Pipefy Reviews

Ease of use, advanced customisation, fits well to manage almost any process I needed.

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.

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.

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.

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.

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)

I love using Pipefy to:
1. optimize workflows
2. help our team manage sales tickets
3. create the best onboarding experience for our customers

I have difficulty using integrations with some APIs, but the platform has several help forums

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.

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.

Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

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.

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.

- 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

- Some new updates bugs sometimes
- It can be tricky to do some automations

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

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.

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.

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.

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!

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.

Easy customization, fast loading, automization*

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.

Flexibility to transform and automate processes.

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

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.

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.

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.

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.

the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process.

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.

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

No ability to mass start projects
No ability to us and/or on report
Filtering felt clunky

Is easy to configure the pipes and the user have a lot of options.

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.

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.

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.

organize many different moving parts and specific details of individual jobs

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

Flexibility and ease of customization. A person with very little IT experience and design a pipe.

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.

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).

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.

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.

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.

Pipefy is a great tool to manage process in my startup. We can manage many flows in an integrated way without using many spreadsheets.

Some integrations you will need to pay an extra to use to make your process works as you wish.

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.

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.