Pipefy Pricing, Features, Reviews & Comparison of Alternatives

Pipefy

the Work Management platform

4.69/5 (188 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
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English, French, Portuguese, Russian, Spanish
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 data Pipefy 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

Pipefy reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.4
  4.5
  4.7
Fabrício Yutaka Fujikawa

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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Pablo Ramirez

Automate almost any process

Used daily for 2+ years
Reviewed 2020-02-24
Review Source: Capterra

With Pipefy I could have better response for clients with less people.

Pros
Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process. We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Cons
There are just a few details than pipefy could improve as: - Use math formulas on his forms - Calculate the real time use on a process it only calculates the time on the pipe of a card.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jonathan Conrad

Great product over-all, great supportresources

Used daily for free trial
Reviewed 2020-05-27
Review Source: Capterra

Pros
The UI is great, services team was very helpful. Automation is a great feature as well as the reporting capabilities and email triggers.

Cons
One limitation which was the missing link for us. The Database feature just is ready for primetime yet. It's not easy to integrate and import is limited to create only. no import/update available and no bulk delete. Without these things, we couldn't use the database feature which was a requirement for us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Adam Hurst

I'm sure I'm not even using a 10th of it's potential but it fills an important business requirement

Used daily for less than 6 months
Reviewed 2019-04-03
Review Source: Capterra

Good - we use it to manage our sales pipeline & sales process and it works well and the free tier is great

Pros
Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation. It's fast, clean, simple & my sales team actually use it (and seem to like it!!)

Cons
Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible. Some aspects of the reporting can be a bit restrictive in terms of filters

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Robson Penteado

The best Process Management Platform

Used daily for 2+ years
Reviewed 2020-03-24
Review Source: Capterra

Pros
Pipefy has a lot of tools to help small business that haven`t IT Team. Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Cons
Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

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

Audit Trail (293 other apps)
Auditing (344 other apps)
Billing & Invoicing (280 other apps)
Compliance Management (351 other apps)
Document Management (283 other apps)
Inventory Management (390 other apps)
Inventory Tracking (311 other apps)
Monitoring (280 other apps)
Real Time Data (333 other apps)
Real Time Reporting (282 other apps)
Reporting & Statistics (472 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.)