Pipefy

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.

Pipefy is simple to use and understand, which is a big plus for someone using a lot of different programs for work purposes (like me). It automates my workflows seamlessly and effortlessly. It helps me manage my business, and it is very user-friendly. It's been great using this product.

We use Pipefy to manage and streamline process execution between departments, such as bills to pay, contract analysis, incident reporting, and risk management. Pipefy's forms are the connection between teams and guarantee seamless and human-proof process execution, assuring no steps are forgotten or tasks left behind by whoever is responsible for a process.

We use Pipefy to organize our voiceover submissions.

We needed a tool to manage the service process and have a register of everything that we did on a daily basis. We came across Pipefy as a possible solution, and at the end of the day, we use it to manage the whole operation and all the back-office information from the platform. We use the product to register every transaction and document each case that we need to provide service and it helps us to keep track of every and each one of them. Our product and process were not only new, but also were expected to change through time, and as it did, we were able to customize it as needed. We could also work incredibly well with interconnection with our website and app, through APIs. So we could automate a very good part of our service process.

I use Pipefy to manage requests that other teams have for my team. It helps me receive the correct and complete information and also to validate all steps that the request must go through before delivering it back to the team. Pipefy helps me to alert the requester along the way on how it's being developed.

We used Pipefy to manage Sales Processes, Product development and management, HR requests, and marketing assets requests. The main focus was to get things organized all in one place, with ease of access to everyone, and also, get away with endless chat conversions. Getting everything in the same tool is one of the key benefits.

We centralize all the management of the marketing team's tasks in Pipefy. Monitoring the progress of activities and, through some features that we love about Pipefy, ensuring the standardization of some actions, reducing rework and posts with errors.

We use Pipefy as project management and agile dev software. We have been using it for around a year and a half. In general, it is an easy-to-use and implement software that has made the process of developing our application easier. It has a few small issues but overall is very good.

We use Pipefy to track our machine and tooling sales. It is used primarily by the sales department. We needed a way to track a new machine sale and tooling sale other than just a spreadsheet or calendar. I implemented Pipefy as a way for my sales team to know the status of the sale at any time. It allows me to communicate the status and any notes regarding the order to our salesmen. I use the reports to send out to our sales team the status of any issues. It is a great tool to have.