Pipefy

Pipefy was used to manage payments to suppliers and contracts in the operations area for travel management. On a daily basis, I used Pipefy to control payments to direct suppliers, contractors, hotels, rentals, monthly contracts, and one-off contracts with other service providers, as well as other platforms that required oversight of all payment dates, amounts, and manager approvals.

The control was very easy with Pipefy. The platform is very intuitive, and the adjustments made by the company were positive, allowing us to use it with ease, which helped significantly with our productivity and necessary control.

Regarding the positive points of Pipefy, I believe the first point would be the issue of autonomy, one of the great advantages that allowed the finance team to create and change flows and forms without depending on the IT queue or technology, while already complying with the rules defined by the company. The team made all the adjustments and everyone ended up benefiting, and whenever possible, we provided feedback and input so that something could be improved and scaled. This resulted in less friction, less noise, and more fluidity and agility in processes.

Another positive point is the issue of visibility and SLA control. Centralization in Pipefy helped us significantly in controlling deadlines, allowing each user to see the status of each request and each card instantly. I had my own controls, for example, being responsible for payment order requests to our suppliers.

Among the features of Pipefy, I believe the adjustment that each company can make in the fields to personalize them according to their needs is notable. The cards are created with the configuration and information needed for each one.

Pipefy had a very positive impact, mainly in terms of productivity and control. The company started to have far fewer errors, much greater control of documents, and centralization of all processes within the platform, making it much more practical to use.

A much greater control of processes was noticed with Pipefy, where emails stopped being used to send something directly to departments, for example to finance, to provide a payment or other related issues. Everything was centralized within the platform, and each user uploads a document there, which is recorded within a card, and the department that receives it immediately follows up and makes payments within the deadlines defined by the user. This control is much greater and much better, and as users we can track the deadlines from the creation of the card to its correct completion and follow it at each stage.

Time savings and much greater efficiency were achieved with Pipefy. The company has a high volume of contracts, payments, and other documents to manage, and Pipefy facilitated this centralization of information. There was a reduction mainly in time that used to be lost, greater efficiency, and productivity gains on the part of the employees.

At the time when I used Pipefy, it did not end up being the case for me in my travel management area. However, in other departments, I had the opportunity to observe that there was a high volume of cards and many phases, so navigation got a bit slow and even required excessive scrolling to locate them. Even with the system of searching by word or term to find the cards, this was an issue. In my area, we had an average number of cards, and we could manage them with relative ease.

Within the company where I worked, at EstrelaBet, we had already been using Pipefy for a little over a year.

Pipefy is stable. We had very few issues of unavailability or failures in use, very occasional, but they did not interfere at all with daily use, and it had very good stability.

As far as I could see, the scalability of Pipefy was positive. Even with the increase in the volume of processes or user access, it remained good and the company was able to scale this access internally.

I personally never needed to contact Pipefy support. When it was necessary in very specific cases, the contracting department and finance department took that action and made contact, but practically all cases were resolved in a very short time.

At the company, at least I only used Pipefy and did not use any other solution previously.

I do not have information about whether the company evaluated other options on the market, as that whole negotiation and evaluation was done by other departments.

Pipefy is a platform that I consider very good. It is practical and intuitive, and it has the possibility of configuration and customization of fields, which makes it easier for all information to be accurate and appropriate according to each client's needs. It is a stable platform and serves all areas of the company very well.

Based on my experience and use of Pipefy, the gains in efficiency and control were clear, as it allowed tracking everything through a single platform, ensuring that flows occurred correctly and deadlines were met. We avoided forgotten emails or loss of documents, and for the company, it was very positive, as it ended up being the biggest beneficiary with the evolution of internal management. I recommend Pipefy to other customers. My overall rating for this product is 8 out of 10.

My main use case for Pipefy is process optimization.

Pipefy makes it easier to organize clients, demands, and other elements to optimize processes. The best feature that Pipefy offers is its use to optimize processes and tools. I consider the customized AI agent within Pipefy to be the most useful tool in my daily routine. Pipefy has a positive impact on my organization primarily through time optimization. I believe it has reduced about two hours per day in time optimization.

At the moment, I have nothing to add regarding how Pipefy can be improved because there are always improvements and new features, so for now it meets our needs.

I have been using Pipefy for about a year.

Pipefy is stable.

Pipefy's scalability certainly meets our needs.

Pipefy's customer support is excellent.

I did not previously use a different solution.

The main return on investment I have obtained is time optimization.

The experience I have had with pricing, setup costs, and licensing is that the prices may seem high, but in the end, the return makes the investment worthwhile.

I evaluated other options before choosing Pipefy, but I prefer not to mention brands, only the main ones on the market.

I believe it is worth testing Pipefy so you can understand whether it applies to your business and whether it is worthwhile. I found this interview very intuitive, the questions were easy to answer, and the interviewer clarified the questions I had more difficulty with. I would rate this review an 8 out of 10.

Our registration and credit analysis pipeline goes entirely through Pipefy. We acquire companies and monitor the entire analysis process through Pipefy's pipeline.

In the registration and credit analysis process, the sales manager acquires the company and uploads the necessary documents through a link we send from Pipefy. He uploads the documentation and all the information he has about the company, and from that point, we begin validating each piece of information he submitted in our pipeline and workflow created within Pipefy. For all communication automation with the client, if the company has any pending issues, we notify them via Pipefy automations.

The entire registration and credit process from beginning to end is completed within Pipefy. When the company is able to carry out operations with our fund, we extract all the analysis we have done within Pipefy and send it to one of our databases to keep this information saved and to be able to conduct new analyses based on this data.

The best features that Pipefy offers me in this workflow are that first, the user experience is very simple, clear, and objective, and very intuitive. Additionally, the automation part is very complete. We can create several types of automation for communication and AI integration. The automation part is very complete compared to what the platform and other players in the market tend to offer.

Overall, Pipefy has had a positive impact on my organization by organizing the entire registration and credit part of the company. This is a very important and large department within our company, and Pipefy solved a significant portion of it, so I believe the impact is quite significant.

Certainly, there has been measurable improvement with Pipefy, such as an increase in productivity due to no longer performing so much manual work. Simple document validation that we used to do one by one, examining all of them manually, can now be done automatically through AI extraction. There is also a substantial gain in the recording of this information because it is no longer scattered. We can record all of this, create a database within Pipefy, and store all the information we need there.

Pipefy can be improved by creating a more complete integration with WhatsApp. That would be interesting because nowadays WhatsApp is a very widely used communication channel, and from what I observed within the platform, most of the communication automations are via email and SMTP protocol. I believe integrating with WhatsApp or at least another communication application would be interesting.

At Capital Finanças, we have been using Pipefy for around three years.

Pipefy is stable. We have never experienced any problems with it going down or any feature being unavailable. Everything has always worked very well.

We have never experienced problems with the scalability of Pipefy as our company does not have a very large information flow. For our size, it has always worked very well, and we have never encountered scalability issues.

Pipefy's customer support works very well. The few times we contacted them or asked for help with something, it worked very well. Perhaps there could be an easier contact option via WhatsApp, which could even be a bot, but via WhatsApp sometimes it would work very well.

We did not use a different solution previously. The work was more manual before Pipefy came in to make it more automated.

I have obtained return on investment with Pipefy, mainly in terms of time spent on analyses. There has been optimization of work, workflow, and probably manpower as well because things that would take longer in terms of manual work were greatly reduced due to the platform's comprehensive automation. In this scenario, there was a reduction in both time and manpower.

We evaluated GoFy before choosing Pipefy, but we ended up choosing Pipefy.

My advice for other people who are thinking about using Pipefy is that if they have a very manual workflow and they are looking for more clarity and ease in seeing process information and making it more visible to the team, I believe it would be interesting to use Pipefy because the purpose of the platform is precisely this: to bring clarity, organization, and optimization to processes. My overall rating for this review is 8 out of 10.

I used to work with logistics, and we used Pipefy to register the truck drivers and also to send requests to other areas.

We used Pipefy to fill in the information that we received from the truck drivers on WhatsApp and then we added it to a board to register this information in Pipefy, so that other people could access it according to the order in which the cards arrived and register them in the system. There we could flag if there was any pending issue, and we could see how long that card had been sitting waiting to be resolved.

We also used automations inside Pipefy. For example, when the truck driver's registration had already gone through successfully and he had already completed his run, and then he was just waiting for payment, there was an automation to send this information to another Pipefy board, as well as email automations and automations when something had been stuck for too long or when it was approved.

One of the best features that I identify in Pipefy is mainly the automations. For example, as I mentioned, when the card reaches a certain status, it creates another one in another board, or it sends an email, or it gets flagged when it's late. These kinds of automations are very good features.

The one I mentioned in Pipefy, creating a card in another board for the other team to follow up with payments or resolve any pending issues the truck driver might have, saved the team a lot of time because it reduced the manual work of previously having to notify the other team or having to go there manually to copy and paste the information.

Pipefy had a positive impact mainly on the ease of documentation, the ease of automations, communication, and reduction of manual work.

The ease of automations in Pipefy is something that is very good, but if the user doesn't know how to use it, it can create rework and errors, because sometimes the logics conflict with each other.

I would say that in Pipefy, creating alerts that identify when one condition is conflicting with another would be very useful, because the user would know why the automations stopped working.

The only gap in Pipefy is related to the automations, but this could be avoided if the team doing the customization had logical thinking or better knowledge of the rules they themselves created. I don't see it as a problem with Pipefy, but it could alert in case there was some possible conflict.

I have been using Pipefy for two years.

Pipefy is stable.

Pipefy is a very scalable tool, precisely because of this ease of use and customization, and users don't have difficulties using it because it's quite user-friendly. It is scalable.

Customer support is very fast. I remember that I needed to contact them a few times and they were very quick and effective. I would rate customer support on a scale from one to ten as ten. They always assisted me very quickly and were very effective.

We didn't use any different solution.

Regarding the automations I mentioned in Pipefy, they reduced manual work. We gained in that area. The return on investment was good from the moment we started to use the platform in the best possible way, with automations, with alerts and everything else. We had time reduction and financial savings with respect to the time and productivity of the users. They stopped doing so many repetitive tasks, copying and pasting information from here to send it there, when the automation already did that.

That wasn't a problem for the company with Pipefy. I also didn't have access to the prices, but I know that we had several users and, given what the platform delivers, it was a fair price.

I didn't evaluate other options before choosing Pipefy. It was already implemented in the company.

I would advise them to use the automations in Pipefy, but be careful with the logics they will create in order to avoid conflicts with other logics. Avoid logics that are redundant or one logic that says to create and another logic that says to delete. Avoiding this kind of confusion is important because then the system might not perform properly, precisely because of the poor configuration done by the users. I would rate this review as a nine out of ten.

At KPMG, I used Pipefy mainly for handling support and requests. I handled job and project tickets for partners and managers, taking care of all the administrative work, reputational and financial research for a given client, and then I carried out the entire research process. Afterwards, at the end, I forwarded it to the manager and partner to evaluate.

I used Pipefy mainly for handling projects and jobs that I provided within the Pipefy platform for managers and partners.

I received the ticket through Pipefy, where I conducted the entire analysis of that request. Each job came with a certain theme. I performed research, as mentioned, reputational research, financial research, so each ticket had its own particularity. Within Pipefy, I received the task with a specific theme, such as Know Your Client analysis, and then I carried out the entire research process, all the form filling within Pipefy, where I received this job. After finishing the whole process, I would close it and then send it to the manager and the partner to review. My part within Pipefy was the service and handling.

I used the entire Pipefy platform. The part I used the most and that was very efficient for me was the email automation feature. I could send, within the ticket itself, the completion email or some request for some document that was missing within that process, and then all my communication was done entirely within Pipefy without the need for me to leave the platform to send an email. This added a lot in terms of time. I optimized time in communications with the partner and manager, which made my work more accurate and faster to complete.

Pipefy adds a lot of value. It reduced rework, both for the team and for each person who uses it. I could easily master the platform, and it gave me a much more strategic and efficient view regarding management as well. Management also had better control through the use of Pipefy. Additionally, I had free access to the Pipefy team, and everything that I wanted to add within Pipefy that would help optimize my work, I had that support. I had the opportunity to participate in some processes and in some change requests within Pipefy, things that would optimize it for me. I always had this direct contact with the team and with leadership to make these adjustments and improve my work.

For me, the most important point of Pipefy, beyond all of its formatting and layout helping me, is the email automation, which is key. Today I have many problems because I use another tool where I use my corporate email, and then I use communication inside the platform I use now. This results in a lot of rework; I have to leave there and check emails. Pipefy brings this ease, the fact that it unites the corporate email together with the platform, which greatly optimizes things, so I don't have to be replying to emails all the time and I receive everything within the ticket itself. I have this control where everything I receive I can respond to immediately.

I have been making adjustments daily. At this specific moment, leadership is still looking for ways to optimize it much more, of course, but I do not feel a lack of features because I have everything at hand there. Whenever there is something I need, I get in touch with the Pipefy team to see if it is possible to make these adjustments. Apparently, at this moment, Pipefy has all the necessary features for my use. In my case, for what I need on a daily basis, it covers everything.

I used Pipefy for four years, where I handled the tickets from the managers and partners and did the whole process within Pipefy itself, including receiving emails related to those tickets.

The control aspect of Pipefy for leadership also helps so that we do not get lost, because since there is a very high workload, this helps us have better organization. The automation and control of having visibility into what is a priority and what is not helps a lot within the platform. All the control I have in the platform is something that adds to the outcome of my work. The email aspect is what helps me the most on a daily basis, where having email within the platform makes all the difference. This optimizes things a lot, besides the ease I have to reorganize my day regarding email.

Pipefy has this openness for me to explain my needs and for the platform itself to help with these issues. I highly recommend Pipefy and I really miss it. Today I do not use it, but it is something I really miss. In fact, I have even mentioned this at the company where I currently am; they do not use the platform, and I even suggested that they check the possibility of contracting it, because it really adds a lot to my daily control and organization.

Personally, Pipefy adds a lot of value, both for management and analyses. I can clearly understand what the client is asking for, which really makes my work easier. Pipefy is a platform that helps me organize, optimizes my work and, above all, the people who manage my work end up with better control over the entire team.

Pipefy positively impacts not only the team but the entire team on the partners and managers side. It does not just help the team that is on the administrative side; it handles the whole management part and also supports the request for demands from other departments, which makes a total difference for everyone on the team and for the company, because the entire company uses Pipefy.

The outcome I have is higher revenue. The company uses Pipefy not only for billing but also for the administrative and management part. They also forward things to other departments that handle projects. Pipefy is an important platform for the company itself. It definitely increases the workload for the department, where the team even grew because the work volume increased. This growth is also due to the use of Pipefy, which is an important tool.

Pipefy helps with error reduction and time optimization. I ended up shortening the response time and, consequently, bringing benefits to the requester. It is a combination that ends up impacting everyone. Pipefy helps the entire management area, the operational area, the projects area, and it is constantly bringing significant changes to all the teams that use it.

Using Pipefy for my turn sheet made the process much faster and more effective, even easier for the management team and my leaders to carry out all the checking. Through Pipefy, it is possible to measure how the workload was, to measure whether I was able to meet deadlines, check if there were delays and what these deadlines were. From there, I had a sense of where I needed to improve. Pipefy also brings this organization aspect where I can see where I am making mistakes and where I am failing, so that I can improve the service and handling side and manage that part as well. My overall rating for Pipefy is a perfect ten out of ten.