# Page 4 | Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Pipefy ## Showing most helpful reviews Showing 76-100 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RV Ramgopal V. Embedded Software Developer Staffing and Recruiting Used the software for: 1-2 years ### "Excellent project tracking and task management platform" January 22, 2023 4.0 Pros Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly. Cons It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community. Review Source Matheus R. Sales head Industrial Automation Used the software for: 1-2 years ### "Pipefy pros and cons" January 5, 2021 4.0 I'm organizing the hole process of my business in pipefy, having everything connected and automatized Pros Easy to use; very customizable; good interface and support Cons Poor data analyses; difficult to connect to others softwares Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Because It has more funcionalities Review Source NF Natalia F. Líder de Equipe Philanthropy Used the software for: 2+ years ### "Pipefy - Reweb" March 2, 2020 4.0 É bem legal e atrativo mexer nessa ferramenta, bem organizado e simples. Pros Bem organizado, posso deixar comentado o que eu fiz perante aquele card, mover para as fases que o projeto está Cons 1) Não consigo abrir o card, e ir passando card por card sem precisar fechar um para depois abrir outro; 2) 99,9% das vezes que estou fazendo um filtro, preciso atualizar no mínimo 2 vezes para que o pipe volte a funcionar e filtre os clientes novamente, sem bugs. 3) Muitas das vezes não consigo fazer download de um aquivo, seja ele imagem ou documento, pelo botão download. Que eu me lembro de momento é isso. Reason for choosing Pipefy Foi uma escolha da empresa, teríamos que questioná-los sobre isso. Switched from [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Foi uma escolha da empresa, teríamos que questioná-los sobre isso. Review Source Raphael S. CEO Financial Services Used the software for: 2+ years ### "Mudando a maneira de ver os processos" March 24, 2020 5.0 Pros O Pipefy mudou muito a maneira de analisar e melhorar os processos das empresas. Automatizar esses processos e estabelecer rotinas nunca foi tão fácil como agora. Isso é uma vantagem incrível para qualquer empresa, de qualquer porte. Cons Para ser melhor, o Pipefy poderia ter campos e formulários mais maleáveis, ou seja, campos em que perguntas e opções pudessem ficar ao lado ao invés de sempre embaixo. Não é uma questão estética apenas. Além disso, as automações apresentam vasto campo de melhorias e oportunidades para desenvolvimento. Review Source MK Matheus K. Supervisor Textiles Used the software for: Less than 6 months ### "A helpful and intuitive tool that your company must have " January 5, 2021 5.0 We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers. Pros Easy management Intuitive set up Easy to use Clean and beautiful layout Cons Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps) Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Reason for choosing Pipefy As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot. Switched from [Agendor](https://www.capterra.com/p/191403/Agendor/) Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need. Review Source CK Carolina K. Merchant Success Analyst Financial Services Used the software for: 2+ years ### "Pipefy is the best tool to get things done" December 17, 2020 5.0 My experience with Pipefy is really satisfactory! I was able to deploy 3 new processes and avoid many mistakes by controlling them better and using Pipefy's features. Pros It's the easiest tool to set up any type of process or project that you currently need to organize and deploy. Cons I'd like to have a better system to create approval and escalation processes Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can. Review Source TO Terina O. Free lancer Writing and Editing Used the software for: 6-12 months ### "Workflow with pipefy" November 16, 2022 4.0 Pros Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work. Cons It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion. Review Source PD Paulo D. Product Coordinator Information Technology and Services Used the software for: Less than 6 months ### "Innovative and clean alternative to Trello" August 1, 2019 5.0 Great kanban option that's fast and gets the job done. Pros What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done. Cons The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards). Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Switched from [Kanbanchi](https://www.capterra.com/p/140681/Kanbanchi-for-G-Suite/) Wanted to try something new; no mobile app on Kanbanchi. Review Source VR Verified Reviewer Client Lead Marketing and Advertising Used the software for: Less than 6 months ### "Pipefy, a must have for large organisation with multiple projects " April 7, 2024 4.0 Pros 1\. Neat and clean dashboard 2. Real-time tracking 3. Mobile friendly 4. Support team is exceptional Cons 1\. Integration is a bit problematic 2. Needs a lot of bandwidth to operate Review Source Emily G. Programadora Information Technology and Services Used the software for: Less than 6 months ### "Pipefy " March 22, 2023 3.0 Eu usava em agendamento de tarefas, organizava pessoa por pessoa. Eu gostava, mas alguns momentos me deixava confusa Pros Gosto de como posso organizar as minhas tarefas e visualizar as tarefas dos meus colegas. Cons O design não é muito favorável, já fiquei um pouco confusa Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) O design é mais organizado e atualizado. Review Source TL Tamiris L. Marketing Cosmetics Used the software for: 6-12 months ### "Ferramenta espetacular, as possiblidades são gigantescas!" December 30, 2020 5.0 Consegui implantar rapidamente no meu departamento o gerenciamento de tarefas via Pipefy. Levou cerca de 3 meses para todos usarem efetivamente (lembrando que antes não possuia outra ferramenta para gerenciamento de tarefas). Logo após nossa utilização, outros 02 departamentos da empresa já fazem o uso do Pipefy para seus processos. Pros \- Usabilidade e ferramenta amigável - Facilidade em personalizar - Facilidade em alterar e reajustar processos - Rápida integração com membros fora da ferramenta. Cons \- Preço - como o pagamento é em dolar, e nossa moeda é o Real, a ferramenta acaba custando muito caro quando é feito a conversão e inclusão de impostos. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Runrun.it](https://www.capterra.com/p/178611/Runrun-it/)[Wicket](https://www.capterra.com/p/185762/Wicket/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Facilidade em personalizar os campos conforme minhas necessidades. Envio de emails para pessoas fora da plataforma. Review Source JA José A. Diretor de Marca E-Learning Used the software for: Less than 6 months ### "Se você for usar o Pipefy, prepare-se para gastar muito dinheiro" July 3, 2023 3.0 Tive muitos problemas. Pros Tem uma interface bonita e é de fácil uso. Cons Tudo é pago, os addons, o preço é absurdo comparado com outros serviços concorrentes. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Pensei que seria melhor. Review Source Bernard G. Director Investment Management Used the software for: 2+ years ### "Pipefy has made our professional lives better. " April 17, 2018 5.0 It makes out business so much more productive. Pros It makes it so easy to delegate and then monitor tasks in a team environment. We can monitor tasks and track productivity of staff (& ourselves). It makes the team ten times more efficient than what we were. Cons Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it ! Pipefy can be as addictive to staff as social media. Review Source Response from Pipefy April 18, 2018 Thank you for your feedback! VR Verified Reviewer Key Account Manager Business Supplies and Equipment Used the software for: 6-12 months ### "Excelent task management and process administration" March 2, 2020 4.0 We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access to critical information anywhere and anytime. Also, we are now administrating our customer's database directly in Pipefy. Pros It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work. Cons It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information. Review Source VR Verified Reviewer Founder Internet Used the software for: 1-2 years ### "Good service, awesome templates." March 21, 2022 5.0 Pros Integrations and user interface are the best features. Cons More integration with e-commerce platforms would be awesome. Review Source VR Verified Reviewer CEO Design Used the software for: Less than 6 months ### "review - small business" December 22, 2020 4.0 All in all I really like it - it helps a lot and was easy to implement and there's still a lot I haven't used yet. Pros It's simple, intuitive, has a nice GUI, simple to implement Cons reports and automation could be more intuitive to implement, notofications aren't the best, would like to have more predefined stuff to make it easier and quicker to implement for simple processes with reporting, automation etc Review Source VP Vanildo P. CEO Program Development Used the software for: 1-2 years ### "Great tools to software development teams" December 19, 2020 5.0 Pros Powerful tool to follow the development of software projects, daily monitoring together with Pipefy's kanban helps us to keep track and give visibility to everyone on the team and especially to stake holders Cons I have nothing to complain about Pipefy, maybe the cost that could be more affordable for the entrepreneur Review Source HR Heloísa R. Socia Legal Services Used the software for: 1-2 years ### "Nada intuitovo" May 25, 2023 3.0 Na é fácil de mexer Pros A opções de funcionalidades são variadas Cons Não é intuitivo e as tarefas, mesmo que outra fase, aparecem para quem ja terminou Review Source Alvaro R. Consultor Financial Services Used the software for: 6-12 months ### "Amazing Tool for Inside process Management" December 28, 2018 5.0 It’s a really good Tool. We use it is Selling, project management and inside process. It help us a lot. Pros I love that it is so easy to use and to personalize, creating a unique and useful tool. At my