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 9.0 out of 10
N/A
ProcessMaker is a business process management and workflow automation platform. It uses a drag-and-drop interface to build workflows to drive automation.
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.
I loved it. You will not get an easier interface. You can develop workflow processes in a simple way, one which allows anyone to understand what you are trying to accomplish; however, you will get into some issues if your employees are scared of coding (when you get to the advanced features). For some, this will never be an issue as the knowledge you need is very basic. But for the school I was working with, it would have stopped them cold
We can write PHP and Javascript code to handle the way the ProcessMaker does. It makes the ProcessMaker more flexible to meet our requests on our workflow.
The Processmaker provides a What-You-See-Is-What-You-Get flowchart design tool, we can draw our process very easy like Visio. And, We can use the flowchart to implement our workflow.
Also, the Dynaform, the electronic form function of Processmaker, is WYSIWYG form design tool, help us design forms participated in the process.
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.
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.
This would have been the easiest program to implement. It would have been the quickest, and the one that most of the employees would have been able to master. That alone would have saved countless dollars in time investment.
Unfortunately, the environment doesn't support knowledge of coding. So, they would never be able to advance further than a certain degree before having to bring someone else in again. It would have saved money at first, but then would have ended up costing in the long run.
