Pipefy

Avantages

Cet outil pratique, intuitif et facile à prendre en main optimise le travail d'équipe et permet de réaliser des processus sans code ni notion informatique très avancé,. Pipefy permet de créer des flux de travail personnalisés facilement et rapidement grâce à de nombreux modèles. D'autre part, le programme est évolutif, flexible et personnalisable en fonction des attentes et des besoins. Ce programme est le compagnon par excellence des utilisateurs qui doivent mettre en œuvre et gérer des processus efficaces car il facilite l'organisation des projets et leur suivi grâce à des fonctionnalités comptables précieuses, telles que la gestion des bons de commande, la comptabilité ou encore la facturation.

Inconvénients

Quelques bugs, lenteurs et difficultés pour certaines intégrations ainsi qu'une quantité trop faible de fonctionnalités pointues

Avantages

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Inconvénients

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Avantages

Pipefy's user-friendly interface and no-code building solution allow us to easily train our team on new processes or process changes. In an evolving industry landscape, the agility offered by using Pipefy is critical to long-term success.

Inconvénients

The variety of available apps is somewhat limited, which means we have to leverage 3rd party integrations for some of our processes.

Avantages

Rich features plus ease in implementation especially for new users. The product is also pocket friendly compared to its competitors.

Inconvénients

The software has so many limitations which are based on what version of the software you are using.

Avantages

The visual workflow design and automation features make my work so much easier and efficient

Inconvénients

The reporting and analytics features could be more robust, and the mobile app needs improvement.

Avantages

Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.

Inconvénients

I haven’t customized all features due to lack of available tutorials.

Avantages

Everything is in one place and we no longer need to rely on excel sheets and proper versioning, etc. Reporting is easy and customizable. Work flow and tracking of project status has helped our team be more efficient.

Inconvénients

The setup was a bit challenging for some items but that is because our team had some unique requests. The Pipefy team (especially [sensitive content hidden]) was extremely helpful in working through this and using creative solutions to meet our needs.

Avantages

I like that it comes with great AI automation features and also comes with great HR features.
It also comes with great automation features.

Inconvénients

Not a single issue with Pipefy. It is the best.

Avantages

The customizable workflows and easy-to-use interface are a huge plus for me.

Inconvénients

I wish there were more integrations available to streamline my workflow even further.

Avantages

Card interface to handle hiring pipeline was visually effective and time saving

Inconvénients

Some of the integrations needed a couple tweaks but a good experience overall

Avantages

1. Neat and clean dashboard
2. Real-time tracking
3. Mobile friendly
4. Support team is exceptional

Inconvénients

1. Integration is a bit problematic
2. Needs a lot of bandwidth to operate

Avantages

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually.

If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Inconvénients

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process.
Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

Alternatives envisagées 

Pourquoi passer à Pipefy

Avantages

Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Inconvénients

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Alternatives envisagées 

Pourquoi choisir Pipefy 

Pourquoi passer à Pipefy

Avantages

I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use.

Inconvénients

I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error.

Avantages

The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.

Inconvénients

I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.

Alternatives envisagées 

Pourquoi passer à Pipefy

Avantages

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Inconvénients

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

Avantages

Their tech stack is unreal. Their integration with Workato is seamless. There isnt much you cant do on the platform BUT their service structure is terrible these days.

Inconvénients

This is my second time around and the experience of modeling and going live is not what it was like two years ago for the first project.
They give you "x" amount of hours to model your "pipes". Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off. Their developer designed our pipe with a major fundamental flaw and they refused to fix it {actually ignored my emails for weeks} unless I purchased more hours at $125 per hour). Its this perpetual loop they throw you in which constantly costs you money.
I was not open to paying this, so decided to figure it out myself but was not able to as the developer designed it in a way where their own support team couldn't figure it out. So basically my project was taken hostage .

They give you no documentation on the architecture and just basically throw you in the ocean , to sink or swim and will throw you a $125 p/h life boat if you wanna ride.

Other than that, they are closed (ZERO support) after hours, weekends and Brazilian holidays. This is 2022, I do not know of another Saas that rolls like this? Even during biz hours, its a 90 min turn around

Workato is an amazing integration tool but thats pricy also. .075 cents a ping , with most processes needing 2-3 calls to accomplish the goals.

Avantages

Its high organizational capacity and efficiency in process management. Its integration is a little technical due to the range of features and its complexity, but it is worth all the investment.

Inconvénients

Due to the amount of technical features and functions that are often confused, processes become disorganized and lost in the middle of use

Avantages

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Inconvénients

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Avantages

The tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation.

Inconvénients

Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable.

Avantages

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything.

Customer support has been great!

Features:
- The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power.
- Relational database tables that can be tied to cards.
- Specify the flow card needs to take through the process, can't start the job until you have ordered materials
- Take action when certain fields change.
- Create and track sub-processes.
- Super solid GraphQL API.
- Reporting based on a cards fields.

Inconvénients

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App.

- You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Avantages

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Inconvénients

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens.
Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Avantages

Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly.

Inconvénients

It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community.

Avantages

Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work.

Inconvénients

It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion.

Avantages

Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests.

Inconvénients

Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial