# Page 3 | Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Pipefy the right Workflow Management solution for you? Explore 321 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144848/Pipefy/reviews --- Pipefy 4.6 (321) [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 April 15th, 2026 # Page 3 - Reviews of Pipefy ## Showing most helpful reviews Showing 51-75 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 DL Delphine L. Freelance E-Learning Used the software for: 2+ years ### "Un outil efficace de gestion des processus" January 24, 2023 5.0 Pros Cet outil pratique, intuitif et facile à prendre en main optimise le travail d'équipe et permet de réaliser des processus sans code ni notion informatique très avancé,. Pipefy permet de créer des flux de travail personnalisés facilement et rapidement grâce à de nombreux modèles. D'autre part, le programme est évolutif, flexible et personnalisable en fonction des attentes et des besoins. Ce programme est le compagnon par excellence des utilisateurs qui doivent mettre en œuvre et gérer des processus efficaces car il facilite l'organisation des projets et leur suivi grâce à des fonctionnalités comptables précieuses, telles que la gestion des bons de commande, la comptabilité ou encore la facturation. Cons Quelques bugs, lenteurs et difficultés pour certaines intégrations ainsi qu'une quantité trop faible de fonctionnalités pointues Review Source AR Alice R. Process Cordinator Marketing and Advertising Used the software for: 2+ years ### "Preço Abusivo" February 14, 2023 5.0 Até o último ano era uma ferramenta que eu recomendava e fornecia consultoria em implantação. Agora estou considerando migrar todos os processos das empresas que atendo para outra plataforma porque o custo está inviável e incompatível. Não recomendo para operações de backoffice, mas acredito que ainda possa fazer sentido para gestão operacional em empresas prestadoras de serviços. Pros A ferramenta é realmente muito boa. Integra processos e tabelas com uma usabilidade simples, fácil de ser configurada e altamente personalizável de acordo com as necessidades. Cons A Pipefy está praticando um preço exorbitante pelas automações. Reconheço o valor entregue pelas automações, mas não é compatível com a realidade da maioria das empresas. Está cobrando pacotes de automações extremamente caros, aproximadamente US$0,60 por cada operação automática. Um processo relativamente simples consome facilmente US$600,00 adicionais por mês. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) O Pipefy oferece uma solução mais completa. Review Source RR Reginaldo R. CEO Information Technology and Services Used the software for: 2+ years ### "Pipefy was the tool our team need to perform better!" December 30, 2020 5.0 With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time. Pros Ease of use, wide possibilities of personalization, reports, alerts, API and a super support. Cons The app is not very easy, but they are improving it. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Switched from [Trello](https://www.capterra.com/p/211559/Trello/) The latter tool hadn't features enough that could allow us to build our process with all its details. Review Source EG Elina G. Licenciada Consumer Services Used the software for: 1-2 years ### "Reseña Avanza" December 17, 2020 4.0 Nos ha permitido un mejor control del registro y control de la nómina de empleados, así como de los documentos relevados en varios procesos, también permite tener en una misma vista un panorama de los principales procesos y detectar rápidamente demoras en determinadas fases. También es muy útil los mail automáticos. Pros Pipefy es una herramienta intuitiva y fácil de configurar en las los distintos procesos, desde Avanza estamos conformes con su usabilidad y es nuestro propósito ampliar y maximizar las distintas opciones e integraciones que provee la herramienta. Cons Como posibilidades de mejora, entendemos mejor desarrollo fácil en el uso de los Dashboard y la reportería en general; configuración del los PDF que no toman datos incluidos en las BBDD; la búsqueda de tarjeta de forma ágil en la vista Kanban; que en la BBDD se puedan configurar campos condicionales será de mucha ayuda. Reason for choosing Pipefy Fue una apuesta, dado que no tuvimos experiencia previa con herramientas de similar funcionalidad. Review Source PR Pablo R. CEO Design Used the software for: 2+ years ### "Automate almost any process" February 24, 2020 5.0 With Pipefy I could have better response for clients with less people. Pros Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process. We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal. Cons There are just a few details than pipefy could improve as: - Use math formulas on his forms - Calculate the real time use on a process it only calculates the time on the pipe of a card. Switched from [Runrun.it](https://www.capterra.com/p/178611/Runrun-it/) I use Pipefy for at least four years. I started to use to improve our sales process and at that time I used runrun.it to project management. But I discovered than with Pipefy I could have all the process in one software and connect one process to another. So I could use Pipefy not only to management one process but to manage all the company. Another reason was runrun/it change the price of my plan 10 times even when I was an early adopter. Review Source FH Fábio H. Diretor Marketing and Advertising Used the software for: 1-2 years ### "Eu uso e recomento o Pipefy" May 29, 2023 5.0 Pros O Pipefy permite a criação de fluxos de trabalho personalizados de acordo com as necessidades da nossa equipe. Podemos adaptar os processos e etapas para se adequarem ao nosso fluxo de trabalho. Também podemos automatizar tarefas repetitivas e manuais. Isso ajuda a economizar tempo e reduzir erros, aumentando a eficiência e a produtividade. É ótimo que posso acompanhar o andamento dos processos da minha empresa por lá. Cons Como tem várias funções e automatizações, no início precisamos usar um pouco mais de tempo até conseguir configurar tudo conforme as nossas necessidades, mas depois é tranquilo. Outro ponto é o preço, que acaba sendo um pouco mais alto, mas toda a funcionalidade da ferramenta compensa. Review Source MD Márcio D. Project Manager Industrial Automation Used the software for: 1-2 years ### "Essencial para organização de projetos" February 11, 2022 5.0 No geral, minha experiência com o software é excelente, pois ele me permitiu encarar projetos de uma maneira totalmente diferente da anterior, fazendo com que a produtividade do meu time aumentasse significativamente com a utilização do Pipefy e seus quadros interativos. A designação de tarefas aos membros da equipe se tornou muito facilitada e a transparência do projeto para todos finalmente é realidade. Pros O que mais gostei no Pipefy é a capacidade de divisão de etapas do projeto em um quadro Kanban, onde é possível tem uma visão geral do projeto e do seu andamento. Além disso, a criação de painéis com dados dos projeto facilita a análise de estatísticas e auxilia na tomada de decisões. Cons Uma experiência negativa que tive foi quando tive que fazer um comentário em uma tarefa no quadro Kanban, pois gostaria de ir para uma nova linha no mesmo comentário, mas quando postado, o comentário todo fica sem quebra de linha. Isso dificultou a leitura em partes pelos outros integrantes do projeto. Tirando esse pequeno detalhe, não tenho mais reclamações a respeito do software. 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 GB Guilherme B. Relationship Analyst Insurance Used the software for: 2+ years ### "Management is in your hands." December 17, 2020 5.0 We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system. Pros I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it. Cons I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually. 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 LS Laura S. Project Manager Real Estate Used the software for: 1-2 years ### "Admin Review - Laura Spear" December 29, 2020 5.0 Pros In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved. The automated delivery and rules are great. The phase descriptions are very helpful. Cons The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used. It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered. There is a steep learning curve to thinking like a pipe! ;) Review Source MK Megan K. Marketing Operations Specialist E-Learning Used the software for: 1-2 years ### "Automating Manual Processes via Pipefy" April 30, 2024 4.0 Very positive, the customer service is exceptional and the team is open to collaborating and exploring new ideas. Pros My favorite aspect of Pipefy is the ability to integrate with other systems such as JIRA Cloud, Google Suite, and Tableau. Cons Overall, Pipefy is a solid product, however I'd like to see more integration of AI in the future and ways to explore what other users have created. It will be helpful to get inspiration. Review Source RL Rodrigo L. Analista de Processos Professional Training & Coaching Used the software for: 6-12 months ### "Excelente ferramenta para automatização de processos" December 5, 2023 5.0 É uma excelente ferramenta principalmente para pequenas empresas que precisam de um fluxo organizado de trabalho, principalmente com determinadas automações que você pode criar e que auxiliam no controle dos processos bem como manter um histórico das atividades realizadas, otimizando o tempo de todos e mantendo sempre um padrão de trabalho. Pros Se você precisa organizar os processos já existentes da sua empresa e fazer com que sejam seguidos, o Pipefy é uma ótima ferramenta pra isso. Juntamente com o jeito que você organiza os processos e as fases, de forma simples, totalmente web, sem ter que instalar nada, faz dele uma ótima escolha. Cons Você deve ter certeza de como está construindo os processos e as fases, pois uma futura alteração por falta de uma análise rasa no