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.

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.

Pipefy - practical platform for task automation.

Opmerkingen: A notable advantage is its mobile app, which allows you to manage your processes on the go. Additionally, Pipefy offers process automation to minimize manual tasks and provides the option to create forms for mass data collection. Overall, Pipefy is a tool that has helped me and my team optmize various aspects of project management and team collaboration.

Pluspunten:

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Minpunten:

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

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.

MY EXPERIENCE WITH PIPEFY

Opmerkingen: * Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pluspunten:

* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Minpunten:

I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

An easy and best project management tool

Opmerkingen: The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.

Pluspunten:

1. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications

Minpunten:

1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products

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.

With higher flexibility comes higher complexity to implement and a generalist in all areas.

Opmerkingen: Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy.

Pluspunten:

I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+.

Minpunten:

Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact.

Pipefy as a managing team tool

Opmerkingen: My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around.

Pluspunten:

Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes.

Minpunten:

I didn't like is that we are not allowed to change the colours of the tool.

Pipefy review

Opmerkingen: I can easily manage my team tasks so I don't overload anyone.

Pluspunten:

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

Minpunten:

It crashed one or two times, but nothing to worry about.

Complete and highly customisable

Opmerkingen: I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work.

Pluspunten:

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

Minpunten:

It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect.

My experience with pipefy

Pluspunten:

He is very customizable and versatile. When I have to change some stage of the sales funnel, Pipefy allows me very easily without losing data. The reports are terrific, we can choose absolutely everything we want to analyze.

Minpunten:

The dashboards have a lot of bugs, and because of that I lose a plenty of time transfering the data of the reports to Excel. I'd like to not have this mechanical work anymore, by having improved Pipefy dashboards.

Pipefy Gets the Job Done!

Opmerkingen: It's been great! Easy way to dull down some of the excess noise and stay focused on the task at hand for the day.

Pluspunten:

I really enjoy being able to keep my workflow organized. It's enough detail to get my job done, but not too overwhelming to where it makes organization harder than it needs to be. The integration with HubSpot is incredible helpful as well.

Minpunten:

Sometimes if I'm working quickly, Pipefy can't keep up. The best example I can think of is changing a date within a card, saving, but then not seeing that change reflected.

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.

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.

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.

Excelent task management and process administration

Opmerkingen: We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access to critical information anywhere and anytime. Also, we are now administrating our customer's database directly in Pipefy.

Pluspunten:

It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work.

Minpunten:

It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information.

Great tool for process management, quite hard to make customizable reports

Pluspunten:

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Minpunten:

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Great Product. Annoying company that bombards you with calls and emails.

Opmerkingen: Like I said, it's a great product. Only problem is the company employees send me emails and/or call me every day. I wish I could just use it without the extra baggage.

Pluspunten:

The product is great. I use it everyday to keep my tasks organized.

Minpunten:

No problems that I can see. Very helpful.

Amazing!!!

Pluspunten:

The way they allow you create each step of your workflow is simply amazingly easy! You define wich field is required for de next step with a couple of clicks.

Minpunten:

For the things i use, none come to mind. They do great job on creating e manting the software

Pipefy pros and cons

Opmerkingen: I'm organizing the hole process of my business in pipefy, having everything connected and automatized

Pluspunten:

Easy to use; very customizable; good interface and support

Minpunten:

Poor data analyses; difficult to connect to others softwares

A very simple task manager with attractive UX

Opmerkingen: Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.

Pluspunten:

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

Minpunten:

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

I love Pipefy!

Pluspunten:

The features and automation are top-notch. Best customer care. Amazing process flow that once you learn how the software operates, becomes very easy. Flexibility especially in reporting. Value for money.

Minpunten:

Ease of use has been difficult. I had to research and look at so many webinars to understand most of what I know. It was worth it though.

Excellent project tracking and task management platform

Pluspunten:

Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly.

Minpunten:

It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community.