Who Uses Pipefy?

Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.

What Is Pipefy?

Pipefy is a workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free, so requesters, processors and managers are more efficient.

By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes.

Pipefy is now used in over 150 countries by companies of all sizes and leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz.

Pipefy Details

Pipefy

http://www.pipefy.com

Founded 2014

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Pipefy pricing overview

See pricing plans

Pipefy has a free version and offers a free trial. Pipefy paid version starts at $12.00/month.


Starting Price

$12.00/month See pricing details

Pricing Details

Small teams: free - recommended for up to 5 users Professional: $12/user/month - recommended for 5 - 10 users Business: $22/user/month - recommended for 10 - 50 users Enterprise: recommended for over 50 users - contact Pipefy for pricing information

Free Version

Yes

Free Trial

Pipefy deployment and support

Support

  • Email/Help Desk
  • Knowledge Base Software
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Pipefy Features

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
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  • Mobile Access
  • Multi-Currency
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  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management Software
  • Workflow Management Software

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Pipefy Reviews

Read all reviews

Overall rating

4.6/5

Average score

Ease of Use 4.5
Customer Service Software 4.7
Features 4.4
Value for Money 4.5

Review software

Share your experiences with other software buyers.

Write a Review!
Fabrício yutaka F.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 05/11/2019

"Pipefy or Trello?"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 05/11/2019
Matheus K.
Supervisor
Textiles, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 05/01/2021

"A helpful and intuitive tool that your company must have"

Comments: 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)

  • Reviewer Source 
  • Reviewed on 05/01/2021
Ricardo P.
CEO
Internet, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support Software
    5 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 05/01/2021

"Bugs, lack of features"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 05/01/2021
Reginaldo R.
CEO
Information Technology & Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 30/12/2020

"Pipefy was the tool our team need to perform better!"

Comments: With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time.

Pros: Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.

Cons: The app is not very easy, but they are improving it.

  • Reviewer Source 
  • Reviewed on 30/12/2020
Eva S.
COO
Outsourcing/Offshoring, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 29/12/2020

"Great process management software!"

Comments: We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made.
Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential.
I would totally recommend Pipefy!

Pros: Pipefy is really user-oriented, so it is easy to create and implement pipes.
Conditional and Required fields are also really useful and we use them a lot in all our processes.
The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!

Cons: I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits.
Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.

  • Reviewer Source 
  • Reviewed on 29/12/2020