Likelihood to Recommend
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.
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For anyone looking to build customized user experiences quickly on Salesforce.com and who don't have access or budget for developers then Skuid is an excellent option. Although some investment in license costs and learning is required the pay off comes with the sheer speed and volume of applications that can be built and delivered to the business in short time frames.
Read full review Pros 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 Pulling data from external sources. Providing visualizations that tell a story & summarize. Integrations with other applications, i.e. Sharepoint for document library storage. Amazing support! Very quick to respond and also wonderful to work with when scoping out your needs. Read full review Cons 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 Release management. Whenever a new version of Skuid is released, upgrading can be a dubious task. Support. Skuid does not offer standard support. Instead, you will be required to use the Skuid community or purchase engineering hours. Read full review Support Rating
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
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We started using software we already had (such as
and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems.
is good for managing demand but offers no process customization or approval and
is too focused on development for our needs, and also hard to customize.
Read full review Salesforce
Flows was another way of accomplishing some goals we had but Skuid was much simpler to set up, more intuitive for users, and faster to run. We didn't experience any Apex exceptions or query limits. The only downside to using Skuid vs. Flows was that Skuid required developers whereas Flows can be done by an administrator.
Read full review Return on Investment 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 Our customers have been very happy with Skuid and it has allowed them to do things that otherwise would have been impossible. Read full review ScreenShots