined. It is a great platform for improving the onboarding and hiring processes, keeping track of purchases, and making HR life generally easier.

Verified User

Consultant in Professional Services (1-10 employees)

Vetted Review

1 year of experience

User friendly process customization and management

Rating: 10 out of 10

Incentivized

January 12, 2022

Use Cases and Deployment Scope

We use Pipefy to manage and streamline process execution between departments, such as bills to pay, contract analysis, incident reporting, and risk management. Pipefy's forms are the connection between teams and guarantee seamless and human-proof process execution, assuring no steps are forgotten or tasks left behind by whoever is responsible for a process.

Pros

Standardize process execution
Process pipeline customization
Connect demanders and executors

Cons

Reporting
User interface may be overwhelming
Further customization options

Likelihood to Recommend

Pipefy is ideal for managing processes, as its high customization potential allows businesses to fit their process into the software and oversee execution that would normally be dealt with via spreadsheets, various other software, or even paper or messaging. By customizing and adding your process to the tool you ensure execution standards and mitigate errors and overlooking. This is not to be confused with demand management tools such as kanban boards which often offer little to no customization and requisites.

Verified User

Strategist in Marketing (201-500 employees)

Vetted Review

5 years of experience

Notifications need work

Rating: 2 out of 10

Incentivized

December 30, 2021

Use Cases and Deployment Scope

We use Pipefy to organize our voiceover submissions.

Pros

Organization
clean
easy product

Cons

Notifying when someone emails us. There used to be a notification of how many people wrote in. With the new update that is no longer and it is really easy to miss notifications
they need better communications to customers. One day there was a new update that was so completely different. It messed a lot of things up for us. We've been trying to find another platform to use because of the issues with their notifications.

Likelihood to Recommend

New updates that we were not aware of really hindered us from doing right by our clients. We now are not notified clearly about notifications that come through which makes it easy to overlook customer reach outs.

Lindsey Sullivan

customer success in Customer Service at waymark (11-50 employees)

Vetted Review

2 years of experience

The software that can manage ANY process

Rating: 9 out of 10

Incentivized

December 24, 2021

Use Cases and Deployment Scope

We needed a tool to manage the service process and have a register of everything that we did on a daily basis. We came across Pipefy as a possible solution, and at the end of the day, we use it to manage the whole operation and all the back-office information from the platform. We use the product to register every transaction and document each case that we need to provide service and it helps us to keep track of every and each one of them. Our product and process were not only new, but also were expected to change through time, and as it did, we were able to customize it as needed. We could also work incredibly well with interconnection with our website and app, through APIs. So we could automate a very good part of our service process.

Pros

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

Cons

Customer service is not very fast for the time difference.
Dashboards integration is not easy to use.

Likelihood to Recommend

Pipefy is a very good tool when you're trying to manage internal processes in your company. The best thing is that you can use it for any different kind of process that you'd like. I suggest it to some of our clients in part of the consulting business, as you can manage almost every process from your business, from sales, procurement, operations, etc.

Verified User

Manager in Quality Assurance (1-10 employees)

Vetted Review

3 years of experience

Pipefy, one of the best BPM tools

Rating: 9 out of 10

Incentivized

December 22, 2021

Use Cases and Deployment Scope

We used Pipefy to manage Sales Processes, Product development and management, HR requests, and marketing assets requests. The main focus was to get things organized all in one place, with ease of access to everyone, and also, get away with endless chat conversions. Getting everything in the same tool is one of the key benefits.

Pros

Personalization.
Automation.
Templates.
Notifications.

Cons

Brazil's pricing.
Mobile app.

Likelihood to Recommend

For Business Process Management where you need to deploy fast and easily, with some sort of personalization, Pipefy is your go-to. For sales, we think that Pipefy misses some key sales tools that other sales-focused platforms have, but it's understandable as it's not the main focus. Automation without coding is also a very positive point for them.

Rafael Breus Ribeiro

Product Designer & Co-Founder in Product Management at Amplifique.me (11-50 employees)

Vetted Review

2 years of experience

View profile

Pipefy is wonderful from the first second

Rating: 10 out of 10

Incentivized

December 21, 2021

Use Cases and Deployment Scope

We centralize all the management of the marketing team's tasks in Pipefy. Monitoring the progress of activities and, through some features that we love about Pipefy, ensuring the standardization of some actions, reducing rework and posts with errors.

Pros

Full customization of cards
Design
Usability

Cons

Viewing comments within cards

Likelihood to Recommend

Pipefy is one of the best task and project management tools we've ever used. Usability and design win on the first access, but our favorite feature, without a doubt, is the ability to customize just about everything on the task cards.

Verified User

Manager in Marketing (11-50 employees)

Vetted Review

2 years of experience

Pipefy makes software development easier

Rating: 10 out of 10

Incentivized

February 10, 2020

Use Cases and Deployment Scope

We use Pipefy as project management and agile dev software. We have been using it for around a year and a half. In general, it is an easy-to-use and implement software that has made the process of developing our application easier. It has a few small issues but overall is very good.

Pros

Integrates well with our application.
Easy-to-use.

Cons

Their site sometimes lags very badly.
The reliability of the site also is hit or miss on occasion.

Likelihood to Recommend

I can't really think of a situation where it wouldn't be appropriate. We have a smaller dev team and it works very well for us but I can see it working well for a much larger organization as well. I think it is customize-able enough almost anyone can make it work.

Logan Wiser

IT Director at Home Base Appraisal Management (11-50 employees)

Vetted Review

2 years of experience

View profile

Wonderful Product - Well Worth the Price

Rating: 10 out of 10

Incentivized

January 31, 2020

Use Cases and Deployment Scope

We use Pipefy to track our machine and tooling sales. It is used primarily by the sales department. We needed a way to track a new machine sale and tooling sale other than just a spreadsheet or calendar. I implemented Pipefy as a way for my sales team to know the status of the sale at any time. It allows me to communicate the status and any notes regarding the order to our salesmen. I use the reports to send out to our sales team the status of any issues. It is a great tool to have.

Pros

Customization.
Organization.

Cons

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.

Likelihood to Recommend

Pipefy is great for managing tasks and keeping track of items that easily get lost in the shuffle of daily work. You can customize it to your specific needs. It is great for project management, task scheduling. task management and various other things. It is best suited for people who have a heavy workload but want to stay organized.

Verified User

Project Manager in Sales (11-50 employees)

Vetted Review

1 year of experience

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