Pipefy vs. Solutions2Share Teams Manager

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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It's well suited if you or your organization performs tasks incorporating other Microsoft programs such as OneNote or Planner. Teams Manager allows for easy management of that software usage; if you do not use any of those, I'm not sure if there is much advantage in using it to manage workflow.

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

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• Handles different teams and teams members
• Giving them permissions as per their job profile and necessity
• Seeing the projects' progress through one platform

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• 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.

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• user interface can be enhanced to seperate the color coding for different channels
• It would be great to receive notifications in Outlook for Shifts and be able to approve/deny requests and schedule changes there while it's synced with the Outlook calendar.

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It is a well-designed and polished application on Teams. Most of its issues stem from Teams UI and UX, which could be improved further. However, if you can fit the team manager to your needs, it can become a very powerful tool to manage data flow.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We still use it for our one-off situations, but mostly stick to Teams as it is much more user-friendly and allows better sharing capabilities through virtual meetings. Skype is not as easily customized, so it's a no-brainer to use Microsoft Teams and Team Manager for all of our instant messaging and virtual meeting needs.

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Independently Invited by TrustRadius

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive in regards to easy access to quick answers through instant messaging
• Positive in that the Managers have a secure place to go to retrieve sensitive information.
• Negative in that we do not fully utilize the tool.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info