Pipefy Erfahrungen

Vorteile

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.

Nachteile

I didn't like is that we are not allowed to change the colours of the tool.

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

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.

Nachteile

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.

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

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.

Nachteile

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.

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

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

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.

Nachteile

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.

Vorteile

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.

Nachteile

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).

In Betracht gezogene Alternativen

Trello und monday.com

Warum Pipefy gewählt wurde

Wanted to try something new; no mobile app on Kanbanchi.

Vorteile

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.

Nachteile

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.

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

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu 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.

Vorteile

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.

Nachteile

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.

Vorteile

Ease of use and mobile app features. Automations included.

Nachteile

Lack of built in functions like conditional logic and mathematical operations.

In Betracht gezogene Alternativen

Process Street und Kissflow

Zuvor genutzte Software

Kissflow

Vorteile

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.

Nachteile

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.

Vorteile

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Nachteile

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens.
Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Vorteile

The product is great. I use it everyday to keep my tasks organized.

Nachteile

No problems that I can see. Very helpful.

Vorteile

The way they allow you create each step of your workflow is simply amazingly easy!

You define wich field is required for de next step with a couple of clicks.

Nachteile

For the things i use, none come to mind. They do great job on creating e manting the software

In Betracht gezogene Alternativen

Trello

Vorteile

Easy to use; very customizable; good interface and support

Nachteile

Poor data analyses; difficult to connect to others softwares

In Betracht gezogene Alternativen

Trello

Gründe für den Wechsel zu Pipefy

Because It has more funcionalities

Vorteile

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.

Nachteile

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.

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

The features and automation are top-notch.
Best customer care.
Amazing process flow that once you learn how the software operates, becomes very easy.
Flexibility especially in reporting.
Value for money.

Nachteile

Ease of use has been difficult. I had to research and look at so many webinars to understand most of what I know. It was worth it though.