Pipefy vs. Teams Manager for Microsoft Teams

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

For different projects in a big organization different teams can be formed and thus their internal tasks assignments can be done there. It is easy to manage, assign tasks to people in a particular project. People or team leads in multiple projects can share different channels thus maintaining different projects. Users should be refrained of creating new teams just for fun purpose etc. to avoid to much chaos.

Incentivized

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

Incentivized

• easy to manage team sites along with members and guest users
• helps managers to track the usage of apps and work done remotely

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

• I feel like the Shifts app could be more advanced to sync with Microsoft Outlook. 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.
• It would be nice if the interface allowed further customization such as assigning colors to the separate channels. Some channels within team sites are rather lengthy and it would be great to group them into color groups.
• Another nice feature would be the option to log in as one of your teammates so you can properly set up their Team account before they log in for the first time.

Incentivized

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

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

As I mentioned before, we switched to Teams from Skype because it was more reliable. We did not experience interruptions in service especially for those departments working remote.

Incentivized

• 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

• A centralized platform for the Operation Manager to handle and see the progress of different projects
• This makes it easy to handle everyone at one place thus reducing time in contacting individuals and taking the feedback on progress
• Knowing of any hurdles or bottlenecks in any project by just clicking on any channel and seeing their discussion. Thus guiding them then and there only.

Incentivized