Who Uses Pipefy?

Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.

What Is Pipefy?

Pipefy is a workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free, so requesters, processors and managers are more efficient.

By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes.

Pipefy is now used in over 150 countries by companies of all sizes and leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz.

Pipefy Details

Pipefy

http://www.pipefy.com

Founded 2014

Pipefy Pricing Overview

Pipefy has a free version and offers a free trial. Pipefy paid version starts at US$12.00/month.

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Starting Price

US$12.00/month
See pricing details

Pricing Details

https://www.pipefy.com/pricing/

Free Version

Yes

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Online

Pipefy Features

  • 1099 Preparation
  • Aging Tracking
  • Approval Process Control
  • Cash Management
  • Check Writing
  • Data Extraction
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Fraud Detection
  • Invoice Processing
  • PO Reconciliation
  • Recurring Payments
  • Vendor Management

View full list of Accounts Payable Software

  • ACH Payment Processing
  • Aging Tracking
  • Billing & Invoicing
  • Check Processing
  • Collections Management
  • Customer Statements
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Receivables Ledger
  • Recurring Billing

View full list of Accounts Receivable Software

  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Business Rules Management
  • Collaboration
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Visual Workflow Management

View full list of Business Process Management Software

  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis

View full list of Customer Success Software

  • 360 Degree Feedback
  • Applicant Tracking
  • Benefits Management
  • Compensation Management
  • Employee Database
  • Employee Profiles
  • Onboarding
  • Payroll Management
  • Performance Management
  • Recruitment Management
  • Self Service Portal
  • Time & Attendance Management
  • Time Off Management

View full list of HR Software

  • Document Management
  • E-Verify/I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Job Description Management
  • Orientation Workflow Management
  • Self Service Portal
  • Task Management
  • Training Management

View full list of Onboarding Software

  • Compliance Management
  • Contract Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management

View full list of Purchasing Software

  • Assessments
  • Background Screening
  • CRM
  • Interaction Tracking
  • Internal HR
  • Interview Management
  • Job Posting
  • Job Requisition
  • Onboarding
  • Recruiting Firms
  • Reference Checking
  • Resume Parsing
  • Self Service Portal

View full list of Recruitment Software

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customisable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • No-Code
  • Task Management
  • Third Party Integrations
  • Workflow Configuration

View full list of Workflow Management Software

Pipefy Alternatives

More Pipefy alternatives

Pipefy Reviews for UK Users

Showing 5 of 190 reviews

Overall
4.7/5
Ease of Use
4.5/5
Customer Service
4.7/5
Features
4.4/5
Value for Money
4.6/5
Fabrício yutaka F.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 05/11/2019

"Pipefy or Trello?"

Comments: Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pros: That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Cons: Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

  • Reviewer Source 
  • Reviewed on 05/11/2019
Lisa C.
Sr Director, HR
Nonprofit Organization Management, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 23/07/2020

"Wow. Just..WOW"

Comments: My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pros: Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Cons: Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process.
Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

  • Reviewer Source 
  • Reviewed on 23/07/2020
Adam H.
COO / IT Guru
Publishing, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    3/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 03/04/2019

"I'm sure I'm not even using a 10th of it's potential but it fills an important business requirement"

Comments: Good - we use it to manage our sales pipeline & sales process and it works well and the free tier is great

Pros: Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation.
It's fast, clean, simple & my sales team actually use it (and seem to like it!!)

Cons: Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible.
Some aspects of the reporting can be a bit restrictive in terms of filters

  • Reviewer Source 
  • Reviewed on 03/04/2019
Nafatali F.
Human Capital Services
Insurance, 501-1,000 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 14/07/2020

"Easy and userfriendly!"

Comments: The best benefit from using pipefy is of course we can easily track and monitor our team working progress. The best one that i like is the reminder when you're job is close or pass to the due date. Its effective to remind us to keep on track with the projects

Pros: I actually use this to keep monitor my tasks on track. But in some case this is really useful to use while we're having project with teams. All team and tasks connected right away. So many features we could use to enrich the way we control the projects. Have to say it's a good experience using pipefy.

Cons: Haven't found anything that i least like. for me this software is still a good option to use.

  • Reviewer Source 
  • Reviewed on 14/07/2020
Robson P.
CTO
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/03/2020

"The best Process Management Platform"

Pros: Pipefy has a lot of tools to help small business that haven`t IT Team.
Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION!
Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Cons: Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

  • Reviewer Source 
  • Reviewed on 24/03/2020