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Pipefy Review

Pipefy
Our score: 9.0 User satisfaction: 100%

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.” 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. 

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

Awards & Quality Certificates

This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Pipefy Position In Our Categories

Keeping in mind businesses have their own business-related wants, it is only sensible that they steer clear of deciding on a one-size-fits-all, “perfect” system. Nevertheless, it is almost impossible to discover such a software solution even among widely used software systems.
The right step to undertake should be to narrow down the various vital functions that call for a inspection like key features, price plans, skill competence of staff members, company size, etc. Then, you must follow through your product research comprehensively. Browse over some Pipefy review articles and scrutinize each of the software systems in your shortlist more closely. Such detailed product investigation guarantees you avoid unfit software solutions and pay for the one which includes all the aspects you require company requires for optimal results.

Position of Pipefy in our main categories:

TOP 10

Pipefy is one of the top 10 Business Process Management Software products

If you are considering Pipefy it may also be beneficial to analyze other subcategories of Business Process Management Software gathered in our database of SaaS software reviews.

Each business has its own characteristics, and might need a particular type of Business Process Management Software solution that will be designed for their company size, type of clients and employees and even individual industry they cater to. We advise you don't count on getting a perfect solution that is going to work for each business no matter what their background is. It may be a good idea to read a few Pipefy Business Process Management Software reviews first and even then you should pay attention to what the solution is supposed to do for your company and your staff. Do you need an easy and straightforward service with only elementary features? Will you actually make use of the advanced tools required by pros and big enterprises? Are there any particular tools that are especially beneficial for the industry you work in? If you ask yourself these questions it is going to be much easier to find a reliable service that will match your budget.

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

Positive Social Media Mentions 4
Negative Social Media Mentions 0

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.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English
  • Portugese

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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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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Reviewed By Jenny Chang
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