About Pipefy

Pipefy is the low-code process automation platform that increases team productivity, centralizes data, and optimizes processes for teams in HR, Procurement, Customer Ops, IT, and more.
Through its workflow automation and a low-code framework, Pipefy helps businesses achieve stack extensibility and process excellence for every team in every department.
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.

Pricing starting from:

US$24,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipefy

- 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.)

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

Supported Languages

English, French, Portuguese, Russian, Spanish

Pricing starting from:

US$24,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Pipefy Software - Set up workflow automations to trigger actions when a certain event is carried out
Pipefy Software - Advanced reports provide insight into productivity, leads, opportunities, and more
Pipefy Software - Public forms can be deployed to gather data
Pipefy Software - Track deadlines and SLA and control how much time a card can stay in one phase
Pipefy Software - Drag and drop cards to different phases once a task is completed
Pipefy Software - Company files provide key information and can include notes, assignees, labels, attachments, and more
Pipefy Software - Emails relating to specific cards can be sent directly within Pipefy
Pipefy Software - Custom forms can be created and filled in using the native mobile apps
Pipefy Software - Product cards can be accessed from any device and show task details
Pipefy Software - Processes can be managed from the native mobile apps
View 12 more
Pipefy video
Pipefy video
Pipefy Software - Set up workflow automations to trigger actions when a certain event is carried out
Pipefy Software - Advanced reports provide insight into productivity, leads, opportunities, and more
Pipefy Software - Public forms can be deployed to gather data
Pipefy Software - Track deadlines and SLA and control how much time a card can stay in one phase
Pipefy Software - Drag and drop cards to different phases once a task is completed
Pipefy Software - Company files provide key information and can include notes, assignees, labels, attachments, and more
Pipefy Software - Emails relating to specific cards can be sent directly within Pipefy
Pipefy Software - Custom forms can be created and filled in using the native mobile apps
Pipefy Software - Product cards can be accessed from any device and show task details
Pipefy Software - Processes can be managed from the native mobile apps

Features

Total features of Pipefy: 138

  • 360 Degree Feedback
  • @mentions
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Call Routing
  • Campaign Management
  • Candidate Management
  • Cataloging/Categorization
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Compliance Tracking
  • Conditional Logic
  • Contact Database
  • Contact Management
  • Core Accounting
  • Create Subtasks
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Service Analytics
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Deadline Management
  • Deployment Management
  • Discussions/Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Email Campaign Management
  • Email Management
  • Email Templates
  • Email-to-Task Conversion
  • Employee Database
  • Employee Management
  • Employee Profiles
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • File Storage
  • Financial Management
  • For No-Code Development
  • For Small Businesses
  • Forms Automation
  • Forms Creation & Design
  • Forms Management
  • General Ledger
  • Import Tasks
  • Integrations Management
  • Internal HR
  • Interview Management
  • Invoice Processing
  • Job Posting
  • Job Requisition
  • Knowledge Base Management
  • Lead Capture
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • No-Code
  • Onboarding
  • Order Management
  • Orientation Workflow Management
  • Parent Task
  • Payment Collection
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Prioritization
  • Process Change Tracking
  • Process Modeling & Designing
  • Project Management
  • Project Planning
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Updates
  • Receivables Ledger
  • Recruitment Management
  • Recurring Payments
  • Recurring Tasks
  • Reporting/Analytics
  • Requisition Management
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Spend Management
  • Status Tracking
  • Supplier Management
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Off Management
  • Time Tracking
  • To-Do List
  • Training Management
  • Usage Tracking/Analytics
  • Vendor Management
  • Visual Modeling
  • Workflow Configuration
  • Workflow Management

Alternatives

Kissflow Procurement Cloud

4,3
#1 Alternative to Pipefy
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Trello

4,5
#2 Alternative to Pipefy
From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work...

Ramco Aviation

3,8
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Kissflow

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#4 Alternative to Pipefy
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Reviews

Overall rating

4,6 /5
(298)
Value for Money
4,4/5
Features
4,4/5
Ease of Use
4,5/5
Customer Support
4,6/5

Already have Pipefy?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 298
Rafael
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Pipefy is on top of all our processes

Reviewed on 2020/02/18

Pros

Ease of use, advanced customisation, fits well to manage almost any process I needed.

Cons

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

Lisa
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51–200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Wow. Just..WOW

Reviewed on 2020/07/23

My original purpose for getting a trial membership with Pipefy was to develop a business process to...

My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month.

Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do.

The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pros

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.

Cons

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.

Reasons for Switching to Pipefy

These products simply did not deliver on the full range of requirements I had for the business process. In some cases, they were too expensive.
Rogerio
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Profitto & Pipefy

Reviewed on 2020/12/17

I've closed a deal with a big client and I needed to set up a team. But I didn't have a procedure...

I've closed a deal with a big client and I needed to set up a team. But I didn't have a procedure or a step by step of the operations... and I needed to manage 2 people out side the office. And Pipefy not only helped me to manage the team... but really helped me to create the procedure and to understand the entire chain of information. Pipefy makes my job more clear to me.

Pros

I think that it is simple to use... very friendly and wiht Pipefy it is possible to create a procedures and process even if you are not a specialist.

Cons

My only point (and real problem) is to be billed in US Dollar... it makes the solution more expensive and I have to analyze to keep with Pipefy. Not to change for another program... but to go back to Excel program or light ERP offer in Internet (ex.: Sige and Omie)

Ramgopal
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Excellent project tracking and task management platform

Reviewed on 2023/01/22

Pros

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.

Cons

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.

Robson
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best Process Management Platform

Reviewed on 2020/03/24

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.

Alternatives Considered

Trello

Reasons for Switching to Pipefy

Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy.
Showing 5 reviews of 298 Read all reviews

Pipefy FAQs

Below are some frequently asked questions for Pipefy.

Pipefy offers the following pricing plans:

  • Starting from: US$24,00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Starter: Free - recommended for small teams, startups, freelancers, and students who need to organize their tasks Business: $18/user/month - recommended for mid-market teams needing to centralize and scale business processes Enterprise: $30/user/month - recommended for organizations that need enterprise-level security, control, and support to manage complex or connected business processes Unlimited - recommended for organizations that need unlimited power to error-proof their Enterprise processes

Pipefy has the following typical customers:

11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Pipefy supports the following languages:

English, French, Portuguese, Russian, Spanish

Pipefy supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Pipefy integrates with the following applications:

2Checkout, 2Checkout, ADP Workforce Now, AWS Lambda, Adobe Workfront, Airbrake, Airtable, Amazon Cognito, Amazon Redshift, Amazon S3, Anaplan, Apache Kafka, Apttus Contract Management, Apttus Intelligent Cloud, Asana, Ascent ERP, BambooHR, Basecamp, Bigtincan Hub, Bill.com, Bitbucket, Blackbaud Raiser's Edge NXT, Blackbaud eTapestry, Box, Bullhorn Jobscience, Capsule, Celonis, Chargify, Citrix Podio, Clearbit, Codeship, Confluence, Confluent Platform, Coupa, Deputy, Docparser, DocuSign, Dropbox Business, Egnyte, Eventbrite, Evernote Teams, Expensify, Feedly, FinancialForce Accounting, FreshBooks, Freshdesk, FullContact, GitHub, Gmail, GoTo Webinar, GoToWebinar, Google Calendar, Google Contacts, Google Drive, Google Sheets, Google Translate, Google Workspace, Goombal, Greenhouse, Gusto, HipChat, HubSpot CRM, Ibexa, Insightly, Intercom, JIRA Service Management, Jenkins, Jira, Jobvite, JumpCloud, KIZEN, Kenandy Cloud ERP, Knack, Librato, LinkedIn for Business, Mailchimp, Make, Meta for Business, Microsoft Outlook, Microsoft SQL Server, Microsoft SharePoint, Miro, Mixpanel, MySQL, Namely, NationBuilder, NetSuite, New Relic, Okta, Online Auction System, Oracle E-Business Suite, Oracle Eloqua, OutSystems, Outreach, PGP, PagerDuty, ParseHub, Percolate, Pingdom, Pipedrive, Pivotal Tracker, PlanGrid, PostgreSQL, ProntoForms, Propel, Quickbase, Quickbooks Online, Quip, RegOnline, Replicon, Revel Systems, Rollbar, SAP Concur, SAP SuccessFactors HXM Suite, Sage Intacct, Salesforce CPQ & Billing, Salesforce Marketing Cloud, Salesforce Platform, Salesforce Sales Cloud, SendGrid, ServiceM8, ServiceMax, ServiceNow, Shopify, Showpad, Slack, Smartsheet, Snowflake, Splunk Cloud, Stripe, SurveyMonkey, Tango Card, TaskRay, TrackVia, Tradeshift, Trello, Twilio, Twitter, Typeform, Unbounce, Veeva CRM, Vend, WebMerge, Webex, WooCommerce, WordPress, Workato, Workday HCM, Wrike, Wufoo, Xero, Zapier, Zendesk Suite, Zenefits, Zoho CRM, Zoho Invoice, Zoom Meetings, Zuora

Pipefy offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Pipefy.