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Overview
Pipefy is the low-code process automation platform that increases team productivity, centralizes data, and optimizes processes...
Automate expert processes of document generation, workflow and decision making using a simple no-code, drag & drop builder.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
24
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
I've been using the Pipefy for almost 2 years now and for me is very good and useful, I like that you can mould it accordingly to your needs and make your daily activities easier.
Its ease of use and simplicity. It just does what it promises to do and very user friendly interface that allows me to customize it the way that I want.
Easy and clean, best ui, easy to understand, easy to use in the same time with alot of features to apply.
Bruno G.
Pros
Very pleasant experience to date, team is very responsive, knowledgeable and solution driven, providing best practice advice.
Amazing team who are always helpful. The Checkbox Certification program is a good self-serve training resource.
Support from Checkbox - the team are extremely helpful and responsive. They are always looking at the best way to build our apps.
Cons
Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator.
I noticed there are no demonstration videos/picturess for beginners.
Poor data analyses; difficult to connect to others softwares.
Matheus R.
Cons
Navigating the dashboard can get a bit confusing, especially because I (as admin) don't use it every week.
Formatting options, while present, are not consistently available across the different elements or blocks.
Would be good to have more UX features. The lines connecting the blocks tend to get messy and hard to differentiate when you have multiple different flow paths, difficult to locate the correct path.
Key features
- Total features138
- 360 Degree Feedback
- @mentions
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Applicant Tracking
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Assignment Management
- Audit Management
- Audit Trail
- Auto-Responders
- Autofill
- Background Screening
- Batch Processing
- Benefits Management
- Bid Management
- Billing & Invoicing
- Business Process Automation
- Business Process Control
- CRM
- Calendar Management
- Call Routing
- Campaign Management
- Candidate Management
- Cataloging/Categorization
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Contact Database
- Contact Management
- Contract Drafting
- Contract Lifecycle Management
- Contract/License Management
- Core Accounting
- Create Subtasks
- Custom Development
- Customer Database
- Customer Engagement
- Customer History
- Customer Service Analytics
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Aggregation and Publishing
- Data Analysis Tools
- Data Capture and Transfer
- Data Extraction
- Data Import/Export
- Data Storage Management
- Data Visualization
- Database Support
- Deadline Management
- Decision Tree
- Deployment Management
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Templates
- Email-to-Task Conversion
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Profiles
- Event Triggered Actions
- Exceptions Management
- Feedback Management
- File Sharing
- File Storage
- Financial Management
- Financial Reporting
- For No-Code Development
- For Small Businesses
- Forms Automation
- Forms Creation & Design
- Forms Management
- Functions/Calculations
- General Ledger
- Graphical Workflow Editor
- HR Management
- ISO Compliance
- IT Risk Management
- Import Tasks
- Incident Management
- Integrations Management
- Internal Controls Management
- Internal HR
- Interview Management
- Invoice Management
- Invoice Processing
- Iteration Management
- Job Posting
- Job Requisition
- Knowledge Base Management
- Lead Capture
- Learning & Development
- Legal Risk Management
- Mobile Access
- Mobile App
- Multi-Channel Communication
- Multiple Output Formats
- No-Code
- OSHA Compliance
- Onboarding
- Operational Risk Management
- Order Management
- Orientation Workflow Management
- Parent Task
- Payment Collection
- Payroll Management
- Performance Management
- Performance Metrics
- Policy Management
- Pre-Built Modules
- Prioritization
- Process Change Tracking
- Process Modeling & Designing
- Process/Workflow Automation
- Procurement Management
- Project Management
- Project Planning
- Project Workflow
- Purchase Order Management
- Purchasing & Receiving
- Purchasing Reports
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Receivables Ledger
- Recruitment Management
- Recurring Payments
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reputational Risk Management
- Requisition Management
- Response Management
- Risk Assessment
- Risk Management
- Risk Reporting
- Risk Scoring
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Sourcing Management
- Spend Management
- Status Tracking
- Supplier Management
- Support Ticket Management
- Survey/Poll Management
- Surveys & Feedback
- Task Editing/Updating
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Templates
- Third Party Integrations
- Time Off Management
- Time Tracking
- To-Do List
- Training Management
- Usage Tracking/Analytics
- User Management
- Vendor Management
- Version Control
- Visual Analytics
- Visual Modeling
- Web Forms
- Web/Mobile App Development
- Workflow Configuration
- Workflow Management
- Total features125
- 360 Degree Feedback
- @mentions
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Applicant Tracking
- Application Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Assignment Management
- Audit Management
- Audit Trail
- Auto-Responders
- Autofill
- Background Screening
- Batch Processing
- Benefits Management
- Bid Management
- Billing & Invoicing
- Business Process Automation
- Business Process Control
- CRM
- Calendar Management
- Call Routing
- Campaign Management
- Candidate Management
- Cataloging/Categorization
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Compliance Tracking
- Conditional Logic
- Configurable Workflow
- Contact Database
- Contact Management
- Contract Drafting
- Contract Lifecycle Management
- Contract/License Management
- Core Accounting
- Create Subtasks
- Custom Development
- Customer Database
- Customer Engagement
- Customer History
- Customer Service Analytics
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Aggregation and Publishing
- Data Analysis Tools
- Data Capture and Transfer
- Data Extraction
- Data Import/Export
- Data Storage Management
- Data Visualization
- Database Support
- Deadline Management
- Decision Tree
- Deployment Management
- Digital Signature
- Discussions/Forums
- Document Automation
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Forms
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Templates
- Email-to-Task Conversion
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Profiles
- Event Triggered Actions
- Exceptions Management
- Feedback Management
- File Sharing
- File Storage
- Financial Management
- Financial Reporting
- For No-Code Development
- For Small Businesses
- Forms Automation
- Forms Creation & Design
- Forms Management
- Functions/Calculations
- General Ledger
- Graphical Workflow Editor
- HR Management
- ISO Compliance
- IT Risk Management
- Import Tasks
- Incident Management
- Integrations Management
- Internal Controls Management
- Internal HR
- Interview Management
- Invoice Management
- Invoice Processing
- Iteration Management
- Job Posting
- Job Requisition
- Knowledge Base Management
- Lead Capture
- Learning & Development
- Legal Risk Management
- Mobile Access
- Mobile App
- Multi-Channel Communication
- Multiple Output Formats
- No-Code
- OSHA Compliance
- Onboarding
- Operational Risk Management
- Order Management
- Orientation Workflow Management
- Parent Task
- Payment Collection
- Payroll Management
- Performance Management
- Performance Metrics
- Policy Management
- Pre-Built Modules
- Prioritization
- Process Change Tracking
- Process Modeling & Designing
- Process/Workflow Automation
- Procurement Management
- Project Management
- Project Planning
- Project Workflow
- Purchase Order Management
- Purchasing & Receiving
- Purchasing Reports
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Receivables Ledger
- Recruitment Management
- Recurring Payments
- Recurring Tasks
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Reputational Risk Management
- Requisition Management
- Response Management
- Risk Assessment
- Risk Management
- Risk Reporting
- Risk Scoring
- Role-Based Permissions
- Rules-Based Workflow
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Sourcing Management
- Spend Management
- Status Tracking
- Supplier Management
- Support Ticket Management
- Survey/Poll Management
- Surveys & Feedback
- Task Editing/Updating
- Task Management
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Templates
- Third Party Integrations
- Time Off Management
- Time Tracking
- To-Do List
- Training Management
- Usage Tracking/Analytics
- User Management
- Vendor Management
- Version Control
- Visual Analytics
- Visual Modeling
- Web Forms
- Web/Mobile App Development
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations153
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- NetSuite
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
- Total integrations27
- Dropbox Business
- Google Calendar
- Google Drive
- Mailchimp
- Microsoft 365
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- NetSuite
- QuickBooks Online Advanced
- Quickbooks Online
- SAP Business One
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WooCommerce
- Xero
- Zapier
Alternatives
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