GlobiFlow for Podio is a workflow automation and data visualization solution for Citrix Podio.
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Pipefy
Score 7.6 out of 10
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Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
GlobiFlow should be considered advanced software for a limited number of employees. If users of GlobiFlow don't work together, they could easily create processes that cancel out other work. GlobiFlow works very well when one person understands the program well and uses it to help coworkers think through processes. The most helpful way we've used it is in automating our hiring process somewhat. Instead of receiving hundreds of emails with job applications, we set up an app in Podio and used Globiflow to notify supervisors when applications were received through our website. As a candidate moves through the hiring process, GlobiFlow processes provide triggers to help us remember what needs to happen at each step along the way by automatically generating tasks, emails, and items in other apps.
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.
GlobiFlow allows one event to prompt a task or notification automatically, which greatly improves workflows and internal communications.
GlobiFlow makes it possible to automate some interactions we have with people outside the agency, for example, responding immediately to an application when it is received, creating a Sharefile folder to collect submitted documents all in one secure location, etc.
GlobiFlow suggests new ways of setting up workflows that makes us think through and improve our processes.
GlobiFlow helps us keep track of events in new and improved ways. For example, when a leave request is approved GlobiFlow automates the process for putting that date on an agency-wide calendar.
GlobiFlow helps us use Podio and Sharefile better so we communicate with employees in other offices and out in the field more effectively.
There is a steep learning curve for your typical PC user. I've used GlobiFlow for over a year but there are many things I still don't understand about it. The help pages are somewhat helpful, but there is a whole vocabulary associated with GlobiFlow that is a bit mysterious at the front end.
Any limitations in Podio are repeated in GlobiFlow.
Setting up processes in GlobiFlow is somewhat complicated, which makes it a little tedious when employees change and responsibilities shift, as they often do in a growing organization. Naming your processes well is important so you can go back and find places where changes need to be made.
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
We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why we decided to go ahead and learn how to implement GlobiFlow.
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.
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.
