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294 Reviews

- Industry: Computer Software
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy is on top of all our processes
Reviewed on 18/02/2020
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.
- Industry: Marketing & Advertising
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best Process Management Platform
Reviewed on 24/03/2020
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
TrelloReasons for Switching to Pipefy
Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy.- Industry: Accounting
- Company size: 2-10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Profitto & Pipefy
Reviewed on 17/12/2020
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)

- Industry: Human Resources
- Company size: 11-50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
An amazing tool to automate workflows
Reviewed on 04/10/2022
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
- Industry: Design
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Automate almost any process
Reviewed on 24/02/2020
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.
- Industry: Textiles
- Company size: 51-200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A helpful and intuitive tool that your company must have
Reviewed on 05/01/2021
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
ActiveCampaignReasons for Choosing Pipefy
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.Reasons for Switching to 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.- Industry: Commercial Real Estate
- Company size: 2-10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software, and it can be much better jet!
Reviewed on 27/03/2020
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
TrelloReasons for Switching to 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- Industry: Mechanical or Industrial Engineering
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy is great, but still need more features
Reviewed on 05/01/2021
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
- Industry: Design
- Company size: 201-500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Complete and highly customisable
Reviewed on 18/02/2020
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.

- Industry: Utilities
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
AMAZING product, service falls off cliff after you pay--not the start up they used to be
Reviewed on 02/06/2022
Pros
Their tech stack is unreal. Their integration with Workato is seamless. There isnt much you cant do on the platform BUT their service structure is terrible these days.
Cons
This is my second time around and the experience of modeling and going live is not what it was like two years ago for the first project.
They give you "x" amount of hours to model your "pipes". Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off. Their developer designed our pipe with a major fundamental flaw and they refused to fix it {actually ignored my emails for weeks} unless I purchased more hours at $125 per hour). Its this perpetual loop they throw you in which constantly costs you money.
I was not open to paying this, so decided to figure it out myself but was not able to as the developer designed it in a way where their own support team couldn't figure it out. So basically my project was taken hostage .
They give you no documentation on the architecture and just basically throw you in the ocean , to sink or swim and will throw you a $125 p/h life boat if you wanna ride.
Other than that, they are closed (ZERO support) after hours, weekends and Brazilian holidays. This is 2022, I do not know of another Saas that rolls like this? Even during biz hours, its a 90 min turn around
Workato is an amazing integration tool but thats pricy also. .075 cents a ping , with most processes needing 2-3 calls to accomplish the goals.
- Industry: Outsourcing/Offshoring
- Company size: 11-50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great process management software!
Reviewed on 29/12/2020
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.
Reasons for Choosing Pipefy
Podio was missing essential tools and wasn't being updated anymore.Switched From
PodioReasons for Switching to Pipefy
Support + Features- Industry: Insurance
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Opinion
Reviewed on 04/11/2019
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
PipedriveReasons for Switching to Pipefy
It seemed to me that Pipefy was more complex/complete than others, despite being usar friendly.- Industry: Information Technology & Services
- Company size: 11-50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Our efficiency increased with Pipefy
Reviewed on 18/02/2020
Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.
Pros
Flexibility to transform and automate processes.
Cons
Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).
Reasons for Switching to Pipefy
Due to the flexibility to implement and automate almost all types of processes, and due to the excellent support for implementation.- Industry: Facilities Services
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
My experience with pipefy
Reviewed on 29/12/2020
Pros
He is very customizable and versatile. When I have to change some stage of the sales funnel, Pipefy allows me very easily without losing data. The reports are terrific, we can choose absolutely everything we want to analyze.
Cons
The dashboards have a lot of bugs, and because of that I lose a plenty of time transfering the data of the reports to Excel. I'd like to not have this mechanical work anymore, by having improved Pipefy dashboards.
Alternatives Considered
TrelloReasons for Switching to Pipefy
The experiences with Pipefy of other junior enterprises were such a good result, and our old CRM tool was not good and was not customizable.- Industry: Internet
- Company size: 51-200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Pipefy Gets the Job Done!
Reviewed on 22/12/2020
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.
- Industry: Biotechnology
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best platform for organizing phloxes
Reviewed on 17/12/2020
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
PipedriveReasons for Switching to Pipefy
It was the most complete and dynamic for our business model.- Industry: Architecture & Planning
- Company size: 11-50 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Just not quite what we were looking for
Reviewed on 27/02/2020
Pros
The software looks good and functions well. I see the ability to manage and track multiple items and jobs. The ability to lock a task until certain milestones have been met was a nice feature. Automatic alerts when things were coming due
Cons
No ability to mass start projects
No ability to us and/or on report
Filtering felt clunky
Alternatives Considered
Workplace from Meta, Microsoft Azure, AIM, Google Workspace, Workday HCM, monday.com and SmartsheetReasons for Switching to Pipefy
We ended up going back to Smartsheet becuase of the above cons and the ability to match the above pros as well- Industry: Marketing & Advertising
- Company size: 51-200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Could be better
Reviewed on 20/02/2020
It's good, but expensive.
Pros
Is easy to configure the pipes and the user have a lot of options.
Cons
The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.
Reasons for Switching to Pipefy
More complete- Industry: Automotive
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Fantastic Inventory Management Product
Reviewed on 27/02/2020
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.
- Industry: Construction
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Moving parts
Reviewed on 07/11/2019
It has helped our department take a disorganized mess of papers and turn it into a easy to use and visualize flow chart. seeing at a glance where all of our projects are at in their work process.
Pros
organize many different moving parts and specific details of individual jobs
Cons
the app could be better, involvement from installers is necessary to take full advantage, but that's more of an organization issue rather than an issue of the product
Alternatives Considered
monday.comReasons for Switching to Pipefy
it fit our needs the best- Industry: Medical Devices
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Pipefy
Reviewed on 30/10/2019
Pros
Flexibility and ease of customization. A person with very little IT experience and design a pipe.
Cons
I wish I could integrate it into other software more. I would like to see added the ability to add functionality that lets me choose how individual phases of a pipe are organized, first to last, last to first, alphabetical, type of card together, etc. I can only adjust on the entire pipe level of earliest to latest and vise versa, I need to be able to do that on the phase level.
- Industry: Information Technology & Services
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I recommend Pipefy to everyone I know!
Reviewed on 29/12/2020
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.
- Industry: Information Technology & Services
- Company size: 51-200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A very simple task manager with attractive UX
Reviewed on 18/02/2020
Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.
Pros
I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.
Cons
Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.
- Industry: Marketing & Advertising
- Company size: 11-50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great UX and easy to use
Reviewed on 30/12/2020
Pros
Pipefy is a great tool to manage process in my startup. We can manage many flows in an integrated way without using many spreadsheets.
Cons
Some integrations you will need to pay an extra to use to make your process works as you wish.
- Industry: Computer Software
- Company size: 2-10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Simply a great tool
Reviewed on 02/06/2022
My overall experience with Pipefy is great. It's a great alternative to software like the ones of Atlassian.
Pros
One of my favourite parts of Pipefy is the great scala of functionalities. This makes software usually difficult to work with, but this isn't the case with Pipefy. It was easy to setup and to work on, even for new members within the team.
Cons
I've encountered a few bugs, luckily the customer support was able to help me with those. Besides that I think the API (documentation) could be improved. They're just small things though.