Who Uses This Software?

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.

Average Ratings

127 reviews
  • Overall 4.7 / 5
  • Ease of Use 4.6 / 5
  • Customer Service 4.8 / 5
  • Features 4.5 / 5
  • Value for Money 4.7 / 5

Product Details

  • Starting Price US$12.00/month
    See pricing details
  • Pricing Details https://www.pipefy.com/pricing/
  • Free Version Yes
  • Free Trial Yes, get a free trial
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Online

Vendor Details

  • Pipefy
  • http://www.pipefy.com
  • Founded 2014

About Pipefy

Pipefy is the Lean Management Platform. We help anyone take control of their daily work, in areas from marketing to employee onboarding and customer service to finance and human resources. Our software puts the proven benefits of Lean management within easy reach, including greater agility, improved efficiency and higher quality outcomes. Companies in over 150 countries use Pipefy, from startups to industry leaders such as Capgemini, Toyota, Capital One.

Pipefy Features

  • ACH Payment Processing
  • Aging Tracking
  • Billing & Invoicing
  • Check Processing
  • Collections Management
  • Customer Statements
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Receivables Ledger
  • Recurring Billing
  • Backlog Management
  • Filtering
  • Issue Tracking
  • Release Management
  • Task Management
  • Ticket Management
  • Workflow Management
  • 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
  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking/Analytics
  • Win / Loss Analysis
  • Collaboration Tools
  • Dependency Tracking
  • KPI Monitoring
  • Milestone Tracking
  • Multi-board
  • Prioritisation
  • Project Planning
  • Roadmapping
  • Supports Scrum
  • Task Management
  • Time Tracking
  • Compliance Management
  • Contract Management
  • Inventory Management
  • Invoice Processing
  • Purchase Order Management
  • Requisition Management
  • Sourcing Management
  • Spend Management
  • Supplier Management
  • Assessments
  • Background Screening
  • CRM
  • Interaction Tracking
  • Internal HR
  • Interview Management
  • Job Posting
  • Job Requisition
  • Onboarding
  • Recruiting Firms
  • Reference Checking
  • Resume Parsing
  • Self Service Portal
  • 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

Pipefy Most Helpful Reviews

An easy and best project management tool

Reviewed on 05/11/2019
Verified Reviewer
Team Lead
Information Technology & Services, 1,001-5,000 Employees
Used the Software for: Free Trial
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off.

Pros: 1. Easy integration and APIs provided for integration using integromat, IFTTT
2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management
3. Custom process flow and automation tools for trigerring mails and notifications

Cons: 1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together.
2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products

Innovative and clean alternative to Trello

Reviewed on 01/08/2019
Paulo D.
Product Coordinator
Information Technology & Services, 10,001+ Employees
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Great kanban option that's fast and gets the job done.

Pros: What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

Cons: The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Pipefy or Trello?

Reviewed on 05/11/2019
Fabrício yutaka F.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Excellent Plataform

Reviewed on 30/10/2019
Mateus E.
Founder
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics.

Pros: The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.

Cons: I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.

Pipefy - A promise for greatness

Reviewed on 29/10/2019
Alexandre M.
Diretor de Marketing
Computer Software, 13-50 Employees
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has

Pros: - Ease of use (once you get familiarized with where is everything and terminology)
- Comprehensive API
- Great support and UX
- Consistency

Cons: - Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database)
- The API documentation is really messy and even as a developer I get lost
- The mobile app is a huge mess and the only really lacking part of the UX
- Web interface could be more responsive

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