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Pipefy REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.0

What is Pipefy?

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.” These represent stages or phases of a workflow. Each pipe is composed of cards which are the work items that they are managing. Administrators can customize the fields within each card. After which, all the users need to do is make sure that all fields are completed before they can move the card from one pipe to another.

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 workflow 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, no IT resources are necessary. It is great for businesses without their own technical team.

Overview of Pipefy Benefits

Pipefy 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.

Overview of Pipefy Features

  • Business Process Management Automation
  • Kanban User Experience
  • Workflow Phases or Pipes
  • Connected Cards
  • Built-In Calendar
  • Custom Fields
  • Advanced Reporting
  • Email Messaging
  • Public Forms
  • Integrations
  • Email and Process Templates
  • Conditional Logic
  • Native Mobile Application
  • Two-Factor Authentication
  • SLA Management

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Pipefy Position In Our Categories

Position of Pipefy in our main categories:

10

Pipefy is one of the top 10 Business Process Management Softwareproducts

10

Pipefy is one of the 10
Business Process Management Software products


If you are interested in Pipefy it may also be a good idea to check out other subcategories of Best Business Process Management Software listed in our base of B2B software reviews.

It is crucial to realize that virtually no app in the Business Process Management Software category is a perfect solution able to fulfill all the goals of all company types, sizes and industries. It may be a good idea to read a few Pipefy reviews first as some solutions may excel only in a really narrow set of applications or be designed with a really specific industry in mind. Others can operate with a goal of being simple and intuitive and as a result lack complicated elements welcomed by more experienced users. There are also apps that support a large group of customers and offer a rich feature toolbox, but that usually comes at a more expensive cost of such a solution. Ensure you're aware of your requirements so that you choose a solution that provides exactly the elements you search for.

How Much Does Pipefy Cost?

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

  • 5 Pipes
  • 10 Users
  • Pipe Templates
  • Email Templates
  • Public Forms
  • Mobile App

Pipefy Professional Plan – $12/user/month ($9/month if yearly subscription)

  • All Free Plan Features
  • Advanced Reporting
  • Unlimited Pipe Connections
  • Pipe SLAs
  • Chat Support (9am – 5pm)
  • Late and Expired Cards

Pipefy Business Plan – $22/user/month ($18/month if yearly subscription)

  • All Professional Plan Features
  • Admin Controls
  • User Roles
  • Organization Level Reporting
  • Google Apps Authentication
  • Data Recovery
  • API Access
  • Private Pipes

Pipefy Enterprise Plan – By quote

  • All Business Plan Features
  • Advanced Automation Rules
  • Two-Factor Authentication
  • Dedicated Success Manager
  • Scaled Database Records
  • Scaled Data Storage
  • Professional services
  • Data Migration

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Pipefy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Pipefy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

4

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
  • Portugese
Pricing Model
  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

What are Pipefy pricing details?

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

  • 5 Pipes
  • 10 Users
  • Pipe Templates
  • Email Templates
  • Public Forms
  • Mobile App

Pipefy Professional Plan – $12/user/month ($9/month if yearly subscription)

  • All Free Plan Features
  • Advanced Reporting
  • Unlimited Pipe Connections
  • Pipe SLAs
  • Chat Support (9am – 5pm)
  • Late and Expired Cards

Pipefy Business Plan – $22/user/month ($18/month if yearly subscription)

  • All Professional Plan Features
  • Admin Controls
  • User Roles
  • Organization Level Reporting
  • Google Apps Authentication
  • Data Recovery
  • API Access
  • Private Pipes

Pipefy Enterprise Plan – By quote

  • All Business Plan Features
  • Advanced Automation Rules
  • Two-Factor Authentication
  • Dedicated Success Manager
  • Scaled Database Records
  • Scaled Data Storage
  • Professional services
  • Data Migration

What integrations are available for Pipefy?

Pipefy has API capabilities that let it integrate with other business systems. Among the applications it can support are:

  • Slack
  • Github
  • Gitlab
  • BitBucket
  • Appear.in
  • Google Hangouts
  • Zapier

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