Pipefy

Vorteile

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Nachteile

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Vorteile

Pipefy's user-friendly interface and no-code building solution allow us to easily train our team on new processes or process changes. In an evolving industry landscape, the agility offered by using Pipefy is critical to long-term success.

Nachteile

The variety of available apps is somewhat limited, which means we have to leverage 3rd party integrations for some of our processes.

Vorteile

Rich features plus ease in implementation especially for new users. The product is also pocket friendly compared to its competitors.

Nachteile

The software has so many limitations which are based on what version of the software you are using.

Vorteile

The visual workflow design and automation features make my work so much easier and efficient

Nachteile

The reporting and analytics features could be more robust, and the mobile app needs improvement.

Vorteile

Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.

Nachteile

I haven’t customized all features due to lack of available tutorials.

Vorteile

Everything is in one place and we no longer need to rely on excel sheets and proper versioning, etc. Reporting is easy and customizable. Work flow and tracking of project status has helped our team be more efficient.

Nachteile

The setup was a bit challenging for some items but that is because our team had some unique requests. The Pipefy team (especially [sensitive content hidden]) was extremely helpful in working through this and using creative solutions to meet our needs.

Vorteile

I like that it comes with great AI automation features and also comes with great HR features.
It also comes with great automation features.

Nachteile

Not a single issue with Pipefy. It is the best.

Vorteile

The customizable workflows and easy-to-use interface are a huge plus for me.

Nachteile

I wish there were more integrations available to streamline my workflow even further.

Vorteile

Card interface to handle hiring pipeline was visually effective and time saving

Nachteile

Some of the integrations needed a couple tweaks but a good experience overall

Vorteile

1. Neat and clean dashboard
2. Real-time tracking
3. Mobile friendly
4. Support team is exceptional

Nachteile

1. Integration is a bit problematic
2. Needs a lot of bandwidth to operate

Vorteile

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.

Nachteile

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.

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Vorteile

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

Nachteile

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

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Vorteile

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Nachteile

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

Vorteile

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.

Nachteile

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.

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Vorteile

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Nachteile

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

Vorteile

Their tech stack is unreal. Their integration with Workato is seamless. There isnt much you cant do on the platform BUT their service structure is terrible these days.

Nachteile

This is my second time around and the experience of modeling and going live is not what it was like two years ago for the first project.
They give you "x" amount of hours to model your "pipes". Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off. Their developer designed our pipe with a major fundamental flaw and they refused to fix it {actually ignored my emails for weeks} unless I purchased more hours at $125 per hour). Its this perpetual loop they throw you in which constantly costs you money.
I was not open to paying this, so decided to figure it out myself but was not able to as the developer designed it in a way where their own support team couldn't figure it out. So basically my project was taken hostage .

They give you no documentation on the architecture and just basically throw you in the ocean , to sink or swim and will throw you a $125 p/h life boat if you wanna ride.

Other than that, they are closed (ZERO support) after hours, weekends and Brazilian holidays. This is 2022, I do not know of another Saas that rolls like this? Even during biz hours, its a 90 min turn around

Workato is an amazing integration tool but thats pricy also. .075 cents a ping , with most processes needing 2-3 calls to accomplish the goals.

Vorteile

Its high organizational capacity and efficiency in process management. Its integration is a little technical due to the range of features and its complexity, but it is worth all the investment.

Nachteile

Due to the amount of technical features and functions that are often confused, processes become disorganized and lost in the middle of use

Vorteile

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Nachteile

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Vorteile

The tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation.

Nachteile

Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable.

Vorteile

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything.

Customer support has been great!

Features:
- The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power.
- Relational database tables that can be tied to cards.
- Specify the flow card needs to take through the process, can't start the job until you have ordered materials
- Take action when certain fields change.
- Create and track sub-processes.
- Super solid GraphQL API.
- Reporting based on a cards fields.

Nachteile

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App.

- You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Vorteile

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Nachteile

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens.
Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Vorteile

Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly.

Nachteile

It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community.

Vorteile

Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work.

Nachteile

It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion.

Vorteile

Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests.

Nachteile

Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial

Vorteile

Ease of use and mobile app features. Automations included.

Nachteile

Lack of built in functions like conditional logic and mathematical operations.

