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What Is Pipefy?

Pipefy is the no-code process and workflow management platform that gives businesses a secure, easy-to-use tool to build, automate, optimize, and orchestrate any type of process.

Pipefy is designed to make security, integration, and everyday use easy and intuitive. Key features include 300+ native connectors, a built-in security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Who Uses Pipefy?

Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.

Pipefy Software - Centralize your work
Pipefy Software - Get full visibility
Pipefy Software - Structure collaboration
Pipefy Software - Connect & Automate
Pipefy Software - Measure & Improve

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Reviews of Pipefy

Average score

Overall
4.6
Ease of Use
4.5
Customer Service
4.6
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Fabrício Yutaka
Fabrício Yutaka
Founder in Brazil
Verified LinkedIn User
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Pipefy or Trello?

5.0 4 years ago

Comments: 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.

Melissa
Melissa
Game Developer in US
Verified LinkedIn User
Computer Software, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Incredible collaboration tool that increases productivity

4.0 2 years ago

Comments: Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Pros:

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Cons:

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Ricardo
CEO in Brazil
Internet, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Bugs, lack of features

3.0 3 years ago

Comments: I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Pros:

- Kanban with custom fields / rules - Email automation with easy to build templates -

Cons:

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Shayla
Shayla
Human Resources Specialist in US
Verified LinkedIn User
Information Technology & Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Doing daily tasks is very easy with Pipefy

4.0 last year

Comments: We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.

Pros:

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Cons:

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Jessica
Jessica
Game Programmer in US
Verified LinkedIn User
Computer Software, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

Pipefy is a versatile tool that may be used for a variety of purposes

4.0 2 years ago

Comments: I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

Pros:

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Cons:

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.