Pipefy

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.

• Automations
• Integrations
• Ease of use
• Ease of organization/customization

• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

Adobe Illustrator CC, Mailchimp, PandaDoc

We use Pipefy to organize our voiceover submissions.

• email. notifications
• organization

• it helps us to stay organized

I use Pipefy to manage requests that other teams have for my team. It helps me receive the correct and complete information and also to validate all steps that the request must go through before delivering it back to the team. Pipefy helps me to alert the requester along the way on how it's being developed.

• automation
• public form
• conditionals
• email template

• Organization
• Avoid manual work
• Avoid human error
• Improved the communication with other teams

monday.com

Pardot, Salesforce Commerce Cloud

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.

• Personalization.
• Organization.
• Task control.

• Speed up on daily tasks.
• A little bit pricy for Brazil.

Trello

• It has increased productivity.
• Allows for better tracking of completeness of development.

Google Forms and Freshdesk

Jamf Now, Glip, Mailgun