Pipefy
PipefyReviews from AWS customer
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Great No-Code Process Modeling Software
What do you like best about the product?
The platform is user-friendly, really easy to model simple and complex process for your company. The company releases new features at a good pace, and the support specialists are fast to answer questions and doubts.
What do you dislike about the product?
You cannot make calculations (yet!) on pipefy, create portals inside portals. The e-mail tools need a little bit more features and more resources for creating e-mails templates with more design.
What problems is the product solving and how is that benefiting you?
In my company I use pipefy to manage the process that my ERP cannot (or it would be to expensive) to do it.
Some examples are: new quotations, good returns, HR process
Some examples are: new quotations, good returns, HR process
Easy, Customizable, and Well Supported
What do you like best about the product?
Conditional fields enable us to develop forms for dynamic and complex processes, all while keeping the forms looking clean and straightforward.
The tool is easy to learn and use and comes with many embedded tutorials and resources to make it easy to get started.
When additional support is needed, the Pipefy staff and community are incredibly helpful and friendly.
The cost is reasonable, particularly at the enterprise level.
The tool is easy to learn and use and comes with many embedded tutorials and resources to make it easy to get started.
When additional support is needed, the Pipefy staff and community are incredibly helpful and friendly.
The cost is reasonable, particularly at the enterprise level.
What do you dislike about the product?
Some of the tools within Pipefy are disconnected or not seamlessly accessed from a single page. However, Pipefy regularly updates the layout and design, increasing the integration of all elements.
What problems is the product solving and how is that benefiting you?
We had outdated forms that were in PDF format. Most of our staff do not have a PDF editor, and so would have to print and fill in the forms before scanning and emailing them back to us. We also didn't have the steps of our process documented in detail nor accessible in a shared location.
With Pipefy, we converted our old form into a new, online, interactive one. It relies heavily on conditional fields, allowing us to capture extensive amounts of information in a single form, while still keeping the list of questions short and relevant to each user.
We also were able to add checklists in the back-end to provide step-by-step instructions for my team to complete as they process the submitted form.
Pipefy made this process better for all parties who work with the form and the data captured in it.
With Pipefy, we converted our old form into a new, online, interactive one. It relies heavily on conditional fields, allowing us to capture extensive amounts of information in a single form, while still keeping the list of questions short and relevant to each user.
We also were able to add checklists in the back-end to provide step-by-step instructions for my team to complete as they process the submitted form.
Pipefy made this process better for all parties who work with the form and the data captured in it.
Complete and flexible solution
What do you like best about the product?
Many useful features that allow you to use the solution in all departments of the company, managing different types of processes
What do you dislike about the product?
It is not possible to apply formulas, but Pipefy informs that they are working on that.
What problems is the product solving and how is that benefiting you?
Currently, I am using Pipefy as CRM and Inbound Sales Solution. Furthermore, I use it to manage the onboarding of new customers.
Recommendations to others considering the product:
After trying other similar solutions, I can affirm that Pipefy is the best among them.
Organize your processes
What do you like best about the product?
What most caught my attention are the automation. I can do a lot of repetitive things automatically. This speeds up the job a lot. I also like the e-mail templetes, I can create e-mail templetes and automatically send these e-mails to those responsible for each process. There are many amazing tools in pipefy, which help work to flow in a better way.
What do you dislike about the product?
Personally I have no serious complaints against pipefy, just a few small things that would make my job a lot easier. For example, the expiration of the cards is defined by a day on the calendar, I would like you to have an option to set a time and in working hours, but there is no such option.
What problems is the product solving and how is that benefiting you?
Pipefy helped me a lot to not only organize but to optimize all processes within my company. Using this platform, I was able to find the points where there were more failures, which processes could be taken, and which needed to be improved.
Recommendations to others considering the product:
It is a great platform. To better understand how it works, I recommend taking the free courses at Pipefy University, and there you will learn how to make better use of tools and automation; this will make your job much easier!
Pipefy is a Straight-Forward Tool to Improve and Implement any Workflow
What do you like best about the product?
Pipefy allows anyone to easily create and manage workflows, including automation for all the essential workflow functionalities, such as autocomplete, connections, and notifications.
The user interface is clean and easy to use, the functionality logical and consistent.
With databases and pipe-connections, amazing features can be crafted for every specific workflow.
Missing functionality and integrations with other apps and software can easily be implemented on our own thanks to an amazing GraphQL API.
The user interface is clean and easy to use, the functionality logical and consistent.
With databases and pipe-connections, amazing features can be crafted for every specific workflow.
Missing functionality and integrations with other apps and software can easily be implemented on our own thanks to an amazing GraphQL API.
What do you dislike about the product?
There are a few missing features, such as calculated fields. Luckily, with the GraphQL API, one can augment nearly every missing element.
What cannot be augmented, unfortunately, is localization. Pipefy supports a limited number of languages and has a few longstanding issues, such as phone fields not listing the preferred prefix.
Also, for example, currency fields only support two currencies, and unfortunately, one cannot improve that one using any API.
What cannot be augmented, unfortunately, is localization. Pipefy supports a limited number of languages and has a few longstanding issues, such as phone fields not listing the preferred prefix.
Also, for example, currency fields only support two currencies, and unfortunately, one cannot improve that one using any API.
What problems is the product solving and how is that benefiting you?
Pipefy allows me to implement workflows and automatize client interactions to let me focus on what matters. A workflow that used to be chaotic and mixed between different applications, such as Excel, where every employee could change any project's status, is now orderly and cleaned up. Less mistakes happen, the status of every project is known at all times, even if an employee would be lost.
Clients get E-Mails consistently and automatically to know the state of their projects, without the possibility for an employee to forget to send the E-Mail.
Clients get E-Mails consistently and automatically to know the state of their projects, without the possibility for an employee to forget to send the E-Mail.
Recommendations to others considering the product:
You should check out the free version to see that you can implement your workflow in Pipefy too.
Very good tool for BPM and Intelligent Automation
What do you like best about the product?
Very flexible and fast time-to-market tool, with good integration with digital solutions
What do you dislike about the product?
Pipefy should improve the portal module, with better UX
What problems is the product solving and how is that benefiting you?
Orchestration of the operations activities with intelligence and high automation
Excellent experience. Very intuitive and user friendly!
What do you like best about the product?
It is very easy to structure and manage processes on Pipefy.
It's very user-friendly and has a lot of features that enable every user to use this platform.
We are evolving our process significantly due to Pipefy!
I like a lot that we can see and manage every SLA and that the time to structure a process and start testing and using it is very low.
I love that i don't need to involve IT departament on every single improvement that i want for the processes.
But ther greater benefit is that i can effectively help other departaments to improve their processes and our company's services.
Our employees are starting to feel the difference and wishing to have Pipefy used on their departament too.
It's very user-friendly and has a lot of features that enable every user to use this platform.
We are evolving our process significantly due to Pipefy!
I like a lot that we can see and manage every SLA and that the time to structure a process and start testing and using it is very low.
I love that i don't need to involve IT departament on every single improvement that i want for the processes.
But ther greater benefit is that i can effectively help other departaments to improve their processes and our company's services.
Our employees are starting to feel the difference and wishing to have Pipefy used on their departament too.
What do you dislike about the product?
The price could be a little bit lower so we can add every employee in our company on some Pipes.
The dashbord building and the file importer could be a little bit improved to be easier for every user.
The dashbord building and the file importer could be a little bit improved to be easier for every user.
What problems is the product solving and how is that benefiting you?
Process and SLA management problemas.
We are eliminating e-mails and unnecessary Excel sheets by using Pipefy to manage our processes.
Furthermore, we are starting some RPA automations based on our Pipefy processes.
We have achieved some significant improvements in our transactional processes.
We used to have a lot of burocratic process and now we can see every departament's SLA and this information can be used on the capacity planning for some departaments.
We are eliminating e-mails and unnecessary Excel sheets by using Pipefy to manage our processes.
Furthermore, we are starting some RPA automations based on our Pipefy processes.
We have achieved some significant improvements in our transactional processes.
We used to have a lot of burocratic process and now we can see every departament's SLA and this information can be used on the capacity planning for some departaments.
Recommendations to others considering the product:
I totally recommend it. It is an investment that quickly pays off.
Incredible tool, with some limitations, but a great tool.
What do you like best about the product?
Ease in creating a management flow, very good
What do you dislike about the product?
It still has some errors and bugs. But I believe that they will soon be resolved.
What problems is the product solving and how is that benefiting you?
Automation of an entire product creation flow. Tool is supplying all management and control needs.
Recommendations to others considering the product:
Easy to use, intuitive, meets most needs of managing a process or flow. Very good, but with some limitations. But very useful and of great use. You will love working with this tool, modern and easy.Use the tool to solve your management problems. It will help a lot.
Setting up is very simple and will help in your process automations.
Setting up is very simple and will help in your process automations.
Very user friendly tool and very efficient for the management process
What do you like best about the product?
The tool is very friendly, easy to use, excellent visualization, very intuitive. It can be used for project management, process management, and even team activity management. The most significant advantage is that the user himself can make most of the settings himself due to the tool's ease.
What do you dislike about the product?
I wish there were materials available for building dashboards. I missed graphical tools, even though we were told that Pipefy is developing this part
What problems is the product solving and how is that benefiting you?
With Pipefy we can concentrate all project information in one place. In addition to being very visual, we were able to monitor which stage of the life cycle the project is in, watch the activities in progress, and the people involved in the project execution. These are benefits that add value to the process.
Open system to customize as we want ; easy and friendly platform
What do you like best about the product?
Information flow, the database in the same way as managing system
What do you dislike about the product?
mobile version could have the same functionalities
What problems is the product solving and how is that benefiting you?
We are at the beginning of use, but even so, the information for the stakeholders is the key.
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