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
ProcessMaker
Score 8.9 out of 10
N/A
ProcessMaker is a process automation platform that helps organizations optimize and scale their business operations. By combining workflow automation, AI-driven decision-making, and advanced analytics, ProcessMaker empowers businesses to streamline complex processes, improve efficiency, and enhance customer experiences.
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 task mining component is well suited for processes where there are a lot of steps performed in a variety of systems, particularly by a single individual on a team. It also requires a robust activity ID to be able to track an activity. It is not well suited when trying to track a process where the content is in an email.
User interface. It is clean and easy to understand. You won't get overwhelmed the second you log in.
The workflow maker. With a drag and drop interface, you can easily visualize and implement what you want on the screen. Out of all the programs we tested, this one had the easiest process maker and designer.
Ease of understanding. My biggest recommendation would be that this program is easy to access for anyone. There are complications (see negatives) but this program can be implemented quickly and efficiently, and nearly anyone can learn to use it. You will not feel like you are in the dark with it.
Complications when you get to the more advanced pieces. When trialing, I found that the more advanced a process got, the more complicated it got for me in coding. When you begin using the more advanced features, you will find that you need to have a basic knowledge of coding - otherwise you won't go any further. This was my sole issue. Unfortunately, it was one that would have brought the school to a grinding halt if they were to ever get more complicated than they were.
I gave this overall rating for ProcessMaker due to its overall flexibility, design and ease of use for most. Examples of this from us include it being an excellent and trustworthy tool for automating processes, the abilities and capabilities for real-time process tracking and the web-based accessibility and implementation which allows for easy access and management of the tool.
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.
Before making the decision to get ProcessMaker, we assessed different and best options in the market, which are also quite competitive. KiSSFLOW, Blueworks Live, and Bizagi, being the most relevant and ADONIS, to mention the ones we consider the most relevant and capable of meeting our needs. In the end, we went for ProcessMaker because of mainly three things as described before: 1. Real-time process status tracking. 2. Metrics and dashboards. 3. Ease of use for constructing diagrams.
The capability is robust and quite industry agnostic. It would benefit significantly with some out of the box models - e.g. procure to pay on SAP and similar. They could also develop industry specific examples which could kickstart the implementation for organizations.
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.
I'm using Communication edition to introduce BPMN in my organization. I can build the first process in a short time, make my boss more confident with my job.
But, with ProcessMaker, we need more time to design code to handle the process, and without PHP/Javascript Programmer, it seems hard to work with more and more processes online.
However, IE Browser is not well supported, somewhat let the user confuse.
