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Pipefy US

Pipefy

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226 reviews
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External reviews are not included in the AWS star rating for the product.


    Vlad B.

Simple project tracking and work management platform helps you get your work done more efficiently

  • October 20, 2022
  • Review provided by G2

What do you like best about the product?
- Pipefy is extremely user-friendly and has helped us to keep track of our inventory from when it enters our company to when it reaches our sales reps.
- It's also great for generating reports regularly to see where improvements need to be made.
- The project tracking and client management tool is perfect for various use cases.
- Whether you need to keep track of projects big or small or manage clients from all over the world, this tool will help you get the job done efficiently and effectively.
What do you dislike about the product?
- Since there's no centralized global approval workflow, changes across the team can't be approved all at once.
- It also seems like I can't add multiple people to one workflow instance either.
- This makes it difficult to manage approvals and keep everyone on the same page.
- As a beginner, one of the things that would be most helpful is to see our demonstration videos or pictures.
It would give a better understanding of what is possible and how to go about achieving certain looks.
Unfortunately, there are no such resources currently available.
What problems is the product solving and how is that benefiting you?
As a new PM, I quickly learned that it was important to keep track of my work with Pipefy. After just a few days of using the tool, I realized how crucial it is to have a system in place for managing projects and tasks. Integrating different services can greatly improve efficiency and coordination between team members. For example, the chatbots on a website can automatically respond to customer queries, freeing up time for other tasks. Similarly, automated email responses can help to keep everyone on the same page.


    Gabriel R.

Is a great system for manage complex processes. You can automate several functions.

  • September 26, 2022
  • Review provided by G2

What do you like best about the product?
The possibility to have all the processes in a Kanban view, including the automation for emails, advice and pipes connections.
What do you dislike about the product?
Some fields' limitations (as calculation mode), this could be improved to became a complete system.
What problems is the product solving and how is that benefiting you?
We are managing a big export operation with about 400 processes per month. We are able to follow the dates and shipments, to avoid delays and extras costs.


    Kristen S.

With Pipefy the activities are easy to perform

  • June 28, 2022
  • Review provided by G2

What do you like best about the product?
Contains a database for the location of bottlenecks that prevent the smooth running of processes. This way we can closely monitor that activity that is slowing us down, and solve the problem easily. I love the many workflow templates it has, it is very easy to make any project or work plan and they are very customizable, so we can adapt them to our company. It also has accounting functions such as purchase order management, accounting and invoicing, which allows us to keep better control of all project costs.
What do you dislike about the product?
The update of the progress of the tasks is not entirely in real time, as it takes a long time to report these advances and make them visual for the entire work team. The fact that the payment is per user and not a global cost for the software is frustrating, as we would like more team members to be involved in the system and it is not possible due to the cost. I would like them to include more advanced features such as performance and time of activities, perhaps the Gantt chart would help a lot to better visualize the time of activities being performed and if they are behind schedule.
What problems is the product solving and how is that benefiting you?
Thanks to Pipefy we can perform workflows quickly and easily and keep in order all the management of daily activities that are performed in the office, in different projects. The bottleneck search function is very efficient and we use it a lot, to detect any failure or slowness in the activities and be able to focus on them, so that no process is stopped or delayed. It contains a large number of customizable templates, easy to adapt to any project or process of activities that you want to start. It has important databases that allow to speed up the work, such as customer, employee, contact and bottleneck databases to detect activities that are delaying the work. Management of interviews, candidates and employee payroll, allows us to keep track of employees from their entry in the same software.
Recommendations to others considering the product:
It is a software that will allow all companies to create workflows quickly and efficiently, being able to visualize the stages of the project from the first day and see its progress clearly. It is undoubtedly a great software that is helping us as a company to meet deadlines and finish projects in an agile way. This is a very simple software, it is very intuitive and it was not difficult for us to use it easily and get the most out of it. Although it is not possible for all employees to have access to it because of its cost, it is true that the key people who drive the development of activities such as team leaders, human resources and project staff, we can make the whole team work in a productive and efficient way thanks to the software.


    Pedro P.

Simple to use however not too good for complex processes

  • June 21, 2022
  • Review provided by G2

What do you like best about the product?
For simple processes Pipefy BPM tool is very useful and simple. Its processes can be lifted fast and the UI is simple to follow through. It is very simple to engage with a wide range of other products, however seems like a prototype bpm tool for small/medium business. Their community interface and usage is also good.
What do you dislike about the product?
The tool doesn't seem robust enough in other to handle complex processes. It lacks information in their community, although it has a good interface. Complex queries remain even after reading and trying the product.
What problems is the product solving and how is that benefiting you?
It can easy setup prototypes for fast solutions, which can be pretty robust to serve small processes. It can provide forms and pipes in order to communicate with a wide range of people.


    Ana S.

