About Pipefy

Pipefy is an onboarding software that helps HR teams reduce the need for data entry and manual processes. This solution helps teams automate activities such as collecting new employee information, sending welcome emails, updating core HR systems, and completing handoffs to IT and Finance teams. With Pipefy, businesses can ensure that HR teams are being efficient, completing all necessary steps, and providing a consistent new employee experience with streamlined communication. Pricing for Pipefy is on a monthly subscription basis. Support is offered via live chat, videos, tutorials, and an online help center.
Pipefy Software - Pipefy Customize workflows
Pipefy Software - Pipefy Process templates
Pipefy Software - Pipefy Public forms
Pipefy Software - Pipefy Reporting
Pipefy Software - Pipefy Sales pipeline
Pipefy Software - Pipefy Multiple devices
Pipefy Software - Pipefy Customize workflows - thumbnail
Pipefy Software - Pipefy Process templates - thumbnail
Pipefy Software - Pipefy Public forms - thumbnail
Pipefy Software - Pipefy Reporting - thumbnail
Pipefy Software - Pipefy Sales pipeline - thumbnail
Pipefy Software - Pipefy Multiple devices - thumbnail

Pipefy pricing

Pipefy has a free version and does not offer a free trial. Pipefy paid version starts at US$18.00/month.

Starting Price:
US$18.00/month
Pricing Details:
Starter: Free - recommended for small teams, startups, freelancers, and students who need to organize their tasks Business: $18/user/month - recommended for mid-market teams needing to centralize and scale business processes Enterprise: $30/user/month - recommended for organizations that need enterprise-level security, control, and support to manage complex or connected business processes Unlimited - recommended for organizations that need unlimited power to error-proof their Enterprise processes
Free Version:
Yes
Free trial:
No

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Pipefy Reviews

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4.5
Customer Support
4.5
5 reviews of 265 View all reviews
Fabrício yutaka F.
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 05/11/2019

Pipefy or Trello?

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

Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Pros

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

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

Cons

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.

Alternatives Considered

Trello

Reasons for Switching to Pipefy

Trello is completely flexible. Pipefy gives flexibility and control in the right balance.
Stephen I.
  • Industry: Automotive
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 17/12/2020

MY EXPERIENCE WITH PIPEFY

* Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pros

* 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

Cons

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

Ricardo P.
  • Industry: Internet
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
1
Features
2
Ease of Use
3
Customer Support
5

3
Reviewed on 05/01/2021

Bugs, lack of features

I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Pros

- Kanban with custom fields / rules
- Email automation with easy to build templates
-

Cons

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it.
- It misses basic features. PDF builder sucks. Reports are almost useless.
- Sales team lies to sell.

Diego R.
  • Industry: Design
  • Company size: 2-10 Employees
  • Used Weekly for Free Trial
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
0

4
Reviewed on 17/06/2021

Interesting solution, but it didn't reach what it was looking for

We were looking for a simpler solution to evaluate some BPM Process flows, so the software didn't do exactly what we wanted.

Pros

It is very robust, has a huge range of templates, many options to customize, with forms, checklists, adding teams and integrations with other applications.

Cons

As it is a very complete solution, it took us a while to understand where to find some tools, because we had a simpler need.

Alternatives Considered

Kissflow Workflow, Miro and Trello

Switched From

Trello
Matheus K.
  • Industry: Textiles
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/01/2021

A helpful and intuitive tool that your company must have

We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

Pros

Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Cons

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Alternatives Considered

ActiveCampaign

Reasons for Choosing Pipefy

Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need.

Reasons for Switching to Pipefy

As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot.

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