Pipefy Features

Pipefy

Lean Workflow & Business Process Management (BPM)

4.84/5 (69 reviews)

Pipefy Feature Summary

  • Event monitoring
  • Process modeling & design
  • Process mapping
  • Business rules management
  • Business process automation
  • Mobile process management
  • Workflow management
  • Email templates
  • Event triggered actions
  • Conditional logic
  • Collaboration tools
  • Process control
  • Contact database
  • Custom online databases
  • Email integration
  • Customizable templates
  • Data mapping
  • Customizable reporting
  • Data filtering
  • Productivity reporting
  • Scheduled reporting
  • Project templates
  • Deadline tracking
  • Due date tracking
  • Alerts / escalation
  • Permission management
  • Two-factor authentication
  • Access control
  • Contact history
  • Calendar management
  • Activity dashboard
  • Labeling
  • Filtered views
  • Custom forms
  • Dashboard creation
  • Drag & drop interface
  • Calendar sync with Google

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (396 other apps)
Activity Dashboard (277 other apps)
Activity Tracking (171 other apps)
Audit Trail (152 other apps)
Auditing (234 other apps)
Automatic Notifications (285 other apps)
Compliance Management (175 other apps)
Custom Fields (163 other apps)
Customizable Reporting (222 other apps)
Data Import/Export (222 other apps)
Document Storage (169 other apps)
Inventory Management (186 other apps)
Inventory Tracking (183 other apps)
Invoice Management (164 other apps)
Monitoring (174 other apps)
Multi-Location (155 other apps)
Real Time Data (196 other apps)
Reporting & Statistics (191 other apps)
Third Party Integration (194 other apps)
Workflow Management (191 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


11 reviews

See all iOS Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Pipefy Feature Reviews

25 reviewers had the following to say about Pipefy's features:

Cristiano Machado

The best "Process Management tool"!

2018-02-05

With Pipefy I have all my workflows and work process in a same place.

Pros

Easy of use, interface, pricing and the possibility to create my process management the way I need with no "IT guy".

Cons

Time tracking will be a great feature for the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Sam Gayed

Exactly what I wanted

2017-10-03

You can customize anything you want as you like.

Pros

Straight forward, easy to use, you don't need a training, has everything, very organized, includes excellent reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback

Read more
Paulo Dias

It´s very easy to customize in many workflow situations demanded by any type and size organizations.

2018-05-22

Workflow process steps related to my clients with data information being sent directly to forms, reports.

Pros

The Kanban visualization let us easily identify relations among each step in a workflow.

Cons

It´s necessary to learn how to use it. Some hours of some vídeos are enough. There are so many features that you have to demand experienced users to accelerate your learning process to use Pipefy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Fernando Nascimento

Quick wins on implementing on the fly due to flexibility on creating process, phases and actitivies.

2018-01-30

Pros

Strong integration with other applications through provided standard APIs .

Cons

Sounds this feature is in the roadmap.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Fernando Nascimento

Flexibility on creating process and connecting them to reflect the reality inside organization

2017-07-11

better view on my existing and new business processes

Pros

The solution is easy to use and flexible on creating phases and pipes according to business needs.

Cons

Reporting needs to improve and data access through another platform still restricted by the APIs where IT knowledge is required many times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Torey Heinz

Finally, a process management system that I can get behind! I'm all in!

2017-11-06

Pros

Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you so much for your feedback!

Read more
Hiago Fernandes

Best process management platform.

2018-05-04

The best project management software.

Pros

What I like the most about the platform is the ease of process customization. I can create my own process and still have several free functions.

Cons

I think I could have notifications via email or app when a startform was answered.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your review!

Read more
Rafael Lins

The interface is good and value of the tool too, but have very features in under construction

2018-01-26

Pros

- The cost and the user interface; - The support to the customers; - The simple reports is very good for initial customers;

Cons

- The billing system to more the one user is not clear; - The mobile app is very very poor; - The integration with others tools is disable;

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Dilson Mendes

Very useful software. Great value.

2017-08-16

We could better organize our onboarding pipelines with Pipefy.

Pros

Easy to use, good integrations, great features to process management. It is very flexible to organize pipelines.

Cons

Tasks organization is hard to use. We still need to use other tools to schedule tasks. It does not have a good way to view tasks within the cards yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Laura Mcgregor

Has completely changed our customer success journey!

