About 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.

Pricing starting from:

US$12,00/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

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.)

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English, French, Portuguese, Russian, Spanish

Pricing starting from:

US$12,00/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

Images

Set up workflow automations to trigger actions when a certain event is carried out
Advanced reports provide insight into productivity, leads, opportunities, and more
Public forms can be deployed to gather data
Track deadlines and SLA and control how much time a card can stay in one phase
Drag and drop cards to different phases once a task is completed
Company files provide key information and can include notes, assignees, labels, attachments, and more
Emails relating to specific cards can be sent directly within Pipefy
Custom forms can be created and filled in using the native mobile apps
Product cards can be accessed from any device and show task details
Processes can be managed from the native mobile apps
View 11 more
Pipefy video 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

Features

Total features of Pipefy: 151

  • 360 Degree Feedback
  • @mentions
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Management
  • Accounting
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Agile Methodologies
  • Alerts / Escalation
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Assignment Management
  • Audit Trail
  • Automatic Backup
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Candidate Management
  • Case Management
  • Cataloging/Categorization
  • Change Management
  • Client Management
  • Collaboration Tools
  • Collections Management
  • Commenting / Notes
  • Communication Management
  • Compliance Tracking
  • Conditional Logic
  • Contact Database
  • Contact Management
  • Contractor Management
  • Create Subtasks
  • Customer Database
  • Customer Engagement
  • Customer Service Analytics
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Mapping
  • Deadline Management
  • Desktop Notifications
  • Discussions / Forums
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Forms
  • Email Management
  • Email Response Control
  • Email Templates
  • Email-to-Task Conversion
  • Employee Database
  • Employee Management
  • Event Triggered Actions
  • Feedback Management
  • File Sharing
  • Financial Management
  • Forms Management
  • Goal Setting / Tracking
  • Help Desk Management
  • Import Tasks
  • Interaction Tracking
  • Internal HR
  • Interview Management
  • Issue Management
  • Job Requisition
  • Labeling
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile Workforce Control
  • No-Code
  • Onboarding
  • Order Management
  • Orientation Workflow Management
  • Parent Task
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Policy Management
  • Portfolio Management
  • Prioritization
  • Process Change Tracking
  • Process Control
  • Process Modeling & Designing
  • Productivity Analysis
  • Project Management
  • Project Planning
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • Purchasing Reports
  • Quotes/Estimates
  • Real Time Notifications
  • Real-time Updates
  • Receivables Ledger
  • Recruitment Management
  • Recurring Payments
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reporting/Analytics
  • Requirements Management
  • Requisition Management
  • Resource Management
  • Scheduled / Automated Reports
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Status Tracking
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Templates
  • Third Party Integrations
  • Time Off Management
  • Time Tracking
  • Timeline Management
  • To-Do List
  • Traceability
  • Training Management
  • Two-Factor Authentication
  • Vendor Management
  • Visual Workflow Management
  • Work Order Management
  • Workflow Configuration
  • Workflow Management

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Bitrix24

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Reviews

Overall rating

4,6 /5
(259)
Value for Money
4,5/5
Features
4,4/5
Ease of Use
4,5/5
Customer Support
4,7/5

Already have Pipefy?

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

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Showing 5 reviews of 259
Fabrício yutaka F.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Pipefy or Trello?

Reviewed on 2019/11/05

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the...

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.

Matheus K.
Overall rating
  • Industry: Textiles
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • 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)

Celso R.
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 10 000+ Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

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

Pipefy é uma ferramenta interessante para ajudar as equipes Finance

Reviewed on 2021/02/15

Até o momento a experiência é satisfatória e está suprindo as necessidades da empresa. Em 6 meses...

Até o momento a experiência é satisfatória e está suprindo as necessidades da empresa. Em 6 meses de uso do Pipefy nossa diretoria já iniciou o processos de implementação em outros 3 setores da empresa, isso por que a ferramente mostra uma habilidade diferenciada de automação e personalização.

Pros

O software é bastante estável isso nos dá um sentimento de segurança. Além disso ele tem muitas funções que facilitam a vida de um empresa pequena até uma empresa de médio e até mesmo grande porte. Isso por que o Pipefy permite a customização de organização dos seus paineis e formulários.

Cons

A parte de configuração é uma parte um tanto chata por ela é demorada. O que as vezes pode incomodar os usuários é a necessidade de ficar atualizando os pipes com uma certa frequência.

Ricardo P.
Overall rating
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Bugs, lack of features

Reviewed on 2021/01/05

I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to...

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.

Stephen I.
Overall rating
  • Industry: Automotive
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

MY EXPERIENCE WITH PIPEFY

Reviewed on 2020/12/17

* Pipefy offers easy communication between sales operation process.
* It has perfect for data...

* 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

Showing 5 reviews of 259 Read all reviews

Pipefy FAQs

Below are some frequently asked questions for Pipefy.

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

We do not have any information about Pipefy features

Pipefy has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

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:

Bitbucket, GitHub, Google Calendar, Mailchimp, Pipedrive, Salesforce Sales Cloud, Slack, Typeform, Zapier, Zendesk

Pipefy offers the following support options:

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

Related categories

See all software categories found for Pipefy.