User Reviews Overview
About Pipefy
Pipefy is the low-code process automation platform that increases team productivity, centralizes data, and optimizes processes for teams in HR, Procurement, Customer Ops, IT, and more. Through its workflow automation and a...
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- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Pipefy is on top of all our processes
Pros
Ease of use, advanced customisation, fits well to manage almost any process I needed.
Cons
As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Doing daily tasks is very easy with Pipefy
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.
Pros
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.
Cons
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.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Poor exemples and models
I haven´t got any benefits with Pipefy
Pros
the Pipefy Integration with other systems by e-mail and API is what I liked
Cons
Difficult to get good examples and way to operate the system
Alternatives Considered
TrelloReasons for Choosing Pipefy
We have more examples and ways to understanding Trello function and configurationsSwitched From
TrelloReasons for Switching to Pipefy
I didn't chooseTop Pipefy Alternatives
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Pipefy is an amazing tool that makes business process management easy and efficient.
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.
Pros
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.
Cons
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.

- Industry: Computer Software
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Incredible collaboration tool that increases productivity
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.
Pros
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.
Cons
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.
- Industry: Automotive
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
MY EXPERIENCE WITH PIPEFY
* 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
Pros
* 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
Cons
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
- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for Free Trial
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Review Source
An easy and best project management tool
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.
Pros
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
Cons
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
Alternatives Considered
TrelloReasons for Choosing Pipefy
1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.Switched From
JiraReasons for Switching to Pipefy
1. Free pipes for 5 projects. 2. The experience in trial period was amazing. UX is the best. Every little feature is well thought off. 3. Cloud.- Industry: Machinery
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
With higher flexibility comes higher complexity to implement and a generalist in all areas.
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.
Pros
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+.
Cons
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.
Reasons for Switching to Pipefy
Flexibility to be my main software, customised to work with my entire company.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Pipefy - A promise for greatness
While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has
Pros
- Ease of use (once you get familiarized with where is everything and terminology)
- Comprehensive API
- Great support and UX
- Consistency
Cons
- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database)
- The API documentation is really messy and even as a developer I get lost
- The mobile app is a huge mess and the only really lacking part of the UX
- Web interface could be more responsive
Reasons for Choosing Pipefy
Our company is a Junior Enterprise part of Brasil Junior, which got a partnership with Pipefy that led to better plans. We moved since we hit a paywall at Trello and found that Pipefy has great features that Trello lacked and we keep discovering! Now that we are more experienced at Pipefy we don't feel any need to changeReasons for Switching to Pipefy
Partnership mentioned above, experience of some members with the plataform and the promise of great features- Industry: Food & Beverages
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Pipefy review
I can easily manage my team tasks so I don't overload anyone.
Pros
It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.
Cons
It crashed one or two times, but nothing to worry about.
Alternatives Considered
AsanaReasons for Choosing Pipefy
Our last software didn't receive upgrades in the last few years, and also don't have a support team.Reasons for Switching to Pipefy
Pipefy contacted me with a great presentation and an awesome support team.- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Pipefy was the tool our team need to perform better!
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.
Pros
Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.
Cons
The app is not very easy, but they are improving it.
Reasons for Choosing Pipefy
The latter tool hadn't features enough that could allow us to build our process with all its details.Switched From
Trello- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Excellent Plataform
My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics.
Pros
The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.
Cons
I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.
Reasons for Switching to Pipefy
Because of the features and the proposal about the process.- Industry: Financial Services
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Pipefy is the best tool to get things done
My experience with Pipefy is really satisfactory! I was able to deploy 3 new processes and avoid many mistakes by controlling them better and using Pipefy's features.
Pros
It's the easiest tool to set up any type of process or project that you currently need to organize and deploy.
Cons
I'd like to have a better system to create approval and escalation processes
Alternatives Considered
AsanaReasons for Switching to Pipefy
Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can.- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Easy to use but automations need to improve!
In our business, we use Pipefy to receive demands from our customers.
This tool brought the following benefits to us: it unified our channel for receiving demands; brought visualization of the demands for everyone involved in the process.
Pros
Easy to use;
Possibility to customize cards with many types of inputs;
Personalized email submissions.
Cons
Automations could be improved.
At a certain point, I needed that when a "parent" card was moved from a phase, the "child" card (in another pipe), be moved from phase as well.
However, we were unable to do this with the automation options available in Pipefy.
Alternatives Considered
TrelloReasons for Switching to Pipefy
We had some good recommendations for this tool.- Industry: Hospitality
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Awesome
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.
Pros
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.
Cons
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.
- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
The best platform for organizing phloxes
Very good, it came to make my life and work easier. All my employees use it, it is a very complete tool.
Pros
the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process.
Cons
Hard to say. I have some specific considerations about some tools, like the expiration date, I believe it could be for hours and not with a fixed date. But in general I like all the platform.
Alternatives Considered
PipedriveReasons for Switching to Pipefy
It was the most complete and dynamic for our business model.- Industry: Broadcast Media
- Company size: 51–200 Employees
- Used Weekly for 1-5 months
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Review Source
Clean, comprehensive, and well supported
My company has only begun to integrate Pipefy into our organization and are excited to discover more ways we can use this innovative tool. So far we're using it for IT onboarding and offboarding, as well as screening staff and guests for Covid-19 symptoms when they're planning on going into our offices. I hope to identify more processes within our organization that would work well within Pipefy.
I was especially impressed by the training that was provided during the implementation phase. It helped me gain an in-depth understanding of the tool quickly and has made it that much easier to work with. Getting that sort of training as a part of the implementation was unexpected and much appreciated.
So far my experience working with the tool and interacting with the Pipefy team and community has been energizing and rewarding. I see great potential for a tool like this and hope to use it more thoroughly in the future.
Pros
The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator.
The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators.
I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool.
Cons
Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section.
Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form.

- Industry: Telecommunications
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Exceptionally Flexible and Easy to Use
Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.
Pros
Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.
Cons
There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Fantastic Inventory Management Product
Very happy with pipefy and I look forward to plenty more years to come!
Pros
I have been using pipefy for 3 or 4 years now and I absolutely love it. It is very versatile and user friendly as it enables you to build your own platform for tracking, organizing and streamlining start to finish processes within your business. This product give me the confidence to manage our inventory from my desktop or phone, no matter where I am or the time of day. What a great product.
Cons
It would be nice to be able to make certain changes to individualize each process within your pipe with different colours to make the visual of each process be more defined.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Moving parts
It has helped our department take a disorganized mess of papers and turn it into a easy to use and visualize flow chart. seeing at a glance where all of our projects are at in their work process.
Pros
organize many different moving parts and specific details of individual jobs
Cons
the app could be better, involvement from installers is necessary to take full advantage, but that's more of an organization issue rather than an issue of the product
Alternatives Considered
monday.comReasons for Switching to Pipefy
it fit our needs the best- Industry: Medical Devices
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Pipefy
Pros
Flexibility and ease of customization. A person with very little IT experience and design a pipe.
Cons
I wish I could integrate it into other software more. I would like to see added the ability to add functionality that lets me choose how individual phases of a pipe are organized, first to last, last to first, alphabetical, type of card together, etc. I can only adjust on the entire pipe level of earliest to latest and vise versa, I need to be able to do that on the phase level.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
I recommend Pipefy to everyone I know!
I have been using Pipefy for 4 years now and I recommend it without a doubt.
Pros
It has an amazing UX and you can create your pipes all by yourself. But if you dont want to, they offer a lot of models so you can use them. It is easy for my team to follow their requests, it is easy for me to follow my team activities and we have 3 big areas using (Financial, HR and CS).
Cons
The ONLY thing I don't like about Pipefy is that you need to pay the highest rate to have user roles. I have lost work a few time because all of my team has admin role and that is bad.
- Industry: Health, Wellness & Fitness
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my...
Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.
Pros
The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.
Cons
When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.
They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.
Response from Pipefy
Thank you for your feedback!
- Industry: Financial Services
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
Review
Great tool for workflows and automating processes.
Pros
Easily set up and configured. Easily shared with colleagues.
Cons
Reporting is poor. Everything has to be extracted then the real reporting built in Sheets or Excel. Would be very helpful if customer service was 24 hours on the week days. I'm in central and by the time i'm building and using pipefy it tends to be 2/3 and CS is gone by then.

- Industry: Investment Management
- Used Daily for 2+ years
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Review Source
Pipefy has made our professional lives better.
It makes out business so much more productive.
Pros
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.
Cons
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.
Response from Pipefy
Thank you for your feedback!