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 no-code 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 Software - Centralize your work
Pipefy Software - Get full visibility
Pipefy Software - Structure collaboration
Pipefy Software - Connect & Automate
Pipefy Software - Measure & Improve
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Pipefy Software - Centralize your work - thumbnail
Pipefy Software - Get full visibility - thumbnail
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Pipefy Software - Connect & Automate - thumbnail
Pipefy Software - Measure & Improve - thumbnail

Pipefy pricing overview

See pricing plans

Pipefy has a free version and does not offer a free trial. Pipefy paid version starts at US$18.00/month.


Starting Price

US$18.00/month See pricing details

Free Version

Yes

Free Trial

Pipefy deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Pipefy Features

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customisable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

View full list of Accounts Payable Software

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Processing
  • Collections Management
  • Contact Database
  • Credit Card Processing
  • Customer Statements
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Discount Management
  • Document Management
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Online Payments
  • Order Management
  • Overpayment Processing
  • Partial Payments
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Access Controls/Permissions
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  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Configurable Workflow
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Monitoring
  • No-Code
  • Process Change Tracking
  • Process Control
  • Process Modeling & Designing
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Visual Workflow Management
  • Workflow Management

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  • @mentions
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Brainstorming
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Management
  • Content Management
  • Customisable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • SSL Security
  • Screen Sharing
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • To-Do List
  • Version Control
  • Video Conferencing
  • Workflow Management

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  • Chat/Messaging
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
  • Content Management
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Third Party Integrations
  • Video Support
  • Visual Analytics
  • Widgets
  • Workflow Management

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  • 360 Degree Feedback
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  • Alerts/Notifications
  • CES Survey Structure
  • CRM
  • CSAT Survey Structure
  • Call Reporting
  • Chat/Messaging
  • Commenting/Notes
  • Complaint Monitoring
  • Customer Database
  • Customer Experience Management
  • Customer Journey Mapping
  • Customer Segmentation
  • Customisable Branding
  • Customisable Forms
  • Customisable Questions
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Visualisation
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Feedback Management
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • NPS Survey Structure
  • Performance Metrics
  • Process/Workflow Automation
  • Ratings / Reviews
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • Search/Filter
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Template Management
  • Third Party Integrations
  • Trend Analysis
  • Visual Analytics
  • Widgets
  • Workflow Management

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  • Contact Database
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  • Customisable Forms
  • Customisable Templates
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  • Email Management
  • Employee Management
  • Engagement Tracking
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  • Knowledge Base Management
  • Live Chat
  • Multi-Channel Communication
  • Multiple User Accounts
  • Performance Management
  • Performance Metrics
  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Rules-Based Workflow
  • SMS Messaging
  • Self Service Portal
  • Single Sign On
  • Social Media Integration
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Template Management
  • Third Party Integrations
  • Virtual Assistant
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  • Workflow Management

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  • Collaboration Tools
  • Communication Management
  • Configurable Workflow
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  • Customer Experience Management
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  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Health Score
  • Knowledge Base Management
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Onboarding
  • Performance Metrics
  • Real Time Data
  • Real Time Notifications
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Third Party Integrations
  • Usage Tracking/Analytics
  • Widgets
  • Win / Loss Analysis
  • Workflow Management

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  • Canned Responses
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  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Templates
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  • Inbox Management
  • Monitoring
  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
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  • Response Management
  • Routing
  • Search/Filter
  • Shared Inboxes
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  • Third Party Integrations
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  • Email Marketing
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  • Email Tracking
  • Engagement Tracking
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  • Image Library
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  • Mailing List Management
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  • Data Capture and Transfer
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Storage
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Offline Access
  • Process/Workflow Automation
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rules-Based Workflow
  • SSL Security
  • Survey/Poll Management
  • Surveys & Feedback
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  • Third Party Integrations
  • Version Control
  • Web Forms
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  • API
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  • Activity Dashboard
  • Applicant Tracking
  • Approval Process Control
  • Attendance Management
  • Attendance Tracking
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  • Calendar Management
  • Compensation Management
  • Compliance Management
  • Configurable Workflow
  • Customisable Branding
  • Customisable Reports
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  • Data Import/Export
  • Document Management
  • Document Storage
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • HR Management
  • Job Application Management
  • Learning & Development
  • Leave Tracking
  • Onboarding
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Self Service Portal
  • Sick Leave Tracking
  • Succession Planning
  • Third Party Integrations
  • Time & Attendance
  • Time Off Management
  • Time Off Requests
  • Timesheet Management
  • Training Management
  • Vacation/Leave Tracking
  • Workflow Management

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  • Collaboration Tools
  • Deployment Management
  • Drag & Drop
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  • Integrations Management
  • Performance Metrics
  • Pre-Built Modules
  • Visual Modeling
  • Web/Mobile App Development
  • Workflow Management

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  • Configurable Workflow
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • E-Verify/I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Database
  • Employee Handbook
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Feedback Management
  • HR Management
  • Job Description Management
  • Learning Management
  • Leave Tracking
  • Mentorship
  • Orientation Workflow Management
  • Payroll Management
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
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  • Purchase Order Management
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  • Real Time Analytics
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  • Real Time Reporting
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  • Multi-Location
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  • Order Processing
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  • Purchase Order Management
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Pipefy Alternatives

More Pipefy alternatives

Pipefy Reviews for UK Users

Read all 265 reviews

Average score

Overall
4.6
Ease of Use
4.5
Customer Service
4.7
Features
4.4
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >10,001
Fabrício yutaka F.
Fabrício yutaka F.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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.

Alternatives Considered: Trello

Reasons for Switching to Pipefy: Trello is completely flexible. Pipefy gives flexibility and control in the right balance.

  • Reviewer Source 
  • Reviewed on 05/11/2019
Stephen I.
SALES OFFICER
Automotive, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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
Ricardo P.
CEO
Internet, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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
Diego R.
UX Designer
Design, 2-10 Employees
Used the Software for: Free Trial
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
  • Likelihood to Recommend
    6/10
  • Reviewer Source 
  • Reviewed on 17/06/2021

"Interesting solution, but it didn't reach what it was looking for"

Comments: We were looking for a simpler solution to evaluate some BPM Process flows, so the software didn't do exactly what we wanted.

Pros: It is very robust, has a huge range of templates, many options to customize, with forms, checklists, adding teams and integrations with other applications.

Cons: As it is a very complete solution, it took us a while to understand where to find some tools, because we had a simpler need.

Alternatives Considered: Kissflow Workflow, Miro and Trello

Switched From: Trello

  • Reviewer Source 
  • Reviewed on 17/06/2021
Matheus K.
Supervisor
Textiles, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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)

Alternatives Considered: ActiveCampaign

Reasons for Choosing Pipefy: Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need.

Switched From: Agendor

Reasons for Switching to Pipefy: As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot.

  • Reviewer Source 
  • Reviewed on 05/01/2021