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Vorteile

Facilidade de uso e automações simples e praticas.

Nachteile

Custos por usuários e automações, além do serviço.

Vorteile

My favorite aspect of Pipefy is the ability to integrate with other systems such as JIRA Cloud, Google Suite, and Tableau.

Nachteile

Overall, Pipefy is a solid product, however I'd like to see more integration of AI in the future and ways to explore what other users have created. It will be helpful to get inspiration.

Vorteile

Se você precisa organizar os processos já existentes da sua empresa e fazer com que sejam seguidos, o Pipefy é uma ótima ferramenta pra isso. Juntamente com o jeito que você organiza os processos e as fases, de forma simples, totalmente web, sem ter que instalar nada, faz dele uma ótima escolha.

Nachteile

Você deve ter certeza de como está construindo os processos e as fases, pois uma futura alteração por falta de uma análise rasa no desenvolvimento dos mesmos pode fazer você ter que recriar alguns processos e/ou fases. Mas se bem desenvolvida a análise antes da criação dos processos, os problemas são mínimos em reestruturar algo.

Vorteile

Simple user interface; easy to bring on new users; love automations

Nachteile

I feel like the member admin page isn't very useful. I have to click 5 times to expand the list and see all our users. It doesn't show me how many users have each type of role so it's a little tricky to manage licenses; I'd love to see how frequently people log in, not just their last log in.

Vorteile

Easy to use and customizable to fit our specific needs. Great for visualizing and tracking our processes.

Nachteile

Some advanced features require additional paid add-ons. Would love to see more built-in automation options.

Vorteile

O Pipefy permite a criação de fluxos de trabalho personalizados de acordo com as necessidades da nossa equipe. Podemos adaptar os processos e etapas para se adequarem ao nosso fluxo de trabalho. Também podemos automatizar tarefas repetitivas e manuais. Isso ajuda a economizar tempo e reduzir erros, aumentando a eficiência e a produtividade. É ótimo que posso acompanhar o andamento dos processos da minha empresa por lá.

Nachteile

Como tem várias funções e automatizações, no início precisamos usar um pouco mais de tempo até conseguir configurar tudo conforme as nossas necessidades, mas depois é tranquilo. Outro ponto é o preço, que acaba sendo um pouco mais alto, mas toda a funcionalidade da ferramenta compensa.

Vorteile

A função de configurar cada fase, colocar automações é sensacional.

Nachteile

O Pipefy parece ser complicado de usar, pois tem várias funções, mas é só uma primeira impressão, depois que você entende e pega o jeito, é bem tranquilo. O preço é um pouco mais alto que o restante do mercado, porém vale a pena todo o investimento

Vorteile

Tem uma interface bonita e é de fácil uso.

Nachteile

Tudo é pago, os addons, o preço é absurdo comparado com outros serviços concorrentes.

Vorteile

A opções de funcionalidades são variadas

Nachteile

Não é intuitivo e as tarefas, mesmo que outra fase, aparecem para quem ja terminou

Vorteile

É fácil gerir e acompanhar os projetos.Além disso, consigo integrar quadros que tenham demandas interligadas

Nachteile

Não consigo copiar um quadro com as informações dos cards, apenas com as configurações (seria bacana poder transferir um card completo entre quadro)

Vorteile

Gosto de como posso organizar as minhas tarefas e visualizar as tarefas dos meus colegas.

Nachteile

O design não é muito favorável, já fiquei um pouco confusa

Vorteile

Gosto muito do estilo kanban de funcionamento do sotfware, ao mesmo tempo que as tarefas ficam fáceis de serem vistas, é possível detalhar bem as mesmas, acrescentando prazos, descrições, quem irá executá-las. Contribui muito para a organização de tarefas de cada setor da empresa e também permite que um setor saiba o que está acontecendo em outro, por exemplo, ajudando na integração de áreas da empresa.

Nachteile

É um software que apresenta muito recursos mas que não são tão óbvios, acredito que seria melhor se a empresa disponibilizasse um treinamento completo para seu uso.

Vorteile

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Nachteile

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Vorteile

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

Nachteile

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

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Vorteile

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Nachteile

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Vorteile

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Nachteile

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

Vorteile

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

Nachteile

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

Vorteile

1) O software é muito bom para gestão de processo e permite que as atividades sejam realizadas de forma realmente organizada.

