Pipefy Reviews

My main use case for Pipefy is bank reconciliation, entering orders, and entering purchases.A specific example of how I used Pipefy for bank reconciliation and order entry is clearing payments and reconciling the incoming orders in the bank with what came into the bank and what went out of the bank.In these financial routines, everything that was done related to purchases involved sending a request to have the purchase made and the request to clear it in the banks.

The best features that Pipefy offers are that everything is automated.Within that automation, specific features that made my day-to-day work easier are the integration with other systems, the use of artificial intelligence that makes things easier, and the creation of reports.The use of artificial intelligence made things easier and helped me improve my use of technology. It is a very good program with a lot of quality and an educational value.

What could be improved in Pipefy is the human support, which should be easier.Regarding necessary improvements in Pipefy, it really needs more humanized support that is faster. The responses need to be faster and not involve so many bots. When the system goes down, it takes a long time to get a response.

I used Pipefy for one year.

Pipefy is stable, having gone down only once. The problem was instability, as it was down for a day, and there was difficulty in getting human contact to solve the problem, which needs to be improved.

Regarding scalability, Pipefy offers a very good service that is very complete and very broad.

Pipefy's customer support is not good, as I go through many bots before reaching a human service.

Previously, I used a different solution that was done manually, which was a more archaic system because it was not done in a professional way.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

I have already obtained a return on investment with Pipefy, as it made it possible to need fewer employees, automated the programs, saved money, and enabled fewer errors.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

Before choosing Pipefy, I evaluated other options such as Omie and Linux, but Pipefy was chosen because it offered the best artificial intelligence technology.

My advice to other people who are thinking about using Pipefy is that it is very good. It offers a lot of artificial intelligence systems, automation, and it is an extremely reliable and secure system.Pipefy is a complete system which offers visual systems, is educational, and I highly recommend it. I would consider indicating it to other companies because it is a system that enables the facilitation of purchase orders and reconciliation. I would only improve the human contact with the customer for support.I gave this review a rating of 10.

On-premises

At KPMG, I used Pipefy mainly for handling support and requests. I handled job and project tickets for partners and managers, taking care of all the administrative work, reputational and financial research for a given client, and then I carried out the entire research process. Afterwards, at the end, I forwarded it to the manager and partner to evaluate.

I used Pipefy mainly for handling projects and jobs that I provided within the Pipefy platform for managers and partners.

I received the ticket through Pipefy, where I conducted the entire analysis of that request. Each job came with a certain theme. I performed research, as mentioned, reputational research, financial research, so each ticket had its own particularity. Within Pipefy, I received the task with a specific theme, such as Know Your Client analysis, and then I carried out the entire research process, all the form filling within Pipefy, where I received this job. After finishing the whole process, I would close it and then send it to the manager and the partner to review. My part within Pipefy was the service and handling.

I used the entire Pipefy platform. The part I used the most and that was very efficient for me was the email automation feature. I could send, within the ticket itself, the completion email or some request for some document that was missing within that process, and then all my communication was done entirely within Pipefy without the need for me to leave the platform to send an email. This added a lot in terms of time. I optimized time in communications with the partner and manager, which made my work more accurate and faster to complete.

Pipefy adds a lot of value. It reduced rework, both for the team and for each person who uses it. I could easily master the platform, and it gave me a much more strategic and efficient view regarding management as well. Management also had better control through the use of Pipefy. Additionally, I had free access to the Pipefy team, and everything that I wanted to add within Pipefy that would help optimize my work, I had that support. I had the opportunity to participate in some processes and in some change requests within Pipefy, things that would optimize it for me. I always had this direct contact with the team and with leadership to make these adjustments and improve my work.

For me, the most important point of Pipefy, beyond all of its formatting and layout helping me, is the email automation, which is key. Today I have many problems because I use another tool where I use my corporate email, and then I use communication inside the platform I use now. This results in a lot of rework; I have to leave there and check emails. Pipefy brings this ease, the fact that it unites the corporate email together with the platform, which greatly optimizes things, so I don't have to be replying to emails all the time and I receive everything within the ticket itself. I have this control where everything I receive I can respond to immediately.

I have been making adjustments daily. At this specific moment, leadership is still looking for ways to optimize it much more, of course, but I do not feel a lack of features because I have everything at hand there. Whenever there is something I need, I get in touch with the Pipefy team to see if it is possible to make these adjustments. Apparently, at this moment, Pipefy has all the necessary features for my use. In my case, for what I need on a daily basis, it covers everything.

