Pipefy Pricing, Features, Reviews & Alternatives

Pipefy

the Work Management platform

4.63/5 (259 reviews)

Pipefy overview

What is Pipefy?

Pipefy empowers world-class managers to create and run efficient workflows. 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. That’s why Pipefy enhances agility, upgrades efficiency and delivers augmented customer value through optimization of workflows, granting higher quality outcomes.
www.pipefy.com

Pricing

Starting from
$12/month
Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Brazil, Canada, China and 5 other markets, Germany, India, Japan, Mexico, United Kingdom

Supported languages

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

Value for money
Features
Ease of use
Customer support
  4.5
  4.4
  4.5
  4.7
Fabrício Yutaka F.

Pipefy or Trello?

Used daily for 6-12 months
Reviewed 2019-11-05
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
Features
Customer support

Likelihood to recommend: 10/10

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STEPHEN I.

MY EXPERIENCE WITH PIPEFY

Used daily for 1-2 years
Reviewed 2020-12-17
Review Source: Capterra

* Pipefy offers easy communication between sales operation process. * It has perfect for data storage for a very long period of time unlike the previous software we used. * It is highly easy and fast to learn, this makes it beginner friendly * It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used *It has a very high speed of communication and processing information * Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pros
* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Cons
I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ricardo P.

Bugs, lack of features

Used daily for 1-2 years
Reviewed 2021-01-05
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Matheus K.

A helpful and intuitive tool that your company must have

Used daily for less than 6 months
Reviewed 2021-01-05
Review Source: Capterra

We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

Pros
Easy management Intuitive set up Easy to use Clean and beautiful layout

Cons
Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Lisa C.

Wow. Just..WOW

Used weekly for less than 6 months
Reviewed 2020-07-23
Review Source: Capterra

My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pros
Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Cons
Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process. Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Pipefy pricing

Starting from
$12/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

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

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Audit Trail
Billing & Invoicing
Customizable Reports
Data Import/Export
Document Management
Mobile Access
Reporting/Analytics
Search/Filter
Status Tracking
Third Party Integrations
Workflow Management

Audit Management (555 other apps)
Compliance Management (677 other apps)
Inventory Management (843 other apps)
Reporting & Statistics (860 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Pipefy

Key features of Pipefy

  • Business process automation
  • Business rules management
  • Due date tracking
  • Event monitoring
  • Mobile process management
  • Process mapping
  • Process modeling & design
View All Features

Benefits

- Connect different processes and create workflows for efficient cross-functional management;
- Automate work and back-office processes to free hands and promote innovation in the workplace;
- 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;
- Template store full of pre-built processes templates, based on industry best practices (i.e., Customer Success, Marketing & Sales, Finance, HR, etc.)