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Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.
Any company looking to improve onboarding efficiency, reduce time to initial value and engage customers during onboarding.
We can apply and schedule our tasks, synchronizing everything we have to do. Excellent, easy to use and amazing support.
The ONLY thing I don't like about Pipefy is that you need to pay the highest rate to have user roles. I have lost work a few time because all of my team has admin role and that is bad.
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!!).
As a Brazilian user, the worst part for me is the value for money, considering the company is also Brazilian but charges only in US dollar, which makes it somewhat expensive.
Excellent customer support and the product is fantastic and the pipefy staff is always looking to improve the user experience.
Some people have had trouble working with this platform. Some tools were difficult to configure.
The usability is amazing, and the many possibilities to customize your process make Pipefy the best choice.
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.
GuideCX is one of the best software for projects management. It's very time saving and effective to improve your work quality in less time.
Our training was horrible, and the person and no clue how we were going to be using it at all.
It not only exceeds my needs as a PM but it engages the customer with transparency, in a way that is both internally robust, and externally impressive.
If you are tired of running blind. Check this platform out.
The Support Team responds with lightning speed- they are incredibly helpful- and have wonderful senses of humor.
There are some quirks to Guidecx, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release.
The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience.
Difficult for customer to initially access (usually customer firewalls don't allow access to the project)You can't copy and paste a checklist from one task to another inside a project.
Jonah: My name is Jonah. I'm an account executive. I rate Pipefy a four. And for more views like this, click down below. Before Pipefy, we were using the system of Google Sheets as well as Slack messages. The reason that wasn't particularly effective was because we needed to keep our own time sheets and keep track of everything we needed to do manually. With Pipefy, it does all that for us. So we don't need to pay attention to when things need to be done. Pipefy is constantly on us about what needs to be done and when. The reason we chose Pipefy is because it has an extremely intuitive user interface. It's highly customizable, and the Kanban functionality has such a deep level of automation and integration with other tools that it was really a no-brainer for us. Pipefy was extremely easy to get started with because it walks you through the setup process and it has fantastic templates for every type of workflow and task management functionality that you might need. If you're looking to get started with Pipefy, I would recommend checking out their free version. It includes almost all the functionality that you would have in any of their paid versions with just limitations on users and number of workflows.
Sam W.: My name is Sam. I am a client success manager. My company does a software-as-a-service in the industrial sector, and I give GUIDEcx a five out of five. So we were looking at Teamwork, and I think that was the only software at the time that we were looking at. We didn't have any other processes or softwares in place, so we were starting from scratch and we didn't find all of the features that we were looking for there. We ended up choosing GUIDEcx specifically due to the dynamic date range feature. That was really important to us, as our projects tend to ebb and flow quite a bit, and we wanted that flexibility of still having a task with a certain amount of time on it, but as that date range changes, the end date of the project and the specific timing of those tasks would be dynamic. Getting started with GUIDEcx was probably, of the many softwares I've used, particularly point solution softwares, probably one of the easiest I've ever jumped into. It was immediately apparent how the software worked and what needed to be done from it. Just from the demo that we had received from our sales rep, we were able to get in, build out milestones really quick, look at the tasks without any issues, build out templates. A lot of it was very self-explanatory, and we were really impressed. We did have an implementation manager reach out to us and walk us through some of the processes, but honestly, the software was so naturally intuitive that we stopped meeting with their implementation manager because we didn't feel like he was providing very much value, particularly in the context of our company, because the software was just incredibly intuitive. My recommendation for anyone looking to use GUIDEcx for their business, things to look out for and consider particularly, is the reporting metrics that they can pull out from the projects. They're very robust and there's a lot of different ways that they're able to slice and dice that data. The task management where you can add multiple parties, where you can have your customer see the tasks in the project overall with just a few clicks, how they can be added to it, how you can assign tasks to them, how you can have dependencies on those tasks, how you can sign dollar values to milestones, tasks and projects. And other things that I would say you should consider as you're looking at this software is just how solid it is. There's very few bugs that we've come across compared to other softwares that we've used. It's always up. I've never come across a downtime event with GUIDEcx. And their support staff particularly, too, is something to take into consideration. I've never not gotten an answer within five minutes from one of their support staff, and then had someone follow up time and time again. After I've said, "Hey, I'm good." They'll go and dig into an issue deeper than normal. So I'd say the quality of their support is also a five out of five. So that's something to consider and look at, but I mean, obviously I believe that it's one of the best that I've come across, and that's not just for onboarding softwares, but across almost any software that I've had to encounter. And that's coming from a software guy.
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