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
Shopify Flow
Score 8.4 out of 10
N/A
Shopify Flow is used to create custom workflows that automate tasks in an ecommerce store and across apps, without needing to code. It also lets users connect existing apps together to complete more jobs. Typical tasks carried out by Shopify Flow include automating inventory tasks like reordering and restocking, to managing fraud concerns.
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.
Automatically highlights and holds potentially fraudulent orders: - Based on the order risk level analyzed by Shopify (low, medium or high), Shopify Flow then interprets different actions to proceed with. Sending real-time alert emails based on the event conditions to designated teams.
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.
In my experience, Shopify Flow is very easy to use. It is free if you have a Shopify Plus license. At this time of writing, Shopify Flow can already integrate with some 3rd party apps and more is coming. I think there is high growth potential for Shopify Flow.
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.