Pipefy is a powerful process platform that enables businesses to scale their overall productivity using one intuitive interface. Built for fast deployment, users can easily customize and design complex processes in a matter of minutes--not months.
Leverage features like SLA tracking, advanced reports, and customizable databases to find bottlenecks and make continuous improvements to your processes. We offer hundreds of pre-built, workflow templates that can users can instantly customize and start running.
Kanban and sprint views allow users to develop agile workflows with event triggered actions and conditioning. Work is visually represented by cards that can be labeled, filtered, prioritized and/or assigned to a member. Easily integrate all company processes for optimal collaboration. Centralize communications and interact with third party suppliers, freelancers, or customers using email messaging and public forms.
United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom
Finally, a process management system that I can get behind! I'm all in!
Used daily for less than 6 months
Reviewed 2017-11-06
Review Source: Capterra
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.
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.
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.
Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my tasks.
Used daily for 1-2 years
Reviewed 2018-07-05
Review Source: Capterra
Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical. 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.
Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical. 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.
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.
We control all our new clients on boarding process with Pipefy, its easy and fast.
Used daily for 1-2 years
Reviewed 2018-04-13
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.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.
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.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.
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.
It makes out business so much more productive. 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.
It makes out business so much more productive. 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.
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.
Time, processes and organization of my team.Convenient process creation, easy-to-use, customized reports, web form sharing and automated and customized e-mail templates.
Time, processes and organization of my team.Convenient process creation, easy-to-use, customized reports, web form sharing and automated and customized e-mail templates.
Pros Convenient process creation, easy-to-use, customized reports, web form sharing and automated and customized e-mail templates.
Cons Difficult to answer, do not have what I do not like because everything is very easy and with the support (custumer service) always giving us a solution.
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