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

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

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

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

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

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

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

* 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 has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process.

We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Nachteile

There are just a few details than pipefy could improve as:
- Use math formulas on his forms
- Calculate the real time use on a process it only calculates the time on the pipe of a card.

Vorteile

Pipefy has a lot of tools to help small business that haven`t IT Team.
Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION!

Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business.

Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Nachteile

Some features that i would like to see in Pipefy is:

- Time control: could have some "Pipefy Apps" that generate time report of taks, and users.

- Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

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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

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.

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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

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 tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation.

Nachteile

Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable.

Vorteile

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything.

Customer support has been great!

Features:
- The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power.
- Relational database tables that can be tied to cards.
- Specify the flow card needs to take through the process, can't start the job until you have ordered materials
- Take action when certain fields change.
- Create and track sub-processes.
- Super solid GraphQL API.
- Reporting based on a cards fields.

Nachteile

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App.

- You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

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 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

Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests.

Nachteile

Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial

Vorteile

Ease of use and mobile app features. Automations included.

Nachteile

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

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Zuvor genutzte Software

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

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

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

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

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

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

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 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

A ferramenta é realmente muito boa. Integra processos e tabelas com uma usabilidade simples, fácil de ser configurada e altamente personalizável de acordo com as necessidades.

Nachteile

A Pipefy está praticando um preço exorbitante pelas automações. Reconheço o valor entregue pelas automações, mas não é compatível com a realidade da maioria das empresas. Está cobrando pacotes de automações extremamente caros, aproximadamente US$0,60 por cada operação automática. Um processo relativamente simples consome facilmente US$600,00 adicionais por mês.

Vorteile

As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.

Nachteile

The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.

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

Cet outil pratique, intuitif et facile à prendre en main optimise le travail d'équipe et permet de réaliser des processus sans code ni notion informatique très avancé,. Pipefy permet de créer des flux de travail personnalisés facilement et rapidement grâce à de nombreux modèles. D'autre part, le programme est évolutif, flexible et personnalisable en fonction des attentes et des besoins. Ce programme est le compagnon par excellence des utilisateurs qui doivent mettre en œuvre et gérer des processus efficaces car il facilite l'organisation des projets et leur suivi grâce à des fonctionnalités comptables précieuses, telles que la gestion des bons de commande, la comptabilité ou encore la facturation.

Nachteile

Quelques bugs, lenteurs et difficultés pour certaines intégrations ainsi qu'une quantité trop faible de fonctionnalités pointues

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

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Nachteile

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

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

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

Facil de usar asi como la personalización de tarjetas para el flujo de trabajo

Nachteile

El filtrado de tarjetas a la hora de buscar es muy limitado.

Vorteile

A praticidade para recursos de workflow, abertura de chamados.

Nachteile

Ainda não descobri todas as funcionalidades.

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

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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