I used Pipefy for four years, where I handled the tickets from the managers and partners and did the whole process within Pipefy itself, including receiving emails related to those tickets.

The control aspect of Pipefy for leadership also helps so that we do not get lost, because since there is a very high workload, this helps us have better organization. The automation and control of having visibility into what is a priority and what is not helps a lot within the platform. All the control I have in the platform is something that adds to the outcome of my work. The email aspect is what helps me the most on a daily basis, where having email within the platform makes all the difference. This optimizes things a lot, besides the ease I have to reorganize my day regarding email.

Pipefy has this openness for me to explain my needs and for the platform itself to help with these issues. I highly recommend Pipefy and I really miss it. Today I do not use it, but it is something I really miss. In fact, I have even mentioned this at the company where I currently am; they do not use the platform, and I even suggested that they check the possibility of contracting it, because it really adds a lot to my daily control and organization.

Personally, Pipefy adds a lot of value, both for management and analyses. I can clearly understand what the client is asking for, which really makes my work easier. Pipefy is a platform that helps me organize, optimizes my work and, above all, the people who manage my work end up with better control over the entire team.

Pipefy positively impacts not only the team but the entire team on the partners and managers side. It does not just help the team that is on the administrative side; it handles the whole management part and also supports the request for demands from other departments, which makes a total difference for everyone on the team and for the company, because the entire company uses Pipefy.

The outcome I have is higher revenue. The company uses Pipefy not only for billing but also for the administrative and management part. They also forward things to other departments that handle projects. Pipefy is an important platform for the company itself. It definitely increases the workload for the department, where the team even grew because the work volume increased. This growth is also due to the use of Pipefy, which is an important tool.

Pipefy helps with error reduction and time optimization. I ended up shortening the response time and, consequently, bringing benefits to the requester. It is a combination that ends up impacting everyone. Pipefy helps the entire management area, the operational area, the projects area, and it is constantly bringing significant changes to all the teams that use it.

Using Pipefy for my turn sheet made the process much faster and more effective, even easier for the management team and my leaders to carry out all the checking. Through Pipefy, it is possible to measure how the workload was, to measure whether I was able to meet deadlines, check if there were delays and what these deadlines were. From there, I had a sense of where I needed to improve. Pipefy also brings this organization aspect where I can see where I am making mistakes and where I am failing, so that I can improve the service and handling side and manage that part as well. My overall rating for Pipefy is a perfect ten out of ten.

Private Cloud

Microsoft Azure

My main use case for Pipefy is to manage my sales funnel and pipeline.

I use Pipefy to move through the stages of progress in negotiations with my leads, so they progress from an initial stage of first contact or meeting to a presentation stage, then closing and paid.

I use Pipefy to integrate with my calendar and email.

The best features that Pipefy offers in my experience are that it has an easy learning curve, it is a very simple system to use, and I can learn its processes very easily because it is very intuitive.

Besides the ease of use and quick learning curve, I find it useful in my daily work that Pipefy already comes with ready-made templates and preconfigured models, and that it helps teams structure processes.

I really appreciate the features of Pipefy, especially its interface and the visibility it gives in Kanban format, with columns and cards.

Pipefy has a positive impact on my organization mainly because of the layout and visualization; it has a very clear and very simplified visualization, and I can easily understand which stage of the deal each lead is in.

I believe that Pipefy can be improved because the mobile app for smartphones is very limited; it does not have the same fluidity and the same features that the web version for computers has.

I have recently been struggling with a lot of lag and slowness in the platform's integrations with some other external tools such as Slack and Jira.

I have been using Pipefy for one year.

Support is an area of Pipefy that I see has some room for improvement because there is a delay in support responses, and I find the support system somewhat bureaucratic.

The process of training and user adoption for using Pipefy involved the area that designed the methodology and the sales funnel processes training the employees in the commercial area to use it, as they used another system called HubSpot before.

The process of implementing Pipefy in my company was carried out entirely by IT and designed together with the business area.

The integration of Pipefy with other tools that we use internally was a simple integration that we used with Google tools through APIs.

The process of implementing Pipefy in my company was carried out entirely by IT and designed together with the business area.

I rate the cost-benefit of Pipefy in relation to what it delivers as very good because it is not software that has a very high cost and it delivers a lot of functionality and a lot of efficiency in the commercial area.

I would advise other people who are thinking about using Pipefy to conduct a conversion or migration to Pipefy with caution and in a very structured way, taking advantage of Pipefy's AI structure and Kanban structure and setting up intelligent automation.

