Over Pipefy

Pipefy, het werkmanagementplatform, stelt managers van wereldklasse in staat om efficiënte workflows te creëren en uit te voeren.

Meer informatie over Pipefy

Pluspunten:

The interface is user friendly, it's easy to learn and very intuitive.

Minpunten:

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.

Beoordelingen van Pipefy

Gemiddelde score

Gebruiksgemak
4,4
Klantenservice
4,6
Functies
4,4
Waar voor je geld
4,5

Waarschijnlijkheid van aanbeveling

8,9/10

Pipefy heeft een totaalscore van 4,6 van 5 sterren op basis van 283 gebruikersreviews op Capterra.

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Reviews filteren (283)

Gabriela
Gabriela
product owner in Brazilië
Geverifieerde LinkedIn-gebruiker
Human Resources, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

An amazing tool to automate workflows

5,0 2 maanden geleden Nieuw

Opmerkingen: With Pipefy our sales process became much more organized and automated. We also use all data extraction for analysis, through the reports generated on the platform

Pluspunten:

I love using Pipefy to: 1. optimize workflows 2. help our team manage sales tickets 3. create the best onboarding experience for our customers

Minpunten:

I have difficulty using integrations with some APIs, but the platform has several help forums

Fabrício Yutaka
Fabrício Yutaka
Founder in Brazilië
Geverifieerde LinkedIn-gebruiker
Marketing en reclame, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

Pipefy or Trello?

5,0 3 jaar geleden

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.

Alexandre
Executive Director in Brazilië
Managementconsulting, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Best Platform for Process Management

5,0 vorige maand Nieuw

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.

Altair
Altair
CEO in Brazilië
Geverifieerde LinkedIn-gebruiker
Rechtspraktijk, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Overwogen alternatieven:

Bom, mas faltam recursos e é caro para países com moeda desvalorizada como o Brasil

3,0 10 maanden geleden

Opmerkingen: Razoável e caríssima, mas encontramos nele algumas poucas funcionalidades que nos mantém ali e esperamos encontrar logo em outro software, pois o custo benefício torna a escalada impraticável.

Pluspunten:

1) O software é muito bom para gestão de processo e permite que as atividades sejam realizadas de forma realmente organizada. 2) Ele permite ocultar campos customizados com base em regras, um dos poucos fatores que nos mantém hoje com o software, pois isso mantém a atividade organizada em vários departamentos, evitando equívocos da equipe.

Minpunten:

1) As automatizações dele deixem bastante à desejar, bem como a parte de portais e documentação. Estamos testando o Click Up em alguns setores e por detalhes ainda não realizamos a migração integral, pois às vezes precisamos usar um Integromat para realizar algo do Pipefy no próprio Pipefy, o que achamos um pouco absurdo. 2) A parte de documentação, para auxiliar o colaborador com Playbooks descentes e qualificados, é inexistente. Educar a equipe com cultura, playbook e coisas afins é algo que você não vai conseguir fazer no Pipefy. Eles tem uns tais de "Portais", mas a utilidade desses "Portais" é praticamente zero. Tanto que eles sequer desenvolvem de forma consistente essa área. 3) O Pipefy é uma empresa nascida no Brasil, mas ele não é precificado para empresas Brasileiras, pois 36 dólares por usuário e algumas cobranças extras realmente nos fazem procurar a todo momento alternativas para deixarmos o uso do Pipefy, já que estamos crescendo nossa equipe e eles não tem uma política boa de preço sequer para empresas brasileiras, como tem a RD Station, por exemplo, que é boa de negociar e entende os problemas do Brasil. Já os procurei para conversar e a resposta foi do tipo "Bah, não rola". Esse ponto foi o que gerou a maior antipatia da empresa ao Software e nos faz buscar alternativas. Por isso mantemos parelelamente uma conta, na Click Up, buscando em algum momento encontrar nessa outra ferramenta as pequenas funcionalidades que nos mantém no Pipefy até agora.

Ingrid
Administrativo in Brazilië
Facilitaire diensten, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Pipefy

5,0 2 maanden geleden

Pluspunten:

Gosto da plataforma Pipe pela praticidade de usar a ferramenta, por ela ser completa e utilizamos em todas as áreas da empresa, otimizando e ajudando na gestão de tempo, tarefas, prioridades e nos projetos.

Minpunten:

Até o momento não temos o que reclamar da plataforma, tudo que queremos fazer a plataforma atende.

Bruna
Bruna
Graphic designer in Brazilië
Geverifieerde LinkedIn-gebruiker
Administratie, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Pipefy as a managing team tool

5,0 3 jaar geleden

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.

Caroline
Channels Manager in Brazilië
Horeca, 51-200 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Awesome

5,0 7 maanden geleden

Opmerkingen: Here we could create and develop very manual process in an easiest and automated way, which improve our results and evaluate our road to the success. All in one complete, very efficient and confident tool, Pipefy really does the difference in our daily work.

Pluspunten:

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

Minpunten:

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

Mrinal
Account Manager in India
Verzekeringen, 201-500 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

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

5,0 4 maanden geleden

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.

Terina
Free lancer in VS
Tekstschrijvers, Zelfstandig ondernemer
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Workflow with pipefy

4,0 2 weken geleden Nieuw

Pluspunten:

Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work.

Minpunten:

It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion.

Geverifieerde reviewer
Finance Operations Specialist I in Brazilië
Geverifieerde LinkedIn-gebruiker
Werving en selectie, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Visão da Pipefy

4,0 vorige maand Nieuw

Pluspunten:

é um softaware para que você se mantenha organizado e em dia com sua tarefas.

Minpunten:

Algumas limitações nas automatizações, isso acaba prejudicando o trabalho que você construiu.

Melissa
Melissa
Game Developer in VS
Geverifieerde LinkedIn-gebruiker
Computersoftware, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Incredible collaboration tool that increases productivity

4,0 6 maanden geleden

Opmerkingen: Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Pluspunten:

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Minpunten:

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Jessica
Jessica
Game Programmer in VS
Geverifieerde LinkedIn-gebruiker
Computersoftware, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Pipefy is a versatile tool that may be used for a variety of purposes

4,0 6 maanden geleden

Opmerkingen: I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

Pluspunten:

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Minpunten:

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

STEPHEN
SALES OFFICER in Nigeria
Automotive, 201-500 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

MY EXPERIENCE WITH PIPEFY

5,0 2 jaar geleden

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

Lisa
Sr Director, HR in VS
Management non-profit organisaties, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Overwogen alternatieven:

Wow. Just..WOW

5,0 2 jaar geleden

Opmerkingen: My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pluspunten:

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Minpunten:

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process. Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Robson
CTO in Brazilië
Marketing en reclame, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

The best Process Management Platform

5,0 3 jaar geleden

Pluspunten:

Pipefy has a lot of tools to help small business that haven`t IT Team. Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Minpunten:

Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

Pablo
CEO in Brazilië
Design en ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Automate almost any process

5,0 3 jaar geleden

Opmerkingen: With Pipefy I could have better response for clients with less people.

Pluspunten:

Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process. We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Minpunten:

There are just a few details than pipefy could improve as: - Use math formulas on his forms - Calculate the real time use on a process it only calculates the time on the pipe of a card.

Geverifieerde reviewer
Team Lead in Italië
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 1.001-5.000 werknemers
Heeft de software gebruikt voor: Gratis proef
Bron van de reviewer

Overwogen alternatieven:

An easy and best project management tool

5,0 3 jaar geleden

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

Amir
Amir
Co-Founder in VS
Geverifieerde LinkedIn-gebruiker
Nutsbedrijven, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

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

5,0 6 maanden geleden

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.

Matheus
Supervisor in Brazilië
Textiel, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Overwogen alternatieven:

A helpful and intuitive tool that your company must have

5,0 2 jaar geleden

Opmerkingen: We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

Pluspunten:

Easy management Intuitive set up Easy to use Clean and beautiful layout

Minpunten:

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Ramón David
IT in Panama
Commercieel vastgoed, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

Great software, and it can be much better jet!

5,0 3 jaar geleden

Pluspunten:

I think it's really easy to use and to understand for normal users. When we start using it had outages of the server and a lot of "http 500" errors, but now is pretty stable so we feel it safe now.

Minpunten:

The big issue is that we don't see useful the Database feature. We have tried tu use it but we can't export the data. Would be really nice if we can share using an iFrame or something, a list of entries with a filter from database. For example I have an "Events" Database in Pipefy and I would like to share in my web site the Upcoming Events. To achieve this I'll need not only the iFrame to share but a filter to show only upcoming event and not past events. Also I would like to show some data, not all data from the Database. In another words, will be useful something to make queries to the database inside Pipefy. Another issue is that I think It's a heavy software to run in old computers. I think it uses a lot of recourses in the user machine (JS or something) and old computers gets slow. Also I would like to get a better mobile App. It works ok, but I have a lot of trouble with conditional fields in the Apps.

Paulo
Product Coordinator in Brazilië
Informatietechnologie en -diensten, 10.000+ werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Overwogen alternatieven:

Innovative and clean alternative to Trello

5,0 3 jaar geleden

Opmerkingen: Great kanban option that's fast and gets the job done.

Pluspunten:

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

Minpunten:

The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Leonardo
Data Analyst in Brazilië
Verzekeringen, 51-200 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Overwogen alternatieven:

Ferramenta muito poderosa, mas com alguns gaps

4,0 2 jaar geleden

Pluspunten:

Eu adoro a facilidade de customização dos pipes e forms. Uma vez mapeado o processo, a implementação no Pipefy é simples. As automações também são boas e me permitem otimizar alguns passos manuais e ganhar tempo para o time.

Minpunten:

Fora alguns bugs ocasionais (o pipebot não move um card, não atualiza um campo, etc), tem alguns problemas estruturais um pouco chatos. Por exemplo, eu não consigo mudar o tipo de um campo uma vez que ele foi criado. Se eu tenho um campo short text e quero mudar pra long text, não dá. Tenho que deletar o campo original e criar outro, quebrando todas as automações ligadas e etc. Além disso, eu não consigo via automação copiar um campo para outro de formato diferente. Se quiser copier um campo do tipo number (int) para um campo do tipo currency (float), não dá. Nem um campo short text para um long text. Seria fácil fazer um cast por trás disso, mas beleza. Fora que seria ótimo poder copiar um campo de tipo qualquer para outro de tipo text. Também não é possível fazer modificações em massa (selecionar vários cards para serem movidos ou deletados, por exemplo). Seria ótimo poder duplicar cards, também. Adoraria ter uma automação para que um card modificasse uma linha da database.

Reginaldo
CEO in Brazilië
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Overwogen alternatieven:

Pipefy was the tool our team need to perform better!

5,0 2 jaar geleden

Opmerkingen: With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time.

Pluspunten:

Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.

Minpunten:

The app is not very easy, but they are improving it.

EVA
COO in Brazilië
Outsourcing/Offshoring, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Overwogen alternatieven:

Great process management software!

5,0 2 jaar geleden

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.

Henrique
Partner in Brazilië
Design en ontwerp, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Good value, but can be improved

4,0 3 jaar geleden

Opmerkingen: Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important.

Pluspunten:

I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.

Minpunten:

The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.