Who Uses This Software?

Pipefy is ideal for managers looking to create, implement and manage solid processes. It's a simple and intuitive tool - no technical skills or IT consultants are necessary.


Average Ratings

34 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $6.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Pipefy
  • www.pipefy.com
  • Founded 2014
  • United States

About Pipefy

Pipefy is an intuitive workflow management tool. Using Kanban or sprint view, teams can run and customize any type of process without code or involving IT. Our platform is easy to use, yet scalable. Easily build custom workflows in minutes, establish process & execution standards, and centralize communications. Take advantage of our process templates or inspire a new template with your unique workflow. Some advanced features include event-based automation, SLA tracking, and analytical reports.


Pipefy Features

  • Approval Process Control
  • Compliance Management
  • Configurable Workflow
  • Customizable Dashboard
  • Document Management
  • Event Monitoring
  • Forms Management
  • Graphical Workflow Editor
  • Help Desk Management
  • Project Management
  • Resource Management

Pipefy Reviews Recently Reviewed!

B926b7b73761851a2328a345e21c2d92

Great to model flexible processes

Nov 14, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's easy to use, during the modeling stage and on the day-by-day operation.
Because the straightforward operation, the training of the team was quite efective.

Cons: Not that good when modeling "if's", "loops" and subprocesses.
In processes where it's needed to split the tasks, it's also not the easiest way to present it.

Overall: Control of my pending tasks, tracking of the time used on each pending process, creating standard procedures to deal with the tasks.

Vendor Response

by Pipefy on November 16, 2017

Thank you for your feedback!

79770039b9d69c7eb7faac78f29da194

Finally, a process management system that I can get behind! I'm all in!

Nov 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

Vendor Response

by Pipefy on November 07, 2017

Thank you so much for your feedback!

I have known similar softwares, but this is by far the best on the market.

Oct 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The amount of solutions that the tool offers, as well as the fast and individualized customer service.

Overall: Organization, productivity and automatation of process.

I couldn't imagine there would exist such an amazing tool. It fits almost perfectly to any process!

Oct 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love that it is totally customizable. The fact that I can easily and quickly configure it makes it superb, but what sealed the deal for us was the support from Camila. Being able to talk to someone who patiently walked me through the troubles I had implementing was amazing.

Cons: The software still has a path to walk when we talk about refreshing the screen. We have to keep refreshing the screen to be sure we are seeing updated cards.

Overall: Saved a lot of time from recurring processes!

Vendor Response

by Pipefy on October 20, 2017

Thank you for your feedback

Best process management service out there

Oct 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: ease of use, customisation and keeping track of. clean and beautiful interface keeps it relevant and bring people back to the platform.

Cons: I have no points to complain about so far except for the lack of gantt charts, which would make it even more powerful.

Vendor Response

by Pipefy on October 10, 2017

Thank you for your feedback!

Exactly what I wanted

Oct 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Straight forward, easy to use, you don't need a training, has everything, very organized, includes excellent reports.

Overall: Tracking and monitoring my business and my staff. it's perfect. You can customize anything you want as you like.

Vendor Response

by Pipefy on October 06, 2017

Thank you for your feedback

Excellent!

Sep 26, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: The possibility of customizing all processes according to the operation of my organization.
I also like to follow real time what is happening.

Cons: I can not split pipes into folders, to organize myself better by areas. It would be better to visualize...

Vendor Response

by Pipefy on September 29, 2017

Thank you for your feedback!

It filled my need for control, and made possible new forms of follow-up

Sep 25, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: Amazing control tool, highly intuitive and fully customizable. It allowed the possibilities of management to be extended to levels in micro and macro environments

Cons: The price could be a little lower, especially for a single user. The free version could have more features.

Vendor Response

by Pipefy on September 26, 2017

Thank you for your feedback!

Awesome for creating new process

Sep 22, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: * easy to change the defaults
* does not get you stuck like Jira to change little things :|
* beautifuuul interface :D
* awesome integrations, easy to configure (git, slack, bitbucket, more with zapier)

Cons: It still developing a lot of functionalities, so some are available to use but not fully working... The support is still developing

Vendor Response

by Pipefy on September 25, 2017

Thank you for your feedback!

It's very nice Software

Sep 21, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money

Pros: Flexibility and layout are very nice and there is a lot of things it can be designed and controlled by the end user so it's considered dynamic not static software.

Cons: Privileges of the Users, I think it need to be a little bit flexible so we could active\deactivate all the options during adding new users.

Vendor Response

by Pipefy on September 22, 2017

Thank you for your feedback!

