Pipefy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pipefy
Score 7.6 out of 10
N/A
Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
$22
per month
Pricing
Pipefy
Editions & Modules
Business
$22
per user, per month*
Enterprise
$36
per user, per month*
Unlimited
Custom
Starter
Free
Offerings
Pricing Offerings
Pipefy
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details*Discounts available for annual billing.
More Pricing Information
Community Pulse
Pipefy
Considered Both Products
Pipefy
Chose Pipefy
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 …
Chose Pipefy
Pipefy is very process-oriented and not task or project-oriented. Other tools might offer different views such as the Gantt chart that makes a lot of sense if the project you are working on requires it. But Pipefy is better when the complexity of the process demands automation …
Chose Pipefy
Trello is a much simpler tool in general ways, it does not provide nearly 1/100 of the customization from papery. Also, Trello seems to be stuck in the past, the design never got refreshed, and on Pipefy, they are constantly keeping up the design fresh and beautiful.
Chose Pipefy
Pipefy was suggested by our new developer and we switched from Freshdesk. It was a lot better looking and easy to navigate. We used Google Forms at first but that isn't really what you should be using to keep track of bugs. Freshdesk focused more on the outside of the …
Chose Pipefy
I used Pipedrive at another company to organize quotes. I really liked the software but it wasn't what I was looking for for our company.
Top Pros
Top Cons
Best Alternatives
Pipefy
Small Businesses
Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies
Quickbase
Quickbase
Score 9.2 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternatives
User Ratings
Pipefy
Likelihood to Recommend
8.2
(10 ratings)
Support Rating
9.5
(2 ratings)
User Testimonials
Pipefy
Likelihood to Recommend
Pipefy
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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Pros
Pipefy
  • 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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Cons
Pipefy
  • 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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Support Rating
Pipefy
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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Alternatives Considered
Pipefy
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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Return on Investment
Pipefy
  • 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.
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ScreenShots