Cloud Elements (discontinued) vs. Pipefy vs. Tallyfy

Cloud Elements shines when you want to offer multiple options to the user on a type of system, such as supporting integration to CRM and wanting to offer Dynamics, Salesforce, and HubSpot on equal footing. If you only have a single integration with a single system, using Cloud Elements adds an unnecessary layer of abstraction.

Incentivized

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

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• The API itself is very robust and easy to use, being a standard REST interface, standard HTTP response codes, well-packaged error messages, etc.
• Their uptime is great! I think I've seen one (short) 5-minute' blip' the entire time we've been connected for any type of primary function.
• Their support is top notch, they respond quickly, and the team that works with you is communicative and knowledgable.

Incentivized

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

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• The only thing I can think of that they could improve is the quality of the assets they produce in the go-to-market process. This is a huge value add service, but the quality of what was produced was lower than what we would have produced internally. We spent more time going back and forth on the assets than it would have taken us to build them from scratch.

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

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

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

At the time we found Cloud Elements we found no other option that had a Unified API for cloud storage providers.

Incentivized

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

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Not my area of expertise, but it made my job as an implementer much easier, especially after finishing the first integration.

Incentivized

• 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

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized