Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pipefy
Score 8.2 out of 10
N/A
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
Salesforce
Score 8.2 out of 10
N/A
Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers, partners, and employees in entirely new ways. According to the vendor, on average, reps using Salesforce see: a +29% increase in sales from greater visibility, +34% increase in sales productivity, and +42% increase in…
$25
per month
Pricing
PipefySalesforce.com
Editions & Modules
Business
$22
per user, per month*
Enterprise
$36
per user, per month*
Unlimited
Custom
Starter
Free
Essentials
$25.00
Per User/Per Month
Professional
$75.00
Per User/Per Month
Enterprise
$150.00
Per User/Per Month
Unlimited
$300.00
Per user/Per month
Offerings
Pricing Offerings
PipefySalesforce
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details*Discounts available for annual billing.
More Pricing Information
Community Pulse
PipefySalesforce.com
Considered Both Products
Pipefy
Chose Pipefy
Pipefy is very process-oriented and not task or project-oriented. Other tools might offer different views such as the Gantt chart that makes a lot of sense if the project you are working on requires it. But Pipefy is better when the complexity of the process demands automation …
Salesforce

No answer on this topic

Top Pros
Top Cons
Features
PipefySalesforce.com
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.7
206 Ratings
3% below category average
Customer data management / contact management00 Ratings8.2206 Ratings
Workflow management00 Ratings7.7197 Ratings
Territory management00 Ratings7.5160 Ratings
Opportunity management00 Ratings8.1201 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.5190 Ratings
Contract management00 Ratings7.4160 Ratings
Quote & order management00 Ratings7.2147 Ratings
Interaction tracking00 Ratings7.7174 Ratings
Channel / partner relationship management00 Ratings7.6142 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
8.6
56 Ratings
11% above category average
Case management00 Ratings9.056 Ratings
Call center management00 Ratings8.442 Ratings
Help desk management00 Ratings8.346 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.6
188 Ratings
3% below category average
Lead management00 Ratings7.6184 Ratings
Email marketing00 Ratings7.6157 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.5
189 Ratings
3% below category average
Task management00 Ratings7.7180 Ratings
Billing and invoicing management00 Ratings6.737 Ratings
Reporting00 Ratings8.0144 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.9
202 Ratings
2% above category average
Forecasting00 Ratings7.5174 Ratings
Pipeline visualization00 Ratings7.9191 Ratings
Customizable reports00 Ratings8.3200 Ratings
Customization
Comparison of Customization features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.7
194 Ratings
1% below category average
Custom fields00 Ratings7.8192 Ratings
Custom objects00 Ratings7.8184 Ratings
Scripting environment00 Ratings7.1136 Ratings
API for custom integration00 Ratings7.8159 Ratings
Security
Comparison of Security features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
8.4
182 Ratings
0% below category average
Single sign-on capability00 Ratings8.6163 Ratings
Role-based user permissions00 Ratings8.2156 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.3
125 Ratings
2% below category average
Social data00 Ratings7.3124 Ratings
Social engagement00 Ratings7.3121 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.9
168 Ratings
7% above category average
Marketing automation00 Ratings7.8164 Ratings
Compensation management00 Ratings8.0108 Ratings
Platform
Comparison of Platform features of Product A and Product B
Pipefy
-
Ratings
Salesforce.com
7.6
178 Ratings
0% above category average
Mobile access00 Ratings7.6178 Ratings
Best Alternatives
PipefySalesforce.com
Small Businesses
SmartSuite
SmartSuite
Score 9.3 out of 10
vCita
vCita
Score 9.7 out of 10
Medium-sized Companies
Creatio
Creatio
Score 8.9 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
Enterprises
Creatio
Creatio
Score 8.9 out of 10
SAP Business ByDesign
SAP Business ByDesign
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PipefySalesforce.com
Likelihood to Recommend
8.2
(10 ratings)
7.8
(321 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(55 ratings)
Usability
-
(0 ratings)
7.8
(114 ratings)
Availability
-
(0 ratings)
9.8
(54 ratings)
Performance
-
(0 ratings)
9.0
(36 ratings)
Support Rating
9.5
(4 ratings)
6.9
(123 ratings)
In-Person Training
-
(0 ratings)
7.9
(11 ratings)
Online Training
-
(0 ratings)
9.1
(15 ratings)
Implementation Rating
-
(0 ratings)
1.0
(33 ratings)
Configurability
-
(0 ratings)
10.0
(2 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
8.9
(9 ratings)
Product Scalability
-
(0 ratings)
10.0
(2 ratings)
Professional Services
-
(0 ratings)
9.3
(8 ratings)
User Testimonials
PipefySalesforce.com
Likelihood to Recommend
Pipefy
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
Salesforce
Salesforce is so customizable that I can't think of situations where you couldn't configure the tool to do what you need. If Salesforce hasn't developed the capability itself, there is a marketplace where anyone else can develop and upload their solution for others to use as well. Also, due to Salesforce's success and size, almost every other app/software that you can think of has or is working on an integration with Salesforce. So if you need to use a different tool for a certain function, you can more likely than not still integrate it with Salesforce to enhance value.
Read full review
Pros
Pipefy
  • 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
Salesforce
  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Read full review
Cons
Pipefy
  • 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
Salesforce
  • The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
  • Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
  • Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
Read full review
Likelihood to Renew
Pipefy
No answers on this topic
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review
Usability
Pipefy
No answers on this topic
Salesforce
I'm a Millenial and more tech savvy, so learning this tool is more intuitive and I don't mind learning the ins and outs of the product. It can be cumbersome when permissions or new rules by our admins get enacted, that can cause disruptions in our workflows and annoyances. Overall, the usability is fine, and helps in my day to day more than causes disruptions
Read full review
Reliability and Availability
Pipefy
No answers on this topic
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Read full review
Performance
Pipefy
No answers on this topic
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Read full review
Support Rating
Pipefy
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
Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
Read full review
In-Person Training
Pipefy
No answers on this topic
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Read full review
Online Training
Pipefy
No answers on this topic
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Read full review
Implementation Rating
Pipefy
No answers on this topic
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Read full review
Alternatives Considered
Pipefy
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
Salesforce
I've used Act CRM by Xperience previously. Salesforce is way more robust and intuitive and meets the needs of an enterprise company with enterprise clients way more effectively. I don't think there is another CRM in the market with the overall functionality and usability that can complete with the Salesforce platform for someone in my role.
Read full review
Contract Terms and Pricing Model
Pipefy
No answers on this topic
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Read full review
Scalability
Pipefy
No answers on this topic
Salesforce
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Read full review
Professional Services
Pipefy
No answers on this topic
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Read full review
Return on Investment
Pipefy
  • 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
Salesforce
  • It requires a lot of time to manage but does a good job keeping everything in one place
  • Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself.
  • If used properly and not restricted and overmanaged, SFDC will provide huge ROI
Read full review
ScreenShots

Salesforce Screenshots

Screenshot of Salesforce CRM - More than just a contacts database, Salesforce CRM is a centralized repository of customer information in the cloud.Screenshot of Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers allows you to keep a pulse on customer acquisition and satisfaction.Screenshot of Force.com Platform - More than a CRM or Service Application, Salesforce is a full cloud-based development environment supported by a rich ecosystem of integrated third-party application providers.