company we use Pipefy from the Selling Process to the After Selling process, it help us organize all the process to make a good job! Cons I has so many uses that I don’t even know, and a think that I don’t like is that. I wish I could use all the functions without having to look so deep into it, because it would be easier. It is easy to use, but if you need something more complicated you need to study the software a lot to get it done. Review Source Andressa O. controladoria Automotive Used the software for: 6-12 months ### "Se bem implantado é vantajoso" December 23, 2020 4.0 Prático para controles das atividades. Pros Automatizações e integrações. As notificações por email também são excelentes. Cons Alguns processos podem ficar em duplicidade se não for bem implantado. Review Source RV Rogerio V. Director Accounting Used the software for: Less than 6 months ### "Profitto & Pipefy" December 17, 2020 3.0 I've closed a deal with a big client and I needed to set up a team. But I didn't have a procedure or a step by step of the operations... and I needed to manage 2 people out side the office. And Pipefy not only helped me to manage the team... but really helped me to create the procedure and to understand the entire chain of information. Pipefy makes my job more clear to me. Pros I think that it is simple to use... very friendly and wiht Pipefy it is possible to create a procedures and process even if you are not a specialist. Cons My only point (and real problem) is to be billed in US Dollar... it makes the solution more expensive and I have to analyze to keep with Pipefy. Not to change for another program... but to go back to Excel program or light ERP offer in Internet (ex.: Sige and Omie) Reason for choosing Pipefy Customer Service... and it is a brazilian system. It is more easy to keep a comunication in Portuguese. And the training platform is really easy and the Pipefy team is great! Review Source TR Thiago R. Manager Insurance Used the software for: 6-12 months ### "Opinion " November 4, 2019 4.0 It's a really good platform, the first implemented in our company so I dont have much experience to compare with others. Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice. Pros Easy customization, fast loading, automization\* Cons For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed. Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help. Alternatives considered [PipeRun](https://www.capterra.com/p/191615/PipeRun/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Pipefy It seemed to me that Pipefy was more complex/complete than others, despite being usar friendly. Review Source Cristiano M. CO-Founder and CEO Used the software for: 6-12 months ### "The best "Process Management tool"!" February 5, 2018 5.0 Now I have a easy and cheap way to track my work and my team's work. Before Pipefy I was lost in e-mails, Trello, Wunderlist, WhatsApp (and others) trying to get my work and my team's work "on track" but I was lost. With Pipefy I have all my workflows and work process in a same place. Pros Easy of use, interface, pricing and the possibility to create my process management the way I need with no "IT guy". Cons Time tracking will be a great feature for the future. Also a way to start counting time of working on a task automatically and mandatory could help us to have a "time tracking" in a better way. Review Source Response from Pipefy February 6, 2018 Thank you for your feedback! PV Peter V. Marketing manager Automotive Used the software for: 2+ years ### "Fantastic Inventory Management Product" February 27, 2020 5.0 Very happy with pipefy and I look forward to plenty more years to come! Pros I have been using pipefy for 3 or 4 years now and I absolutely love it. It is very versatile and user friendly as it enables you to build your own platform for tracking, organizing and streamlining start to finish processes within your business. This product give me the confidence to manage our inventory from my desktop or phone, no matter where I am or the time of day. What a great product. Cons It would be nice to be able to make certain changes to individualize each process within your pipe with different colours to make the visual of each process be more defined. Review Source GC Gordon C. Implementation Strategist Internet Used the software for: 6-12 months ### "Pipefy Gets the Job Done!" December 22, 2020 5.0 It's been great! Easy way to dull down some of the excess noise and stay focused on the task at hand for the day. Pros I really enjoy being able to keep my workflow organized. It's enough detail to get my job done, but not too overwhelming to where it makes organization harder than it needs to be. The integration with HubSpot is incredible helpful as well. Cons Sometimes if I'm working quickly, Pipefy can't keep up. The best example I can think of is changing a date within a card, saving, but then not seeing that change reflected. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) HubSpot's task system wasn't robust enough for our onboarding process. 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.