Pipefy reviews

Pipefy or Trello?

Opmerkingen: Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pluspunten:

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Minpunten:

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

It gives us flexibility in process management

Opmerkingen: Any firm that wants to automate its workflow in a way that even its least tech-savvy employees can learn to utilize quickly and easily should look into Pipefy. It's a fantastic system for facilitating easier HR tasks including onboarding and employing new staff, monitoring expenditures, and more.

Pluspunten:

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Minpunten:

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Bugs, lack of features

Opmerkingen: I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Pluspunten:

- Kanban with custom fields / rules - Email automation with easy to build templates -

Minpunten:

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Doing daily tasks is very easy with Pipefy

Opmerkingen: We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.

Pluspunten:

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Minpunten:

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Easy tasks Pipefy BPM is simple and useful

Opmerkingen: Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines.

Pluspunten:

As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.

Minpunten:

The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.

Pipefy, a flexible application that maximizes the organization's processes and easy integration.

Opmerkingen: Pipefy has been widely accepted in the different organizational areas of the institution since it provides improvement tools that are based on the particular needs of each department and also offers multiple templates to start with predefined patterns and make the necessary customizations that are required for modeling based on particular needs.

Pluspunten:

Pipefy is an excellent workflow management and task management platform using agile methodologies, which facilitates the business processes of the organization. One of its many strengths is the implementation of kanban for task tracking, progress recording, and collaborative work since it optimizes the contribution of employees by being able to visualize things to be done, assign delivery times, and generate reports for senior management.

Minpunten:

Collaborative work is currently one of the main principles of modern companies; With Pipefy we can establish an initial workflow, invite collaborators to participate in our work area, and increase productivity consistently, making constant changes to increase our level of efficiency.

Best Platform for Process Management

Opmerkingen: It is a great Platform for Workflow and Process Management.

Pluspunten:

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

Minpunten:

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

Pipefy - Keeping a tab on all cases/accounts without missing a thing.

Pluspunten:

Helps with keeping a sequential track of all action items.

Minpunten:

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

Pipefy is an amazing tool that makes business process management easy and efficient.

Opmerkingen: Pipefy is a great cloud-based business process automation software that helps us design, manage, and automate our workflows. This user-friendly platform caters to small to large companies, providing an efficient and comprehensive suite of features to help teams manage their processes.

Pluspunten:

One of the best features of Pipefy is the automation capabilities. Automation helps streamline tasks and streamline processes to make them more efficient. This helps free up time and resources, allowing you to focus on what matters most, growing your business. Another feature that users love about Pipefy is its design capabilities. With a drag and drop design tool, we can quickly and easily customize and create our own workflows.

Minpunten:

There is nothing to dislike about Pipefy. It helps us to streamline, design, manage and automate our processes, allowing us to focus on growing our business. Whether we are a large or small team, Pipefy is a great tool for managing our business processes and ensuring that we are staying organized and on task.

assists in planning operations and ensures the safety of procedures.

Opmerkingen: Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement.

Pluspunten:

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Minpunten:

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Great process management software!

Opmerkingen: We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made.
Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential.
I would totally recommend Pipefy!

Pluspunten:

Pipefy is really user-oriented, so it is easy to create and implement pipes. Conditional and Required fields are also really useful and we use them a lot in all our processes. The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!

Minpunten:

I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits. Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.

Opinion

Opmerkingen: It's a really good platform, the first implemented in our company so I dont have much experience to compare with others. Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice.

Pluspunten:

Easy customization, fast loading, automization*

Minpunten:

For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed. Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.

Our efficiency increased with Pipefy

Opmerkingen: Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.

Pluspunten:

Flexibility to transform and automate processes.

Minpunten:

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

Great Product!

Opmerkingen: Helps with pulling reports for cost on inventory that we did not previously have at our disposal.

Pluspunten:

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Minpunten:

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

A very versatile plataform to build and manage process

Opmerkingen: Pretty good. The support team is great and, for 90% of the occasions, I can use Pipefy to manage my team and our process.