2017-07-18

Organised processes Team collaboration

Pros

We were using project management software but it was so confusing.

Cons

Can be a bit buggy having to refresh screens also the integration was not simple until we decided just to use zapier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cassiano Lago

Fantastic

2018-03-21

Time, processes and organization of my team.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank your for you review!

Read more
Patrick Prasquier

Great workflow management tool

2018-06-05

More structured workflows

Pros

Quick to set up Reasonable integration with other apps (Zapier, Slack, etc.)

Cons

Database lacks features to make it a useful complement of the pipe system: calculated fields, lookup-like function, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Fabio Oliveira

It filled my need for control, and made possible new forms of follow-up

2017-09-25

Pros

Amazing control tool, highly intuitive and fully customizable. It allowed the possibilities of management to be extended to levels in micro and macro environments

Cons

The price could be a little lower, especially for a single user. The free version could have more features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Chehadeh Abou Hala

Joint Media House - Pipefy

2017-04-19

Thanks to Pipefy, the agency is now monitoring in realtime the Projects Management phases for all our services provided to our clients.

Pros

Very good Processes monitoring Customized processes Scalable Accurate Automated processes

Cons

Automation in general causes laziness :) your software is amazing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your review

Read more
Douglas Silva

Thanks pipefy

2018-09-12

Our next steps will be to make use of pipefy API to extract important team metrics which I hope will be very useful.

Pros

It's an awesome tool for management and to keep all stakeholders of a project aligned about the moment of a product or area.

Cons

I have nothing to complain about pipefy.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rahul Chowdhury

Decent enough project management tool if you want something other than Trello

2018-08-04

Used it for a couple of days, didn't quite get sold on this one.

Pros

Nice interface. Has templates for various kinds of projects to help you get started easily.

Cons

UI is not very smooth.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Arianna Ramos

So much better than Trello

2017-07-13

I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed.

Pros

Directions would get lost or over complicated when I passed my work over to design or front, with Pipefy I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Cons

I would love to see more improvements with the mobile UX. I thought the mobile feature was a little oversold since it's not as up-to-date as the desktop version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Paulo Fernandes

Easy way to structure workflow

2018-08-24

After using it is every day, it´s very clear to realize how much time of our working time is saved.

Pros

So flexible and so full of features to automatize workflow. Even a kid is able to learn how to do customize fields, phases, automation.

Cons

It´s necessary time to learn a bunch of resources (features) to take the best from Pipefy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sandrival Nogueira de Matos

Everything is simple!

2017-09-15

Pros

The easy way to create your own processes, friendly interface and connections.

Cons

Speed of creating some new important features, don't have company important reports to evaluate performance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your review!

Read more
Raul Macedo

Raul

2017-08-31

Integrated process

Pros

As a process management system, I can use to manage and different areas from my company in the same platform.

Cons

There are some features about user and role control that I miss. And some triggers that would make my process even more automated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback

Read more
Marcelo Bentivoglio

We control all our new clients on boarding process with Pipefy, its easy and fast.

2018-04-13

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Anonymous
(Automotive company, myself only employees)

Powerful management tool to handly difficult scenarios

2018-08-30

Pros

Control your team, administrate your tasks and use the templates to fast setup your projects. It's a worthwhile tool and have awesome automation features.

Cons

I miss a time tracking, and some tutorials arent very good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thanks for your review! If you want any specific tutorial just let us know, we'll improve the content to become even more relevant.

Read more
Bernard Gresser

Pipefy has made our professional lives better.

2018-04-17

It makes out business so much more productive.

Pros

It makes it so easy to delegate and then monitor tasks in a team environment.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your feedback!

Read more
Rudiney Franceschi

Best software manager and its so low investment!

2016-09-12

Once you discover how much you can customize your workflow you see the power of Pipefy!

Pros

The power to deeply customize workflow exactly the way i need and manage/integrate several different process in the same tool.

Cons

There are many awesome features (like the ability to share a public link to create a card in a pipe) that are hidden under the settings page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Pipefy

Contact the customer support if you are having a hard time customizing you process. They help me big time :)

Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your response :)

Read more
Marcio Trindade

The best work flow app

2016-09-08

That is an amazing app to manage our workflow here at the office.

Pros

It's very simple to manage and customize.

Cons

There are some features that will be great but it's not done yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Pipefy


Thank you for your response :)

Read more