Pipefy Erfahrungen

Vorteile

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy.

Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Nachteile

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Pipefy

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

I like that it comes with great AI automation features and also comes with great HR features.
It also comes with great automation features.

Nachteile

Not a single issue with Pipefy. It is the best.

Vorteile

The visual workflow design and automation features make my work so much easier and efficient

Nachteile

The reporting and analytics features could be more robust, and the mobile app needs improvement.

Vorteile

The customizable workflows and easy-to-use interface are a huge plus for me.

Nachteile

I wish there were more integrations available to streamline my workflow even further.

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

Warum Pipefy gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Pipefy

Vorteile

Pipefy's user-friendly interface and no-code building solution allow us to easily train our team on new processes or process changes. In an evolving industry landscape, the agility offered by using Pipefy is critical to long-term success.

Nachteile

The variety of available apps is somewhat limited, which means we have to leverage 3rd party integrations for some of our processes.

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

Card interface to handle hiring pipeline was visually effective and time saving

Nachteile

Some of the integrations needed a couple tweaks but a good experience overall

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

Gründe für den Wechsel zu Pipefy

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

Gründe für den Wechsel zu Pipefy

Vorteile

Flexibility to transform and automate processes.

Nachteile

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

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Pipefy

Vorteile

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Nachteile

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

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

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.

Nachteile

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.

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

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

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

Nachteile

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

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

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

Very easy to use, I also love the automations

Nachteile

I've been using it to start a recruiting a campaign and I had to label the participants between male and female. I noticed it's very hard to label one by one. You have to click each card individually, click on "labels" then click on the gender.
I'm a user of Todoist and I reckon you could use a similar feature to them. I expected to right click the card and see pipefy options (such as "add comments", "select label"), instead of my browser options (such as reload page, save page, copy, paste etc).

Also, I do not like how many times the notifications pop up in the page. After I see it the first time, they shouldn't keep popping up every time I switch to the Pipefy tab.

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

My favorite aspect of Pipefy is the ability to integrate with other systems such as JIRA Cloud, Google Suite, and Tableau.

Nachteile

Overall, Pipefy is a solid product, however I'd like to see more integration of AI in the future and ways to explore what other users have created. It will be helpful to get inspiration.