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.
Read full review Workato is brilliant to make separate applications work together without much effort or specialists being needed. When specific events on software A should trigger actions on B (or more) and you want that to happen without any development or big budgets, that's where Workato comes into play. It's a great help if you want tasks automated, communications flowing and data synced between different applications.
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 The Workato product interface is brilliantly thought through and designed. The learning curve for first timers is easy enough to get started and build useful things, and Workato really shines in their ability to handle complex triggers and interactions. Workato allows people to build software apps so much faster than by coding each functionality. Workato has fantastic documentation, making things accessible without any holes in the product. The product just works, never has any bugs, never lags, and just generally allows us to see and change exactly what we need to. Workato has an absolutely amazing support team. We tried the free version for a while, then realized it was the single most important software tool we have, and we upgraded. The support at the paid tier is A+, seriously the best from any company we've worked with. Feels more like a good friend then a support rep. 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 Customer support - responsive, but often not equipped to help efficiently identify root cause of issue. Need to improve escalation to technical resources and turnaround time Recipe organization and sharing. Can be challenging to copy recipes, or grab recipes from publicly available site. There are often dependencies and errors that have vague descriptions. Read full review Likelihood to Renew We need to develop Enterprise Application Integrations and Workato was not designed for this
Read full review Usability Due to prebuilt recipes, Workato is easy to learn and use for non-technical users if their use case fits the existing recipes. It is not easy for non-technical users to create, modify, debug or maintain complex integrations that are outside the prebuilt recipes.
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
Read full review They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together
Read full review Implementation Rating We discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.
Read full review Alternatives Considered 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.
Read full review We already used
Zapier , but since it doesn't support NetSuite we had to choose another automation platform. Now that we've been using Workato for a few months, we have plans to move the stuff we're going through
Zapier to Workato. We set up a trial account with all the other platforms, and they were all more expensive and A LOT more complicated than Workato.
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 As business consultants, Workato has greatly improved our offerings to our clients as well as improved the time frame to implement automated workflows and integrations. For our clients, the return on investment is almost immediate. Once a Workato recipe is up and running (which can be done very fast), data is integrating, duplicate data entry and user errors are eliminated, and cross-company KPI metrics are easier to report than ever. Rama Davis QSP Program Director & Senior Technical Lead
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