Pipefy Reviews

Pros

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.

Cons

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

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.

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

Trello

Reasons for Choosing Pipefy

We have more examples and ways to understanding Trello function and configurations

Switched From

Trello

Reasons for Switching to Pipefy

I didn't choose

Pros

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.

Cons

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.

Pros

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.

Cons

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.

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

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

Trello

Reasons for Choosing Pipefy

1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.

Switched From

Jira

Reasons 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.

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.

Alternatives Considered

Jira, Trello, Pipedrive, monday.com and Asana

Reasons for Switching to Pipefy

Flexibility to be my main software, customised to work with my entire company.

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

Alternatives Considered

Jira and Trello

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 change

Reasons for Switching to Pipefy

Partnership mentioned above, experience of some members with the plataform and the promise of great features

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

Asana

Reasons 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.

Pros

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.

Cons

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).

Alternatives Considered

Trello and monday.com

Reasons for Choosing Pipefy

Wanted to try something new; no mobile app on Kanbanchi.

Switched From

Kanbanchi

Pros

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.

Cons

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.

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

Asana

Reasons for Switching to Pipefy

Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can.

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

Trello

Reasons for Switching to Pipefy

We had some good recommendations for this tool.

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.

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

Pipedrive

Reasons for Switching to Pipefy

It was the most complete and dynamic for our business model.

Pros

Ease of use and mobile app features. Automations included.

Cons

Lack of built in functions like conditional logic and mathematical operations.

Alternatives Considered

Process Street and Kissflow

Switched From

Kissflow

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.

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.

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.com

Reasons for Switching to Pipefy

it fit our needs the best

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.

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.

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.

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.

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.