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.

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

• Project requests - can be tailored to fit your exact needs
• Project management - can assign tasks, track time, etc.
• Proofing - robust proofing environment that's easy for clients to learn

Incentivized

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

Incentivized

• Some areas are rather clunky and repetitive when it comes to project management, like editing a template once applied.
• Once a review is live, it's very difficult to edit the reviewers unless a current tier is active.
• Pretty expensive compared to the competition.

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

By consolidating the requests, project management, and proofing without features we didn't need like invoicing it was an easy fit for us. We were able to quickly develop a comprehensive workflow and the gains to efficiency were immediate. Pricing was competitive (at least at the time) and the implementation was very good as well.

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

• Consolidation of project requests has been extremely helpful.
• The improvement of campus-wide communication is hard to put a price on.
• Our team knows what is due and when at all times. We're saving a lot of time previously spent in meetings.

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