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

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

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

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

My favorite aspect of Pipefy is the ability to integrate with other systems such as JIRA Cloud, Google Suite, and Tableau.

Inconvénients

Overall, Pipefy is a solid product, however I'd like to see more integration of AI in the future and ways to explore what other users have created. It will be helpful to get inspiration.

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

Ease of use, wide possibilities of personalization, reports, alerts, API and a super support.

Inconvénients

The app is not very easy, but they are improving it.

Alternatives envisagées 

Pourquoi choisir Pipefy 

Logiciel antérieur 

Avantages

I think it's really easy to use and to understand for normal users. When we start using it had outages of the server and a lot of "http 500" errors, but now is pretty stable so we feel it safe now.

Inconvénients

The big issue is that we don't see useful the Database feature. We have tried tu use it but we can't export the data.

Would be really nice if we can share using an iFrame or something, a list of entries with a filter from database. For example I have an "Events" Database in Pipefy and I would like to share in my web site the Upcoming Events. To achieve this I'll need not only the iFrame to share but a filter to show only upcoming event and not past events. Also I would like to show some data, not all data from the Database. In another words, will be useful something to make queries to the database inside Pipefy.

Another issue is that I think It's a heavy software to run in old computers. I think it uses a lot of recourses in the user machine (JS or something) and old computers gets slow.

Also I would like to get a better mobile App. It works ok, but I have a lot of trouble with conditional fields in the Apps.

Alternatives envisagées 

Pourquoi passer à Pipefy

Avantages

I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.

Inconvénients

The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.

Avantages

Easy customization, fast loading, automization*

Inconvénients

For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed.

Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.

Alternatives envisagées 

Pourquoi passer à Pipefy

Avantages

Simple user interface; easy to bring on new users; love automations

Inconvénients

I feel like the member admin page isn't very useful. I have to click 5 times to expand the list and see all our users. It doesn't show me how many users have each type of role so it's a little tricky to manage licenses; I'd love to see how frequently people log in, not just their last log in.

Avantages

The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator.

The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators.

I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool.

Inconvénients

Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section.

Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form.

Avantages

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

Inconvénients

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

Avantages

In a company environment where you have employees overwhelmed with workload and critical systems that need to be in place, pipefy has allowed us (with much thoughtful construction and automation) to ensure that these systems don't slip and get attention from all parties involved.
The automated delivery and rules are great. The phase descriptions are very helpful.

Inconvénients

The only thing that might help clients be more successful at utilizing all of the benefits of the platform is if you had the ability to do an in-person consultation with administrators to ensure that their pipes are developed how they need them to be and answer all hanging questions as it starts to be used.
It would be helpful if a card were in a phase without being acted on if there could be some exponential alerting. Perhaps this is available, I just never discovered.
There is a steep learning curve to thinking like a pipe! ;)

Avantages

I love using Pipefy to:
1. optimize workflows
2. help our team manage sales tickets
3. create the best onboarding experience for our customers

Inconvénients

I have difficulty using integrations with some APIs, but the platform has several help forums

Avantages

The kanban methodology is great to manage multi activities.

Inconvénients

Some features needs to be improved, like the availability to paste itens and transform it in a check list.

Avantages

Ease of use, advanced customisation, fits well to manage almost any process I needed.

Inconvénients

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

Avantages

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Inconvénients

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

Avantages

It makes it so easy to delegate and then monitor tasks in a team environment.
We can monitor tasks and track productivity of staff (& ourselves).
It makes the team ten times more efficient than what we were.

Inconvénients

Sometimes it is hard to not focus on clearing out pipefy (or "The Pipe") as we call it !
Pipefy can be as addictive to staff as social media.

Avantages

Integrations and user interface are the best features.

Inconvénients

More integration with e-commerce platforms would be awesome.