# Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Pipefy the right Workflow Management solution for you? Explore 322 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 (322) [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 # Reviews of Pipefy Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews Megan G Chief Marketing OfficerConsumer Goods, 10,001+ employeesUsed the software for: 1-2 years. “Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations.“ August 28, 2023 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 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 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 EB Ewa B Marketing Team LeadHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.“ May 2, 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 Megan G Chief Marketing OfficerConsumer Goods, 10,001+ employeesUsed the software for: 1-2 years. “A notable advantage is its mobile app, which allows you to manage your processes on the go.“ August 28, 2023 RV Ramgopal V Embedded Software DeveloperStaffing and Recruiting, 51 - 200 employeesUsed the software for: 1-2 years. “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.“ January 22, 2023 ## Showing most helpful reviews Showing 1-25 of 322 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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](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 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 VR Verified Reviewer Marketing Advisor Food & Beverages Used the software for: Less than 6 months ### "Pipefy review" January 20, 2020 5.0 I can easily manage my team tasks so I don't overload anyone. Pros It has tutorials and very good documentation of how to build it yourself, easy to use and configurate. Cons It crashed one or two times, but nothing to worry about. Alternatives considered [Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Pipefy contacted me with a great presentation and an awesome support team. 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 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 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 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 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 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 Ayush B. Talent Acquisition Specialist Staffing and Recruiting Used the software for: 1-2 years ### "Advanced project and activity management tool" January 30, 2023 4.0 Pros Its useful no-code utilities allow for the simple creation of process workflows. The programme is incredibly user-friendly, simple to use, has fantastic graphics, and is quite intuitive. It may be used for project management, process management, and even managing team activities. Pipefy's liberty and empowerment in allowing me to develop and personalise my processes in whatever manner I desire. Furthermore, the amount of detail and history that can be stored on a single Pipe is astounding. Cons I wish there were materials for making dashboards. Other elements, such as automation, might make some activities easier to do. E-mail tools require a few extra capabilities and resources for developing email templates with better styles. They have certain tight restrictions that even a corporate account cannot change. Review Source GP Gustavo P. Manager, Projects and Operations Utilities Used the software for: 6-12 months ### "No More Excel Sheets!" April 25, 2024 5.0 Fantastic! everyone I worked with was exceptionally kind, patient, and knowledgeable on the platform. They are a great group of people and it is always a pleasure working with and catching up with them. Pros Everything is in one place and we no longer need to rely on excel sheets and proper versioning, etc. Reporting is easy and customizable. Work flow and tracking of project status has helped our team be more efficient. Cons The setup was a bit challenging for some items but that is because our team had some unique requests. The Pipefy team (especially \[sensitive content hidden\]) was extremely helpful in working through this and using creative solutions to meet our needs. Reason for choosing Pipefy The Pipefy team was easy to work with and the platform was very customizable where we can have control over updates and changes to suit our evolving needs. 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 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 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 HR Hector R. Owner Restaurants Used the software for: 2+ years ### "Pipefy - easy to use" December 17, 2020 4.0 Pros Ease of use and mobile app features. Automations included. Cons Lack of built in functions like conditional logic and mathematical operations. Alternatives considered [Process Street](https://www.capterra.com/p/135004/Process-Street/)[Kissflow](https://www.capterra.com/p/149470/KiSSFLOW/) 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.