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Made possible to automate a whole ad agency
What do you like best about the product?
I kid you not. I automated a whole advertising agency, from briefing to contracts, payments to recruitment, all in pipefy.
The kanban style makes everything simple and visual. The integration between pipes allows information between areas flow very smoothly. And for last, the automations reduce significantly the amount of work.
The kanban style makes everything simple and visual. The integration between pipes allows information between areas flow very smoothly. And for last, the automations reduce significantly the amount of work.
What do you dislike about the product?
I believe as it is built for all kinds of processes, incluiding industry and other heavy stuff, the outputs lack more options of design costumization. For exemple: if I want to make sure the automated emails go out with a proper layout, I have to type in the HTML code by hand. A style converter would be great. Same thing happens with the PDF builder. I can't style it within the text input fields. Apart from that, I'm quite satisfied.
What problems is the product solving and how is that benefiting you?
The main problem solved was to reduced the amount of people required in the back office doing repeatable work. With Pipefy you can leave it to the code to it, while people can focus on tasks that require more brain than typing.
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Great product, awesome for making sure processes are follwed
What do you like best about the product?
There is no way employees can skip phases or steps. Also I like the emails features, pdf, open forms, integration with zapier, etc.
What do you dislike about the product?
Editing options of a pipe are in different places, some in the settings in the + button, others in the ... vertical button, some in the gear button, etc. Also pdfs generated in the pipe must be downloaded and then attached again to the card to be sent in the preset pipe email for example. Pdf creation does not number the pages, which is necessary for a contract for example. You could have integration with docusign or some other digital signature app. The reports feature is limited, for example I can only sum a number column, but I can't count how many entries a pipe had as a report.
What problems is the product solving and how is that benefiting you?
making sure processes are followed and make employees need less training
Pipefy is a great free choice
What do you like best about the product?
The kamban templates. Makes everything simpler
What do you dislike about the product?
Son add-ons don't really work and it doesn't have a lot of integrations
What problems is the product solving and how is that benefiting you?
Task management. It help our organization to keep track of import task
Highly Customizable tool for managing business processes
What do you like best about the product?
Pipefy has created a really intuitive and easy way to help us manage our daily processes handling lots of customers and cutomizing every step to create our very own process management tool.
What do you dislike about the product?
Sometimes the mobile app has less features than one would want but it´s understandable, otherwise the experience would be too complex.
What problems is the product solving and how is that benefiting you?
Pipefy helps our team manage our processes with customers more effectively. It is a highly customizable tool for Business Process Management and Workflow Management. We have used it in lots of integrations with Zapier which makes it a very "automatable" tool. It also provides a nice overview of our processeses at an organizational level. People in operations are also very happy with its intuitive interface and new employee onboarding are now shorter. The main problem Pipefy has solved for us is being able to control every detail of our business processes in a replicable way that everybody can understand, from management to operating people.
Recommendations to others considering the product:
It´s a great tool to manage internal processes and it´s highly customizable. We use it to manage every customer that goes through our platform. Set up is fairly easy but it requires time because you have lots of customizable options. Our support agents use it every day and they haven´t had any problem with the tool. I would recommend it for organizations that need create flexible processes and to assign specific people to certain tasks. A feature we particularly like is being able to send an email after the card has completed its cycle so every part involved is aware of the status. RIght now we are beginning to explore pipefy integration to our own app so we can have a centralized place to view all of our business information. I would recommend you create a few pipes in the free version and test it with your team.
It made the processes easier
What do you like best about the product?
I like the automations best, it makes everything work in a flow
What do you dislike about the product?
The automations were a little bit diffucult to understand, but when i got it, it worked fine
What problems is the product solving and how is that benefiting you?
Projects menagement, and sales menagement
Recommendations to others considering the product:
Get it. You'll not regret
Working in times of disruption: Pipefy Makes It Easy!
What do you like best about the product?
I like that Pipefy took the time to listen to the pain-points of all users and came up with an amazing workflow. Easy to install pipelines, easy to maintain, more than what you wanted insights, etc. It simply makes it easy to track your process and work with it.
When moved into working-from-home, honestly, my to-do list was a mess. I had post-its, I had notebooks, I had emails, and being separated from everyone else made it even harder to track my details and deadlines.
I had worked with Monday, Trello, Google Keep, asana, my own excel sheet, and nothing worked. They all took too long to set up and honestly, you just forgot to update them. When you're on the fly and working away, you don't really have time to update your pretty-colored tools.
That's when I discovered Pipefy and I was hooked. I downloaded it, I saw that it came with pre-made pipelines that you could just complete, easy steps, and I got to work.
When moved into working-from-home, honestly, my to-do list was a mess. I had post-its, I had notebooks, I had emails, and being separated from everyone else made it even harder to track my details and deadlines.
I had worked with Monday, Trello, Google Keep, asana, my own excel sheet, and nothing worked. They all took too long to set up and honestly, you just forgot to update them. When you're on the fly and working away, you don't really have time to update your pretty-colored tools.
That's when I discovered Pipefy and I was hooked. I downloaded it, I saw that it came with pre-made pipelines that you could just complete, easy steps, and I got to work.
What do you dislike about the product?
Not in love with the dashboard sections, the recommended pipelines look like your installed one so it makes it a little clunky. Other than that, nothing.
What problems is the product solving and how is that benefiting you?
I have never worked more efficiently. I have always struggled to put together my post its, my notes, my emails, etc. and now I can just open a task, create it, put a deadline and it goes straight into my to-do list. I love Pipefy!
Recommendations to others considering the product:
GET IT!
Excellent for process optmization, super easy to use.
What do you like best about the product?
It's super easy and fast, great for work! It's super helpfull at my job, everything that happens is on Pipefy, so it can always be analized or changed to improve. The help center is fast and clear, they always answer my questions and solve it. There are lots of tutorials on the internet, making it even easier to anyone use. It's easy to set up the basics, the Kanban's functionality is great. It's super intuitive, the learning curve is fast. The automations are awesome, and makes it even easier.
The forms can be filed by my customers, not only by my employees. Everything can be customized.
Fits well to manage almost any process.
The forms can be filed by my customers, not only by my employees. Everything can be customized.
Fits well to manage almost any process.
What do you dislike about the product?
Sometimes it takes too long to load the cards. Some changes in the process are possible only at the cost of losing some data. I can't export the data base with just one button. It's very difficult to make integrations with other apps. Sometimes it's very restrictive. As we use Pipefy for controlling all of our processes, the are some features only available in major plans. I wish I could change the color of the dashboard.
What problems is the product solving and how is that benefiting you?
I'm working in process optmization, so Pipefy makes it fast to organize the process, and easier to other people understand it.
I started to work with Pipefy this year, and before that, I didn't known it. Now that I know, I always tell everybody how great it is. I can see what my collegues are currently working and report daily jobs to them.
I started to work with Pipefy this year, and before that, I didn't known it. Now that I know, I always tell everybody how great it is. I can see what my collegues are currently working and report daily jobs to them.
Pipefy is a fantastic toll organize all taks you have to do.
What do you like best about the product?
It simplifys your work and remind you the dates you have to deliver the taskes.
Alsol, allows you to keep up with your progress and the progress of your team mates. that is good for transparancy.
Alsol, allows you to keep up with your progress and the progress of your team mates. that is good for transparancy.
What do you dislike about the product?
some times fells a bit disorganized and it takes a time to find somethigs.
What problems is the product solving and how is that benefiting you?
all my companies problems. we used to use othe plataform but i didn´t attended our needs and was too simple.
Recommendations to others considering the product:
I belive that pipe could make the UX a little bit easier. sometimes is hard to find somethig we need. it has a lot of tools, but most of the time we don't know how to use it the best way we can.
Fast to set up, ease to use and maintain
What do you like best about the product?
It is very user friendly and easy to handle. Can be implemented really fast and it is very easy to customize, change and evolve. Pipefy is ideal for ever changing environments that require high flexibility.
It is fit to be used on several business issues, but most helpful when managing business processes and workflows.
It is fit to be used on several business issues, but most helpful when managing business processes and workflows.
What do you dislike about the product?
It is quick and simple to use, but could improve its governance to be more compliant to larger organizations. Security can limit its adoption outside the organization (to interact directly with customers) but this possibility was considered due to the high satisfaction of the business users with the tool.
What problems is the product solving and how is that benefiting you?
We use it to manage a workflow where there are multiple customer's claims that must be analyzed, evaluated and responded, eventually reimbursed. The program's policies are changing everyday, so pipefy's flexibility is core to addressing our objectives.
Recommendations to others considering the product:
Definitely should use to digitize workflows and enhance team productivity. Perfect for innovation and exploration on business processes.
Gostei no inicio, mas parei de usar por dificuldades para exportar tabelas de clientes.
What do you like best about the product?
a possibilidade de poder criar o formulário e todos o fluxo de trabalho conforme a minha necessidade.
Linkar os fluxos, podendo criar vários pipes e mover os cartões entre eles.
Linkar os fluxos, podendo criar vários pipes e mover os cartões entre eles.
What do you dislike about the product?
não conseguia exportar uma tabela de clientes do excel, sempre dava algum erro, até que desisti.
What problems is the product solving and how is that benefiting you?
conseguiria resolver meu fluxo do processo de vendas, achei a solução muito interessante.
Recommendations to others considering the product:
Muito bom para criar seus fluxos, mas se for começar do zero sua base de clientes.
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