Just what I needed to build a graphical representation of my sales pipeline

Sep 20, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
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Pros: I like that I can substantially modify how to present my data in a way that works for me, and have some control over my UI

Cons: Not totally intuitive, but close enough, just needs some time to work through everything to pick up the UX logic.

Vendor Response

by Pipefy on September 22, 2017

Thank you for your feedback!

Everything is simple!

Sep 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The easy way to create your own processes, friendly interface and connections. Support is a great differential too.

Cons: Speed of creating some new important features, don't have company important reports to evaluate performance.

Vendor Response

by Pipefy on September 18, 2017

Thank you for your review!

Great app for team management

Sep 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It can really adapt itself to your process demands and team communication. The automations make things so easy!

Cons: Besides it isnt a software feature, I can say the price is the thing I like least. Doing payments in USD isnt easy for who lives in Brazil.

Overall: Efficiency, productivity

Vendor Response

by Pipefy on September 06, 2017

Thank you for your feedback!

Raul

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: As a process management system, I can use to manage and different areas from my company in the same platform.

Cons: There are some features about user and role control that I miss.
And some triggers that would make my process even more automated.

Overall: Integrated process

Vendor Response

by Pipefy on September 01, 2017

Thank you for your feedback

It's a great tool to control our process.

Aug 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Email Templates, automations, SLAs and very easy and intuitive to use. All this helped us to improve our performance with the clients.

Cons: Emails inside the cards. It's a good idea but we send a lot of emails template, so this option we don't use yet.

Overall: It's excellent to control our process. Now I know where the order is. What the real status of it.

Vendor Response

by Pipefy on September 01, 2017

Thank you for your feedback!

Excellent! We use it for everything that is a collaborative process.

Aug 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Automation feature is a plus!
I like that they are always bringing something new and are open to suggestions. Their roadmap runs FAST! Integration with lots of other apps also is a plus!

Cons: Email templates should accept HTML coding... its pretty complicated to add your own style for the automate emailing.
Managing tasks with due date is still a challenge for us. The calendar won't mach our needs yet.

Vendor Response

by Pipefy on August 29, 2017

Thank you for your feedback!

Smooth

Aug 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Is easy to use , allows editable fields, mobile capability, responsive, aligned towards clients business needs.

Cons: Probably enable admin features in the mobile version, everything else is perfect. I am quite pleased

Overall: Control over my commercial initiatives

Vendor Response

by Pipefy on August 25, 2017

Thank you for your feedback!

Great platform

Aug 21, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The platforma is easy to use and very organized.
I thas great features and a great idea in general.
The possibilities it offers, letting us add other people, schedule meatings, attach files and so on is amazing.

Cons: It's a little complex, which makes it a little hard to understand all the features and use it to its complete possibilities.

Overall: Organization and better use of time.
Also better custumer onboarding.

Vendor Response

by Pipefy on August 21, 2017

Thank you for your feedback!

Very useful software. Great value.

Aug 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to use, good integrations, great features to process management. It is very flexible to organize pipelines.

Cons: Tasks organization is hard to use. We still need to use other tools to schedule tasks. It does not have a good way to view tasks within the cards yet.

Overall: We could better organize our onboarding pipelines with Pipefy.

Vendor Response

by Pipefy on August 16, 2017

Thank you for your feedback!

With Pipefy, my workflow is better than ever.

Aug 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Elegant, practical, easy to learn. I came from Trello and I fastly understood the working flow from the webapp and I have it in phone too. The way things are organized are better than Trello.

Cons: Doesn't have some power ups I'm used to in Trello. The integration with Slack, for example, is better with Trello that every change is monitored. Pipefy only says that a new card was created and by whom.

Overall: Self organization by knowing my deadlines, team integration by knowing what everyone else is doing. Perfect application for Scrum philosophy

Vendor Response

by Pipefy on August 15, 2017

Thank you for your feedback!

Excellent, easy to use and amazing support

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It's too easy for use. We can apply and schedule our tasks, synchronizing everything we have to do.

Cons: From here I dind't find something which I dont't like. I found this app on website and in my first view I realized how much it is amazing.

Vendor Response

by Pipefy on September 01, 2017

Thank you for your feedback

Awesome Tool

Jul 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to understand and use.
The simplicity in the user interface in the Pipeline view.
Very easy to make everyone build your own proccess and learn the tool.

Cons: The pipes view cannot be categorized, so if u have many pipes will be difficult to organize them. Could exist an diagram view of the proccesses.

Overall: My team is working together to organize their process, and the flow of the work gain speed!

Vendor Response

by Pipefy on July 28, 2017

Thank you for you feedback!

