Pipefy is a process management tool that caters to the needs of different industries and business sizes. Be it shared services, BPO, IT and service desk, software development, finance, customer support, this software is equipped to handle all sorts of operational processes. Regarded as an intuitive and easy-to-use system, Pipefy enables users to improve their efficiency, productivity, and profitability by helping them create, organize, and manage their business processes and workflows in a single platform. Moreover, Pipefy can help companies and organizations assess and refine their processes to attain their goals and facilitate business growth more effectively.
With this software solution, users can visualize their specific work processes in a way that they can see what has been done, what is being done, and what needs to be done. It leverages the use of the Kanban method, a visual project management system which provides users with the capability to track the progress of their work from start to finish.
The software then divides the business processes of a company or team into “pipes.” Each “Pipe” represents an entire process as it’s composed of cards or work items that you’re managing. The fields within each card can be customized by the administrators. Users can then move one Pipe to another after making sure all the fields are properly completed. You can standardize requirements by making certain fields required. Meanwhile, the admin role takes care of managing permissions. One Pipe can be linked to another while each Pipe’s permissions can be managed separately. This capability enables you to protect sensitive information by being in control of has access to each Pipe.
With that said, Pipefy offers simple but highly customizable ways to help you manage your business processes. It has a flexible system that can be adapted and applied to any type of process within a company or business. It provides users with an option to either use a predefined business process and customize it to suit their needs or create their own workflow from scratch. The software even has an interface that is simple to use with no IT resources necessary.
Show MorePipefy gives businesses the power to streamline your business processes with ease. Whether you want to improve the quality of your operations, track SLAs more efficiently, or improve teamwork, this software solution can provide you with all the tools that you require. On top of that, we have listed down some of the major benefits that you can reap by investing in this software:
Streamlined Operations
Companies have different ways of accomplishing the task at hand. This is why Pipefy provides its users with a lean management tool that lets you create workflows based on your processes and the best practices in your respective industry. With this, you don’t have to adjust your workflow to match the automated templates provided in the system. In case you haven’t had a chance to build your company’s system yet, this software also offers templates that may be customized according to your needs.
Improved Collaboration
Business processes often rely on teamwork. To help you improve collaboration within the workplace, Pipefy is equipped with automation tools to speed up processes and robust task management tools that will let you relay information to your teams with ease.
Moreover, the platform can integrate with a number of communication systems to help you get in touch with your team more efficiently. The software also supports a streamlined database where you and your team can easily retrieve information on company processes, supplier records, product information, and customer data, among others. This way, you don’t have to waste time sending files to one another to complete certain tasks.
Convenient Progress Management
Pipefy offers a built-in calendar that helps users keep track of deadlines in line with their projects’ progress. This calendar shows all the cards assigned to users for a specific period and their due dates. With this, you get a good grasp of who is doing what and when each task should be accomplished. You may even set notifications to alert assigned team members when their tasks are close to their due dates.
Easier Monitoring of Additional Processes
Another feature of Pipefy is its capability to automatically trigger an action if a predefined event or action is executed. For instance, when a new card is moved to the approval pipe, a new card is automatically created within the same pipe. This is called “connected card.” Connected cards are used when there are additional processes that need to be carried out by other assigned team members that have to be applied to a specific card.
This automation feature of Pipefy reduces human error and ensures that users won’t deviate from the requirements of their processes. Furthermore, users can set up specific conditions for this feature. As an example, a connected card will not be created if the purchase price is less than a specific amount.
Show MoreKnowing that businesses have particular business-related demands, it is prudent they abstain from purchasing a one-size-fits-all, ”best” business application. Needless to say, it is nearly futile to try to find such a software solution even among well-known software solutions. The right thing to do is to list the several vital functions that demand scrutiny including critical features, budget, skill competence of staff, company size, etc. Next, you should do the research comprehensively. Have a look at some Pipefy evaluations and look into each of the software programs in your list in detail. Such well-rounded product investigation guarantees you drop mismatched software solutions and choose the system which provides all the features your business requires.
Position of Pipefy in our main categories:
Pipefy is one of the top 10 Business Process Management Software products
It's crucial to realize that almost no software in the Business Process Management Software category is going to be an ideal solution that can fulfill all the requirements of all business types, sizes and industries. It may be a good idea to read a few Pipefy Business Process Management Software reviews first as some solutions might perform well just in a really narrow group of applications or be designed with a very specific industry in mind. Others may function with a goal of being simple and intuitive and consequently lack complex features desired by more experienced users. There are also solutions that cater to a wide group of customers and provide a powerful feature toolbox, however that usually comes at a higher cost of such a service. Ensure you're aware of your requirements so that you purchase a solution that has all the functionalities you search for.
Pipefy Pricing Plans:
Free
$12
$22
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Pipefy Pricing Plans:
Free Trial
Small Teams
Free
Professional Plan
$12
Business Plan
$22
Enterprise
Contact Vendor
Pipefy offers several SMB and enterprise pricing plans for users to choose from. Give the details a look, and choose the best plan for your organization.
Pipefy Small Teamsc – Free
Pipefy Professional Plan – $12/user/month ($9/month if yearly subscription)
Pipefy Business Plan – $22/user/month ($18/month if yearly subscription)
Pipefy Enterprise Plan – By quote
We realize that when you choose to get a Business Process Management Software it’s crucial not only to learn how professionals evaluate it in their reviews, but also to discover if the real users and enterprises that bought these solutions are indeed content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Pipefy reviews across a broad range of social media sites. The data is then presented in an easy to digest format revealing how many people had positive and negative experience with Pipefy. With that information at hand you will be prepared to make an informed purchasing decision that you won’t regret.
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Pipefy has API capabilities that let it integrate with other business systems. Among the applications it can support are:
Pipefy average rating:
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ADD A REVIEWThe most favorable review
PROS: This simple and user-friendly tool helps our team get everything done! It's really powerful and it gives us control of our processes.
CONS: I feel like some functions seem a bit slow. Exporting databases could also be easier. I would also love it if there's a chat function within the app, just to keep everything in there.
The least favorable review
PROS: This is a highly functional software that makes our jobs a lot easier because of its amazing features. I love the ready-made templates which can be duplicated when we need to create another workflow for other projects. Its design is user-friendly even to those who don't have prior knowledge of programming.
CONS: The process of integrating other software takes time. It actually took months for it to get adapted to our system.
More reviews from 18 actual users:
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Robust and Versatile!
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PROS: Pipefy is a user-friendly, robust, and versatile software that solves all your problems when it comes to your business processes -- from automation to reporting.
CONS: It's a bit expensive especially if your team is big.
Upgrades our team!
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PROS: This is so far the best of its kind! I love the easy-to-use interface and a wide variety of functions. There's a lot that can be done within the app. It gives more like a bird's eye view of our team's processes.
CONS: It's a perfect software for me!
User-friendly and helpful software
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PROS: Pipefy is a user-friendly and easily learnable software! Even if you're a beginner, you can start using it with ease to improve your work processes. It works well even if you're work processes change regularly.
CONS: It has limitations that may not work well for larger organizations.
Cool app!
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PROS: This simple and user-friendly tool helps our team get everything done! It's really powerful and it gives us control of our processes.
CONS: I feel like some functions seem a bit slow. Exporting databases could also be easier. I would also love it if there's a chat function within the app, just to keep everything in there.
Easy process management
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PROS: What I love about this software is I don't need to have IT skills to use it! It's very user-friendly even to non-programmers so you can immediately start using it for your company.
CONS: It's not affordable to start-ups and small companies. We also had a few experiences wherein there are delays with the automation.
I love Pipefy! 5 star-app!
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PROS: The best part of Pipefy is that it allows users to customize work pipelines. Through this, we can also create custom reports easily. The software is user-friendly and their customer support staff has always been helpful.
CONS: I wish they would put dark background options for people like me who have sensitive eyes. I'd appreciate it.
Improves your company’s processes!
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PROS: This intuitive tool helps us manage all our processes. It keeps everything organized and streamlined especially in dealing with several customers. I love that it's customizable!
CONS: The mobile app's features are a bit limited.
I love this management tool!
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PROS: It's super useful in creating streamlined processes for our products. Great for any team size and any workload! I also love that they offer guides to boost user-experience.
CONS: There are times when it can be a bit unstable so it is necessary to recheck the processes you built. They could also add a better "import database" function because that one is not really optimal right now.
Useful to manage your workflows
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PROS: The Kanban board is what gets me! I find it very useful. This software is really helpful in improving your business processes.
CONS: Some things need to be improved especially when importing/exporting databases.
Manages tasks well!
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PROS: This program helps us materialize our plans for the company. It's not that hard to learn and not really complicated to use. It keeps us going with our workflows. Definitely a great business solution.
CONS: Nothing much to dislike.
Managing processes efficiently
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PROS: I love this tool because it's beginner-friendly and it helps us transition to a paperless company. I love how it can be integrated with various programs.
CONS: The app sometimes gets slow. I also don't like it that the billing only charges US dollars.
Helpful even to non-programmers
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PROS: This is a highly functional software that makes our jobs a lot easier because of its amazing features. I love the ready-made templates which can be duplicated when we need to create another workflow for other projects. Its design is user-friendly even to those who don't have prior knowledge of programming.
CONS: The process of integrating other software takes time. It actually took months for it to get adapted to our system.
Improved our efficiency!
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PROS: This software allowed me to automate all the processes within a whole company! The integrations improved the workflows and the automation definitely made everything more efficient. It's amazing. I got to automize everything from onboarding to payments! All thanks to Kanban style, it makes everything easier for the user.
CONS: I hope they would improve the design customization functions soon, so we could send in automated branded emails.
Optimized our workflows!
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PROS: Some great things about Pipefy: (1) it helps me get my job done because of the streamlined processes; (2) it has an incredible help center; (3) the Kanban's functionality is top-notch; (4) its intuitive interface improves the experience; (5) it's highly customizable; and (6) it offers great automation! It's really helpful to any of your team's process.
CONS: Loading cards takes time sometimes. I also hope they could improve the import function because it's laborious to import databases. It's also a bit restrictive and integrating it with other software is not easy. The dashboard can also be improved by making it more customizable.
5-star, highly recommended!
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PROS: I love that it can guide our employees in accomplishing their tasks. The features are really amazing as well as the integration functions.
CONS: The placement of the editing options is a bit confusing for me. I don't also like the PDF exportation that much, as well as the reporting function. I love this app, but it has several limits.
Managing tasks and workflows easily
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PROS: Three words: simple, easy, and efficient. Pipefy is super simple but has lots of complex actions. It is easy to use so it doesn't overwhelm non-programmers. And lastly, it helps us get the job efficiently done. The automation and integrations are top-notch! They also have a highly-commendable support team!
CONS: It's not perfect because some functions could have been there to make it better such as calculations and database importing.
No need for programming skills
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PROS: I love how easy it is to create automation with its simplified, logical programming.
CONS: I do think it needs more graphics to make it more modern and engaging. If that's the case we can also use it as a tool for reporting.
Efficiency increased! Thanks to Pipefy.
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PROS: Pipefy beats all its better-known competitors in all aspects! It's easy to maintain, it's easy to create processes. You can generate insights in a beat. It does its job of keeping your internal workflows organized and closely tracked. I also commend the pre-made pipeline templates!
CONS: The dashboards can be improved to make it easier on the eyes.
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Robust and Versatile!
Read full review >Overall impression
Customer Support
Value for Money
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Upgrades our team!
Read full review >Overall impression
Customer Support
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User-friendly and helpful software
Read full review >Overall impression
Customer Support
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Ease of Use
Cool app!
Read full review >Overall impression
Customer Support
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Easy process management
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Customer Support
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