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.
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.
VU
Verified User
Project Manager in Sales (Machinery company, 11-50 employees)