I believe that Pipefy is an excellent tool with great cost-benefit, with a low cost for what it delivers, and that it is being improved little by little and integrated with several types of systems, but it still has to improve mainly regarding the lags that occur in integrations. I rate this review an 8 out of 10.

Hybrid Cloud

Amazon Web Services (AWS)

My main use case for Pipefy is to manage processes and to follow processes with Kanban style management and for some automations such as when an activity is completed then someone gets an email asking them to complete a field or to submit another document. However, it is mainly for process reasons.

A quick specific example of a process I manage with Pipefy is that we used to first receive the suggestion of projects and then the suggestion of participants to conduct this project. Pipefy uses an automation to approve the participation of these candidates in the project with their managers and also to approve the project with the direction of the company. It is all fully automated within Pipefy.

The best features Pipefy offers include the possibility of managing the process in a Kanban style, the fields and making fields obligatory, together with the possibility of making automations, such as notifying someone if a card is in a phase of that process for a long time, then someone gets a notification. When this activity or this phase is completed, someone gets a notification. All these kinds of automations within the transition of phases is the main function that we use in Pipefy.

The automations and required fields help my team day-to-day by ensuring that we have our database always fully completed. For example, there are no blank spaces. We always have the information standardized because the way people fill the fields is standardized because of Pipefy. We have the possibility to analyze this data easily because of this standardization.

Pipefy has impacted my organization positively as we have not reduced our headcount, but we could if we wanted to because the number of people managing those processes before Pipefy was a lot. We have reduced this, and these people now have more time to focus on more strategic and tactical activities and not only on operational activities. We have more standardized data to analyze and now we have dashboards because we have a digital process and not just an analytical process. We do not have paper forms anymore, but we used to have paper forms. All of this has helped us a lot.

A specific outcome since using Pipefy is that we have reduced lead time significantly.

Pipefy can be improved with processes not only following Kanban styles but other kinds of processes that have more paths, not just a single, direct path, but they have bifurcations. Pipefy can also focus on more dashboards and the way to extract and create indicators in the dashboard section as this appears to be a gap.

I have been using Pipefy for two years.

My advice for others looking into using Pipefy is to first describe the process and the improvements in the process before developing the system and the Kanban style. Before you develop Pipefy, I suggest drawing and describing the responsibilities and describing all the process information and the instructions before the tool. I give this product a rating of 8.

My main use case for Pipefy is to make it easier to organize the month's tasks and the team's general tasks in my day-to-day work. For example, if there was a task in the administrative company where I worked, such as making a payment and I needed other people to participate, I put it in Pipefy and we would move the cards there as the activities were completed.

The best features that Pipefy offers are the ability to do things in an organized way and as a team. Beyond this team collaboration, I consider valuable the way I can organize things, and the automation aspect is very good in Pipefy. I also appreciate the reporting aspect and the reports that are generated in Pipefy, which I consider important.

Pipefy has had a positive impact on my organization because after using the tool, I noticed that I can do things in a more agile way. I noticed a reduction in time spent on tasks and an improvement in team communication after adopting Pipefy, because everything was organized in one place and other people could also collaborate, which helps significantly.

I didn't find it difficult to use Pipefy because I'm already used to digital platforms. Pipefy should be more publicized, because many people still don't know about it.

I have been using Pipefy for about a year.

In my experience, Pipefy is stable and it doesn't show many errors; there are only a few.

Pipefy's scalability works well in my experience, and since I didn't use it for many tasks, I didn't observe how it works for high demand.

I previously used different solutions for task organization, such as Trello, along with several other types of platforms or tools to optimize tasks.

I have obtained a return on investment from using Pipefy in terms of less rework and time reduction.

I don't know about Pipefy's pricing, setup costs, and licensing because I wasn't the one who paid; it was the company.

I evaluated other options before choosing Pipefy, but I don't remember their names.

At the moment, I'm not using Pipefy because I'm no longer part of the company that used it, but sometimes I use it sporadically in a private way. I would advise other people who are thinking about using Pipefy that it is a great tool that will make their lives easier, optimize their time, and facilitate teamwork, so I would highly recommend this tool for those who are going to work in a team, especially. I gave this review a rating of 9 out of 10.

Private Cloud

Google

My main use case for Pipefy involves creating accounts receivable pipes, splitting tasks among the operations team, and managing projects. I duplicate the information from the financial system for accounts receivable, and from this information inside Pipefy, in a Kanban separated by time stages, I start creating tasks for the finance team.

