Pipefy

4.6 (311)
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Design and automate business workflows in minutes.

About Pipefy

Pipefy is the low-code process automation platform that increases team productivity, centralizes data, and optimizes processes for teams in Procurement, Finance, HR, IT, and more.

Pipefy is designed to make security, integration, and everyday use easy and intuitive. Key features include 300+ native connectors, a built-in security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Pipefy is headquartered in the US and Brazil, and employs a global workforce of over 400. Pipefy is trusted by the most efficient companies in the world and used in more than 70 countries.

Pricing starting from:

US$24.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipefy

● Pipefy's adaptability and deep integration capabilities make it ideal for processes and workflows of any type.

● Pipefy features include artificial intelligence that can build new processes and deliver deep data analysis in seconds.

● Pipefy integrates seamlessly with the component of the current tech stack, through API or native integrations. Pipefy includes 300+ connectors.

● Pipefy can be implemented more quickly than many competitors, delivering faster results and ROI.

● Common use cases include HR, procurement, and request management workflows. Pipefy excels at automating and optimizing unique, ad hoc, and last mile workflows.

● Business users can build, automate, and optimize their processes using a no-code interface that operates within IT governance and compliance requirements.

● By quickly and easily automating processes, teams create more time to focus on the value-driving activities that drive innovation and competitive advantages.

● Pipefy AI augments these no-code capabilities to help business users access data and analytics faster and easier than ever before.

● Pipefy drives gains in efficiency, productivity, and innovation by creating a unified process ecosystem in which data silos and process gaps are solved once and for all.

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 223 others

Supported Languages

English, Portuguese, Spanish

Pricing starting from:

US$24.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Pipefy Software - Centralize your work
Pipefy Software - Get full visibility
Pipefy Software - Structure Collaboration
Pipefy Software - Connect & Automate
Pipefy Software - Measure & Improve
Pipefy Software - Customize and adapt Pipefy to your needs
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Pipefy Software - Centralize your work
Pipefy Software - Get full visibility
Pipefy Software - Structure Collaboration
Pipefy Software - Connect & Automate
Pipefy Software - Measure & Improve
Pipefy Software - Customize and adapt Pipefy to your needs

Features

Total features of Pipefy: 136

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

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Reviews

Overall rating

4.6 /5
(311)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support Software
4.6/5

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

Showing 5 reviews of 311
Torey
Torey
Overall rating
  • Industry: Information Services
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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!

Matheus
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 Software
  • 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

ActiveCampaign

Reasons 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

Agendor

Reasons 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.
Rogerio
Overall rating
  • Industry: Accounting Software
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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)

Ramón David
Overall rating
  • Industry: Commercial Real Estate Software
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • 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

Trello

Reasons 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
Paulo
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1-5 months
  • 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).

Alternatives Considered

Trello and monday.com

Reasons for Choosing Pipefy

Wanted to try something new; no mobile app on Kanbanchi.

Switched From

Kanbanchi
Showing 5 reviews of 311 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 View Pricing Plans
  • 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: $25/user/month - Recommended for mid-market teams needing to centralize and scale business processes Enterprise - 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:

501–1,000, 1,001–5,000

Pipefy supports the following languages:

English, Portuguese, 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, BILL Accounts Payable & Receivable, BambooHR, Basecamp, Bigtincan Engagement Hub, Bitbucket, Blackbaud Raiser's Edge NXT, Blackbaud eTapestry, Box, Bullhorn Jobscience, Capsule, Celonis, Chargify, Clearbit, Codeship, Confluence, Confluent Platform, Coupa, Deputy, Docparser, Docusign, Dropbox Business, Egnyte, Eventbrite, Evernote Teams, Expensify, Feedly, 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 Marketing Automation, OutSystems, Outreach, PGP, PagerDuty, ParseHub, Percolate, Pingdom, Pipedrive, Pivotal Tracker, PlanGrid, Podio, PostgreSQL, Professional Services Cloud, Propel, QuickBooks Online, Quickbase, 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, TaskRay, TrackVia, Tradeshift, Trello, TriNet Zenefits, TrueContext, Twilio, Twitter/X, Typeform, Unbounce, Veeva CRM, Vend, WebMerge, Webex, WooCommerce, WordPress, Workato, Workday HCM, Wrike, Wufoo, Xero, Zapier, Zendesk Suite, Zoho CRM, Zoho Invoice, Zoom Workplace, Zuora

Pipefy offers the following support options:

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

Related categories

See all software categories found for Pipefy.