Processes Simplified!
Use Cases and Deployment Scope
We use Pipefy as a place to store information on multiple things. We use it for our sales pipe, onboarding process, account additions, marketing strategy, and more. It's a central hub that we have connected to our support platform and newsletter platform, so everything is connected. It addresses the way we organize our processes and makes sure we stay on top of things every step of the way. We've been able to stay on track better, follow up with potential customers, make sure we hit every stop of the onboarding process, and have a place where everyone can see where you are at in the process.
Pros
- Allows customization and integration.
- Has great templates for organizing processes.
- Automated emails for specific processes.
Cons
- Better reporting & analytics.
- Can be funky on mobile.
- Can be hard to see/view comments within the actual cards.
Most Important Features
- Automations
- Integrations
- Ease of use
- Ease of organization/customization
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.
Other Software Used
Adobe Illustrator CC, Mailchimp, PandaDoc
