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

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Nachteile

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

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

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

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

* 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

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually.

If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Nachteile

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process.
Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

In Betracht gezogene Alternativen

Dynamics 365, Kissflow und Smartsheet

Gründe für den Wechsel zu Pipefy

These products simply did not deliver on the full range of requirements I had for the business process. In some cases, they were too expensive.

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

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.

Zuvor genutzte Software

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

Pipefy pretty versatile, for example, we use to manage payments, clients, leads, manufacturing...

Nachteile

We can build lots of different reports, but we're not able to do basic maths with those numbers. It would be good to automatize and generate more functional reports.

In Betracht gezogene Alternativen

Trello und Asana

Gründe für den Wechsel zu Pipefy

It's waaaay more versatile doing everything that they do and much more.

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

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

In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved.
The automated delivery and rules are great. The phase descriptions are very helpful.

Nachteile

The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used.
It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered.
There is a steep learning curve to thinking like a pipe! ;)

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

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

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 is very robust, has a huge range of templates, many options to customize, with forms, checklists, adding teams and integrations with other applications.

Nachteile

As it is a very complete solution, it took us a while to understand where to find some tools, because we had a simpler need.

In Betracht gezogene Alternativen

Miro, Trello und Kissflow

Zuvor genutzte Software

Trello

Vorteile

Unlike Trello and other similar softwares, on Pipefy you can customize the interface for your specifc need. Though, the best part is the automation without third-parties which can really accelerate your work.

Nachteile

As a Brazilian user, the worst part for me is the value for money, considering the company is also Brazilian but charges only in US dollar, which makes it somewhat expensive.

Vorteile

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

Nachteile

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

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.