BP Logix Process Director vs. Pipefy

It simply works great for our applications and requirements!

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• BP Logix Process Director has an extremely easy to use graphical workflow designer.
• Good support for electronic signatures and physical signatures using hardware signature pads.
• Knowledge views and dashboards for easy access to data.

Incentivized

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• Having a record of sent emails in a process would be helpful.
• A "scrubber" for PDF names would be helpful. Acrobat does not like to open items with particular characters in a file name.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

We evaluated 13 vendors when looking for a solution for our finance department. We invited 4 vendors to demo and picked BP Logix in late 2011. Integration was very quick and since we went live January 2012 we deployed three additional processes incorporating our finance, facilities, legal, IT and our operations departments.

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

• Process Director has had such a positive impact on our entire organization. Nearly every division and department throughout the whole organization either has working forms and workflows or has requested to have forms and workflows developed.
• The only negative or adverse condition is that we don't have enough development time for all the workflows requested to be developed.

• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

Incentivized