Pipefy Reviews

“easy tool and user friendly experience

Pros

Working with this platform is easy and adapts to whatever I need it for. Support staff are always there when I reach out and the tutorial videos are really helpful for learning new features.

Cons

Only downside is that attachments expire after 30 days which creates real problems for our business during IsO audits.

“Essential for Daily Operations

Pros

Visualization features are fantastic and once I start exploring what this tool can do, I'll appreciate it even more!

Cons

I get frustrated when there's an occasional bug or server outage though these issues don't happen very often.

“great system but lacking support quality

Pros

The interface is pretty decent and reminds me of Jira. There are great resources and templates available. Managing everything is easy and user friendly.

Cons

support team's expertise is really lacking and their chat help is frustrating for me. They'll say they're going to investigate something, then either come back saying they can't fix it or just leave you waiting for days on end. Even simple processes that should work smoothly end up being problematic and you're left hanging without proper resolution.

“highly customizable but branding policies annoy me

Pros

Extensive functionality and customization options have been incredibly valuable for our team. Since we have such a unique workflow having complete control over customizing everything, from notifications to integrations across all platform functions, has made a huge difference.

Cons

The policies are pretty limited even with an enterprise account, I can't get around certain restrictions. They won't let you remove their branding from automated emails which makes some integrations awkward if you're trying to maintain your own brand identity.

“Easy workflow creation, weak integrations and reporting

Pros

Creating custom workflows from the ground up is incredibly easy with this platform. Whether I'm handling procurement, sales, recruiting or project management tasks, it delivers exactly what I need. The ability to attach documents and emails, create checklists and link different processes together really aligns my daily operations and saves me tons of time.

Cons

Even without ZAPIer connecting to other apps becomes quite a pain. While the APIs function properly, you really need programming skills to make them work. Some automations get tricky too since accessing certain information during the process can be pretty difficult. The built-in reporting isn't great for making decisions either. I've had to rely on external tools to get what I need done.

“versatile across business functions

Pros

I can apply this across so many different business areas, marketing, sales, customer experience, supply chain, HR, you name it. The versatility is really impressive and makes it valuable for our entire organization.

Cons

Getting familiar with this platform required quite a bit of time and effort for me.

“all-in-one platform simplifies access

Pros

Having everything I need in one spot makes finding what I'm looking for incredibly easy.

Cons

I'm not a fan of the recent layout changes they rolled out about a week ago. The previous design was so much better and more simple to navigate.

“simple and Efficient Tool

Pros

I can quickly see where each unit stands in the process which is incredibly helpful. It makes estimating completion times much easier and helps get vehicles to clients faster. The interface is easy and user friendly.

Cons

Main downside for me is it doesn't connect to email which would make it much more useful as a communication platform.

“smooth approval workflow with simple design

Pros

The interface flows really well for my approval workflow and I find the front end design simple for the processes I handle daily.

Cons

I haven't used this long enough to really form any great opinions about what needs improvement.

“Perfect and user friendly Tool

Pros

How quickly the cards update is perfect. I find it great that everything is presented on screen.

Cons

Haven't found any issues yet. From my perspective maybe the payment options for Brazil could be better.

“simple setup, Daily Reliability

Pros

I don't pay anything to get all the functionality my team requires.

Cons

There are a few glitches that can't be fixed no matter what I try.

“easy deal management but has steep learning curve

Pros

Managing work and conversations is easy with this platform. I can create individual deals that connect directly to my email threads. The insight tools are particularly helpful for forecasting and tracking deal progress, giving me a clearer picture of where things stand.

Cons

Insights feature has a pretty steep learning curve initially though it becomes more useful once I get the hang of it.

“Aligned My Workflow

Pros

The interface is really easy and simple which saves us a ton of time when we're trying to get things done quickly.

Cons

sometimes we don't have enough room to include all the relevant details we need to add.

“simple setup and flexible

Pros

simple setup and runs smoothly plus I can tweak it to fit exactly how we work.

Cons

Dashboards aren't working correctly yet and setting them up is pretty complicated for me.

“Aligns Operations with simple setup

Pros

Love the Kanban view, it makes organizing tasks visual and simple for me. The interface feels clean and uncluttered which helps me focus. Creating and editing cards is easy, no complicated menus to navigate through.

Cons

In my opinion pricing isn't really designed with smaller companies in mind.

“integrated email keeps client history organized

Pros

Integrated email feature really convinced us to choose this over other project management platforms. As a marketing agency we can manage practically all our external client conversations right from a project card or request which means anyone on our team can jump in and see the complete communication history between us and the client at any point.

Cons

Phone app used to be pretty limited in what it could do though I hear the new version they just put out has made some great improvements!

“flexible workflow automation, needs more templates

Pros

The flexibility here is impressive for me and automating processes through workflows has been easy to set up.

Cons

Would love to see more templates available, it would really help for me to speed up setting the automated processes.

“amazing project management solution

Pros

Really appreciate the drag and drop feature. It makes everything so much smoother for me. Getting into the app is easy too.

Cons

Interface feels cluttered to me with way too many fields everywhere and there are some annoying limitations that get in the way.

“easy setup with great customization

Pros

I found this tool really easy to get up and running and managing it day to day is really simple. The customization options for pipes are fantastic, you can tailor everything to fit exactly what your team needs and start seeing results quickly.

Cons

Nothing really bothers me about this platform, it delivers exactly what I'm looking for.

“Fast and simple Process Tool

Pros

I can easily build custom workflows that fit exactly what I need regardless of my technical background.

Cons

In my case nothing really bothered me while using it......... had a pretty smooth experience overall.