Kanban view really helps us to have a panoramic view of what's happening in the company, how much we have coming in there, and how much can come in within a certain period.

In my opinion, the best features that Pipefy offers are the separation of forms by phase and the tag section for assignment of owners. The separation of forms by phase and the assignment of owners make my day-to-day easier by allowing me to determine small actions at each phase for a specific person, where the form will only be available in that phase. A specific form will only be available in that phase, then from the moment the phase changes, I can switch it to another person and also change the form. The updated form will be available to another person, but it is a totally different form.

Pipefy has had a positive impact on my organization by helping the collections team convert invoices that were overdue into paid invoices and, consequently, cash for the company.

I believe Pipefy can be improved by clarifying the API calls and making packages for API calls more accessible, because in my organization we have a lot of automation, but we have few API calls, precisely because we have a fixed plan and the organization, in fact, does not need that.

I have been using Pipefy for over two years.

My advice for others thinking about using Pipefy is to have defined processes, so that the migration is easier before migrating. I think Pipefy is a good tool for those who already know what they want and need to speed up processes, but in general, it is more important for you to know which data is important for you and which processes you need to define than for you to simply hire a tool. I would rate this experience a seven out of ten.

Public Cloud

Other

My main use case for Pipefy is managing cross-area processes, including the sales team's process and the handoff process from the sales team to the operations team.

I use Pipefy for the sales process in which the lead lands in a stage of waiting for service, then moves to an activation stage where we connect with that lead. Then we move into a process of communication with this lead through negotiation, followed by a proposal stage and closing the sale.

Pipefy helps me accomplish the workflow as described through the steps involved in the sales process. Something unique about how I use it is that it covers the aforementioned processes well.

The best features Pipefy offers include the process of managing required fields per phase with conditionals, which is what makes Pipefy stand out from the others.

The most relevant feature in Pipefy today is the process of modeling customized stages with customized fields per stage and required fields that may or may not trigger automations. This is the single differentiator of Pipefy today.

The specific positive outcome I noticed after using Pipefy is that the visual infrastructure makes the operationalization process easier with the teams.

Pipefy can be improved significantly as it lacks native, official WhatsApp integrations and lacks integrations overall. Integrations are only available through an advanced integration request that has never worked for me because they charge for that. Additionally, Pipefy lacks all the infrastructure for a sales team to be able to operate inside it, including task management, tasks, reminders, integration with Gmail, calendar, meetings, and Google Meet. This infrastructure for connecting with day-to-day software is essential.

Something that could make my experience even better is if the integrations were more robust.

I have been using Pipefy for about three years now.

The impact of Pipefy was a lot of work and I had to replace it due to no clear benefit because the cost made it unviable.

Pipefy impacted my organization positively initially, but after implementation, it became financially unfeasible because of the use and purchase of automation and API request packages. It was a lot of work to implement, and I had to implement another CRM and another BPMN instead to replace Pipefy with a cheaper solution.

I would advise others looking into using Pipefy to consider its capabilities carefully. I give this review a rating of two.

I use Pipefy to control leads and sort out customer evaluations for new customers. When a new customer comes in, Pipefy helps me manage that process by assisting with the timeline, including the first contact, what they communicated, whether the lead is hot or cold, and if we should continue with the negotiation. I also sometimes use Pipefy to write down proposals for customers.

In my opinion, the best features Pipefy offers include the overview of the leads and the situation, where we can go, and where we should stop while considering the future.

The overview of the lead situation is valuable for me because of my time constraints. When I see that a customer is cold, I should leave that and move forward with someone else. Pipefy has positively impacted my organization by helping me manage my time better. I can share that I think I can save my time by half. For example, if I needed to evaluate a customer without Pipefy, I would use significantly more time.

Pipefy could be improved by having an app edition for quick evaluation on my cellphone.

Not longer than one year.

Pipefy is stable.

Regarding Pipefy's scalability, I need to clarify which sense you are referring to.

I think customer support is fair.

I previously used only Sales Navigator before Pipefy, and it was manually sorted out.

I can say that with the time, Pipefy is a very good tool because we can take other team members to make things that are more useful and evaluate if that is necessary or not based on Pipefy's insights.

My experience with pricing, setup cost, and licensing is not exactly my area of work because I work more with the leads, not exactly with the pricing.

Before choosing Pipefy, I evaluated RD Station, and that was my other option.

My advice to others looking into using Pipefy is to first assess your business because Pipefy is full of features and you may not need to use everything that Pipefy can offer. Pipefy is good for a business that is growing and needing more customers. I rate my overall experience with Pipefy as an 8.

Private Cloud

Google

Our registration and credit analysis pipeline goes entirely through Pipefy. We acquire companies and monitor the entire analysis process through Pipefy's pipeline.

In the registration and credit analysis process, the sales manager acquires the company and uploads the necessary documents through a link we send from Pipefy. He uploads the documentation and all the information he has about the company, and from that point, we begin validating each piece of information he submitted in our pipeline and workflow created within Pipefy. For all communication automation with the client, if the company has any pending issues, we notify them via Pipefy automations.

The entire registration and credit process from beginning to end is completed within Pipefy. When the company is able to carry out operations with our fund, we extract all the analysis we have done within Pipefy and send it to one of our databases to keep this information saved and to be able to conduct new analyses based on this data.

The best features that Pipefy offers me in this workflow are that first, the user experience is very simple, clear, and objective, and very intuitive. Additionally, the automation part is very complete. We can create several types of automation for communication and AI integration. The automation part is very complete compared to what the platform and other players in the market tend to offer.

Overall, Pipefy has had a positive impact on my organization by organizing the entire registration and credit part of the company. This is a very important and large department within our company, and Pipefy solved a significant portion of it, so I believe the impact is quite significant.

Certainly, there has been measurable improvement with Pipefy, such as an increase in productivity due to no longer performing so much manual work. Simple document validation that we used to do one by one, examining all of them manually, can now be done automatically through AI extraction. There is also a substantial gain in the recording of this information because it is no longer scattered. We can record all of this, create a database within Pipefy, and store all the information we need there.

Pipefy can be improved by creating a more complete integration with WhatsApp. That would be interesting because nowadays WhatsApp is a very widely used communication channel, and from what I observed within the platform, most of the communication automations are via email and SMTP protocol. I believe integrating with WhatsApp or at least another communication application would be interesting.

At Capital Finanças, we have been using Pipefy for around three years.

Pipefy is stable. We have never experienced any problems with it going down or any feature being unavailable. Everything has always worked very well.

We have never experienced problems with the scalability of Pipefy as our company does not have a very large information flow. For our size, it has always worked very well, and we have never encountered scalability issues.

Pipefy's customer support works very well. The few times we contacted them or asked for help with something, it worked very well. Perhaps there could be an easier contact option via WhatsApp, which could even be a bot, but via WhatsApp sometimes it would work very well.

We did not use a different solution previously. The work was more manual before Pipefy came in to make it more automated.

I have obtained return on investment with Pipefy, mainly in terms of time spent on analyses. There has been optimization of work, workflow, and probably manpower as well because things that would take longer in terms of manual work were greatly reduced due to the platform's comprehensive automation. In this scenario, there was a reduction in both time and manpower.

We evaluated GoFy before choosing Pipefy, but we ended up choosing Pipefy.

My advice for other people who are thinking about using Pipefy is that if they have a very manual workflow and they are looking for more clarity and ease in seeing process information and making it more visible to the team, I believe it would be interesting to use Pipefy because the purpose of the platform is precisely this: to bring clarity, organization, and optimization to processes. My overall rating for this review is 8 out of 10.

Public Cloud

Other

My main use case for Pipefy is process optimization.

Pipefy makes it easier to organize clients, demands, and other elements to optimize processes. The best feature that Pipefy offers is its use to optimize processes and tools. I consider the customized AI agent within Pipefy to be the most useful tool in my daily routine. Pipefy has a positive impact on my organization primarily through time optimization. I believe it has reduced about two hours per day in time optimization.

At the moment, I have nothing to add regarding how Pipefy can be improved because there are always improvements and new features, so for now it meets our needs.

I have been using Pipefy for about a year.

Pipefy is stable.

Pipefy's scalability certainly meets our needs.

Pipefy's customer support is excellent.

I did not previously use a different solution.

The main return on investment I have obtained is time optimization.

The experience I have had with pricing, setup costs, and licensing is that the prices may seem high, but in the end, the return makes the investment worthwhile.

I evaluated other options before choosing Pipefy, but I prefer not to mention brands, only the main ones on the market.

I believe it is worth testing Pipefy so you can understand whether it applies to your business and whether it is worthwhile. I found this interview very intuitive, the questions were easy to answer, and the interviewer clarified the questions I had more difficulty with. I would rate this review an 8 out of 10.

Private Cloud

Other