Very nice! Congrats

The usability, organization and filters.

Sometimes I can't open the software and I dont know why, but it works when I open in a anonimous window.

It has helped our department take a disorganized mess of papers and turn it into a easy to use and visualize flow chart. seeing at a glance where all of our projects are at in their work process.

organize many different moving parts and specific details of individual jobs

the app could be better, involvement from installers is necessary to take full advantage, but that's more of an organization issue rather than an issue of the product

Great kanban option that's fast and gets the job done.

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Olá time,

Very good Processes monitoring

Automation in general causes laziness :) your software is amazing by Pipefy on 15/06/2017 Thank you for your review

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.

Flexibility to transform and automate processes.

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

The horizontal flow or the work environment and the customizabilty.

Some automation lag, but I am in Africa so the delay is most likely from my side.

The usability is amazing, and the many possibilities to customize your process make Pipefy the best choice.

I think so be little bad points, how the necessary to create many automations to best experience.

Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

The software looks good and functions well. I see the ability to manage and track multiple items and jobs. The ability to lock a task until certain milestones have been met was a nice feature. Automatic alerts when things were coming due

No ability to mass start projects

Very happy with pipefy and I look forward to plenty more years to come!

I have been using pipefy for 3 or 4 years now and I absolutely love it. It is very versatile and user friendly as it enables you to build your own platform for tracking, organizing and streamlining start to finish processes within your business. This product give me the confidence to manage our inventory from my desktop or phone, no matter where I am or the time of day. What a great product.

It would be nice to be able to make certain changes to individualize each process within your pipe with different colours to make the visual of each process be more defined.

The features and automation are top-notch.

Ease of use has been difficult. I had to research and look at so many webinars to understand most of what I know. It was worth it though.

Ease of use, advanced customisation, fits well to manage almost any process I needed.

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.

I can easily manage my team tasks so I don't overload anyone.

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

It crashed one or two times, but nothing to worry about.

It’s a really good Tool. We use it is Selling, project management and inside process. It help us a lot.

I love that it is so easy to use and to personalize, creating a unique and useful tool. At my company we use Pipefy from the Selling Process to the After Selling process, it help us organize all the process to make a good job!

I has so many uses that I don’t even know, and a think that I don’t like is that. I wish I could use all the functions without having to look so deep into it, because it would be easier. It is easy to use, but if you need something more complicated you need to study the software a lot to get it done.

While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has

- Ease of use (once you get familiarized with where is everything and terminology)

- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database)

CRM and Sales

You can customize the entire process and fields of each card.

Sometimes it's hard to find customization tools

Organization, productivity and automatation of process.

The amount of solutions that the tool offers, as well as the fast and individualized customer service. by Pipefy on 05/02/2018 Thank you for your review!

It's lightweight, easy and fast to learn to deal with cards. You can customize the process for each project that you are working on. In other companies I have worked with other products and pipefy you don't need to spend lot of time dealing with cards every day.

It's friendly and easy to use application.

Like a user (not administrator) I have no features that I don't like.

Helps me a lot to visualize daily tasks and organize processes, reducing time we spend organizing tasks.

Utilizável

Importing information from a spreadsheet to create cards - not very customizable

The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more.

1. Easy integration and APIs provided for integration using integromat, IFTTT

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.

Great tool for workflows and automating processes.

Easily set up and configured. Easily shared with colleagues.

Reporting is poor. Everything has to be extracted then the real reporting built in Sheets or Excel. Would be very helpful if customer service was 24 hours on the week days. I'm in central and by the time i'm building and using pipefy it tends to be 2/3 and CS is gone by then.

Generally Positive

Flexibility of internal automations

listed tools on marketing materials that are not ready yet.

The ease of structuring a new process and of tracking KPI's

Some delays in processing new infos when it comes to fill in the cards

Pipefy is great for setting new processes and keeping them optmized on the go. Really simple and easy to build, will save you a lot of time and resources from the engineering team.

- easy to setup new processes

- not great for projects

The automations built into the software, including automated emails to customers, has been incredibly useful and we've built a lot of operations around it.

It's sometimes less than intuitive to even find where to make some changes/customization and once found, some are fairly complicated.

I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

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.

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. by Pipefy on 16/04/2018 Thank you for your feedback!

We could better organize our onboarding pipelines with Pipefy.

Easy to use, good integrations, great features to process management. It is very flexible to organize pipelines.

Tasks organization is hard to use. We still need to use other tools to schedule tasks. It does not have a good way to view tasks within the cards yet. by Pipefy on 16/08/2017 Thank you for your feedback!

It's a really good platform, the first implemented in our company so I dont have much experience to compare with others.

Easy customization, fast loading, automization*

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.

Overall, it serves well its purpose, the custom service is great. As the platform develops, I am sure we will use it for more areas in our company.

I love the possibility of molding the sofware according to our needs

It lacks some features in the database mode that are available on pipes and would be really useful. The PDF generator could be more developed and it would be great ir pipes could generate PDF documents instead of only the specific cards. The only reason why we don't use the email feature is the gray background, it would be great if it was possible to take off - while still keeping the "powered by pipefy" description. The app could really use some improvement, it is difficult do use in a agile manner.

Now I have a easy and cheap way to track my work and my team's work. Before Pipefy I was lost in e-mails, Trello, Wunderlist, WhatsApp (and others) trying to get my work and my team's work "on track" but I was lost. With Pipefy I have all my workflows and work process in a same place.

Easy of use, interface, pricing and the possibility to create my process management the way I need with no "IT guy".

Time tracking will be a great feature for the future. Also a way to start counting time of working on a task automatically and mandatory could help us to have a "time tracking" in a better way. by Pipefy on 06/02/2018 Thank you for your feedback!

Pipefy is very simple to set up. I was able to immediately begin creating the tasks for development and later go through them with the development team to prioritize and sequence them. We primarily use it for major initiatives and to keep track of support requests. Very easy to add in who had the issue so we can respond to them once it has been fixed.

Honestly, for our simple use case it does all we need it to do. Maybe getting reminders as a due date approaches would be helpful.

I needed to get our office organized with all things financials and create a tool to manage our Business Development efforts. Pipefy delivered on all these fronts.

Its ease of use and simplicity. It just does what it promises to do and very user friendly interface that allows me to customize it the way that I want.

Nothing. I absolutely love everything about this software.

Good - we use it to manage our sales pipeline & sales process and it works well and the free tier is great

Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation.

Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible.

Pipefy helps me track all of my machine and tooling orders. I have around 65 orders at a time. This keeps them in order and allows me to make notes on the status and share it with my salesmen.

I like the fact that I can customize it to my needs. I track the sales of machines and tooling. I was able to customize the phases to where my machines are in the process. It is great!

The only con that I have found so far is that once completed, the tasks stay in the completed category forever unless I delete them. I would like to see a setting to where they would disappear after a certain amount of time.

Organization, less time spent trying to understanding what's going on and gain on sales results and internal teams performance.

Visual organisation of project status helps our team to stay at the same page, follow deadlines e briefs more wisely. by Pipefy on 06/02/2018 Thank you for your feedback!

My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics.

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.

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.

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.

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.

With Pipefy I could have better response for clients with less people.

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.

There are just a few details than pipefy could improve as:

Like I said, it's a great product. Only problem is the company employees send me emails and/or call me every day. I wish I could just use it without the extra baggage.

The product is great. I use it everyday to keep my tasks organized.

No problems that I can see. Very helpful.

Streamlining the process (namely, recruitment). Having the tool to ease the standard procedures + one-window communication with candidates.

Proper combination of flexibility, affordability, design and strive for further development!

Some features like lack of work flows are underdeveloped, but I understand that as focus on certain scenarios of software application.

It´s a wonderful tool, that helps big companies becomes more agile and able to give answers to customers properly and in the time expected.

The simplicity to build the pipes leads to improve our operation quickly and, exponentially, helps us to identify fails and lack visibility in our processes.

The Dashboards. They are to simple and even thought is not the purpose of the tool, I would like to have some options to build some good visual dashboards.

A real powerful tool to increase your productivity specially if your job involves many repetitive tasks.

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

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

It's good, but expensive.

Is easy to configure the pipes and the user have a lot of options.

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Very easy to view my achievements

I can't extract reports very easily.

We're trying to decrease the time in app generation. We face an internal process change that made an app take up to 4 days to be published and, with Pipefy, we could track the lifetime of a card in each phase making it easier to see where the process have failed.

The fact that we adapt Pipefy to all our needs, improving personal and the entire company development in a way that other applications can't do.

Sometimes it's scary to think in all the detailed configuration we have to do to made it work the way we want.

I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work.

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect.

Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

interface and features, it allows me to understand exactly where in the process my card is

sometimes it shows me cards that i'm responsible for, even when i use the filters, it happens a lot.

It's really useful, make my process more simple and efective (to me and all my team).

The price, for sure. It's really expensive when we exchange the currency.

Great actually. Irrespective of the problems I had with the API, I greatly recommend the Pipefy. It is simple to use and has some great features.

Easy to use, intuitive for newcomers, support is very helpful for basic features, API exists, beautiful and customizable interface

API sometimes has some bugs that stops the development on my end, and technical support is oftentimes escalated a little too late.

Pipefy has really helped us with a lot of forms and collaboration on tasks.

It is very easy to customise and collaborate on tasks.

Might be a little difficult to understand. But once you hot the hang of it, it's a breeze.

Very fast, complete and easy to use, but the android app is poor and a lot of functionalities isn't there.

- Functionality - Easy to use

- The Android app is poor

Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes.

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.

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.

expedited my day, I gained a lot of time in all my operation, besides giving me control of all processes of my company.

ease of use, senior level support, great cost ...

There's nothing I don't like... everything about it is easy

I work with Fossick Pictures.

So far everything is working out great for me

Flexibility and ease of customization. A person with very little IT experience and design a pipe.

I wish I could integrate it into other software more. I would like to see added the ability to add functionality that lets me choose how individual phases of a pipe are organized, first to last, last to first, alphabetical, type of card together, etc. I can only adjust on the entire pipe level of earliest to latest and vise versa, I need to be able to do that on the phase level.

it was a great experience, internally I could learn a lot about processes, about how to engage people to use and so on.

This is an easy software, where you can create your own process, customizing all the fields and giving your personality to that, without need any technical support. This accelerates a lot the evolution and gives flexibility to the team.

unfortunately, they do not have calculations involving fields, for example, if you have a unit price and a quantity, you cannot calculate the turnover

I used it as a sales crm and in the lead qualification process and does it's job, no question!

Very advanced options for complex automations and ready to scale with your company

The learning curve is quite difficult and longer than expected

Our experience is being very good. We putted all of our process inside the software.

The automations. With this tool, we could make a lot of automations in our process

We are havnig just a little problem when we send the service for the client, but I believe that we gonna fix this.

Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.

Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.

There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.

We started using pipefy after a demanda for aligning teams and organizing our support necessities, all the tools we use are extremely simple and everyday we use more of it. Our next steps will be to make use of pipefy API to extract important team metrics which I hope will be very useful.

It's easy to use, and I always have everything I need in a click distance. It's an awesome tool for management and to keep all stakeholders of a project aligned about the moment of a product or area.

I have nothing to complain about pipefy.

Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes. They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team. by Pipefy on 09/07/2018 Thank you for your feedback!

How easy it is to set up, and use on a daily basis. The support is also a very strong pro, the team is always helpful, and they always solve the problems.

It takes a lot of time to the automatic tasks happen, sometimes it takes 5 minutes for the card to go to other phase. by Pipefy on 28/06/2018 Thank you for your review!

I can organized my internal process and suggest for my customers an efficient way to automate their job routine

Automations between pipelines and customisable database are really useful tools and it generates lot of opportunities to customize our business process, per example.

Only one automation for the free plan is a good way to initiate and learn more about the platform, but it probably will not the enough as soon you get more use by Pipefy on 29/05/2018 Thank you for your feedback!

Allows us to manage our IT core processes and help desk requests all in one piece of software. This has been a great asset.

Reporting is simple and maybe could use some more functionality/features. Overall, the software has been great so far. by Pipefy on 30/05/2018 Thank you for your feedback.

With pipefy, companies can built standard processes, beyond that it could make possible the real time information, something that is each day more important to competitive companies.

The platform is growing day by day, so by the momment it has not all the features that could give coverage to a robust process. by Pipefy on 23/04/2018 Thank you for your feedback!

It makes out business so much more productive.

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).

Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it !

Time, processes and organization of my team.

Convenient process creation, easy-to-use, customized reports, web form sharing and automated and customized e-mail templates.

Difficult to answer, do not have what I do not like because everything is very easy and with the support (custumer service) always giving us a solution. by Pipefy on 26/03/2018 Thank your for you review!

Flexibility on creating process workflow without any programming gives the possibility to quickly identify bottlenecks and go to continuous improvement easily. Strong integration with other applications through provided standard APIs .

Reporting can improving providing organizational view and not only at pipe level. Sounds this feature is in the roadmap. by Pipefy on 31/01/2018 Thank you for your feedback!

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.

- 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.

Integrated process

As a process management system, I can use to manage and different areas from my company in the same platform.

There are some features about user and role control that I miss.

It's excellent to control our process. Now I know where the order is. What the real status of it.

Email Templates, automations, SLAs and very easy and intuitive to use. All this helped us to improve our performance with the clients.

Emails inside the cards. It's a good idea but we send a lot of emails template, so this option we don't use yet. by Pipefy on 01/09/2017 Thank you for your feedback!

Automation feature is a plus! I like that they are always bringing something new and are open to suggestions. Their roadmap runs FAST! Integration with lots of other apps also is a plus!

Email templates should accept HTML coding... its pretty complicated to add your own style for the automate emailing.

I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. Now everything's in one place and the whole team can use Pipefy to manage their work and stay on the same page.

When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front, with Pipefy I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

I would love to see more improvements with the mobile UX. I thought the mobile feature was a little oversold since it's not as up-to-date as the desktop version.

Once you discover how much you can customize your workflow you see the power of Pipefy! I could replace several specific small software and manage everything together inside pipefy

The power to deeply customize workflow exactly the way i need and manage/integrate several different process in the same tool.

There are many awesome features (like the ability to share a public link to create a card in a pipe) that are hidden under the settings page. by Pipefy on 12/09/2016 Thank you for your response :)