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It;s a great PM tool
What do you like best about the product?
Drag & Drop functionality. Easy access to app.
What do you dislike about the product?
Too many fields - cluttred look. Limitation
What problems is the product solving and how is that benefiting you?
Project management simplified - easy access to team to review day to day tasks
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Pipefy makes task management fun
What do you like best about the product?
Pipefy is a powerful tool that is simple to set up, use, and manage.
You can completely customize pipes to your needs and get the most out of it in no time.
You can completely customize pipes to your needs and get the most out of it in no time.
What do you dislike about the product?
There is nothing about Pipefy that I dislike, it really gives me what I need.
What problems is the product solving and how is that benefiting you?
I use Pipefy for IT Support ticket management and for BAU task management.
It's easy to set up, easy to use, and makes task management fun!
The customizable integrations allow you to propel any workflow to the next level.
It's easy to set up, easy to use, and makes task management fun!
The customizable integrations allow you to propel any workflow to the next level.
Recommendations to others considering the product:
Before moving to Pipefy I have checked out a lot of other platforms.
I am glad that I made the move to Pipefy.
Pipefy is super versatile and can be applied to any area of the business.
I am glad that I made the move to Pipefy.
Pipefy is super versatile and can be applied to any area of the business.
Excellent process tool, simple and user-friendly. It´s too fast to put it on action.
What do you like best about the product?
Facility for any kind of user to create your own flows.
What do you dislike about the product?
I liked everything. I didn´t have any bad experience with the product.
What problems is the product solving and how is that benefiting you?
Approval of projects workflow
Recommendations to others considering the product:
It´s an excellent product to use in your company.
A very detailed and easy to see breakdown of a salespipeline.
What do you like best about the product?
The ability to see all opportunities on one page and to see the part of the sales cycle the opportunity is in.
What do you dislike about the product?
I'd like to see a way to breakdown activity by year. I realize opportunities will carry over into the next year but to see a "yearly" performance would be nice.
What problems is the product solving and how is that benefiting you?
Complete control of the sales cycle allowing a shorter sales cycle.
How Pipefy challenge me everyday
What do you like best about the product?
The power of transformation and innovation. How it can replace web services if we think logically or break our heads a little. The variety of process transformation options still surprises me today, and I see that I use the tool daily in order to get to know it as much as possible. So, features like triggering emails by clicking on an option, initial values connecting cards, controlled triggering of emails with different possibilities. Finally, a world that Pipefy offers and we are here to enjoy it.
What do you dislike about the product?
Error management. With the latest updates, many of my processes have been negatively impacted, generating communication errors, information flow errors, shipping errors, in short, errors. I felt a little lonely when trying to contact technical support and until now I have no answer: it's been two days. So, for example, the e-mail shots, if we delete the old templates to enable the automations and thus, we do not have duplicate sending, we lose all the shooting history that we had on cards that were already submitted and moving through the process. Anyway, it broke my legs ...
What problems is the product solving and how is that benefiting you?
Lead time, rework, too many people dependent of someone - all of this decreased dramatically after my company adopted Pipefy. For example, at the last company I worked on applying Pipefy. More than 250 processes have been automated and more than 25 sectors have been impacted by process automation. What resulted in a reduction in time, reduction of manpower taking part in a process, a better flow of information.
Monitoring processes of interns, employees, that we need to assess the intern and he self-assess and yet, that these two pieces of information match the supervisor, in short, it's amazing how well Pipefy can marry this.
Monitoring processes of interns, employees, that we need to assess the intern and he self-assess and yet, that these two pieces of information match the supervisor, in short, it's amazing how well Pipefy can marry this.
Recommendations to others considering the product:
First, take the mini course on the tool, then take a low complexity process and test its implementation via Pipefy. After that, go training every day with different processes. You learn how to use Pipefy by getting your hands dirty and exploring the utilities. It is a world for you to adapt it to your needs.
A very powerful tool for managers
What do you like best about the product?
The incredible flexibility to create your own process and the fantastical customer success interation.
