Lytho Workflow vs. Pipefy

It's a flexible program that can be molded to fit most businesses. It's geared towards agencies but we've been able to use it successfully as an in-house solution. It's pretty intuitive for the most part and is easy for new hires or clients to get up and running pretty quickly.

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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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• Requests - Request forms are set up so that certain fields are required and there's a minimum turnaround time. This prevents others from submitting an incomplete request or requesting things last minute.
• Proofing - Chasing after people to approve a proof is always a pain, but the simplicity of Lytho Workflow makes it less of a pain. I can quickly remind people in the route to review the proof by clicking a button.
• Templates - I use templates so that a list of tasks is created for me when I accept a job. It also creates a timeline for when each task needs to be done.

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• 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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• Not being able to permanently delete inactive/old users (i.e. employees that are no longer with the company).
• Search filtering features are lacking.
• Not being notified when someone replies to my comment without @ mentioning me.

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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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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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The corporate communication team uses DivvyHQ, TweetDeck and Agorapulse. Each one is used for different purposes and helps us meets our objectives. DivvyHQ helps Unum and Colonial Life's corporate communications teams stay in touch with one another's work and aware of what the other is doing. It allows for content collaboration and keeps us on track to meet individual deadlines.

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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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• This has saved man power by automating certain functions
• We have created a new stream of marketing.

• 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