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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
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February 10, 2020
Pipefy makes software development easier
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.
- Integrates well with our application.
- Easy-to-use.
- Their site sometimes lags very badly.
- The reliability of the site also is hit or miss on occasion.
- It has increased productivity.
- Allows for better tracking of completeness of development.
Pipefy was suggested by our new developer and we switched from Freshdesk. It was a lot better looking and easy to navigate. We used Google Forms at first but that isn't really what you should be using to keep track of bugs. Freshdesk focused more on the outside of the application (i.e. users who submitted tickets) where Pipefy helped more on the internal dev team side and gave enough features to keep the normal users involved.
January 31, 2020
Wonderful Product - Well Worth the Price
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.
- Customization.
- Organization.
- 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.
- It is helped with collections on overdue invoices.