Pluspunten:

Pipefy pretty versatile, for example, we use to manage payments, clients, leads, manufacturing...

Minpunten:

We can build lots of different reports, but we're not able to do basic maths with those numbers. It would be good to automatize and generate more functional reports.

Pipefy is really good

Opmerkingen: I love using pipefy, it really makes my day by day easier. I never lost any information, I never miss any deadline, it's really incredible.

Pluspunten:

It helps me organize my processes and my day by day; It's easy to use; let you customize everything; Changed completely my daily routine for the best

Minpunten:

It's expensive; I don't like that it's pricing per user.

Pipefy review

Pluspunten:

The horizontal flow or the work environment and the customizabilty.

Minpunten:

Some automation lag, but I am in Africa so the delay is most likely from my side.

AMAZING product, service falls off cliff after you pay--not the start up they used to be

Pluspunten:

Their tech stack is unreal. Their integration with Workato is seamless. There isnt much you cant do on the platform BUT their service structure is terrible these days.

Minpunten:

This is my second time around and the experience of modeling and going live is not what it was like two years ago for the first project. They give you "x" amount of hours to model your "pipes". Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off. Their developer designed our pipe with a major fundamental flaw and they refused to fix it {actually ignored my emails for weeks} unless I purchased more hours at $125 per hour). Its this perpetual loop they throw you in which constantly costs you money. I was not open to paying this, so decided to figure it out myself but was not able to as the developer designed it in a way where their own support team couldn't figure it out. So basically my project was taken hostage . They give you no documentation on the architecture and just basically throw you in the ocean , to sink or swim and will throw you a $125 p/h life boat if you wanna ride. Other than that, they are closed (ZERO support) after hours, weekends and Brazilian holidays. This is 2022, I do not know of another Saas that rolls like this? Even during biz hours, its a 90 min turn around Workato is an amazing integration tool but thats pricy also. .075 cents a ping , with most processes needing 2-3 calls to accomplish the goals.

Could be better

Opmerkingen: It's good, but expensive.

Pluspunten:

Is easy to configure the pipes and the user have a lot of options.

Minpunten:

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Admin Review - Laura Spear

Pluspunten:

In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved. The automated delivery and rules are great. The phase descriptions are very helpful.

Minpunten:

The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used. It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered. There is a steep learning curve to thinking like a pipe! ;)

Finally, a process management system that I can get behind! I'm all in!

Pluspunten:

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything. Customer support has been great! Features: - The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power. - Relational database tables that can be tied to cards. - Specify the flow card needs to take through the process, can't start the job until you have ordered materials - Take action when certain fields change. - Create and track sub-processes. - Super solid GraphQL API. - Reporting based on a cards fields.

Minpunten:

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App. - You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Management is in your hands.

Opmerkingen: We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system.

Pluspunten:

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

Minpunten:

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

Lacks a few funcionalities

Pluspunten:

Very easy to use, I also love the automations

Minpunten:

I've been using it to start a recruiting a campaign and I had to label the participants between male and female. I noticed it's very hard to label one by one. You have to click each card individually, click on "labels" then click on the gender. I'm a user of Todoist and I reckon you could use a similar feature to them. I expected to right click the card and see pipefy options (such as "add comments", "select label"), instead of my browser options (such as reload page, save page, copy, paste etc). Also, I do not like how many times the notifications pop up in the page. After I see it the first time, they shouldn't keep popping up every time I switch to the Pipefy tab.

We control all our new clients on boarding process with Pipefy, its easy and fast.

Opmerkingen: I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

Pluspunten:

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Minpunten:

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

Pipefy has made our professional lives better.

Opmerkingen: It makes out business so much more productive.

Pluspunten:

It makes it so easy to delegate and then monitor tasks in a team environment. We can monitor tasks and track productivity of staff (& ourselves). It makes the team ten times more efficient than what we were.

Minpunten:

Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it ! Pipefy can be as addictive to staff as social media.