What do you dislike about the product?
There are some limitations in specifics features - but its not a really annoying problem.
What problems is the product solving and how is that benefiting you?
Our team is capable to guarantee high level of quality with our deliverables with no worries about someone forgetting important tasks. Also, we have a very clear picture of all our processes in real time, something that was utopia before using Pipefy.
Recommendations to others considering the product:
We tried lots of tools and techniques before Pipefy and once we found them we knew it was exactly what we needed. It really worths a try!
Necessary Process Software
What do you like best about the product?
Easy to use. Easy to visualize process status. You can see where you are in a given data system - in this case in approving, verifying and storing certain information. Helps to eliminate errors where things can fall through the approval system. Archives information well outside of an email system.
What do you dislike about the product?
Requires some training for people - and puts more reliance on people to follow the system. Need to have some one to maintain it - where instead you might be using a more loose/manual tracking system.
What problems is the product solving and how is that benefiting you?
Tracking change orders that need to go through multiple approval process and that need some levels of approval and then archiving of information. Pipefy communicates the information well in a form, and tracks the status of that information so we know where to push to get things moving.
Recommendations to others considering the product:
Perfect for companies that need to make a business process repeatable and trackable.
Pipefy Review
What do you like best about the product?
What I enjoy about Pipefy are the integration and the ability to track SLAs for state projects. The details of individual SLAs will of course vary depending on the type of services a customer requires—and the metrics used to measure how well the customer and provider are meeting -- is very esstenial.
What do you dislike about the product?
I can't say that I have any dislikes about the product.
What problems is the product solving and how is that benefiting you?
The ability to communicate with key team members during product deployments is easily accomplished in Pipefy. The ability to save lots of time with the automation process.
Simple, easy and objective
What do you like best about the product?
I like the flexibility, ease, and objectivity in building and automating my processes. All of our processes are in Pipefy. We were able to integrate company task management in one place.
Public forms are undoubtedly a tremendous Pipefy differential.
Because of him, interactions with applicants who are not members of the tool became much more accessible. We do not find an equivalent function in other process management software.
Public forms are undoubtedly a tremendous Pipefy differential.
Because of him, interactions with applicants who are not members of the tool became much more accessible. We do not find an equivalent function in other process management software.
What do you dislike about the product?
Integration with connection fields is still limited. It is currently possible to embed only one record in connection fields.
What problems is the product solving and how is that benefiting you?
All of our processes are in Pipefy. We were able to integrate company task management in one place.
We initially decided to automate the expense reimbursement process. Through this process, we have achieved greater engagement with other users.
Due to public forms, interactions with applicants not members of the tool became much more accessible. We do not find an equivalent function in other process management software.
Then we added new processes until our entire quality management system (now ISO 9001 certified) was in Pipefy.
Thanks to Pipefy, we were able to digitize 100% of ISO 9001 without the need for documented procedures or the use of spreadsheets and PDF files.
We initially decided to automate the expense reimbursement process. Through this process, we have achieved greater engagement with other users.
Due to public forms, interactions with applicants not members of the tool became much more accessible. We do not find an equivalent function in other process management software.
Then we added new processes until our entire quality management system (now ISO 9001 certified) was in Pipefy.
Thanks to Pipefy, we were able to digitize 100% of ISO 9001 without the need for documented procedures or the use of spreadsheets and PDF files.
Recommendations to others considering the product:
Pipefy is a potent tool. In line with a process approach within your organization, Pipefy will become your best tool.
Simple & Powerful solution.
What do you like best about the product?
Simple, Easy to use, great for collaboration.. most important it guides you towards your sales closing goals. Also excellent and immediate customer support.
What do you dislike about the product?
All is great, good tool to include all client follow up information , have control, and go in straight line towards your sales goals.
What problems is the product solving and how is that benefiting you?
Collaboration, increase sales productivity.
Recommendations to others considering the product:
Coach and Train your staff in efficient sales processes and techniques, and how to coach others... this way we wet the most of it.
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