Pipefy vs. Process Street vs. SmartSuite

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

if you have standard processes that are often executed, it's worth to use. If you are a small company it is generally not worth to implement because you will need somebody who permanently works with it and maintains the processes.

It is best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

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

Incentivized

• Overview view is helpful to see a timeline of progress.
• Checklists are easy to manipulate and customize to exactly what you need to see.

Incentivized

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• 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

• If you had the ability to drag tasks around in a nonlinear way, it could be a cool creative feature. An example is to have a subtask next to another that says N/A if the task wasn't executed because it wasn't applicable.
• Inbox tab can be overwhelming but that may just be the style in which I built my checklists.

Incentivized

• A little better home screen, which is already in the works!
• Better experience in the my work panel, which is also in the works already!

I have a great expereance

The product is usability friendly, easy to use, flexible and has all functions I need for my purposes

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

Since my last login into the platform, the latest update made the app much easier to use and learn. It's incredibly clean, and everything is exactly where it should be location-wise. You can tell they listen to their user base for features.

Incentivized

They have a great tutorial and a lot of hits during the work process

That's easy. Just try

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

I've tried other checklist tools like Google Keep, but it was too simple. I've tried Flowster, which is very similar to Process Street, but I like Process Street better. The interface is a lot more balanced and pleasant to look at. I found Flowster to be a less appealing interface even though the features were similar. I also briefly tried systemHUB but it is very expensive for what it offers compared to Process Street.

Incentivized

For our team, SmartSuite contains all features that we need. Before we use Asana, Trello and tried to use Airtable. But all of these management systems did not satisfy us. Then we started using SmartSuite, got to know all the possibilities and decided to switch to it

• 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

• Because of Process Street I am no longer losing money when having to redo things
• It helps me eliminate those nasty "egg on the face" situations with clients because now nothing slips through the cracks. The team is able to be on top of it!

Incentivized

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business