--- title: "Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Pipefy the right Workflow Management solution for you? Explore 325 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/144848/Pipefy/reviews/" page_type: "reviews" language: "en" --- Pipefy 4.6 (325) [View alternatives](https://www.capterra.com/p/144848/Pipefy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 17th, 2026 # Reviews of Pipefy Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews SK Sheniga K Education consultantEducation Management, 11 - 50 employeesUsed the software for: Less than 6 months. “Pipefy provides a structured and process‑driven approach to managing workflows, making it particularly useful for standardising repetitive business processes.“ June 10, 2026 EM Eugene M CTO and Co-FounderInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years. “Sometimes the pages hang up or freezes for a long time anticipation as if your internet connection has dropped but Infact the application is simply making it slowly loaded.“ April 22, 2026 SK Sheniga K Education consultantEducation Management, 11 - 50 employeesUsed the software for: Less than 6 months. “It is well suited for organisations looking to improve operational efficiency and standardise tasks. While it requires initial setup effort, it becomes a valuable tool for managing repeatable processes at scale.“ June 10, 2026 EM Eugene M CTO and Co-FounderInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years. “I find the error messages to be absolutely terrible, since they never specify what really went wrong, so you are basically looking at a blank screen.“ April 22, 2026 AW Amber W IT Project ManagerInformation Technology and Services, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “My overall experience with Pipefy was a good one because it really helped me onboard my team and collaborate easier.“ June 12, 2026 VN Victor N Head of EngineeringInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “Sometimes the user permission system just gets screwed up between different departments.“ August 25, 2026 MB Maximilian B Business Intelligence ManagerHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “From working with our Account Growth Managers and Customer Success Representatives, to working with our Solutions Engineers, the team has been dedicated to delivering high-quality work and a product worth using.“ April 30, 2024 Megan G Chief Marketing OfficerConsumer Goods, 10,001+ employeesUsed the software for: 1-2 years. “Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.“ August 28, 2023 ## Showing most helpful reviews Showing 1-25 of 325 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Krishna L. Human Resources Generalist Hospital & Health Care Used the software for: 2+ years ### "Easy tasks Pipefy BPM is simple and useful" February 13, 2023 4.0 Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines. Pros As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent. Cons The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain. Switched from [ProcurementExpress.com](https://www.capterra.com/p/136321/ProcurementExpress-com/)[Precoro](https://www.capterra.com/p/148522/Precoro/) Pipefy's interface is straightforward and aesthetically pleasing. The method is flexible and may be modified to meet individual requirements, and it is backed by a wide variety of helpful resources. It's a cutting-edge, cutting-edge platform Review Source VR Verified Reviewer COO Machinery Used the software for: 6-12 months ### "With higher flexibility comes higher complexity to implement and a generalist in all areas." December 23, 2020 5.0 Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy. Pros I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+. Cons Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Flexibility to be my main software, customised to work with my entire company. Review Source JF Javier F. Partners Responsible Consumer Electronics Used the software for: 1-2 years ### "I use Pipefy for organizing my tasks and workflows, it's a game-changer!" September 25, 2024 3.0 Pros The visual workflow design and automation features make my work so much easier and efficient Cons The reporting and analytics features could be more robust, and the mobile app needs improvement. Review Source VR Verified Reviewer Team Lead Information Technology and Services Used the software for: I used a free trial ### "An easy and best project management tool" November 5, 2019 5.0 The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off. Pros 1\. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications Cons 1\. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy 1\. Free pipes for 5 projects. 2. The experience in trial period was amazing. UX is the best. Every little feature is well thought off. 3. Cloud. Switched from [Jira](https://www.capterra.com/p/19319/JIRA/) 1\. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration. Review Source Renato B. Presidente Mechanical or Industrial Engineering Used the software for: 2+ years ### "Pipefy is great, but still need more features" January 5, 2021 4.0 I use pipefy for projects and sales management and its been great, since we are a project oriented company it's very good to see all of our projects and sales been tracked with a benefit of taking metrics of all of it. Most of out business inteligence come from pipefy datasheets generator. Pros \- Very easy to use - Extremely fast do set up a canvas - Great for CRM and Project Management - Allways updating - Great costumer support and accepting of feedbacks Cons \- Some new updates bugs sometimes - It can be tricky to do some automations Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Pipefy has a much easier use and costumer assistance Review Source Fabrício Yutaka F. Founder Marketing and Advertising Used the software for: 6-12 months ### "Pipefy or Trello?" November 5, 2019 5.0 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. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Trello is completely flexible. Pipefy gives flexibility and control in the right balance. Review Source Alexandre M. Diretor de Marketing Computer Software Used the software for: Less than 6 months ### "Pipefy - A promise for greatness" October 29, 2019 4.0 While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has Pros \- Ease of use (once you get familiarized with where is everything and terminology) - Comprehensive API - Great support and UX - Consistency Cons \- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database) - The API documentation is really messy and even as a developer I get lost - The mobile app is a huge mess and the only really lacking part of the UX - Web interface could be more responsive Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Partnership mentioned above, experience of some members with the plataform and the promise of great features Review Source Bruna B. Graphic designer Accounting Used the software for: 6-12 months ### "Pipefy as a managing team tool" March 23, 2020 5.0 My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around. Pros Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes. Cons I didn't like is that we are not allowed to change the colours of the tool. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) I did the swith to experiment with a similar tool and see how the team would adapt. Review Source VR Verified Reviewer Lead Product Designer Design Used the software for: 6-12 months ### "Complete and highly customisable" February 18, 2020 4.0 I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work. Pros It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development. Cons It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect. Switched from [Azure DevOps](https://www.capterra.com/p/170547/VSTS-DevOps/) Pipefy is a lot easier and better to use than Azure DevOps, mainly because it can bring all our team together. In Azure DevOps we have a developer view, it doesn't work well with designers, product managers and other stakeholders in a product based company. Review Source Luis Felipe C. Owner - Principal consultant Management Consulting Used the software for: 1-2 years ### "Still learning" October 29, 2019 4.0 So far so good. I would like to have more client use to enter implementation stage Pros Easy to configure, Lots of API,s , Automatization capability. Cons Have tried using it for myself, my practise, but lack discipline to do as I preach Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Pipefy Personal relation with representative in Canada Review Source LC Lisa C. Sr Director, HR Non-Profit Organization Management Used the software for: Less than 6 months ### "Wow. Just..WOW" July 23, 2020 5.0 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. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Kissflow](https://www.capterra.com/p/149470/KiSSFLOW/)[J. J. Keller Leave Manager](https://www.capterra.com/p/191400/J-J-Keller-FMLA-Manager/)[Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) Reason for choosing 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. Review Source RDS Ramón David S. IT Commercial Real Estate Used the software for: 6-12 months ### "Great software, and it can be much better jet!" March 27, 2020 5.0 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](https://www.capterra.com/p/211559/Trello/) Reason for choosing 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 Review Source JM Jennifer M. Office Manager Wholesale Used the software for: 6-12 months ### "Great Product!" December 17, 2020 4.0 Helps with pulling reports for cost on inventory that we did not previously have at our disposal. Pros I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use. Cons I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) needed more data at our fingertips in the field not just in the office. more visibility and customization. Review Source ME Mateus E. Founder Management Consulting Used the software for: 2+ years ### "Excellent Plataform" October 30, 2019 5.0 My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics. Pros The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me. Cons I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Pipefy Because of the features and the proposal about the process. Review Source SL Sarah L. Technology Services Coordinator Broadcast Media Used the software for: Less than 6 months ### "Clean, comprehensive, and well supported" January 5, 2021 5.0 My company has only begun to integrate Pipefy into our organization and are excited to discover more ways we can use this innovative tool. So far we're using it for IT onboarding and offboarding, as well as screening staff and guests for Covid-19 symptoms when they're planning on going into our offices. I hope to identify more processes within our organization that would work well within Pipefy. I was especially impressed by the training that was provided during the implementation phase. It helped me gain an in-depth understanding of the tool quickly and has made it that much easier to work with. Getting that sort of training as a part of the implementation was unexpected and much appreciated. So far my experience working with the tool and interacting with the Pipefy team and community has been energizing and rewarding. I see great potential for a tool like this and hope to use it more thoroughly in the future. Pros The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator. The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators. I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool. Cons Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section. Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form. Review Source EB Ewa B. Marketing Team Lead Health, Wellness and Fitness Used the software for: 2+ years ### "Client Onboarding Tool with Email Marketing Capabilities " May 2, 2024 4.0 Pros Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features. Cons I haven’t customized all features due to lack of available tutorials. Review Source MF Mohamed F. Associate Payments Banking Used the software for: 2+ years ### "assists in planning operations and ensures the safety of procedures." January 22, 2023 5.0 Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement. Pros Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action. Cons There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine. Review Source Bojan S. Manager - Channel Digital Transformation Telecommunications Used the software for: Less than 6 months ### "Exceptionally Flexible and Easy to Use" November 27, 2018 4.0 Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development. Pros Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app. Cons There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon. Review Source Gabriela D. product owner Human Resources Used the software for: 1-2 years ### "An amazing tool to automate workflows" October 4, 2022 5.0 With Pipefy our sales process became much more organized and automated. We also use all data extraction for analysis, through the reports generated on the platform Pros I love using Pipefy to: 1. optimize workflows 2. help our team manage sales tickets 3. create the best onboarding experience for our customers Cons I have difficulty using integrations with some APIs, but the platform has several help forums Review Source FP Fernando P. Administrative Computer Software Used the software for: 2+ years ### "Pipefy has been a game-changer for keeping my projects organized and on track." September 1, 2024 5.0 Pros The customizable workflows and easy-to-use interface are a huge plus for me. Cons I wish there were more integrations available to streamline my workflow even further. Review Source RA Raissa A. P&C Manager Information Technology and Services Used the software for: 2+ years ### "I recommend Pipefy to everyone I know!" December 29, 2020 5.0 I have been using Pipefy for 4 years now and I recommend it without a doubt. Pros It has an amazing UX and you can create your pipes all by yourself. But if you dont want to, they offer a lot of models so you can use them. It is easy for my team to follow their requests, it is easy for me to follow my team activities and we have 3 big areas using (Financial, HR and CS). Cons 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. Review Source FM Fabrizio M. Technical Recruiter Human Resources Used the software for: 1-2 years ### "Handle your hiring pipeline like magic !" September 13, 2024 5.0 I had to handle large amounts of applicants in different roles, this tool made it easier for the team to filter and pick candidates Pros Card interface to handle hiring pipeline was visually effective and time saving Cons Some of the integrations needed a couple tweaks but a good experience overall Review Source Rafael B. Product Designer Computer Software Used the software for: 2+ years ### "Pipefy is on top of all our processes " February 18, 2020 5.0 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. Review Source Marcelo B. Founding Partner Banking Used the software for: 1-2 years ### "We control all our new clients on boarding process with Pipefy, its easy and fast." April 13, 2018 5.0 I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process. Pros The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience. Cons Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion. Review Source Response from Pipefy April 16, 2018 Thank you for your feedback! Angela D. Copywriter Information Technology and Services Used the software for: 6-12 months ### "Really helps to keep track of projects" December 21, 2020 5.0 Pros Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests. Cons Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.