Pipefy

Pipefy

The Lean management platform

4.8/5 (78 reviews)

Pipefy Overview

Pipefy is the lean management platform. With our tool, anyone can take control of their daily work and make a greater impact. Our solution allows you to streamline and automate any business process on your own – from employee onboarding to customer service to agile development.
Our software puts the proven benefits of 𝐥𝐞𝐚𝐧 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 within easy reach, by enhancing agility, upgrading efficiency and delivering augmented customer value through optimization of workflows, granting higher quality outcomes.
We believe that when do-ers have the tools they need to improve their work, without relying on anyone else, there’s no limit to what they can accomplish.

Pricing

Starting from
USD 12.00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English, French, Portuguese, Russian, Spanish

Pipefy Reviews

Overall rating
4.8/5
99% positive reviews
63
Excellent
14
Very good
1
Average
0
Poor
0
Terrible
Bojan S.

Exceptionally Flexible and Easy to Use

Used Daily for 1-5 months
Reviewed on 27/11/2018
Review Source: Capterra

Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.

Pros

Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.

Cons

There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Torey H.

Finally, a process management system that I can get behind! I'm all in!

Used Daily for 1-5 months
Reviewed on 06/11/2017
Review Source: Capterra

Pros

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything.

Customer support has been great!

Features:
- The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power.
- Relational database tables that can be tied to cards.
- Specify the flow card needs to take through the process, can't start the job until you have ordered materials
- Take action when certain fields change.
- Create and track sub-processes.
- Super solid GraphQL API.
- Reporting based on a cards fields.

Cons

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App.

- You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Response from Pipefy

Thank you so much for your feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Carolina C.

Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my tasks.

Used Daily for 1+ year
Reviewed on 05/07/2018
Review Source: Capterra

Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.

Pros

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

Cons

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.

They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.

Response from Pipefy

Thank you for your feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Marcelo B.

We control all our new clients on boarding process with Pipefy, its easy and fast.

Used Daily for 1+ year
Reviewed on 13/04/2018
Review Source: Capterra

I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

Pros

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Cons

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

Response from Pipefy

Thank you for your feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Bernard G.

Pipefy has made our professional lives better.

Used Daily for 2+ years
Reviewed on 17/04/2018
Review Source: Capterra

It makes out business so much more productive.

Pros

It makes it so easy to delegate and then monitor tasks in a team environment.
We can monitor tasks and track productivity of staff (& ourselves).
It makes the team ten times more efficient than what we were.

Cons

Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it !
Pipefy can be as addictive to staff as social media.

Response from Pipefy

Thank you for your feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
9.6/10
Based on 78 reviews
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Pipefy Pricing

Starting from
USD 12.00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Small teams: free - recommended for up to 5 users

Professional: $12/user/month - recommended for 5 - 10 users

Business: $22/user/month - recommended for 10 - 50 users

Enterprise: recommended for over 50 users - contact Pipefy for pricing information

Value for Money
4.8/5
Based on 78 reviews
Compare value for money rating with alternatives

Pipefy Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Third Party Integration
  • Workflow Management

  • Audit Trail
  • Auditing
  • Compliance Management
  • Custom Fields
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
Features
4.6/5
Based on 78 reviews
Compare features rating with alternatives

Additional information for Pipefy

Key features of Pipefy

  • Access control
  • Activity dashboard
  • Alerts / escalation
  • Business process automation
  • Business rules management
  • Calendar management
  • Calendar sync with Google
  • Collaboration tools
  • Conditional logic
  • Contact database
  • Contact history
  • Custom forms
  • Custom online databases
  • Customizable reporting
  • Customizable templates
  • Dashboard creation
  • Data filtering
  • Data mapping
  • Deadline tracking
  • Drag & drop interface
  • Due date tracking
  • Email integration
  • Email templates
  • Event monitoring
  • Event triggered actions
  • Filtered views
  • Labeling
  • Mobile process management
  • Permission management
  • Process control
  • Process mapping
  • Process modeling & design
  • Productivity reporting
  • Scheduled reporting
  • Two-factor authentication
  • Workflow management

Benefits

  • Connect different processes and create workflows inside an organization for efficient cross-functional management.

  • Centralize communications with email messaging via Pipefy, public forms, and app integrations.

  • Generate advanced reports automatically on a predefined schedule and filter or combine processes to get the desired insights.

  • Benefit from Pipefy’s library of pre-built templates based on industry best practices (i.e. Sales, Marketing, IT, HR, etc.)

  • Automate work and back office processes to free hands and promote innovation in the workplace.

  • Pipefy FAQs

    Below are some frequently asked questions for Pipefy.

    Q. What type of pricing plans does Pipefy offer?

    Pipefy offers the following pricing plans:

    Starting from: USD 12.00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Small teams: free - recommended for up to 5 users

    Professional: $12/user/month - recommended for 5 - 10 users

    Business: $22/user/month - recommended for 10 - 50 users

    Enterprise: recommended for over 50 users - contact Pipefy for pricing information

    Q. What are the main features of Pipefy?

    Pipefy offers the following features:

    • Access control
    • Activity dashboard
    • Alerts / escalation
    • Business process automation
    • Business rules management
    • Calendar management
    • Calendar sync with Google
    • Collaboration tools
    • Conditional logic
    • Contact database
    • Contact history
    • Custom forms
    • Custom online databases
    • Customizable reporting
    • Customizable templates
    • Dashboard creation
    • Data filtering
    • Data mapping
    • Deadline tracking
    • Drag & drop interface
    • Due date tracking
    • Email integration
    • Email templates
    • Event monitoring
    • Event triggered actions
    • Filtered views
    • Labeling
    • Mobile process management
    • Permission management
    • Process control
    • Process mapping
    • Process modeling & design
    • Productivity reporting
    • Scheduled reporting
    • Two-factor authentication
    • Workflow management

    Q. Who are the typical users of Pipefy?

    Pipefy has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Pipefy support?

    Pipefy supports the following languages:

    English, French, Portuguese, Russian, Spanish

    Q. What type of pricing plans does Pipefy offer?

    Pipefy has the following pricing plans:

    Free, Subscription

    Q. Does Pipefy support mobile devices?

    Pipefy supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Pipefy integrate with?

    Pipefy integrates with the following applications:

    APIANT, BoomTown, Cognito Forms, Contentools, Dimelo, Egnyte, Mailchimp, Prospect.io, Retently, Zendesk

    Q. What level of support does Pipefy offer?

    Pipefy offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials