Fulcrum vs. Pipefy vs. Process Street

We use Fulcrum to record information about vehicles and our product in the field to ensure we have clean and organized records of work completed and issues encountered. This has unlocked immense value for us. It allows managers to review work to maintain high quality. Using Fulcrum has also allowed for large amounts of field data to be gathered and quickly transferred from our field team to our engineering team when necessary.

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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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

if you have standard processes that are often executed, it's worth to use. If you are a small company it is generally not worth to implement because you will need somebody who permanently works with it and maintains the processes.

• Notation of photographs.
• Consistency between field staff observations.
• Reduces report writing time.
• Near real time sharing of notes between field and office staff.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Overview view is helpful to see a timeline of progress.
• Checklists are easy to manipulate and customize to exactly what you need to see.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Advanced features are not extremely intuitive for less technical audience.
• Must reassign records to a different user to discontinue an account.

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• If you had the ability to drag tasks around in a nonlinear way, it could be a cool creative feature. An example is to have a subtask next to another that says N/A if the task wasn't executed because it wasn't applicable.
• Inbox tab can be overwhelming but that may just be the style in which I built my checklists.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Since my last login into the platform, the latest update made the app much easier to use and learn. It's incredibly clean, and everything is exactly where it should be location-wise. You can tell they listen to their user base for features.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I've tried other checklist tools like Google Keep, but it was too simple. I've tried Flowster, which is very similar to Process Street, but I like Process Street better. The interface is a lot more balanced and pleasant to look at. I found Flowster to be a less appealing interface even though the features were similar. I also briefly tried systemHUB but it is very expensive for what it offers compared to Process Street.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Manual data entry of collected field information is no longer required saving anywhere from 1 to 10 hours of tedious work and eliminating human error.
• Clients are impressed with our ability to use digital field notes and our ability to communicate in near real time which helps ensure client retention and expanding our envelope of work with them.
• Instead of spending time trying to find out what, why, where, and when a picture was taken the guess work is removed as photos are georeferenced and can be annotated in the field.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Because of Process Street I am no longer losing money when having to redo things
• It helps me eliminate those nasty "egg on the face" situations with clients because now nothing slips through the cracks. The team is able to be on top of it!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info