Extremely useful working tool

  • May 26, 2022
  • Review provided by G2

What do you like best about the product?
The entire Pipefy team is easy to access and communicate with (by email or through the platform itself). All problems are always quickly resolved.

Pipefy have an easy and good looking layout that is easy to navigate. The process can be adapted and customized to different demands and needs and it has multiple support tools. It's a very tech and innovative platform.

In addition to its own tools, Pipefy interacts with other platforms in a integrative way so you can have "all you need" in a one single place.
What do you dislike about the product?
I can't really think in one thing that I dislike about pipefy. It's really a very complete work tool. It even offers videos and guidelines to facilitate navigation and deep understanding.
What problems is the product solving and how is that benefiting you?
We organize the entire company process inside pipefy

Speaking for my company, we center all our info and data inside Pipefy, from the client's contract to the final product delivery. It's a secure and easy to manage platform, by using it our process is always organized and registered.

We can organize our pipes (kanban) according to our demand and use the platform tools to facilitate our work, saving time and gaining efficiency. The user is the one

All the processes are easily automated for example: sending emails and deadline alerts.
Recommendations to others considering the product:
pipefy is a very fast and innovative company, the optimization of time and efficiency is notorious


    Lucas C.

A great software for amazing teams!

  • May 09, 2022
  • Review provided by G2

What do you like best about the product?
I love the Sprint panel, probably it's my favorite feature, because I can organize my weekly tasks in a certain period, helping me to focus in the most important things.
What do you dislike about the product?
I am not 100% sure if I like the way that the modals are. I don't know, it doesn't look well. Sometimes I can't understand what pages I am seeing, the user flow confuses me.
What problems is the product solving and how is that benefiting you?
I am taking off all the cards I have made on Trello and sending to Pipefy, because I can organize them so much better. The custom fields makes everything easier.


    Pedro F.

Not that good for sales

  • March 14, 2022
  • Review provided by G2

What do you like best about the product?
Is easy to customize and use for different applications (CX, HR, etc)
What do you dislike about the product?
The reports are terrible. Is really hard to understand what obligate u/the data to export to a spreadsheet
What problems is the product solving and how is that benefiting you?
To increase sales. We use pipefy to organize or sales process and organize the onboarding od new customers


    Douglas A.

The easier tool for a fast digital transformation

  • February 18, 2022
  • Review provided by G2

What do you like best about the product?
Pipefy is easily to develop and sustain digital process.
What do you dislike about the product?
Pipefy needs change the way to create workflows. Only Kanban can't be the best way to complicated process
What problems is the product solving and how is that benefiting you?
Pipefy can be used to digitalize processes, orchestrate basic processes with others service with APIs, create a MVP apps, and other applications.
Recommendations to others considering the product:
If you need a fast solution, stable, easy and flexible, Pipefy is the best for me.


    Natalia B.

I'm true Pipefy fan

  • February 10, 2022
  • Review provided by G2

What do you like best about the product?
Pipefy has everything that you need to organize information even with free plan. The platform is very customizable, and the automations you can do make your life 100% easier. Also, it is an excellent tool to share information with other people in your organization.
What do you dislike about the product?
Today I don't have native integrations that I need there. I have to use other solutions (such as Zapier) to send my leads across different marketing platforms.
What problems is the product solving and how is that benefiting you?
Today I use the platform as a CRM to administrate my Sales Funnel and commercial process. The implementation gave me and my team clarity about who is taking care of which lead, in which commercial part of the process the lead is, and also shared information about the client's feedback.
The golden point for me is the automations. We use them to send e-mails reminding us of the deadlines to do our tasks, and also sending automated e-mails to our site's leads to make a meet appointment with our sales team.
Recommendations to others considering the product:
Pipefy is a very flexible and customizable tool, which means you can do A LOT of different things. I recommend seeing online tutorials and using the templates they give you before starting a new process.


    Neeraja V.

Our IT Enterprise Ticket Resolution templates creation is quick & easy with Pipefy

  • January 07, 2022
  • Review provided by G2

What do you like best about the product?
Pipefy is a low-code platform that gives me great convenience for our organization's development commitments. It offers compelling data-driven decision features which can pull information from our workflows easily. It also grants visibility through its customized dashboard to analyze, track and make comparisons in our various project stages.
What do you dislike about the product?
I don't dislike anything about Pipefy as it's suitable for our organization's workflow management pipeline. We can automate recursive tasks in our business process and effectively establish rules for automation, integration tools, and have a coherent platform for our customer strategies.
What problems is the product solving and how is that benefiting you?
Pipefy is beneficial in providing an automated framework for our IT enterprise incident management. We can actively update the real-time status of our third-party agents and direct their responses straight to our process workflow pipeline. It is also quick to deploy thanks to its pipe templates, with which we can easily create our own application platform without any coding necessities.