Pipefy
Workflow automation has transformed portfolio control and centralizes cross‑department requests
What is our primary use case?
My main use case for Pipefy is managing my project portfolio, and I have also used it for other functionalities, mainly in the treasury area for receiving invoices and for tracking requests. I have had a really good experience with Pipefy.
Pipefy now controls the entire lifecycle of my project portfolio management, from the opening of the request, where I can receive from the requesters what they need and the impact of each of their projects, to setting a prioritization and assigning a specific PMO for that type of project. It helps me manage the entire lifecycle from the request to requirements gathering, to the development phases, and the testing phases. In each of these stages I can upload evidence, and it asks me the right questions to ensure governance. Pipefy is a great ally in this process.
What I like most about using Pipefy in portfolio management or in other processes is that I can truly adapt it to my needs. I have some different tracks of projects, whether for internal projects, external projects, or structuring projects, and Pipefy allows me to make this adaptation and navigate in a very clear, easy, and transparent way across each of these tracks.
How has it helped my organization?
Pipefy has had a positive impact on my organization without any doubt. For example, with the accounts payable Pipefy, we were able to reduce approximately more than three thousand emails that were previously received by instead actually concentrating on a single platform where employees started to work much more effectively. We stopped missing deadlines, and Pipefy already helps us by doing a pre-analysis of this whole process. We managed to automate some cases and also offered the requester tracking that they did not have before because it was done via email. We gained FTE improvements, productivity gains, more clarity about the SLA, and a reduction of errors overall. This is a single project, but within the PMO area, for example, in project management, it shows us more effective governance. I can have clarity about which phase my project is in and what needs to be done.
In different areas, it has brought great effectiveness, but mainly more visibility and reduction of errors overall. The implementation impacts depend a lot on what the implementation was. For example, I am currently leading a purchasing implementation that aims to reduce at least part of an analysis that today a buyer spends around five to ten minutes on, down to two minutes. When I talk about accounts payable implementations, we had a reduction of approximately eight hours of work of a junior analyst, and so this FTE reduction was quite significant.
What is most valuable?
The best features that Pipefy offers are the ability to create something from scratch according to my needs. That is the main convenience it offers me.
I use a bit of everything for creating these solutions from scratch in my day-to-day work. I use custom forms, a series of automations, and the whole approval and document validation part within Pipefy. In addition to that, it can give me an overview and several reports about how my management is going and how my portfolio is doing.
Not only for me, but as a project manager of a large company, I see how each area uses Pipefy differently. We have everything from forms that will give the service team more clarity in requests to accounts payable and accounts receivable Pipefys that help from receiving invoices to automation and integration with other systems to post entries and reduce the workload. Pipefy adapts to your needs.
What needs improvement?
Something I would like to see improved in Pipefy is the dashboards. They are good, but they are a little limited. This point is important, and I would also like to see a bit more clarity in the use of AI tokens. Pipefy already offers connection and artificial intelligence tools that help you with your forms and make the process much more intuitive, but it is still a bit obscure regarding consumption, how that consumption occurs, and how to build this in a way that is relatively economical.
Another important thing is related to cost. Pipefy's license cost is a high cost compared to other players in the market, but so far it has been worth it.
Another thing I would suggest is if they had a white-label option where we could put a bit more of the company's identity. Pipefy already is white label, but the customization options are a little more limited. Turning that into a more attractive page would be nice for some companies so that we can incorporate it into our portals.
For how long have I used the solution?
I have been using Pipefy for about three years.
What do I think about the stability of the solution?
In my experience, Pipefy is quite stable. There have been few times when there were instabilities, and when there were, they have a very effective communication system. They always notify about any maintenance and also inform what the progress is when there is a problem. When facing a problem, communication comes saying we are facing this issue. Soon after, another communication comes saying we are making progress and have deployed a temporary solution, and finally comes the problem has been resolved and access has been restored. There are few instabilities, and when they do occur, communication is very effective, leaving customers quite reassured regarding the return of the tool's operation.
