Pipefy Overview

What is Pipefy?

Pipefy empowers world-class managers to create and run efficient workflows. When do-ers have the tools they need to improve their work without relying on anyone else, there’s no limit to what they can accomplish. That’s why Pipefy enhances agility, upgrades efficiency and delivers augmented customer value through optimization of workflows, granting higher quality outcomes.

Pipefy Overview

Pricing

Starting from
US$12.00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Small teams: free - recommended for up to 5 users

Professional: $12/user/month - recommended for 5 - 10 users

Business: $22/user/month - recommended for 10 - 50 users

Enterprise: recommended for over 50 users - contact Pipefy for pricing information


Pipefy Features

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America
Supported Languages
English, French, Portuguese, Russian, Spanish

Screenshots

Pipefy screenshot: Set up workflow automations to trigger actions when a certain event is carried out
Pipefy screenshot: Set up workflow automations to trigger actions when a certain event is carried out Pipefy screenshot: Advanced reports provide insight into productivity, leads, opportunities, and more Pipefy screenshot: Public forms can be deployed to gather data Pipefy screenshot: Track deadlines and SLA and control how much time a card can stay in one phase Pipefy screenshot: Drag and drop cards to different phases once a task is completed Pipefy screenshot: Company files provide key information and can include notes, assignees, labels, attachments, and more Pipefy screenshot: Emails relating to specific cards can be sent directly within Pipefy Pipefy screenshot: Custom forms can be created and filled in using the native mobile apps Pipefy screenshot: Product cards can be accessed from any device and show task details Pipefy screenshot: Processes can be managed from the native mobile apps

Pipefy Reviews for UK Users

Pipefy Reviews for UK Users

Overall rating
4.7
/
5
Excellent
137

Very good
46

Average
3

Poor
1

Terrible
1

Value for Money
4.6
Features
4.4
Ease of Use
4.5
Customer Support
4.7
97% recommended this app
Fabrício yutaka F.

Pipefy or Trello?

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.


Pablo R.

Automate almost any process

With Pipefy I could have better response for clients with less people.


Jonathan C.

Great product over-all, great supportresources


Adam H.

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

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


Robson P.

The best Process Management Platform


Fabrício yutaka F.
Industry: Marketing & Advertising
Company size: Self Employed

Pipefy or Trello?

Used Daily for 6-12 months
Reviewed on 05/11/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Pablo R.
Industry: Design
Company size: 2-10 Employees

Automate almost any process

Used Daily for 2+ years
Reviewed on 24/02/2020
Review Source: Capterra

With Pipefy I could have better response for clients with less people.

Pros

Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process.

We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Cons

There are just a few details than pipefy could improve as:
- Use math formulas on his forms
- Calculate the real time use on a process it only calculates the time on the pipe of a card.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jonathan C.
Industry: Consumer Goods
Company size: 2-10 Employees

Great product over-all, great supportresources

Used Daily for Free Trial
Reviewed on 27/05/2020
Review Source: Capterra

Pros

The UI is great, services team was very helpful. Automation is a great feature as well as the reporting capabilities and email triggers.

Cons

One limitation which was the missing link for us. The Database feature just is ready for primetime yet. It's not easy to integrate and import is limited to create only. no import/update available and no bulk delete. Without these things, we couldn't use the database feature which was a requirement for us.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Adam H.
Industry: Publishing
Company size: 2-10 Employees

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

Used Daily for 1-5 months
Reviewed on 03/04/2019
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Robson P.
Industry: Marketing & Advertising
Company size: 2-10 Employees

The best Process Management Platform

Used Daily for 2+ years
Reviewed on 24/03/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.2/10
Based on 188 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Pipefy Pricing

Pipefy Pricing

Starting from
US$12.00/month
Free Trial
Free
Subscription
Value for money

Small teams: free - recommended for up to 5 users

Professional: $12/user/month - recommended for 5 - 10 users

Business: $22/user/month - recommended for 10 - 50 users

Enterprise: recommended for over 50 users - contact Pipefy for pricing information

Small teams: free - recommended for up to 5 users

Professional: $12/user/month - recommended for 5 - 10 users

Business: $22/user/month - recommended for 10 - 50 users

Enterprise: recommended for over 50 users - contact Pipefy for pricing information

Value for Money
4.6/5
Based on 188 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Pipefy Features

Pipefy Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.4/5
Based on 188 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Pipefy

Additional information for Pipefy

Key features of Pipefy

  • Access control
  • Activity dashboard
  • Alerts / escalation
  • Business process automation
  • Business rules management
  • Calendar management
  • Calendar sync with Google
  • Collaboration tools
  • Conditional logic
  • Contact database
  • Contact history
  • Custom forms
  • Custom online databases
  • Customizable reporting
  • Customizable templates
  • Dashboard creation
  • Data filtering
  • Data mapping
  • Deadline tracking
  • Drag & drop interface
  • Due date tracking
  • Email integration
  • Email templates
  • Event monitoring
  • Event triggered actions
  • Filtered views
  • Labeling
  • Mobile process management
  • Permission management
  • Process control
  • Process mapping
  • Process modeling & design
  • Productivity reporting
  • Scheduled reporting
  • Two-factor authentication
  • Workflow management

Benefits

- Connect different processes and create workflows for efficient cross-functional management;
- Automate work and back-office processes to free hands and promote innovation in the workplace;
- Centralize communications with email messaging via Pipefy, public forms, and app integrations;
- Generate advanced reports automatically on a predefined schedule and filter or combine processes to get the desired insights;
- Template store full of pre-built processes templates, based on industry best practices (i.e., Customer Success, Marketing & Sales, Finance, HR, etc.)

Pipefy FAQs

Pipefy FAQs

Below are some frequently asked questions for Pipefy.

Q. What type of pricing plans does Pipefy offer?

Pipefy offers the following pricing plans:

Starting from: US$12.00/month

Pricing model: Free, Subscription

Free Trial: Available

Small teams: free - recommended for up to 5 users Professional: $12/user/month - recommended for 5 - 10 users Business: $22/user/month - recommended for 10 - 50 users Enterprise: recommended for over 50 users - contact Pipefy for pricing information

Q. What are the main features of Pipefy?

Pipefy offers the following features:

  • Access control
  • Activity dashboard
  • Alerts / escalation
  • Business process automation
  • Business rules management
  • Calendar management
  • Calendar sync with Google
  • Collaboration tools
  • Conditional logic
  • Contact database
  • Contact history
  • Custom forms
  • Custom online databases
  • Customizable reporting
  • Customizable templates
  • Dashboard creation
  • Data filtering
  • Data mapping
  • Deadline tracking
  • Drag & drop interface
  • Due date tracking
  • Email integration
  • Email templates
  • Event monitoring
  • Event triggered actions
  • Filtered views
  • Labeling
  • Mobile process management
  • Permission management
  • Process control
  • Process mapping
  • Process modeling & design
  • Productivity reporting
  • Scheduled reporting
  • Two-factor authentication
  • Workflow management

Q. Who are the typical users of Pipefy?

Pipefy has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Pipefy support?

Pipefy supports the following languages:

English, French, Portuguese, Russian, Spanish

Q. What type of pricing plans does Pipefy offer?

Pipefy has the following pricing plans:

Free, Subscription

Q. Does Pipefy support mobile devices?

Pipefy supports the following devices:

Android, iPhone, iPad

Q. What other apps does Pipefy integrate with?

Pipefy integrates with the following applications:

APIANT, BoomTown, Cognito Forms, Contentools, Dimelo, Egnyte, GetProspect, Prospect.io, Retently, Zoho Sprints

Q. What level of support does Pipefy offer?

Pipefy offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials