Pipefy
PipefyReviews from AWS customer
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Still find it the most comprehensive process management tool available .
What do you like best about the product?
I have tried several other process management or similar tools in the market, but Pipefy still gives the most 'bang for your buck'. I like that it solves problems quickly and easily. That is a major feature because most of us do not have the time or resources to manage a big burdening software. We need simple and fast solutions. Pipefy is simple and fast.
What do you dislike about the product?
It takes a while to get acquainted and used to the user interface. That can cause difficulty to some members of the team who can find it overwhelming at the beginning. It must be used for a while before you become productive.
What problems is the product solving and how is that benefiting you?
We are standardizing the accounts receivable process for an insurance broker. Automating emails and reminders has taken a lot of repetitive work from the office clerks. They can now concentrate on exceptions and problem solving for better customer service. We plan to move to dashboards next, to keep managers informed in real-time.
Recommendations to others considering the product:
Pipefy solves problems, and many competitors too. Sometimes it is your creativity and how you tackle your problems that brings out the best outcome or solution. That being said, Pipefy will probably have a solution for just about anything you can throw at it.
Pipefy is an incredible "Saas"
What do you like best about the product?
The Suport is amazing, and the possibility of create databases.
What do you dislike about the product?
For most users this is not relevant and is not of great weight in my decision making but the pipefy interface is a little non-intuitive at the beginning of the experience
What problems is the product solving and how is that benefiting you?
Business Processes, CRM & Client Support
Recommendations to others considering the product:
Go! I like Pipefy and how they serve your clients.
Its management approach in Kanban is excellent for all businesses, from small businesses to large corporations, as it does not need to be implemented across the company to give results.
Migration can be gradual by internal teams.
Pipefy also has efficient support that instantly solves most of my requests.
Its management approach in Kanban is excellent for all businesses, from small businesses to large corporations, as it does not need to be implemented across the company to give results.
Migration can be gradual by internal teams.
Pipefy also has efficient support that instantly solves most of my requests.
I've been trying the tools
What do you like best about the product?
Speed and tutorials. It easy to customize
What do you dislike about the product?
The price is not a fit for very small businesses. It should have gradable value
What problems is the product solving and how is that benefiting you?
Purchasing/procurement
Recommendations to others considering the product:
I totally recommend. It has the main features as being easy to use and well supported, while it does the job with simplicity.
Product Manager Review
What do you like best about the product?
We use pipefy to define process . For example Sales Process and Feedback Process. We share the form and our clients register and we see the info to explote
What do you dislike about the product?
Your UX in Software template is horrible. We have +50 cards and management of task is difficult.
What problems is the product solving and how is that benefiting you?
Implement Short Process and wiht only one interaction between areas. Our process are easy and clear.
The best tool to organize your processes.
What do you like best about the product?
What I like best is the automations options.
What do you dislike about the product?
The templates e-mails messages could be improved.
What problems is the product solving and how is that benefiting you?
Sending automated e-mails. This is definitely a time saving!!
Recommendations to others considering the product:
It can definitely help your business to be well organized in a high professional level.
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.
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
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