What do I think about the scalability of the solution?
Pipefy's scalability meets my company's growing demands very well. Edenred works with a very significant volume, and Pipefy has never had a problem meeting it. Whether that is tickets, payments to be made, requests, or purchase orders, it has handled the volume very well.
How are customer service and support?
We have direct contact with Pipefy's customer support, so there are always one or two consultants who are dedicated to the company, and the support is excellent. Whenever I needed support, and there were many times I needed it, they were extremely attentive and quick in their service. Besides that, when you need any support in building any workflow or improving some process, they are always available. This is also included in our annual contract.
Which solution did I use previously and why did I switch?
I did not use a specific solution before choosing Pipefy. Most things were done by email, by Excel, or by other tools that did not have this functionality. The implementation was aimed at organizing workflows, providing visibility, centralizing processes, and in a way it is also a document repository, providing more clarity and SLA for all processes.
What was our ROI?
I have already mentioned a bit about time reduction, SLA reduction, and FTE reduction. It depends on the usage and each area had its expected return. Some areas, mainly speaking here of reduction of rework, information centralization, and automations, see a series of gains here within Edenred.
What's my experience with pricing, setup cost, and licensing?
Pipefy's setup fee is a high amount compared to other similar platforms, but I think they have very positive added value. In addition to the amount you already pay for the annual licensing, you have a limited number of licenses and you have some packages that help you, such as a consulting package and an AI tokens package. The package is interesting, but with a slightly high cost.
Which other solutions did I evaluate?
I did not evaluate other options because the first Pipefy purchase was not made by me. It was done by a previous management, so I cannot tell you which options were considered.
What other advice do I have?
On a scale from one to ten, I rate Pipefy a nine.
I think it is a very complete tool and very easy to use, which is why I give it a nine rather than a ten. It does not require great instruction, so you can quickly learn how the tool works and make very effective builds. I only did not give it a ten yet because of the points I mentioned. They are improving every day. Since I started using it until now, the conditionals have become much clearer, the automations too, and the layouts have evolved and that is clear. However, there are still things to evolve, and that is why not a ten. I did not give a lower score because it is effectively functional. I think it is a very complete tool that can help many companies organize themselves better in various areas of any company.
I advise others thinking about using Pipefy to do a trial and not be limited to just one area. You can practically run Pipefy across the entire company, simplifying workflows, giving you more governance, standardizing processes, standardizing approvals, and automating several tasks that today are quite operational. Pipefy already has several ready-made layouts that you can adapt, or you can also build your layout from scratch. Do not be limited to just one need.
Structured onboarding has reduced implementation time and provides clear daily customer priorities
What is our primary use case?
My main use case for Pipefy is during the implementation process, specifically for customer onboarding.
Pipefy has a function very similar to an agile methodology called Kanban, which is very necessary for the implementation process, so I use it to track all the steps and all the phases of the implementation process for each customer.
With Pipefy, I can have a broad view of each customer in each phase, so every day, I can go into Pipefy and understand the phases the customer is in, whether they are late or not, and whether I need to take action that day or not.
Pipefy gives me information about the phases the customer is in, allowing me to take action that day if necessary, especially if I identify some delay or lack of some data or information.
For some time, I have been working on the implementation of enterprise customers, where I need to work with several areas at the same time, and Pipefy gives me a view of which phase the customer is in, if they are behind schedule, if they are following the checklist, and all those involved as well; so it gives me autonomy, freedom, and security in the implementation process.
Pipefy gives me the autonomy to keep the flow going, ensuring I have the customer's history about everything that is happening so that I don't miss any phase of the schedule or any part of the checklist, which provides me more security that the project will run well until go-live.
How has it helped my organization?
Pipefy gives me a broad view of everything that is happening, allowing me to know what the day's urgencies are, where I need to act, and where I can wait, so I can have a practical and safe understanding of what is happening with the customers in my portfolio.
Before Pipefy, there was no process at the last company I worked at for the onboarding process, so with the arrival of Pipefy and the standardization of processes, we achieved excellent results, such as the implementation SLA, which used to be six months and went down to thirty days.
What is most valuable?
The best features Pipefy offers include having the phases defined and being able to customize these phases according to the company I work for, being able to send automatic emails, and keeping the customer's history; all of this helps me a lot to have more time in my daily routine to manage the onboarding process.
For how long have I used the solution?
I have been using Pipefy for three years.
What other advice do I have?
I believe Pipefy is the best tool today for monitoring customers in the onboarding process, especially enterprise customers who require more critical care because we work with several areas, different people, and the schedule and the checklist need to be very well updated, which is something that Pipefy provides us.
Visual workflows have connected all teams and have made daily collaboration more organized
What is our primary use case?
My main use case for Pipefy is that we used it for everything; all the areas of BIP Saúde used Pipefy: the data area, HR area, supplies area, logistics area, operations area, finance area, so all the areas were connected and interconnected through Pipefy.
I won't be able to give you a specific example of how we use Pipefy in finance because I wasn't in the finance department, but I used it, for example, in operations, and whenever a ticket was opened to let us know that a car was late in our operation, we would receive this ticket, check it, respond, and then move it through the appropriate stages, through its boxes on the kanban. This is something very good about Pipefy because it uses kanban, which is an easy way to visualize things and it doesn't get confusing or difficult for anyone. Additionally, we created several automations which we used a lot in other departments to create forms and create processes within Pipefy that improved our day-to-day work.
How has it helped my organization?
Pipefy has positively impacted my organization by organizing us to leave everything out in the open, so to speak; we had visibility of everything, we also had the time each process took, and it's a more organized way of knowing where each follow-up item is. I believe this is something very good because it worked well for me and it made me more organized.
Pipefy saved us time and helped with our collaborative work. For example, if at some point I couldn't see a demand, a colleague of mine could see it and could help. So besides enabling collaboration between teams, Pipefy is a very practical work model.
What is most valuable?
The best features Pipefy offers are the visualization. Nowadays, people have a lot of difficulty with many things, so a clearer, cleaner, more objective visual is great because then we don't need to spend much time training anyone new. I really appreciate objective things, and I think this is great because then we don't need to spend much time training anyone new. It's all kind of intuitive, and as I mentioned before, this kanban visual is very practical, with colors highlighting what each thing should be. I believe that from the most basic position up to management, everyone can use Pipefy perfectly because of these characteristics.
The visualizations in Pipefy are very good. From the most basic position to the most advanced, everyone can understand what is being done and what can be done. We don't waste much time teaching anything to anyone new because it's very clear, direct, and objective. I appreciate things that are clear, direct, and objective, so the visualization in Pipefy, because it uses this kanban model, is very practical.
What needs improvement?
I think Pipefy is great and very good; but there is always something to improve and enhance. I believe that at some point it can enhance some aspect much better, which probably no one is even identifying right now. For me, it worked well, but I heard reports from other people that it didn't work very well or that they didn't understand it very well. However, I won't speak with authority about other people; I'll speak about myself.
For how long have I used the solution?
I used Pipefy for four years while I worked at the company BIP Saúde.
What do I think about the stability of the solution?
Throughout the whole time I used Pipefy, I liked it a lot. It's very practical and very fast, and I never had problems. All the operations I created through Pipefy always worked, and all my forms that were also created with Pipefy worked perfectly. I don't remember any moment when something had an error or when something froze my operation. Pipefy always worked perfectly for us.
What other advice do I have?
I believe that Pipefy is secure because it is a highly reliable tool, and I believe that it doesn't have data leaks or all these security problems that we have. I would rate my overall experience with Pipefy as a ten.
Daily ticket handling has become clearer and tracking SLAs now supports faster cross-team replies
What is our primary use case?
My main use case for Pipefy is to receive tickets from other departments. I use Pipefy as my main tool to receive tickets from other departments, respond to them, and track the response SLA.
Besides using Pipefy for tickets with interaction with other departments, I also use it to issue some types of reports.
What is most valuable?
The best feature that Pipefy offers me is the ease of using the tool. This ease of use impacts my daily work because in the cards themselves we can identify the tickets as soon as we open the tool.
Pipefy has had a positive impact on my organization because it brought me more visibility to map the bottlenecks we were having within the operation so we could work on them.
I monitor the visibility that Pipefy has brought by its integration with our emails and the Slack tool, which gives me visibility of all the cases that other departments are reporting to me, and this ends up not impacting the ticket volume significantly.
What needs improvement?
In my opinion, Pipefy could be improved by enhancing the way of configuring the information in the email we receive, as sometimes the information in the email is not complete compared to what is on the card.
For how long have I used the solution?
I have been using Pipefy for around three years.
What do I think about the stability of the solution?
Pipefy is stable in my daily use.
What do I think about the scalability of the solution?
In my experience, Pipefy's scalability is good as it handles different volumes of tickets or demands well, allowing me to separate the cards and identify which card that ticket is related to.
How are customer service and support?
I needed to contact Pipefy's customer support only once, but they were very helpful and answered my question quickly. I would rate customer support a 10.
Which solution did I use previously and why did I switch?
I did not previously use any different solution.
Which other solutions did I evaluate?
Before choosing Pipefy, I evaluated other options such as Gestor.
The evaluation process of other tools before choosing Pipefy is something I cannot provide more detail about, as that information is handled by the procurement team.
What other advice do I have?
My advice to other people who are thinking about using Pipefy is that it is a great tool to use in daily work, giving visibility of all the necessary information needed. You can extract reports to cross data.
I would rate this product a 9.
Automation has streamlined bank reconciliation and reduced errors in financial routines
What is our primary use case?
What is most valuable?
What needs improvement?
For how long have I used the solution?
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
How are customer service and support?
Which solution did I use previously and why did I switch?
How was the initial setup?
What was our ROI?
What's my experience with pricing, setup cost, and licensing?
Which other solutions did I evaluate?
What other advice do I have?
Organized team tasks have reduced time spent and now improve monthly work coordination
What is our primary use case?
My main use case for Pipefy is to make it easier to organize the month's tasks and the team's general tasks in my day-to-day work. For example, if there was a task in the administrative company where I worked, such as making a payment and I needed other people to participate, I put it in Pipefy and we would move the cards there as the activities were completed.
What is most valuable?
The best features that Pipefy offers are the ability to do things in an organized way and as a team. Beyond this team collaboration, I consider valuable the way I can organize things, and the automation aspect is very good in Pipefy. I also appreciate the reporting aspect and the reports that are generated in Pipefy, which I consider important.
Pipefy has had a positive impact on my organization because after using the tool, I noticed that I can do things in a more agile way. I noticed a reduction in time spent on tasks and an improvement in team communication after adopting Pipefy, because everything was organized in one place and other people could also collaborate, which helps significantly.
What needs improvement?
I didn't find it difficult to use Pipefy because I'm already used to digital platforms. Pipefy should be more publicized, because many people still don't know about it.
For how long have I used the solution?
I have been using Pipefy for about a year.
What do I think about the stability of the solution?
In my experience, Pipefy is stable and it doesn't show many errors; there are only a few.
What do I think about the scalability of the solution?
Pipefy's scalability works well in my experience, and since I didn't use it for many tasks, I didn't observe how it works for high demand.
Which solution did I use previously and why did I switch?
I previously used different solutions for task organization, such as Trello, along with several other types of platforms or tools to optimize tasks.
What was our ROI?
I have obtained a return on investment from using Pipefy in terms of less rework and time reduction.
What's my experience with pricing, setup cost, and licensing?
I don't know about Pipefy's pricing, setup costs, and licensing because I wasn't the one who paid; it was the company.
Which other solutions did I evaluate?
I evaluated other options before choosing Pipefy, but I don't remember their names.
What other advice do I have?
At the moment, I'm not using Pipefy because I'm no longer part of the company that used it, but sometimes I use it sporadically in a private way. I would advise other people who are thinking about using Pipefy that it is a great tool that will make their lives easier, optimize their time, and facilitate teamwork, so I would highly recommend this tool for those who are going to work in a team, especially. I gave this review a rating of 9 out of 10.
Centralized payment workflows have improved control, accuracy, and on‑time supplier management
What is our primary use case?
Pipefy was used to manage payments to suppliers and contracts in the operations area for travel management. On a daily basis, I used Pipefy to control payments to direct suppliers, contractors, hotels, rentals, monthly contracts, and one-off contracts with other service providers, as well as other platforms that required oversight of all payment dates, amounts, and manager approvals.
The control was very easy with Pipefy. The platform is very intuitive, and the adjustments made by the company were positive, allowing us to use it with ease, which helped significantly with our productivity and necessary control.
What is most valuable?
Regarding the positive points of Pipefy, I believe the first point would be the issue of autonomy, one of the great advantages that allowed the finance team to create and change flows and forms without depending on the IT queue or technology, while already complying with the rules defined by the company. The team made all the adjustments and everyone ended up benefiting, and whenever possible, we provided feedback and input so that something could be improved and scaled. This resulted in less friction, less noise, and more fluidity and agility in processes.
Another positive point is the issue of visibility and SLA control. Centralization in Pipefy helped us significantly in controlling deadlines, allowing each user to see the status of each request and each card instantly. I had my own controls, for example, being responsible for payment order requests to our suppliers.
Among the features of Pipefy, I believe the adjustment that each company can make in the fields to personalize them according to their needs is notable. The cards are created with the configuration and information needed for each one.
Pipefy had a very positive impact, mainly in terms of productivity and control. The company started to have far fewer errors, much greater control of documents, and centralization of all processes within the platform, making it much more practical to use.
A much greater control of processes was noticed with Pipefy, where emails stopped being used to send something directly to departments, for example to finance, to provide a payment or other related issues. Everything was centralized within the platform, and each user uploads a document there, which is recorded within a card, and the department that receives it immediately follows up and makes payments within the deadlines defined by the user. This control is much greater and much better, and as users we can track the deadlines from the creation of the card to its correct completion and follow it at each stage.
Time savings and much greater efficiency were achieved with Pipefy. The company has a high volume of contracts, payments, and other documents to manage, and Pipefy facilitated this centralization of information. There was a reduction mainly in time that used to be lost, greater efficiency, and productivity gains on the part of the employees.
What needs improvement?
At the time when I used Pipefy, it did not end up being the case for me in my travel management area. However, in other departments, I had the opportunity to observe that there was a high volume of cards and many phases, so navigation got a bit slow and even required excessive scrolling to locate them. Even with the system of searching by word or term to find the cards, this was an issue. In my area, we had an average number of cards, and we could manage them with relative ease.
For how long have I used the solution?
Within the company where I worked, at EstrelaBet, we had already been using Pipefy for a little over a year.
What do I think about the stability of the solution?
Pipefy is stable. We had very few issues of unavailability or failures in use, very occasional, but they did not interfere at all with daily use, and it had very good stability.
What do I think about the scalability of the solution?
As far as I could see, the scalability of Pipefy was positive. Even with the increase in the volume of processes or user access, it remained good and the company was able to scale this access internally.
How are customer service and support?
I personally never needed to contact Pipefy support. When it was necessary in very specific cases, the contracting department and finance department took that action and made contact, but practically all cases were resolved in a very short time.
Which solution did I use previously and why did I switch?
At the company, at least I only used Pipefy and did not use any other solution previously.
Which other solutions did I evaluate?
I do not have information about whether the company evaluated other options on the market, as that whole negotiation and evaluation was done by other departments.
What other advice do I have?
Pipefy is a platform that I consider very good. It is practical and intuitive, and it has the possibility of configuration and customization of fields, which makes it easier for all information to be accurate and appropriate according to each client's needs. It is a stable platform and serves all areas of the company very well.
Based on my experience and use of Pipefy, the gains in efficiency and control were clear, as it allowed tracking everything through a single platform, ensuring that flows occurred correctly and deadlines were met. We avoided forgotten emails or loss of documents, and for the company, it was very positive, as it ended up being the biggest beneficiary with the evolution of internal management. I recommend Pipefy to other customers. My overall rating for this product is 8 out of 10.
Managing cross-team sales workflows has required complex setup and still lacks vital integrations
What is our primary use case?
My main use case for Pipefy is managing cross-area processes, including the sales team's process and the handoff process from the sales team to the operations team.
I use Pipefy for the sales process in which the lead lands in a stage of waiting for service, then moves to an activation stage where we connect with that lead. Then we move into a process of communication with this lead through negotiation, followed by a proposal stage and closing the sale.
Pipefy helps me accomplish the workflow as described through the steps involved in the sales process. Something unique about how I use it is that it covers the aforementioned processes well.
What is most valuable?
The best features Pipefy offers include the process of managing required fields per phase with conditionals, which is what makes Pipefy stand out from the others.
The most relevant feature in Pipefy today is the process of modeling customized stages with customized fields per stage and required fields that may or may not trigger automations. This is the single differentiator of Pipefy today.
The specific positive outcome I noticed after using Pipefy is that the visual infrastructure makes the operationalization process easier with the teams.
What needs improvement?
Pipefy can be improved significantly as it lacks native, official WhatsApp integrations and lacks integrations overall. Integrations are only available through an advanced integration request that has never worked for me because they charge for that. Additionally, Pipefy lacks all the infrastructure for a sales team to be able to operate inside it, including task management, tasks, reminders, integration with Gmail, calendar, meetings, and Google Meet. This infrastructure for connecting with day-to-day software is essential.
Something that could make my experience even better is if the integrations were more robust.
For how long have I used the solution?
I have been using Pipefy for about three years now.
What other advice do I have?
The impact of Pipefy was a lot of work and I had to replace it due to no clear benefit because the cost made it unviable.
Pipefy impacted my organization positively initially, but after implementation, it became financially unfeasible because of the use and purchase of automation and API request packages. It was a lot of work to implement, and I had to implement another CRM and another BPMN instead to replace Pipefy with a cheaper solution.
I would advise others looking into using Pipefy to consider its capabilities carefully. I give this review a rating of two.
Process optimization has saved hours daily and supports organized client and demand management
What is our primary use case?
My main use case for Pipefy is process optimization.
What is most valuable?
Pipefy makes it easier to organize clients, demands, and other elements to optimize processes. The best feature that Pipefy offers is its use to optimize processes and tools. I consider the customized AI agent within Pipefy to be the most useful tool in my daily routine. Pipefy has a positive impact on my organization primarily through time optimization. I believe it has reduced about two hours per day in time optimization.
What needs improvement?
At the moment, I have nothing to add regarding how Pipefy can be improved because there are always improvements and new features, so for now it meets our needs.
For how long have I used the solution?
I have been using Pipefy for about a year.
What do I think about the stability of the solution?
Pipefy is stable.
What do I think about the scalability of the solution?
Pipefy's scalability certainly meets our needs.
How are customer service and support?
Pipefy's customer support is excellent.
Which solution did I use previously and why did I switch?
I did not previously use a different solution.
What was our ROI?
The main return on investment I have obtained is time optimization.
What's my experience with pricing, setup cost, and licensing?
