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Pipefy has become a versatile tool for users across various industries, allowing them to streamline their processes and enhance …
Starting at $22 per month
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What is Pipefy?
Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
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Pricing
Business
$22
Cloud
per user, per month*
Enterprise
$36
Cloud
per user, per month*
Unlimited
Custom
Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.pipefy.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $22 per month
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Pipefy?
Pipefy empowers citizen developers to build scalable, secure and optimized business processes for teams in HR, Finance, Customer Success and more. With a drag-and-drop UI, design and customize end-to-end business workflows in minutes without writing a single line of code.
Pipefy Video
About Pipefy
Pipefy Integrations
- Zendesk Suite
- Basecamp
- Atlassian Confluence
- Shopify
- Salesforce Sales Cloud
- Mailchimp
- HubSpot CRM
- Clearbit
- Adobe Marketo Engage
- Microsoft Dynamics 365
- Outreach
- Salesforce Marketing Cloud Data Studio, on marketing cloud
- Oracle E-Business Suite
- Slack
- Snowflake
- Zoho CRM
- TriNet HR Platform
- DocuSign
- ADP Workforce Now
- BambooHR
- Jobvite
- Workday Human Capital Management
- QuickBooks Time
- NetSuite ERP
Pipefy Competitors
Pipefy Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
Pipefy starts at $22.
The most common users of Pipefy are from Small Businesses (1-50 employees).
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Reviews and Ratings
(26)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Pipefy has become a versatile tool for users across various industries, allowing them to streamline their processes and enhance collaboration. With its central hub for storing information, users have found Pipefy useful for managing sales pipelines, onboarding processes, account additions, and marketing strategies. By providing a centralized location for all tasks, Pipefy eliminates the need for endless chat conversations and keeps users organized.
The software's user-friendliness and simplicity have been highly praised by those who work with multiple programs for work purposes. It has proven effective as project management and agile development software, making the application development process easier for users. Additionally, Pipefy's customization capabilities have been appreciated as products and processes evolve over time. The automation features seamlessly integrate into workflows, aiding users in managing various business operations such as bill payments, contract analysis, incident reporting, and risk management.
Pipefy has also been utilized to manage day-to-day operations and back-office information by enabling the registration and tracking of transactions and cases. Furthermore, it has been instrumental in centralizing the management of marketing team tasks, monitoring progress, and ensuring standardization to reduce rework and errors. In the sales department, Pipefy provides real-time status updates for machine and tooling sales while facilitating communication between the sales team and customers. Users have found the reporting features valuable for sharing status updates and addressing any issues with the sales team. Overall, Pipefy has proven itself as a reliable solution that tackles various organizational challenges across different departments and industries.
Flexible Customization and Integration: Several users have praised Pipefy for its easy customization and integration capabilities. They have found the tool to be flexible, allowing them to tailor it to their specific needs and seamlessly integrate it with their existing applications. This flexibility has enabled users to optimize their workflows and improve overall productivity.
Great Templates for Process Organization: Many reviewers have appreciated the great templates provided by Pipefy for organizing processes. These templates have helped streamline workflows and enhance efficiency by providing a standardized framework for executing tasks. Users have found these templates valuable in ensuring consistency across their organization.
Automated Email Feature: The automated email feature in Pipefy has been particularly useful to many users, as it allows them to send specific emails for different processes. This feature saves them time and effort by automating the communication process, ensuring that relevant information is delivered at the right time. Users appreciate this functionality for its ability to streamline communication within their workflows.
Mobile Experience: Some users have found the mobile experience to be lacking, mentioning that the software can be "funky" on mobile devices and noting difficulties in viewing comments within the actual cards.
Reliability Issues: The reliability of Pipefy's site has been criticized by users, with some mentioning that it occasionally lags very badly and overall reliability is hit or miss at times.
Lack of Notifications: Users expressed frustration with the lack of notifications, particularly regarding emails and the absence of a notification for the number of people who wrote in. They feel that better communication with customers is needed from the software.
Users have made several recommendations for Pipefy based on their experiences. The most common recommendations include:
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Utilize the online tutorials and templates provided by Pipefy before starting a new process. This helps users get familiar with the software and streamline their workflows.
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Take advantage of Pipefy's integration with other apps. Users have found this feature helpful in enhancing collaboration and improving productivity.
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Make use of Pipefy's automation capabilities to digitize workflows and save time. Users have reported that the automation features have helped them track work hours, manage expenses, and increase overall efficiency.
Overall, users recommend Pipefy for its ability to meet deadlines, make business processes repeatable and trackable, improve communication within organizations, and provide excellent support. The software is described as versatile, user-friendly, and well-supported, making it suitable for various areas of business operations.
Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
April 26, 2022
Processes Simplified!
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.
- Allows customization and integration.
- Has great templates for organizing processes.
- Automated emails for specific processes.
- Better reporting & analytics.
- Can be funky on mobile.
- Can be hard to see/view comments within the actual cards.
- Automations
- Integrations
- Ease of use
- Ease of organization/customization
- 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.
March 23, 2022
Great platform for digital workflow automation
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.
- Automated workflows.
- Collaboration.
- Onboarding assistance.
- It'd be nice to see a free demo before purchase.
- Tutorial could always been improved.
- Ease of use.
- Visually appealing.
- Simplifies business processes.
- Simplified HR tasks.
- Increased organization.
- Made our jobs a little bit easier!
December 30, 2021
Notifications need work
We use Pipefy to organize our voiceover submissions.
- Organization
- clean
- easy product
- Notifying when someone emails us. There used to be a notification of how many people wrote in. With the new update that is no longer and it is really easy to miss notifications
- they need better communications to customers. One day there was a new update that was so completely different. It messed a lot of things up for us. We've been trying to find another platform to use because of the issues with their notifications.
- email. notifications
- organization
- it helps us to stay organized
We have not looked into other products as of yet
December 24, 2021
The software that can manage ANY process
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.
- Flexibility on process management.
- Internal automations and connections to different data bases and boards.
- Easily connection with external programs through API's.
- Customer service is not very fast for the time difference.
- Dashboards integration is not easy to use.
- Process flow view is very useful.
- Customizable requirements in each step of your process.
- Automated actions in every stage.
- Fully customizable processes.
- We were able to register and manage over 5 thousand transactions in the first 2 years of our startup.
- It compiled more than 5,000 contacts for present and future campaigns.
- It's the back office for our startup.
December 22, 2021
Pipefy is the best tool to manage structured processes
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.
- Send automatic emails
- Connects with other softwares
- has mandatory fields
- native integrations with more robust softwares
- automation
- public form
- conditionals
- email template
- Organization
- Avoid manual work
- Avoid human error
- Improved the communication with other teams
Pipefy is very process-oriented and not task or project-oriented. Other tools might offer different views such as the Gantt chart that makes a lot of sense if the project you are working on requires it. But Pipefy is better when the complexity of the process demands automation and validation before moving on with the card.