Pipefy vs Custify

Trello

Asana

monday.com

ChurnZero

Gainsight CS

Totango

Compare Pipefy and Custify based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Trello is a project management tool that helps teams organize and manage their tasks. It caters to a range of industries and teams, from marketing to engineering. Trello's simple and intuitive interface makes it easy for any team to get started and stay on top of their work.

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Pipefy increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform for teams in IT, Procurement, Finance, HR, and more.

@mentions

360 Degree Feedback

Access Controls/Permissions

Account Alerts

Account Management

Accounting

Accounts Payable

Accounts Receivable

Activity Dashboard

Activity Tracking

Alerts/Escalation

Alerts/Notifications

Applicant Tracking

Approval Process Control

Assignment Management

Audit Trail

Autoresponders

Background Screening

Benefits Management

Billing & Invoicing

Business Process Automation

Business Process Control

Calendar Management

Campaign Management

Candidate Management

Catalog Management

Collaboration Tools

Commenting/Notes

Communication Management

Compliance Tracking

Conditional Logic

Contact Database

Contact Management

Customer Database

Customer Engagement

Customer History

Customer Statements

Customizable Dashboard

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Deadline Management

Deployment Management

Discussions/Forums

Document Management

Document Storage

Drag & Drop

Electronic Forms

Email Management

Email Templates

Email-to-Task Conversion

Employee Database

Employee Management

ERP integration

Event Triggered Actions

Feedback Management

File Sharing

Financial Management

For No-Code Development

For Small Businesses

Forms Automation

Forms Creation & Design

Forms Management

General Ledger

Integrations Management

Internal HR

Interview Management

Invoice Processing

IT Asset Management

IT Reporting

Job Posting

Job Requisition

Knowledge Base Management

Lead Capture

Mobile Access

Mobile App

Monitoring

Multi-Channel Communication

No-Code

Offboarding

Onboarding

Order Management

Orientation Workflow Management

Payment Collection

Payroll Management

Performance Management

Performance Metrics

Prioritization

Process Change Tracking

Process Modeling & Designing

Project Management

Project Planning

Purchase Order Management

Purchasing Reports

Quotes/Estimates

Real-Time Notifications

Real-Time Updates

Pipefy

Android

Linux

Web-based

Windows

iPad

iPhone

Admissions Officer

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.

VP Operations and Business Development

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.

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.

Ux ui DEsigner

Easy and clean, best ui, easy to understand, easy to use in the same time with alot of features to apply.

We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential. I would totally recommend Pipefy.

SALES OFFICER 

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.

The Pipefy helps me to keep track of my work and I love that at any moment I can generate reports with the information I need.

Office Manager

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy.

I noticed there are no demonstration videos/picturess for beginners.

Technology Services Coordinator

The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool.

Technical support manager

Make a great integration betwen services, like chat bots in a website, autamatic email responses and team members cordination.

Presidente 

Great costumer support and accepting of feedbacks.

Sales head

Poor data analyses; difficult to connect to others softwares.

Pipefy is really user-oriented, so it is easy to create and implement pipes. Conditional and Required fields are also really useful and we use them a lot in all our processes.

Helps with pulling reports for cost on inventory that we did not previously have at our disposal.

Recruitment Manager

Lack of possibility to add workflow for approval processes on global scale, lack of possibility to add more forms for one pipe.

Pipefy is a great tool to manage process in my startup. We can manage many flows in an integrated way without using many spreadsheets.

So far my experience working with the tool and interacting with the Pipefy team and community has been energizing and rewarding.

Pipefy screenshot: Centralize your work

Pipefy screenshot: Get full visibility

Pipefy screenshot: Structure Collaboration

Pipefy screenshot: Connect & Automate

Pipefy screenshot: Measure & Improve

Pipefy screenshot: Customize and adapt Pipefy to your needs

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Totango offers automated customer engagement management to drive conversions, boost retention and grow lifetime value. It enables you to close bigger deals faster by focusing on the right opportunities. It drive renewal rates up by ensuring customer success. It allows you to record events from your applications in real time and then analyze them. The solution is integrated with Saleforce and Marketo among others.

ChurnZero is a customer engagement & retention platform for customer success teams of subscription-based businesses to reduce churn & increase renewals

Gainsight helps companies protect revenue and drive expansion by unifying customer data, surfacing AI-powered insights, and automating engagement across the post-sale journey.


Custify is a cloud-based customer success platform designed to help SaaS businesses manage customer engagement and churn rate in the recurring revenue model. Key features include KPI tracking, activity creation, task assignment, client communications, and audience segmentation.

Pipefy vs Custify Comparison (2026)

Pipefy

Custify

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives