Pipefy Reviews

“Useful for Daily Workflow

Pros

Transformation capabilities blow me away, this thing could honestly replace entire web services if you really think about it. I'm constantly discovering new ways to automate processes and even after using it daily, there's still so much to explore. Being able to trigger emails with a simple click, connect cards with initial values and control email workflows with multiple options, it's like having a whole automation universe at your fingertips.

Cons

Recent updates have really messed things up for me. I'm dealing with communication breakdowns, information flow issues and shipping problems, basically errors everywhere. When I tried reaching technical support, I felt pretty abandoned and still haven't heard back after two days. Here's a perfect example, if you delete old email templates to set up automations and avoid duplicate sends, you lose all the shooting history from cards that were already in process. It's really frustrating and has seriously disrupted my workflow.

“Powerful Management solution

Pros

Flexibility of this tool for building custom workflows is great in my opinion and the customer success team has been absolutely fantastic to work with.

Cons

The platform has some limitations with certain specific features though it's not really a major issue that bothers me much.

“Excellent Pipeline Visibility and Detail

Pros

Being able to view every opportunity on a single screen is pretty amazing, that's how I can quickly identify where each one stands in the sales process.

Cons

Would love to see yearly performance breakdowns, I know opportunities carry over but having that annual view would be really helpful.

“reat workflow tool with room for growth

Pros

How well this integrates with other systems is best quality of this tool and the sLA tracking capabilities for our state projects is excellent too. Being able to monitor these service level agreements is crucial especially since the specifics change based on what each customer needs and how we measure performance between us and our providers.

Cons

Honestly I can't think of anything negative to say about it.

“Complete solution for Process Enhancement

Pros

Features are really user friendly for me and their support team is fantastic!

Cons

I can't think of anything negative to say about it.

“Effective Tool with Great Potential

Pros

Easy to navigate and perfect for team collaboration. What I really appreciate is how it guides me toward closing sales goals. Customer support is excellent too, they respond right away when I need help.

Cons

Nothing major comes to mind, this tool has been pretty great for tracking client info and keeping me focused on my sales targets.

“personalized dashboards work well

Pros

Being able to set up personalized dashboards is perfect for me while I can use the existing templates as a starting point.

Cons

I have to set up ZAPIer to use this properly which feels like extra work when there should just be a simple button on each card.

“great kanban features but needs better integrations

Pros

I really like how the kanban boards work easily with email integration and automation features. What's particularly nice is being able to start with basic processes and expand them over time as needed. The support team has been fantastic and their help center is incredibly useful for me. Beyond just having great functionality, the whole team provides exceptional service throughout both implementation and ongoing support.

Cons

Database functionality feels pretty pointless to me, you can get the same results with pipes and it actually has less features. The PDF builder needs work and the Google Calendar integration isn't quite there yet. What really bugs me is the lack of documentation for custom apps. More video tutorials or examples would be helpful.

“Transformed My Daily Workflow

Pros

Integration capabilities really shine when I want to automate my business processes, it's been a game changer for aligning operations.

Cons

I would love to see a workload view and some task estimates added.

“perfect workflow management solution

Pros

I find this system really easy to navigate and the team task management features work well for keeping everyone organized.

Cons

Learning curve is pretty steep when I first start using it. There aren't enough tutorials covering common project scenarios which makes getting up to speed more challenging than it should be.

“Highly Customizable and Versatile Platform

Pros

Customization options are incredible, I can easily adapt it to fit exactly how our business operates. It's flexible enough to work with any type of process which makes it really versatile. The portal feature is particularly useful since it lets us create a centralized hub for everything we need.

Cons

Integration with other platforms could be smoother since I have to rely on third party resources. It would be great if it connected with modern communication tools like WhATsapp and Telegram for faster team coordination. The reporting features need more flexibility, there aren't enough options for creating and customizing reports right now. I know they're working on these improvements but they're not available yet.

“easy setup with built-in automations, advanced features need development

Pros

Interface is really easy to navigate and getting everything up and running was surprisingly quick. Setting up workflows feels simple, I didn't need to spend hours figuring things out. What I really appreciate is having automations and conditional logic built right in which saves me tons of manual work.

Cons

Automation options feel pretty basic when I need more advanced functionality, I have to look at extra development work which can be frustrating.

“Comprehensive and user friendly tool

Pros

Okay here is my honest take, it lets me work with different combinations plus the interface looks fantastic and is super simple to navigate.

Cons

The template section feels a bit rough around the edges and could use some polishing in my opinion.

“Easy to Navigate Interface

Pros

Different viewing options are fantastic for me and the live reporting feature really stands out. It lets us showcase everything we accomplish throughout the recruitment process.

Cons

Only issue I've run into is with time zone differences. During a test, my guest didn't receive the notification on time which I think was related to timezone settings.

“Flexible Workflow adaptation

Pros

Flexibility to adapt to different workflows is what really stands out to me.

Cons

Missing visual dashboards and graphs makes it harder to get a quick overview of what I am managing. It would be nice to have better data visualization options.

“Customizable automation Features

Pros

Level of customization and automated features really stand out to me. Being able to set up automations that work like fail safes helps prevent any hiccups in our workflow.

Cons

Haven't found anything to complain about yet. Everything's working well for me.

“Easy, Multi Department Implementation

Pros

Interface is easy and doesn't require much training to get started. What really stands out to me is how adaptable it is, we've been able to implement it across multiple departments for completely different workflows.

Cons

Automation settings being in a separate menu instead of built into the pipes is a bit inconvenient for me. Would also love to see drag and drop functionality for reordering fields in phases and the initial form.. having to manually adjust the order is more tough than it needs to be.

“Helpful for Daily Workflows

Pros

It made our workflows much cleaner and more easy, it's become an essential part of how our team operates day to day.

Cons

I honestly can't think of anything negative to say about it right now.

“Reusable Templates save Time

Pros

Reusable templates are a huge time saver for me. I can grab something I've used before and apply it to new processes without starting from scratch. What really impressed me is how it automatically adapts based on what you already know making the whole setup process much smoother. It's clearly built for people who don't have extensive technical backgrounds which makes integration and getting started really easy.

Cons

setup took longer than expected, we had to reconfigure servers and adjust our internal processes to make everything work with our existing systems. This whole process stretched over 5 months though I'll give credit where it's due, their support team was really helpful throughout and did everything they could to get us up and running quickly.

“Handles Undefined Workflows Easily

Pros

I love how this handles processes that don't have established workflows yet. Creating automation rules is easy once you understand the logic structure behind it.

Cons

Reporting feels incomplete to me without visual dashboards or graphs. We end up having to use ZAPIer integrations just to get the data visualization we need which adds unnecessary complexity.