Pipefy

Vorteile

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Nachteile

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

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

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

Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.

Nachteile

I haven’t customized all features due to lack of available tutorials.

Vorteile

Everything is in one place and we no longer need to rely on excel sheets and proper versioning, etc. Reporting is easy and customizable. Work flow and tracking of project status has helped our team be more efficient.

Nachteile

The setup was a bit challenging for some items but that is because our team had some unique requests. The Pipefy team (especially [sensitive content hidden]) was extremely helpful in working through this and using creative solutions to meet our needs.

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 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

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.

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

1. Neat and clean dashboard
2. Real-time tracking
3. Mobile friendly
4. Support team is exceptional

Nachteile

1. Integration is a bit problematic
2. Needs a lot of bandwidth to operate

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.

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Zuvor genutzte Software

Vorteile

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.

Nachteile

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.

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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

Easy customization, fast loading, automization*

Nachteile

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.

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Vorteile

Simple user interface; easy to bring on new users; love automations

Nachteile

I feel like the member admin page isn't very useful. I have to click 5 times to expand the list and see all our users. It doesn't show me how many users have each type of role so it's a little tricky to manage licenses; I'd love to see how frequently people log in, not just their last log in.

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

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

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

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

Nachteile

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

Vorteile

The kanban methodology is great to manage multi activities.

Nachteile

Some features needs to be improved, like the availability to paste itens and transform it in a check list.

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

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Nachteile

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

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.

Vorteile

Integrations and user interface are the best features.

Nachteile

More integration with e-commerce platforms would be awesome.

Vorteile

Powerful tool to follow the development of software projects, daily monitoring together with Pipefy's kanban helps us to keep track and give visibility to everyone on the team and especially to stake holders

Nachteile

I have nothing to complain about Pipefy, maybe the cost that could be more affordable for the entrepreneur

Vorteile

Facilidade de uso e automações simples e praticas.

Nachteile

Custos por usuários e automações, além do serviço.

Vorteile

Rich features plus ease in implementation especially for new users. The product is also pocket friendly compared to its competitors.

Nachteile

The software has so many limitations which are based on what version of the software you are using.

Vorteile

Se você precisa organizar os processos já existentes da sua empresa e fazer com que sejam seguidos, o Pipefy é uma ótima ferramenta pra isso. Juntamente com o jeito que você organiza os processos e as fases, de forma simples, totalmente web, sem ter que instalar nada, faz dele uma ótima escolha.

Nachteile

Você deve ter certeza de como está construindo os processos e as fases, pois uma futura alteração por falta de uma análise rasa no desenvolvimento dos mesmos pode fazer você ter que recriar alguns processos e/ou fases. Mas se bem desenvolvida a análise antes da criação dos processos, os problemas são mínimos em reestruturar algo.

Vorteile

Easy to use and customizable to fit our specific needs. Great for visualizing and tracking our processes.

Nachteile

Some advanced features require additional paid add-ons. Would love to see more built-in automation options.

Vorteile

O Pipefy permite a criação de fluxos de trabalho personalizados de acordo com as necessidades da nossa equipe. Podemos adaptar os processos e etapas para se adequarem ao nosso fluxo de trabalho. Também podemos automatizar tarefas repetitivas e manuais. Isso ajuda a economizar tempo e reduzir erros, aumentando a eficiência e a produtividade. É ótimo que posso acompanhar o andamento dos processos da minha empresa por lá.

Nachteile

Como tem várias funções e automatizações, no início precisamos usar um pouco mais de tempo até conseguir configurar tudo conforme as nossas necessidades, mas depois é tranquilo. Outro ponto é o preço, que acaba sendo um pouco mais alto, mas toda a funcionalidade da ferramenta compensa.

Vorteile

A função de configurar cada fase, colocar automações é sensacional.

Nachteile

O Pipefy parece ser complicado de usar, pois tem várias funções, mas é só uma primeira impressão, depois que você entende e pega o jeito, é bem tranquilo. O preço é um pouco mais alto que o restante do mercado, porém vale a pena todo o investimento

Vorteile

Tem uma interface bonita e é de fácil uso.

Nachteile

Tudo é pago, os addons, o preço é absurdo comparado com outros serviços concorrentes.

