Pipefy

Client Onboarding Tool with Email Marketing Capabilities

Pros

Pipefy offers wide range of tools on a single dashboard which covers everything from email marketing and HR to collaboration features.

Cons

Due to a lack of available tutorials I have not been able to customized all the features yet.

Automating Manual Processes via Pipefy

Pros

What I like the most about Pipefy is its seamless integration with systems like JIRA Cloud, Google Suite and Tableau.

Cons

Overall, Pipefy is a solid product but I did like to see more AI integration in the future and ways to explore what other users have created for inspiration.

From Nutracap: A Long-Term and Satisfied User

Pros

I find Pipefys user friendly interface and no-code building solution very helpful for training our team on new processes or updates. In our ever changing industry, the agility Pipefy offers is essential for our long-term success.

Cons

The range of available apps is somewhat limited, so we have to rely on third-party integrations for some of our processes.

No More Excel Sheets!

Pros

Having everything in one place means we no longer depend on Excel sheets and versioning. Reporting is simple and easily customizable and the workflow and project status tracking have significantly boosted our teams efficiency.

Cons

The setup was a bit challenging for certain items mainly due to our team's unique requests. However, the Pipefy team was very helpful as they provided us creative solutions to address our needs.

Pipefy has been a great asset for workflow management

Pros

I love the simple user interface, how easy it is to onboard new users and the automation features.

Cons

I find the member admin page not very useful. I have to click multiple times to expand the list and see all our users. It does not show how many users have each role which makes it tricky to manage licenses. I did also like to see login frequency, not just the last login.

Pipefy, a must have for large organisation with multiple projects

Pros

Pipefy dashboard is neat and clean, real-time tracking is excellent, it is mobile-friendly and the support team is outstanding.

Cons

Integration can be a bit problematic and requires a lot of bandwidth to operate smoothly.

Excellent tool for process automation

Pros

If you need to organize your company's existing processes and ensure they are followed, Pipefy is a great tool for that. Along with the way it allows you to organize processes and phases, in a simple way, completely web-based, without having to install anything, it is a great choice.

Cons

You must be sure of how you are building the processes and phases because a future change due to a lack of a shallow analysis in their development may make you have to recreate some processes and/or phases. But if the analysis is well developed before creating the processes, the problems in restructuring something are minimal.

Pipefy - practical platform for task automation.

Pros

First and foremost, I have to mention the price. I must say it is one of the most affordable automation software options I have tried. I also love Pipefy's intuitive and easy to use interface which allows even those with limited technical skills to get started without any hassle. Among its features, I find it very useful to create complex flowcharts easily, which is essential for professionals needing precise visual representations. The platform supports real time communication among team members and facilitates both internal and external collaboration which eventually makes teamwork seamless.

Cons

While the platform is practical, its dashboard needs better organization and a more colorful user interface. Additionally, the email system needs improvement, as many emails end up in spam folders which leads to lost communication with clients.

If you are going to use Pipefy, be prepared to spend a lot of money

Pros

It has a beautiful interface and is easy to use.

Cons

Everything is charged separately, including add-ons and the price seems too much compared to other competing services.

I use and recommend Pipefy

Pros

Pipefy helps me create custom workflows catering to my teams needs. I can adjust processes and steps to match our workflow and automate repetitive, manual tasks. This not only saves time but also reduces errors which boosts our productivity. I also like being able to track the progress of my company's processes through it.

Cons

With its numerous functions and automations, it initially takes some extra time to customize everything according to our needs. but once set up, its easy to use. The price is a bit higher but the tools functionality justifies the cost.