Pipefy Erfahrungen

Vorteile

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

Nachteile

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.

Vorteile

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Nachteile

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Vorteile

the Pipefy Integration with other systems by e-mail and API is what I liked

Nachteile

Difficult to get good examples and way to operate the system

In Betracht gezogene Alternativen

Trello

Warum Pipefy gewählt wurde

We have more examples and ways to understanding Trello function and configurations

Zuvor genutzte Software

Trello

Gründe für den Wechsel zu Pipefy

I didn't choose

Vorteile

One of the best features of Pipefy is the automation capabilities. Automation helps streamline tasks and streamline processes to make them more efficient. This helps free up time and resources, allowing you to focus on what matters most, growing your business. Another feature that users love about Pipefy is its design capabilities. With a drag and drop design tool, we can quickly and easily customize and create our own workflows.

Nachteile

There is nothing to dislike about Pipefy. It helps us to streamline, design, manage and automate our processes, allowing us to focus on growing our business. Whether we are a large or small team, Pipefy is a great tool for managing our business processes and ensuring that we are staying organized and on task.

Vorteile

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Nachteile

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Vorteile

* 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

Nachteile

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

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Trello

Warum Pipefy gewählt wurde

1. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration.

Zuvor genutzte Software

Jira

Gründe für den Wechsel zu 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.

Vorteile

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+.

Nachteile

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.

In Betracht gezogene Alternativen

Jira, Trello, Pipedrive, monday.com und Asana

Gründe für den Wechsel zu Pipefy

Flexibility to be my main software, customised to work with my entire company.

Vorteile

- Ease of use (once you get familiarized with where is everything and terminology)
- Comprehensive API
- Great support and UX
- Consistency

Nachteile

- 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

In Betracht gezogene Alternativen

Jira und Trello

Warum Pipefy gewählt wurde

Our company is a Junior Enterprise part of Brasil Junior, which got a partnership with Pipefy that led to better plans. We moved since we hit a paywall at Trello and found that Pipefy has great features that Trello lacked and we keep discovering! Now that we are more experienced at Pipefy we don't feel any need to change

Gründe für den Wechsel zu Pipefy

Partnership mentioned above, experience of some members with the plataform and the promise of great features

Vorteile

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

Nachteile

It crashed one or two times, but nothing to worry about.

In Betracht gezogene Alternativen

Asana

Warum Pipefy gewählt wurde

Our last software didn't receive upgrades in the last few years, and also don't have a support team.

Gründe für den Wechsel zu Pipefy

Pipefy contacted me with a great presentation and an awesome support team.

Vorteile

Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.

Nachteile

The app is not very easy, but they are improving it.

In Betracht gezogene Alternativen

Jira, Trello und monday.com

Warum Pipefy gewählt wurde

The latter tool hadn't features enough that could allow us to build our process with all its details.

Zuvor genutzte Software

Trello

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Trello und Pipedrive

Gründe für den Wechsel zu Pipefy

Because of the features and the proposal about the process.

Vorteile

It's the easiest tool to set up any type of process or project that you currently need to organize and deploy.

Nachteile

I'd like to have a better system to create approval and escalation processes

In Betracht gezogene Alternativen

Asana

Gründe für den Wechsel zu Pipefy

Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can.

Vorteile

Easy to use;
Possibility to customize cards with many types of inputs;
Personalized email submissions.

Nachteile

Automations could be improved.
At a certain point, I needed that when a "parent" card was moved from a phase, the "child" card (in another pipe), be moved from phase as well.
However, we were unable to do this with the automation options available in Pipefy.

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu Pipefy

We had some good recommendations for this tool.

Vorteile

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

Nachteile

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Pipedrive

Gründe für den Wechsel zu Pipefy

It was the most complete and dynamic for our business model.

Vorteile

The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator.

The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators.

I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool.

Nachteile

Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section.

Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

organize many different moving parts and specific details of individual jobs

Nachteile

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

In Betracht gezogene Alternativen

monday.com

Gründe für den Wechsel zu Pipefy

it fit our needs the best

Vorteile

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

Nachteile

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.

Vorteile

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).

Nachteile

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.

Vorteile

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

Nachteile

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.

They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.

Vorteile

Easily set up and configured. Easily shared with colleagues.

Nachteile

Reporting is poor. Everything has to be extracted then the real reporting built in Sheets or Excel. Would be very helpful if customer service was 24 hours on the week days. I'm in central and by the time i'm building and using pipefy it tends to be 2/3 and CS is gone by then.

Vorteile

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.

Nachteile

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.