Vorteile

A opções de funcionalidades são variadas

Nachteile

Não é intuitivo e as tarefas, mesmo que outra fase, aparecem para quem ja terminou

Vorteile

É fácil gerir e acompanhar os projetos.Além disso, consigo integrar quadros que tenham demandas interligadas

Nachteile

Não consigo copiar um quadro com as informações dos cards, apenas com as configurações (seria bacana poder transferir um card completo entre quadro)

Vorteile

Gosto de como posso organizar as minhas tarefas e visualizar as tarefas dos meus colegas.

Nachteile

O design não é muito favorável, já fiquei um pouco confusa

Vorteile

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Nachteile

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Vorteile

Gosto muito do estilo kanban de funcionamento do sotfware, ao mesmo tempo que as tarefas ficam fáceis de serem vistas, é possível detalhar bem as mesmas, acrescentando prazos, descrições, quem irá executá-las. Contribui muito para a organização de tarefas de cada setor da empresa e também permite que um setor saiba o que está acontecendo em outro, por exemplo, ajudando na integração de áreas da empresa.

Nachteile

É um software que apresenta muito recursos mas que não são tão óbvios, acredito que seria melhor se a empresa disponibilizasse um treinamento completo para seu uso.

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

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

Nachteile

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

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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

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

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 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

1) O software é muito bom para gestão de processo e permite que as atividades sejam realizadas de forma realmente organizada.

2) Ele permite ocultar campos customizados com base em regras, um dos poucos fatores que nos mantém hoje com o software, pois isso mantém a atividade organizada em vários departamentos, evitando equívocos da equipe.

Nachteile

1) As automatizações dele deixem bastante à desejar, bem como a parte de portais e documentação. Estamos testando o Click Up em alguns setores e por detalhes ainda não realizamos a migração integral, pois às vezes precisamos usar um Integromat para realizar algo do Pipefy no próprio Pipefy, o que achamos um pouco absurdo.

2) A parte de documentação, para auxiliar o colaborador com Playbooks descentes e qualificados, é inexistente. Educar a equipe com cultura, playbook e coisas afins é algo que você não vai conseguir fazer no Pipefy. Eles tem uns tais de "Portais", mas a utilidade desses "Portais" é praticamente zero. Tanto que eles sequer desenvolvem de forma consistente essa área.

3) O Pipefy é uma empresa nascida no Brasil, mas ele não é precificado para empresas Brasileiras, pois 36 dólares por usuário e algumas cobranças extras realmente nos fazem procurar a todo momento alternativas para deixarmos o uso do Pipefy, já que estamos crescendo nossa equipe e eles não tem uma política boa de preço sequer para empresas brasileiras, como tem a RD Station, por exemplo, que é boa de negociar e entende os problemas do Brasil. Já os procurei para conversar e a resposta foi do tipo "Bah, não rola". Esse ponto foi o que gerou a maior antipatia da empresa ao Software e nos faz buscar alternativas.

Por isso mantemos parelelamente uma conta, na Click Up, buscando em algum momento encontrar nessa outra ferramenta as pequenas funcionalidades que nos mantém no Pipefy até agora.

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Vorteile

Fácil de usar, de configurar, e visualmente fica bem organizado e claro as informações. Entrega bem a proposta da ferramenta.

Nachteile

Não tenho nada contra. Durante o período que usei a ferramenta tivemos uma boa experiência.

Vorteile

Eu adoro a facilidade de customização dos pipes e forms. Uma vez mapeado o processo, a implementação no Pipefy é simples. As automações também são boas e me permitem otimizar alguns passos manuais e ganhar tempo para o time.

Nachteile

Fora alguns bugs ocasionais (o pipebot não move um card, não atualiza um campo, etc), tem alguns problemas estruturais um pouco chatos. Por exemplo, eu não consigo mudar o tipo de um campo uma vez que ele foi criado. Se eu tenho um campo short text e quero mudar pra long text, não dá. Tenho que deletar o campo original e criar outro, quebrando todas as automações ligadas e etc. Além disso, eu não consigo via automação copiar um campo para outro de formato diferente. Se quiser copier um campo do tipo number (int) para um campo do tipo currency (float), não dá. Nem um campo short text para um long text. Seria fácil fazer um cast por trás disso, mas beleza. Fora que seria ótimo poder copiar um campo de tipo qualquer para outro de tipo text. Também não é possível fazer modificações em massa (selecionar vários cards para serem movidos ou deletados, por exemplo). Seria ótimo poder duplicar cards, também. Adoraria ter uma automação para que um card modificasse uma linha da database.

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Vorteile

Helps with keeping a sequential track of all action items.

Nachteile

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

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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 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

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.

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