Free, open and self-hostable workflow automation tool.
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Pipefy
Score 7.5 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.
It is simply great for replacing manual and repetitive tasks, as well as for more complex ones where you need to work a little bit harder to get the whole process well represented inside the app. It is an excellent app for learning how to build agents using AI, going from simple to more complex solutions as you evolve.
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.
The learning curve of the app is a little too steep for new users, especially those users who are not very familiar with technology and maybe coding. Nothing that can't be reached if you choose to use YouTube to learn more. It might be hard at first, but it can save you many hours, and your current job will get a lot easier with it.
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
n8n gives more freedom to use and do whatever I want. Make was a bit too stiff and limited to try to make the UX more friendly. But I prefer capability over friendliness in this specific scenario.
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.
