A unified,
cloud-based low-code platform for automating end-to-end processes and managing content and communications, backed by AI-based cognitive capabilities
and its integration ecosystem.
The NewgenONE platform, with content management at its core,
helps enterprises break down the silos between the front, middle, and back
offices by simplifying the information (data) flows between those offices,
functions, and departments.
The NewgenONE platform includes the…
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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.
The Newgen OmniDocs is the best option when it comes to storing, sharing, disseminate documents. It is also widely used by the Technical team in my previous employers for storing their technical codes & queries and they have always cast their trust vote to Newgen OmniDocs. I have always recommended Newgen OmniDocs to my auditing, finance, technology and banking sector clients for whom data confidentiality matters more than any other industry. It is less appropriate in the businesses that do not require storing the documents as they destroy the documents once sent to the client to ensure they do not save client information or project. Furthermore, it is less appropriate in almost 50% of India as well as many other parts in MENA region where there is no presence of high-speed internet as it takes high bandwidth of internet to operate.
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.
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 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.
Faster search with easy to access files which helps me in sending the document quickly to the clients and retrieving it in no time whenever they ask for it. Sending the documents quickly always ensures higher client satisfaction which has great impact on ROI
Facilitates easy collaboration with client teams and ensures the research project is done exactly as per the client's requirements & needs. This also always makes clients happy and attract repeat projects and more revenues
Makes it easier for the tech. team to store / save technical queries & codes. Thus, whenever I approach them to make changes in my reports/ articles while uploading it on the website, tech. team does that at much faster pace. This leads in increased efficiency of Content writers as well as the tech. team
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.
