Likelihood to Recommend 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.
Read full review Precoro is great if you need to keep your organization aware of where in the purchasing process an order is, and if you need a place to communicate about orders & keep a record of those communications. It does not work too well for a variety of purchasing requests - the process lacks complexity.
Read full review Pros Flexibility on process management. Internal automations and connections to different data bases and boards. Easily connection with external programs through API's. Read full review Editing the catalog data is very easy. We can export/import it from Excel Comparing prices to make the right decisions Fast approvals with specific roles for colleagues Visual analytics and budget control for each department Ability to add as many custom fields as we need to cover all processes Real-time stock control and warehouse request creation right from the inventory module Read full review Cons 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. Read full review The "bundles" in Precoro are not actually bundles. I would like to connect 2 of our catalog items together so that when 1 is selected for purchasing, the other item is required Sometimes the comments wont properly tag a person that we're trying to tag More options to customize the approval workflow based on location Ability to edit where we're buying an item from without having to deny the request Read full review Usability At first glance it seemed to be rather difficult in use, but actually it turned out to be much easier [than] we thought. Thanks to the Precoro team we could go through the procurement workflow. Now with [the] right, user-friendly software partner, we are absolutely ready to meet all [our] company's needs.
Read full review Support Rating 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
Read full review Precoro is a company, which makes great products for businesses. What is more, it is a team of professionals, who are always keep[ing] in touch with you. Thanks [to] Precoro, we easily go through procurement workflow and manage all of our POs in a couple of minutes. We had a great experience with the Precoro team which helped us with installation of the software.
Read full review Alternatives Considered 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.
Read full review Precoro is unique because it can be customizable from start to finish without needing to build in API. It is extremely easy to use and understand, so we did not need to give our employees extensive training as we did with
Tradogram . Precoro also allowed us to communicate about orders right within the order itself, where the other software did not.
Read full review Return on Investment 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. Read full review We can track each purchase order, who created it, and why. They are no longer lost, and we can always see the history. The dashboard allows us to monitor information about all essential documents and at what stage they are now and keep track of which invoices have not yet been paid or partially paid. By setting up budgets for each department, we can effectively plan the allocation and prevent overspending. The system is very flexible and convenient. I can't imagine my work without it. Read full review ScreenShots