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

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Pipefy pricing overview

See pricing plans

Pipefy has a free version and offers a free trial. Pipefy paid version starts at US$18.00/month.


Starting Price

US$18.00/month See pricing details

Pricing Details

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

Free Version

Yes

Free Trial

Pipefy deployment and support

Support

  • 24/7 (Live Rep)
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

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

  • Analytics
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Gamification
  • Live Chat
  • Video Content

View full list of Customer Engagement Software

  • 360 Degree Feedback
  • Analytics
  • Call Reporting
  • Complaint Monitoring
  • Feedback Collection
  • Survey Management

View full list of Customer Satisfaction Software

  • Alerts / Escalation
  • Appointment Management
  • Call Centre Management
  • Email Management
  • Knowledge Base
  • Live Chat
  • Performance Metrics
  • Queue Management
  • Self Service Portal
  • Social Media Integration
  • Surveys & Feedback
  • Virtual Assistant
  • Workflow Management

View full list of Customer Service 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

  • Catalogue Management
  • Contract Management
  • Fixed Asset Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Receiving/Putaway Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management

View full list of Procurement 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
  • 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

Read all reviews

Overall rating

4.6/5

Average score

Ease of Use 4.5
Customer Service 4.7
Features 4.4
Value for Money 4.5

Review software

Share your experiences with other software buyers.

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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
Matheus K.
Supervisor
Textiles, 51-200 Employees
Used the Software for: 1-5 months
  • 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 05/01/2021

"A helpful and intuitive tool that your company must have"

Comments: We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

Pros: Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Cons: Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

  • Reviewer Source 
  • Reviewed on 05/01/2021
Ricardo P.
CEO
Internet, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support
    5 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 05/01/2021

"Bugs, lack of features"

Comments: I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Pros: - Kanban with custom fields / rules
- Email automation with easy to build templates
-

Cons: - We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it.
- It misses basic features. PDF builder sucks. Reports are almost useless.
- Sales team lies to sell.

  • Reviewer Source 
  • Reviewed on 05/01/2021
Stephen I.
SALES OFFICER
Automotive, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/12/2020

"MY EXPERIENCE WITH PIPEFY"

Comments: * Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pros: * The filter options on pipefy makes it easy to search and track any sales process
* The workflow makes it possible to easily choose any stage and track sales operation processes
* It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Cons: I noticed there are no demonstration
videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy
Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

  • Reviewer Source 
  • Reviewed on 17/12/2020
Reginaldo R.
CEO
Information Technology & Services, 11-50 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
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/12/2020

"Pipefy was the tool our team need to perform better!"

Comments: With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time.

Pros: Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.

Cons: The app is not very easy, but they are improving it.

  • Reviewer Source 
  • Reviewed on 30/12/2020