Cloud Elements was a cloud API integration service acquired by UiPath in 2021. It used cooperative apps to connect an organization’s customers, partners and employees to the cloud services they use. The product was discontinued in 2023.
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Pipefy
Score 7.5 out of 10
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Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
Cloud Elements shines when you want to offer multiple options to the user on a type of system, such as supporting integration to CRM and wanting to offer Dynamics, Salesforce, and HubSpot on equal footing. If you only have a single integration with a single system, using Cloud Elements adds an unnecessary layer of abstraction.
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.
The only thing I can think of that they could improve is the quality of the assets they produce in the go-to-market process. This is a huge value add service, but the quality of what was produced was lower than what we would have produced internally. We spent more time going back and forth on the assets than it would have taken us to build them from scratch.
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.
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.