Has completely changed our customer success journey!

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We were using project management software but it was so confusing. We love how easy and visual this is.

Cons: Can be a bit buggy having to refresh screens also the integration was not simple until we decided just to use zapier.

Overall: Organised processes
Team collaboration

So much better than Trello

Jul 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front, with Pipefy I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Cons: I would love to see more improvements with the mobile UX. I thought the mobile feature was a little oversold since it's not as up-to-date as the desktop version.

Overall: I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. Now everything's in one place and the whole team can use Pipefy to manage their work and stay on the same page.

Flexibility on creating process and connecting them to reflect the reality inside organization

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The solution is easy to use and flexible on creating phases and pipes according to business needs. The APP is a plus and Roadmap is good.

Cons: Reporting needs to improve and data access through another platform still restricted by the APIs where IT knowledge is required many times.

Overall: better view on my existing and new business processes

I am just testing the product, to become a partner/consultant.

Jun 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to customize
Easy to acess and to include new team members
So many options to creat fields and phases

Cons: The display. If you have a process too large, it would be a little difficult to visualize.
Few options to automatize actions (still)
The impossibility to set an own ID numeration

Pipefy is really easy to use. It made possible the automation of the onboarding process.

Jun 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It mades possible huge gains of productivity. It also turns processes accurate and errors or inefficiencies more visible.

Cons: I have some difficulties to personalize some features to the processes I want. I think its not a problem of the software, but a gap in my learning process about the tool.

Overall: Process automation and productivity gains.

Vendor Response

by Pipefy on June 29, 2017

Thanks for the feed-back Bruno!

Pipefy has greatly improved the effectiveness of the systems in our day to day business operations!

Jun 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I appreciate that the cost is so affordable; also, that it allows us to customize systems to match our own personal way of doing things. It's like my own little creation - just like the business itself.

Cons: It would be good if the customer service response time was a bit quicker. But they still get the job done well.

Vendor Response

by Pipefy on June 19, 2017

Thank you so much for your feedback!

Joint Media House - Pipefy

Apr 19, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very good Processes monitoring
Customized processes
Scalable
Accurate
Automated processes

Cons: Automation in general causes laziness :) your software is amazing

Overall: Hello Team,

It is a successful and supportive collaboration between JMH and Pipefy, the software helped our company to develop it's processes and standardize all the rules by roles and phases. Thanks to Pipefy, the agency is now monitoring in realtime the Projects Management phases for all our services provided to our clients.

We were facing few months ago some limitaitons in the features, most of them was resolved thanks to professional and prompt support team.

Have a good day and give it up the great work you are doing

Vendor Response

by Pipefy on June 15, 2017

Thank you for your review

Rainspace Review

Apr 18, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: the overall scrum/lean like functions of the cards and phases.
flexibility in managing teams and tasks
customizable forms
Email templates

Cons: no form logic
no cross pipe email templates or forms
no re-usable cards

Overall: We have been using Pipefy for several months now and have tried to move most of our processes into the platform, with some success and some not so much. I think it has great potential depending on the direction the dev team takes, but we operate in a kind of niche market, so it may never work out fully for us. We like the customization and flexibility of Pipefy and hope it continues to add more features.

Vendor Response

by Pipefy on June 15, 2017

Thank you for your review

Very useful tool

Dec 14, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Comments: We use pipefy for recruiting. We generated pipeline that fits our process. The tool is very user-friendly and generic at the same time.

Vendor Response

by Pipefy on June 15, 2017

Thank you for your review

Best software manager and its so low investment!

Sep 12, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: The power to deeply customize workflow exactly the way i need and manage/integrate several different process in the same tool.

Cons: There are many awesome features (like the ability to share a public link to create a card in a pipe) that are hidden under the settings page.

Overall: Once you discover how much you can customize your workflow you see the power of Pipefy! I could replace several specific small software and manage everything together inside pipefy

Recommendations to other buyers: Contact the customer support if you are having a hard time customizing you process. They help me big time :)

Vendor Response

by Pipefy on September 12, 2016

Thank you for your response :)

The best work flow app

Sep 08, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It's very simple to manage and customize.

Cons: There are some features that will be great but it's not done yet.

Overall: That is an amazing app to manage our workflow here at the office.
Now with Pipefy we can do more in less time.

Vendor Response

by Pipefy on September 12, 2016

Thank you for your response :)

Best way to manage my projects

Sep 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Comments: Discovered Pipefy was a game change in my business life. The interface is beautiful and clear. There are so many good templates and great support.

Vendor Response

by Pipefy on September 06, 2016

Thanks for your review :)