Pipefy

Pipefy

The Lean management platform

4.7/5 (127 reviews)

Pipefy Overview

What is Pipefy?

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.

Pipefy Overview

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


Pipefy Features

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

Screenshots

Pipefy screenshot: Set up workflow automations to trigger actions when a certain event is carried out
Pipefy screenshot: Set up workflow automations to trigger actions when a certain event is carried out Pipefy screenshot: Advanced reports provide insight into productivity, leads, opportunities, and more Pipefy screenshot: Public forms can be deployed to gather data Pipefy screenshot: Track deadlines and SLA and control how much time a card can stay in one phase Pipefy screenshot: Drag and drop cards to different phases once a task is completed Pipefy screenshot: Company files provide key information and can include notes, assignees, labels, attachments, and more Pipefy screenshot: Emails relating to specific cards can be sent directly within Pipefy Pipefy screenshot: Custom forms can be created and filled in using the native mobile apps Pipefy screenshot: Product cards can be accessed from any device and show task details Pipefy screenshot: Processes can be managed from the native mobile apps

Pipefy Reviews

Pipefy Reviews

Overall rating
4.7
/
5 127 reviews
Excellent
95

Very good
30

Average
2

Poor
0

Terrible
0

Value for Money
4.7
Features
4.5
Ease of Use
4.6
Customer Support
4.8
98% recommended this app
Verified Reviewer

An easy and best project management tool

The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more.

I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.


Paulo D.

Innovative and clean alternative to Trello

Great kanban option that's fast and gets the job done.


Fabrício yutaka F.

Pipefy or Trello?

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes.

Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.


Mateus E.

Excellent Plataform

My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics.


Alexandre M.

Pipefy - A promise for greatness

While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has


Verified Reviewer
Industry: Information Technology & Services
Company size: 1,001-5,000 Employees

An easy and best project management tool

Used Daily for Free Trial
Reviewed on 05/11/2019
Review Source: Capterra

The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more.

I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.

Pros

1. Easy integration and APIs provided for integration using integromat, IFTTT
2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management
3. Custom process flow and automation tools for trigerring mails and notifications

Cons

1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together.
2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Paulo D.
Industry: Information Technology & Services
Company size: 10,001+ Employees

Innovative and clean alternative to Trello

Used Daily for 1-5 months
Reviewed on 01/08/2019
Review Source: Capterra

Great kanban option that's fast and gets the job done.

Pros

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

Cons

The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 7.0/10

Fabrício yutaka F.
Industry: Marketing & Advertising
Company size: Self Employed

Pipefy or Trello?

Used Daily for 6-12 months
Reviewed on 05/11/2019
Review Source: Capterra

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes.

Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pros

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy.

Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Cons

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mateus E.
Industry: Management Consulting
Company size: 2-10 Employees

Excellent Plataform

Used Daily for 2+ years
Reviewed on 30/10/2019
Review Source: Capterra

My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics.

Pros

The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.

Cons

I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Alexandre M.
Industry: Computer Software
Company size: 13-50 Employees

Pipefy - A promise for greatness

Used Daily for 1-5 months
Reviewed on 29/10/2019
Review Source: Capterra

While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has

Pros

- Ease of use (once you get familiarized with where is everything and terminology)
- Comprehensive API
- Great support and UX
- Consistency

Cons

- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database)
- The API documentation is really messy and even as a developer I get lost
- The mobile app is a huge mess and the only really lacking part of the UX
- Web interface could be more responsive

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.4/10
Based on 127 user ratings
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Pipefy Pricing

Pipefy Pricing

Starting from
USD 12.00/month
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

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
4.7/5
Based on 127 user ratings
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Pipefy Features

Pipefy Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Storage
Inventory Management
Inventory Tracking
Invoice Management
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.5/5
Based on 127 user ratings
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Categories

Additional information for Pipefy

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

    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, GetProspect, Prospect.io, Retently, Zoho Sprints

    Q. What level of support does Pipefy offer?

    Pipefy offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials