Processes Simplified!
April 26, 2022

Processes Simplified!

Bailey Terrell | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with 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.
  • 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.

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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.