Pipefy Reviews

“strong customization but lacks native integrations

Pros

Even on the free plan, I've got everything I need to organize my work. Customization is fantastic, automation runs smoothly and sharing info with colleagues is easy.

Cons

Lack of built in integrations is frustrating for me, I'm forced to rely on third party tools like ZAPIer just to get my leads flowing to different marketing platforms.

“Essential for project organization

Pros

What I like most about Pipefy is the option to divide project stages into a Kanban board which provides a clear overview of the project and its progress. Creating panels with project data also makes statistical analysis easier and supports better decision-making.

Cons

One issue I encountered was when trying to make a comment on a task on the Kanban board. I wanted to add line breaks in the comment, but once posted, the entire comment lacked line breaks. This made it hard for other project members to read parts of it. Aside from this minor problem, I have no other complaints about the software.

“good project management solution

Pros

Kanban style interface keeps everything neat and simple. Editing features work great and I love how easy it is to verify info through forms. The permission system is super handy too, each team sees only what they need.

Cons

saving process is pretty confusing at first, I have to do this "double save" thing that's not simple at all. Setting up dates can be tricky too. I wish they'd just make saving automatic or at least more easy instead of requiring these extra steps.

“convenient low-code platform with powerful analytics

Pros

This low code platform makes development so convenient for us. The data insights are powerful and the dashboard helps track and analyze every project stage effortlessly.

Cons

Only downside I can think of is that it might take some time to fully customize all the automation rules to fit my specific workflow needs but honestly that's a minor issue considering how well it handles everything else.

“Good, but there is a lack of resources and it is expensive for countries with a devalued currency like Brazil

Pros

The software is excellent for process management as it allows activities to be conducted in a highly organized manner. It lets me hide customized fields based on rules which is one of the key reasons we continue using it. This feature helps keep activities organized across departments and prevents team errors.

Cons

The automation features, as well as the portals and documentation, leave much to be desired. We are currently testing ClickUp in some areas and have not fully migrated yet. We sometimes need to use Integromat to handle tasks within Pipefy, which seems a bit absurd. The documentation and Playbooks are essentially non-existent which makes it hard to educate the team with useful resources. Pipefy's Portals are nearly useless and haven't been consistently developed. Despite being a Brazilian company, Pipefy's pricing at $36 per user, plus additional charges, makes us constantly search for alternatives. Unlike companies like RD Station which understands Brazil's pricing issues and negotiates better, Pipefy's response to such concerns was dismissive. This dissatisfaction has led us to explore alternatives, and we keep an account with ClickUp, hoping to find features that might eventually replace Pipefy.

“effortless task management platform

Pros

The platform makes everything easy to handle. I can get through my tasks without any hassle.

Cons

In my opinion support response times could be faster, it's really the only thing that bothers me about this platform.

“Kanban cards transformed our project tracking

Pros

I was struggling with managing project timelines and everything kept running behind schedule. The kanban cards really changed how we work, now I can track exactly where each project stands and we're actually hitting our deadlines more consistently. It's made a huge difference in keeping things organized and moving forward.

Cons

Display could really use more customization features, I often need additional information visible and having better image resizing capabilities would make a huge difference.

“Best value: fast, simple problem-solving

Pros

I've tested quite a few process management tools out there but this one still delivers the best value for money. What I really appreciate is how it tackles problems quickly and without hassle. That's huge for me since I don't have the time or resources to deal with complicated, heavy software. I need something easy and speedy and that's exactly what this delivers.

Cons

The interface has a steep learning curve that can overwhelm new team members initially. It requires significant time investment before I become truly productive with the system.

“Flexible Workflow Management

Pros

Different platforms really help me keep business processes running smoothly as a manager. Integration with other software I'm already using is fantastic. Building and customizing processes feels flexible and easy, I can adapt things exactly how I need them. Tracking process status is simple too so I always know where things stand and what needs my attention next.

Cons

I haven't come across anything that bothers me about this platform yet.

“No Code Task Management

Pros

Interface makes complex tasks manageable for me without any coding required.

Cons

Everything is great for me but some information can be pretty unclear at times.

“steep pricing, bad support

Pros

Being able to set up kanban workflows that connect directly to the database has been really useful for me to organize our work.

Cons

Pricing is pretty steep and when I need help the support team feels like they're just going through a script rather than actually understanding my specific issues.

“Centralized Processes with Public Forms

Pros

Flexibility and ease of building automated processes really stands out to me. We've managed to centralize all our company processes in one place which has aligned our task management significantly. The public forms feature is honestly a game changer for me, it makes interactions with external applicants so much smoother since they don't need to be tool members. I haven't seen anything quite like this functionality in other process management platforms.

Cons

Integration with connection fields feels pretty restrictive for me right now. I can only embed a single record in those fields which limits what I can do with it.

“visual workflow tracking

Pros

I find this platform really easy to navigate. The visual status tracking is excellent, I can instantly see exactly where I am in any workflow whether that's approving, verifying or storing data. This visibility helps prevent things from slipping through the cracks in our approval process. The archiving capabilities work much better than relying on email chains for storing important information.

Cons

Takes a bit of time to train staff on the system and I really need everyone to stick to the processes for it to work well. I'll also need someone dedicated to keep everything maintained which is different from the more flexible manual tracking we used before.

“Easy Project Templates

Pros

The templates make project creation much easier.. giving me clear flow and direction for what I need to accomplish.

Cons

Although this tool is great but sometimes there are so many features that I struggle to keep up with all the updates.

“user friendly button setup

Pros

setting up buttons is easy and user friendly for me.

Cons

Only problem I have is that moving stuff between different pipelines can be a real pain.

“self sufficient Platform

Pros

For me this tool is simple to navigate and completely self sufficient without needing IT support. It helped us get a new business up and running in just one day, the implementation and organization process was incredibly fast!

Cons

I think the lack of visual dashboards makes it harder to get a quick overview of where things stand right now.

“Custom Workflows with Automated Triggers

Pros

Creating custom workflows with automated triggers and conditional logic is incredibly easy for me.

Cons

Card attachments don't work as well for me as they should and the commenting feature feels pretty basic.

“Highly Customizable Kanban Boards

Pros

I appreciate how many different ways I can set up kanban boards, there's really no shortage of customization options to work with.

Cons

Website's main font makes it tough for me to read clearly and understand what's actually written.

“simple tool and database integration

Pros

How it connects easily with various tools and database systems is amaazing. I find that integration capabilities are really great.

Cons

I have to do all the number calculations by hand since there's no automatic calculation feature. It would be nice if they added a dedicated field for this.

“Clear Prompts and Accountability

Pros

The prompts are incredibly clear and obvious so I always know exactly what information I need to gather before starting. This really helps me prepare all the necessary details for my briefs upfront. I love how easy it is to track each step of the process, it keeps everyone accountable since the system sends reminders with specific prompts about what actions need to be taken next.

Cons

Finding issues with this platform is tough right now since the support team is incredibly helpful and patient when guiding me through everything. They give me space to make mistakes and learn through practice which really helps me understand how to use it properly. I think this approach is essential for making sure the system truly delivers on what it promises.