The experience I have had with pricing, setup costs, and licensing is that the prices may seem high, but in the end, the return makes the investment worthwhile.
Which other solutions did I evaluate?
I evaluated other options before choosing Pipefy, but I prefer not to mention brands, only the main ones on the market.
What other advice do I have?
I believe it is worth testing Pipefy so you can understand whether it applies to your business and whether it is worthwhile. I found this interview very intuitive, the questions were easy to answer, and the interviewer clarified the questions I had more difficulty with. I would rate this review an 8 out of 10.
Automated workflows have organized credit analysis and now save time with centralized data
What is our primary use case?
Our registration and credit analysis pipeline goes entirely through Pipefy. We acquire companies and monitor the entire analysis process through Pipefy's pipeline.
In the registration and credit analysis process, the sales manager acquires the company and uploads the necessary documents through a link we send from Pipefy. He uploads the documentation and all the information he has about the company, and from that point, we begin validating each piece of information he submitted in our pipeline and workflow created within Pipefy. For all communication automation with the client, if the company has any pending issues, we notify them via Pipefy automations.
The entire registration and credit process from beginning to end is completed within Pipefy. When the company is able to carry out operations with our fund, we extract all the analysis we have done within Pipefy and send it to one of our databases to keep this information saved and to be able to conduct new analyses based on this data.
What is most valuable?
The best features that Pipefy offers me in this workflow are that first, the user experience is very simple, clear, and objective, and very intuitive. Additionally, the automation part is very complete. We can create several types of automation for communication and AI integration. The automation part is very complete compared to what the platform and other players in the market tend to offer.
Overall, Pipefy has had a positive impact on my organization by organizing the entire registration and credit part of the company. This is a very important and large department within our company, and Pipefy solved a significant portion of it, so I believe the impact is quite significant.
Certainly, there has been measurable improvement with Pipefy, such as an increase in productivity due to no longer performing so much manual work. Simple document validation that we used to do one by one, examining all of them manually, can now be done automatically through AI extraction. There is also a substantial gain in the recording of this information because it is no longer scattered. We can record all of this, create a database within Pipefy, and store all the information we need there.
What needs improvement?
Pipefy can be improved by creating a more complete integration with WhatsApp. That would be interesting because nowadays WhatsApp is a very widely used communication channel, and from what I observed within the platform, most of the communication automations are via email and SMTP protocol. I believe integrating with WhatsApp or at least another communication application would be interesting.
For how long have I used the solution?
At Capital Finanças, we have been using Pipefy for around three years.
What do I think about the stability of the solution?
Pipefy is stable. We have never experienced any problems with it going down or any feature being unavailable. Everything has always worked very well.
What do I think about the scalability of the solution?
We have never experienced problems with the scalability of Pipefy as our company does not have a very large information flow. For our size, it has always worked very well, and we have never encountered scalability issues.
How are customer service and support?
Pipefy's customer support works very well. The few times we contacted them or asked for help with something, it worked very well. Perhaps there could be an easier contact option via WhatsApp, which could even be a bot, but via WhatsApp sometimes it would work very well.
Which solution did I use previously and why did I switch?
We did not use a different solution previously. The work was more manual before Pipefy came in to make it more automated.
What was our ROI?
I have obtained return on investment with Pipefy, mainly in terms of time spent on analyses. There has been optimization of work, workflow, and probably manpower as well because things that would take longer in terms of manual work were greatly reduced due to the platform's comprehensive automation. In this scenario, there was a reduction in both time and manpower.
Which other solutions did I evaluate?
We evaluated GoFy before choosing Pipefy, but we ended up choosing Pipefy.
What other advice do I have?
My advice for other people who are thinking about using Pipefy is that if they have a very manual workflow and they are looking for more clarity and ease in seeing process information and making it more visible to the team, I believe it would be interesting to use Pipefy because the purpose of the platform is precisely this: to bring clarity, organization, and optimization to processes. My overall rating for this review is 8 out of 10.