desenvolvimento dos mesmos pode fazer você ter que recriar alguns processos e/ou fases. Mas se bem desenvolvida a análise antes da criação dos processos, os problemas são mínimos em reestruturar algo. Review Source James C. Sales and Marketing Marketing and Advertising Used the software for: Less than 6 months ### "Organizing your entire company in a clear and objective way" March 18, 2022 5.0 We have been using it for months and we have noticed an evolution in the quality of service to our customers. Pros The tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation. Cons Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable. Reason for choosing Pipefy We identified that some companies in the same industry were using it and decided to test it. Review Source rjE rafael jefté E. operations assistant Biotechnology Used the software for: 6-12 months ### "The best platform for organizing phloxes" December 17, 2020 4.0 Very good, it came to make my life and work easier. All my employees use it, it is a very complete tool. Pros the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process. Cons Hard to say. I have some specific considerations about some tools, like the expiration date, I believe it could be for hours and not with a fixed date. But in general I like all the platform. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Pipefy It was the most complete and dynamic for our business model. Review Source Torey H. Founder Information Services Used the software for: Less than 6 months ### "Finally, a process management system that I can get behind! I'm all in!" November 6, 2017 5.0 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. Review Source Response from Pipefy November 7, 2017 Thank you so much for your feedback! ES EVA S. COO Outsourcing/Offshoring Used the software for: Less than 6 months ### "Great process management software!" December 29, 2020 5.0 We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made. Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential. I would totally recommend Pipefy! Pros Pipefy is really user-oriented, so it is easy to create and implement pipes. Conditional and Required fields are also really useful and we use them a lot in all our processes. The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have! Cons I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits. 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. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Support + Features Switched from [Podio](https://www.capterra.com/p/128631/Podio/) Podio was missing essential tools and wasn't being updated anymore. Review Source HS HENRIQUE S. Consultor de Implantação Information Technology and Services Used the software for: 2+ years ### "--" December 17, 2020 5.0 Pros Eu gosto de tudo e acredito que me atende bem em todos os recursos que uso. Cons Eu acho que os campos do pipefy devem ter a possibilidade de fazer conta. E para a criação dos campos deve ser posssivel arrastar o campo para cima ao em vez de ficar apertando para subir. Review Source IP Ingrid P. Administrativo Facilities Services Used the software for: 6-12 months ### "Pipefy" September 27, 2022 5.0 Pros Gosto da plataforma Pipe pela praticidade de usar a ferramenta, por ela ser completa e utilizamos em todas as áreas da empresa, otimizando e ajudando na gestão de tempo, tarefas, prioridades e nos projetos. Cons Até o momento não temos o que reclamar da plataforma, tudo que queremos fazer a plataforma atende. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) O sistema Asana não nos atendia da forma que desejávamos, coisa que já conseguimos com o Pipe. Review Source VR Verified Reviewer Finance Operations Specialist I Staffing and Recruiting Used the software for: 1-2 years ### "Visão da Pipefy" October 20, 2022 4.0 Pros é um softaware para que você se mantenha organizado e em dia com sua tarefas. Cons Algumas limitações nas automatizações, isso acaba prejudicando o trabalho que você construiu. Review Source Pablo M. Operations Manager Information Technology and Services Used the software for: 6-12 months ### "Great tool for process management, quite hard to make customizable reports" October 29, 2019 5.0 Pros It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps. Cons The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version. 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 RP Ricardo P. CEO Internet Used the software for: 1-2 years ### "Bugs, lack of features" January 5, 2021 3.0 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. Reason for choosing Pipefy Because the sales team lied to me telling me they had a feature that they didn't actually have. Review Source Similar Products Featured ## Related categories [Business Process Management](https://www.capterra.com/business-process-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Human Resources](https://www.capterra.com/human-resource-software/) ## 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.