2) Ele permite ocultar campos customizados com base em regras, um dos poucos fatores que nos mantém hoje com o software, pois isso mantém a atividade organizada em vários departamentos, evitando equívocos da equipe.

Nachteile

1) As automatizações dele deixem bastante à desejar, bem como a parte de portais e documentação. Estamos testando o Click Up em alguns setores e por detalhes ainda não realizamos a migração integral, pois às vezes precisamos usar um Integromat para realizar algo do Pipefy no próprio Pipefy, o que achamos um pouco absurdo.

2) A parte de documentação, para auxiliar o colaborador com Playbooks descentes e qualificados, é inexistente. Educar a equipe com cultura, playbook e coisas afins é algo que você não vai conseguir fazer no Pipefy. Eles tem uns tais de "Portais", mas a utilidade desses "Portais" é praticamente zero. Tanto que eles sequer desenvolvem de forma consistente essa área.

3) O Pipefy é uma empresa nascida no Brasil, mas ele não é precificado para empresas Brasileiras, pois 36 dólares por usuário e algumas cobranças extras realmente nos fazem procurar a todo momento alternativas para deixarmos o uso do Pipefy, já que estamos crescendo nossa equipe e eles não tem uma política boa de preço sequer para empresas brasileiras, como tem a RD Station, por exemplo, que é boa de negociar e entende os problemas do Brasil. Já os procurei para conversar e a resposta foi do tipo "Bah, não rola". Esse ponto foi o que gerou a maior antipatia da empresa ao Software e nos faz buscar alternativas.

Por isso mantemos parelelamente uma conta, na Click Up, buscando em algum momento encontrar nessa outra ferramenta as pequenas funcionalidades que nos mantém no Pipefy até agora.

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Vorteile

Fácil de usar, de configurar, e visualmente fica bem organizado e claro as informações. Entrega bem a proposta da ferramenta.

Nachteile

Não tenho nada contra. Durante o período que usei a ferramenta tivemos uma boa experiência.

Vorteile

The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator.

The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators.

I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool.

Nachteile

Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section.

Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form.

Vorteile

Eu adoro a facilidade de customização dos pipes e forms. Uma vez mapeado o processo, a implementação no Pipefy é simples. As automações também são boas e me permitem otimizar alguns passos manuais e ganhar tempo para o time.

Nachteile

Fora alguns bugs ocasionais (o pipebot não move um card, não atualiza um campo, etc), tem alguns problemas estruturais um pouco chatos. Por exemplo, eu não consigo mudar o tipo de um campo uma vez que ele foi criado. Se eu tenho um campo short text e quero mudar pra long text, não dá. Tenho que deletar o campo original e criar outro, quebrando todas as automações ligadas e etc. Além disso, eu não consigo via automação copiar um campo para outro de formato diferente. Se quiser copier um campo do tipo number (int) para um campo do tipo currency (float), não dá. Nem um campo short text para um long text. Seria fácil fazer um cast por trás disso, mas beleza. Fora que seria ótimo poder copiar um campo de tipo qualquer para outro de tipo text. Também não é possível fazer modificações em massa (selecionar vários cards para serem movidos ou deletados, por exemplo). Seria ótimo poder duplicar cards, também. Adoraria ter uma automação para que um card modificasse uma linha da database.

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Vorteile

Helps with keeping a sequential track of all action items.

Nachteile

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

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Vorteile

Its useful no-code utilities allow for the simple creation of process workflows. The programme is incredibly user-friendly, simple to use, has fantastic graphics, and is quite intuitive. It may be used for project management, process management, and even managing team activities. Pipefy's liberty and empowerment in allowing me to develop and personalise my processes in whatever manner I desire. Furthermore, the amount of detail and history that can be stored on a single Pipe is astounding.

Nachteile

I wish there were materials for making dashboards. Other elements, such as automation, might make some activities easier to do. E-mail tools require a few extra capabilities and resources for developing email templates with better styles. They have certain tight restrictions that even a corporate account cannot change.

Vorteile

* 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

Nachteile

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

Vorteile

I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+.

Nachteile

Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact.

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