Pipefy Reviews
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316 Reviews
- Industry: Information Services
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Finally, a process management system that I can get behind! I'm all in!
Reviewed on 2017/11/06
Pros
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.
Cons
- 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.
Response from Pipefy
Thank you so much for your feedback!
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Automate almost any process
Reviewed on 2020/02/24
With Pipefy I could have better response for clients with less people.
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.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Poor exemples and models
Reviewed on 2021/01/05
I haven´t got any benefits with Pipefy
I haven´t got any benefits with Pipefy
Pros
the Pipefy Integration with other systems by e-mail and API is what I liked
Cons
Difficult to get good examples and way to operate the system
Alternatives Considered
TrelloReasons for Choosing Pipefy
We have more examples and ways to understanding Trello function and configurationsSwitched From
TrelloReasons for Switching to Pipefy
I didn't choose- Industry: Textiles
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A helpful and intuitive tool that your company must have
Reviewed on 2021/01/05
We use to have another software to do our sales process, but it didn't fills all our needs; so I...
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
ActiveCampaignReasons 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
AgendorReasons 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.- Industry: Commercial Real Estate
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software, and it can be much better jet!
Reviewed on 2020/03/27
Pros
I think it's really easy to use and to understand for normal users. When we start using it had outages of the server and a lot of "http 500" errors, but now is pretty stable so we feel it safe now.
Cons
The big issue is that we don't see useful the Database feature. We have tried tu use it but we can't export the data.
Would be really nice if we can share using an iFrame or something, a list of entries with a filter from database. For example I have an "Events" Database in Pipefy and I would like to share in my web site the Upcoming Events. To achieve this I'll need not only the iFrame to share but a filter to show only upcoming event and not past events. Also I would like to show some data, not all data from the Database. In another words, will be useful something to make queries to the database inside Pipefy.
Another issue is that I think It's a heavy software to run in old computers. I think it uses a lot of recourses in the user machine (JS or something) and old computers gets slow.
Also I would like to get a better mobile App. It works ok, but I have a lot of trouble with conditional fields in the Apps.
Alternatives Considered
TrelloReasons for Switching to Pipefy
Pipefy has a better control over the cards and the fields on every fase. Trello can work but is not meant really for processes- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
Innovative and clean alternative to Trello
Reviewed on 2019/08/01
Great kanban option that's fast and gets the job done.
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).
Reasons for Choosing Pipefy
Wanted to try something new; no mobile app on Kanbanchi.Switched From
Kanbanchi- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy was the tool our team need to perform better!
Reviewed on 2020/12/30
With Pipefy our team became started to build strong processes with high observability & ease of...
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.
Reasons for Choosing Pipefy
The latter tool hadn't features enough that could allow us to build our process with all its details.Switched From
Trello- Industry: Outsourcing/Offshoring
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great process management software!
Reviewed on 2020/12/29
We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and...
We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made.
Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential.
I would totally recommend Pipefy!
Pros
Pipefy is really user-oriented, so it is easy to create and implement pipes.
Conditional and Required fields are also really useful and we use them a lot in all our processes.
The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!
Cons
I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits.
Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.
Reasons for Choosing Pipefy
Podio was missing essential tools and wasn't being updated anymore.Switched From
PodioReasons for Switching to Pipefy
Support + Features- Industry: Hospital & Health Care
- Company size: 5,001–10,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy tasks Pipefy BPM is simple and useful
Reviewed on 2023/02/13
Prototypes can be set up quickly for solutions that are fairly robust to serve even modest...
Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines.
Pros
As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.
Cons
The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.
- Industry: Mechanical or Industrial Engineering
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy is great, but still need more features
Reviewed on 2021/01/05
I use pipefy for projects and sales management and its been great, since we are a project oriented...
I use pipefy for projects and sales management and its been great, since we are a project oriented company it's very good to see all of our projects and sales been tracked with a benefit of taking metrics of all of it.
Most of out business inteligence come from pipefy datasheets generator.
Pros
- Very easy to use
- Extremely fast do set up a canvas
- Great for CRM and Project Management
- Allways updating
- Great costumer support and accepting of feedbacks
Cons
- Some new updates bugs sometimes
- It can be tricky to do some automations
- Industry: Design
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Good value, but can be improved
Reviewed on 2020/03/27
Overall the software is good. Its a balanced value for the money. But be prepared to spend a very...
Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important.
Pros
I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.
Cons
The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Platform for Process Management
Reviewed on 2022/10/20
It is a great Platform for Workflow and Process Management.
It is a great Platform for Workflow and Process Management.
Pros
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.
Cons
The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.
Reasons for Switching to Pipefy
Easy to create, automate, and modify any type of workflow- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Opinion
Reviewed on 2019/11/04
It's a really good platform, the first implemented in our company so I dont have much experience to...
It's a really good platform, the first implemented in our company so I dont have much experience to compare with others.
Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice.
Pros
Easy customization, fast loading, automization*
Cons
For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed.
Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.
Reasons for Switching to Pipefy
It seemed to me that Pipefy was more complex/complete than others, despite being usar friendly.- Industry: Facilities Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
My experience with pipefy
Reviewed on 2020/12/29
Pros
He is very customizable and versatile. When I have to change some stage of the sales funnel, Pipefy allows me very easily without losing data. The reports are terrific, we can choose absolutely everything we want to analyze.
Cons
The dashboards have a lot of bugs, and because of that I lose a plenty of time transfering the data of the reports to Excel. I'd like to not have this mechanical work anymore, by having improved Pipefy dashboards.
Alternatives Considered
TrelloReasons for Switching to Pipefy
The experiences with Pipefy of other junior enterprises were such a good result, and our old CRM tool was not good and was not customizable.- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Easy to use but automations need to improve!
Reviewed on 2020/03/03
In our business, we use Pipefy to receive demands from our customers.
This tool brought the...
In our business, we use Pipefy to receive demands from our customers.
This tool brought the following benefits to us: it unified our channel for receiving demands; brought visualization of the demands for everyone involved in the process.
Pros
Easy to use;
Possibility to customize cards with many types of inputs;
Personalized email submissions.
Cons
Automations could be improved.
At a certain point, I needed that when a "parent" card was moved from a phase, the "child" card (in another pipe), be moved from phase as well.
However, we were unable to do this with the automation options available in Pipefy.
Alternatives Considered
TrelloReasons for Switching to Pipefy
We had some good recommendations for this tool.- Industry: Hospitality
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Awesome
Reviewed on 2022/04/18
Here we could create and develop very manual process in an easiest and automated way, which improve...
Here we could create and develop very manual process in an easiest and automated way, which improve our results and evaluate our road to the success. All in one complete, very efficient and confident tool, Pipefy really does the difference in our daily work.
Pros
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.
Cons
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.
- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best platform for organizing phloxes
Reviewed on 2020/12/17
Very good, it came to make my life and work easier. All my employees use it, it is a very complete...
Very good, it came to make my life and work easier. All my employees use it, it is a very complete tool.
Pros
the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process.
Cons
Hard to say. I have some specific considerations about some tools, like the expiration date, I believe it could be for hours and not with a fixed date. But in general I like all the platform.
Alternatives Considered
PipedriveReasons for Switching to Pipefy
It was the most complete and dynamic for our business model.- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy is really good
Reviewed on 2020/12/29
I love using pipefy, it really makes my day by day easier. I never lost any information, I never...
I love using pipefy, it really makes my day by day easier. I never lost any information, I never miss any deadline, it's really incredible.
Pros
It helps me organize my processes and my day by day; It's easy to use; let you customize everything; Changed completely my daily routine for the best
Cons
It's expensive; I don't like that it's pricing per user.
Alternatives Considered
TrelloReasons for Switching to Pipefy
Because it's way better and easy to use. Have a lot of more possibilities to build.- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy review
Reviewed on 2019/10/29
Pros
The horizontal flow or the work environment and the customizabilty.
Cons
Some automation lag, but I am in Africa so the delay is most likely from my side.
Reasons for Switching to Pipefy
Horizontal flow and auto updateble fields in other pipes.- Industry: Insurance
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Pipefy - Keeping a tab on all cases/accounts without missing a thing.
Reviewed on 2022/08/11
Pros
Helps with keeping a sequential track of all action items.
Cons
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.
Alternatives Considered
JiraReasons for Switching to Pipefy
Pricing was the main factor and customisation as well as ease of customisation.- Industry: Restaurants
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy - easy to use
Reviewed on 2020/12/17
Pros
Ease of use and mobile app features. Automations included.
Cons
Lack of built in functions like conditional logic and mathematical operations.
Switched From
Kissflow- Industry: Telecommunications
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exceptionally Flexible and Easy to Use
Reviewed on 2018/11/27
Project and process management for small business teams (3-10 team members) within a larger...
Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.
Pros
Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.
Cons
There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Moving parts
Reviewed on 2019/11/07
It has helped our department take a disorganized mess of papers and turn it into a easy to use and...
It has helped our department take a disorganized mess of papers and turn it into a easy to use and visualize flow chart. seeing at a glance where all of our projects are at in their work process.
Pros
organize many different moving parts and specific details of individual jobs
Cons
the app could be better, involvement from installers is necessary to take full advantage, but that's more of an organization issue rather than an issue of the product
Alternatives Considered
monday.comReasons for Switching to Pipefy
it fit our needs the best- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing!!!
Reviewed on 2020/03/27
Pros
The way they allow you create each step of your workflow is simply amazingly easy!
You define wich field is required for de next step with a couple of clicks.
Cons
For the things i use, none come to mind. They do great job on creating e manting the software
Alternatives Considered
Trello- Industry: Health, Wellness & Fitness
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my...
Reviewed on 2018/07/05
Helps me to receive and control all my tasks in a practical and organized way. Keeping an important...
Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.
Pros
The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.
Cons
When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.
They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.
Response from Pipefy
Thank you for your feedback!