Pipefy

I believe the most important process at Berneck is the automation of emails, as we send a lot of emails to our customers and suppliers through automation, which reduces a lot of the manual work.

For email automation, we used to schedule our shipments manually by email, and we often sent wrong emails or addressed the schedules incorrectly for the right factory. Since we started using Pipefy, we implemented automation to handle this, and today we have zero problems with wrong email addresses.

Additionally, we use the AI from Pipefy to check our documents, ensuring there are no errors in texts such as addresses on documents, certificates, bills of lading, invoices, and packing lists, so we rely heavily on Pipefy at our organization.

The best feature of Pipefy is that the system is low-code, which allows us to model and change processes very quickly without needing to open a process with the IT department, enabling us to make changes in approximately five minutes.

We utilize our analyst to model Pipefy, and this low-code feature enables us to do it very fast because it is very user-friendly, allowing the team to learn quickly how to implement improvements within the system. The conclusion is very simple: it is very functional, and we can easily teach someone very young, such as a 19 or 20-year-old, to learn how to use it effectively.

The impact of using Pipefy has been very positive, as we have significantly reduced manual emails and wrong email addresses while being much faster in our responses to customers, which has also benefited them. Although I don't have the exact numbers, I know we reduce the time spent on emails by approximately 20 to 30 percent, and the mistakes related to emails have been reduced to almost zero.

For our company, the best improvement for Pipefy would be to integrate it with our ERP system. Currently, we use SAP but face challenges because we often input some information in Pipefy and have to duplicate that in SAP.

I want to emphasize that I would appreciate the ability to perform calculations within Pipefy, as I sometimes prefer to work with Excel. If Pipefy could handle these calculations, it would be very helpful for us.

I have been using Pipefy since 2017, which means I have been using Pipefy for the last nine years.

Regarding Pipefy's governance and security, I find it very trustworthy. We have been using Pipefy for the last seven years and have encountered only one instance where the system made a mistake, indicating that it is a reliable system.

Pipefy's accuracy and reliability of output are very good, and we don't have problems with that aspect.

I believe the ability for Pipefy to support Excel format calculations would be significantly valuable for us.

My main advice for others considering Pipefy is to start using it in conjunction with your main system, making the integration at the beginning to avoid headaches later on.

Pipefy was deployed in 2017 specifically for the export processes, and we utilize it extensively in that area. We manage our processes using a kanban system with cards, which is excellent for controlling exports, with approximately 2,000 containers exported per month.

I would rate this product 9 out of 10.

My main use case for Pipefy is to make it easier to organize the month's tasks and the team's general tasks in my day-to-day work. For example, if there was a task in the administrative company where I worked, such as making a payment and I needed other people to participate, I put it in Pipefy and we would move the cards there as the activities were completed.

The best features that Pipefy offers are the ability to do things in an organized way and as a team. Beyond this team collaboration, I consider valuable the way I can organize things, and the automation aspect is very good in Pipefy. I also appreciate the reporting aspect and the reports that are generated in Pipefy, which I consider important.

Pipefy has had a positive impact on my organization because after using the tool, I noticed that I can do things in a more agile way. I noticed a reduction in time spent on tasks and an improvement in team communication after adopting Pipefy, because everything was organized in one place and other people could also collaborate, which helps significantly.

I didn't find it difficult to use Pipefy because I'm already used to digital platforms. Pipefy should be more publicized, because many people still don't know about it.

I have been using Pipefy for about a year.

In my experience, Pipefy is stable and it doesn't show many errors; there are only a few.

Pipefy's scalability works well in my experience, and since I didn't use it for many tasks, I didn't observe how it works for high demand.

I previously used different solutions for task organization, such as Trello, along with several other types of platforms or tools to optimize tasks.

I have obtained a return on investment from using Pipefy in terms of less rework and time reduction.

I don't know about Pipefy's pricing, setup costs, and licensing because I wasn't the one who paid; it was the company.

I evaluated other options before choosing Pipefy, but I don't remember their names.

At the moment, I'm not using Pipefy because I'm no longer part of the company that used it, but sometimes I use it sporadically in a private way. I would advise other people who are thinking about using Pipefy that it is a great tool that will make their lives easier, optimize their time, and facilitate teamwork, so I would highly recommend this tool for those who are going to work in a team, especially. I gave this review a rating of 9 out of 10.

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 managing cross-area processes, including the sales team's process and the handoff process from the sales team to the operations team.

I use Pipefy for the sales process in which the lead lands in a stage of waiting for service, then moves to an activation stage where we connect with that lead. Then we move into a process of communication with this lead through negotiation, followed by a proposal stage and closing the sale.

Pipefy helps me accomplish the workflow as described through the steps involved in the sales process. Something unique about how I use it is that it covers the aforementioned processes well.

The best features Pipefy offers include the process of managing required fields per phase with conditionals, which is what makes Pipefy stand out from the others.

The most relevant feature in Pipefy today is the process of modeling customized stages with customized fields per stage and required fields that may or may not trigger automations. This is the single differentiator of Pipefy today.

The specific positive outcome I noticed after using Pipefy is that the visual infrastructure makes the operationalization process easier with the teams.

Pipefy can be improved significantly as it lacks native, official WhatsApp integrations and lacks integrations overall. Integrations are only available through an advanced integration request that has never worked for me because they charge for that. Additionally, Pipefy lacks all the infrastructure for a sales team to be able to operate inside it, including task management, tasks, reminders, integration with Gmail, calendar, meetings, and Google Meet. This infrastructure for connecting with day-to-day software is essential.

Something that could make my experience even better is if the integrations were more robust.

I have been using Pipefy for about three years now.

The impact of Pipefy was a lot of work and I had to replace it due to no clear benefit because the cost made it unviable.

Pipefy impacted my organization positively initially, but after implementation, it became financially unfeasible because of the use and purchase of automation and API request packages. It was a lot of work to implement, and I had to implement another CRM and another BPMN instead to replace Pipefy with a cheaper solution.

I would advise others looking into using Pipefy to consider its capabilities carefully. I give this review a rating of two.

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.