Pipefy vs. ProofHub

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

It suits well for those businesses who want to operate on a global level without investing too much over creating infrastructure. A business can easily reach out to various clients, customers, partners and other stakeholders and communicate and collaborate with them in a fast and transparent manner and can effectively tap any opportunities coming its way. Such opportunities if
properly implemented can lead to gains for the parties involved.

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

Incentivized

• The obvious, proofing! We need something in-house that can do this instead of hiring one person for this job. Each person on our marketing team knows how to use it.
• Organizes team projects in a friendly way.

Incentivized

• 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

• Proofhub can improve a bit in areas of helping people customize their accounts a bit more. That makes managing work even more easier, when you have things just the way you want them to be.

With an array of useful features available that solve all our work issues, each department has an access to it. Each one knows what’s going on with different teams. This makes collaboration easier, as different teams just need one tool to come together and get things done. I think this is a great product! it has really helped my company get MUCH better organized.

It's convenient, simple, and clear.

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

Great support website and had reps follow up multiple times in our trial process. Getting started was very straightforward and adding people is easy too.

Incentivized

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

We used Basecamp in the past, but we did encounter some problems while working with it. But these concerns have been better addressed in ProofHub. It has a simple interface which is so easy to operate and this was not the case in Basecamp. ProofHub lets us quickly chat with our team members over various work matters through its inbuilt chat feature and resolve them fast while Basecamp provides this feature through a third-party tool which added to our expenses and it was not a very convenient affair. ProofHub has got an inbuilt proofing tool which allows us to get quality feedback over designs instantly saving our time and costs, whereas Basecamp enables proofing through a third party tool which again was not convenient for us. ProofHub’s casper mode feature helps us to protect privacy and secrecy over confidential issues but Basecamp lacks such an important feature. So ProofHub has more to offer and better too in comparison to Basecamp. (answer to Describe how ProofHub stacks up against them and why you selected ProofHub.

• 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

• Proofhub has a great impact on our ROI. Due to a systematic approach of handling each clients’ project, we have been able to double the number of clients we had prior to signing up for Proofhub.