# Page 3 | Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Pipefy the right Workflow Management solution for you? Explore 319 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 (319) [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 March 13th, 2026 # Page 3 - Reviews of Pipefy ## Showing most helpful reviews Showing 51-75 of 319 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SI STEPHEN I. SALES OFFICER Automotive Used the software for: 1-2 years ### "MY EXPERIENCE WITH PIPEFY" December 17, 2020 5.0 \* Pipefy offers easy communication between sales operation process. \* It has perfect for data storage for a very long period of time unlike the previous software we used. \* It is highly easy and fast to learn, this makes it beginner friendly \* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used \*It has a very high speed of communication and processing information \* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software Pros \* The filter options on pipefy makes it easy to search and track any sales process \* The workflow makes it possible to easily choose any stage and track sales operation processes \* It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations Cons I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature Switched from [Slack](https://www.capterra.com/p/135003/Slack/) Pipefy offers a better user friendly interface that is easy to transfer information and aids communication for the various sales operation with absolute ease. It is also beginner friendly Review Source lB lucas B. marketing head Computer Software Used the software for: 1-2 years ### "Organization and efficiency" July 1, 2021 5.0 Very good tool for companies that have an efficient integration sector that can automate automations and organize processes Pros Its high organizational capacity and efficiency in process management. Its integration is a little technical due to the range of features and its complexity, but it is worth all the investment. Cons Due to the amount of technical features and functions that are often confused, processes become disorganized and lost in the middle of use 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 RP Robson P. CTO Marketing and Advertising Used the software for: 2+ years ### "The best Process Management Platform" March 24, 2020 5.0 Pros Pipefy has a lot of tools to help small business that haven\`t IT Team. Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc. Cons Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy. 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 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 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 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 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 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 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 HA Henrique A. Partner Design Used the software for: 6-12 months ### "Good value, but can be improved " March 27, 2020 4.0 Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important. Pros I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization. Cons The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made. Reason for choosing Pipefy pipefy is more specific for the tasks I wanted to do. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Monday just wasn't appropriated for the tasks. 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 Ricardo P. Security Engineer Accounting Used the software for: Less than 6 months ### "A good tool for Tasks control" December 22, 2020 5.0 I really like it but it has to incorporate the features that the other tools from this segment has. Pros The kanban methodology is great to manage multi activities. Cons Some features needs to be improved, like the availability to paste itens and transform it in a check list. Switched from [LiveAgent](https://www.capterra.com/p/102188/LiveAgent/) I've changed company. Review Source Similar Products Featured