Anmeldelser af Pipefy

Incredible collaboration tool that increases productivity

Kommentarer: Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Fordele:

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Ulemper:

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Doing daily tasks is very easy with Pipefy

Kommentarer: We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.

Fordele:

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Ulemper:

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Bugs, lack of features

Kommentarer: I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Fordele:

- Kanban with custom fields / rules - Email automation with easy to build templates -

Ulemper:

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Pipefy is a versatile tool that may be used for a variety of purposes

Kommentarer: I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

Fordele:

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Ulemper:

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

Easy tasks Pipefy BPM is simple and useful

Kommentarer: Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines.

Fordele:

As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.

Ulemper:

The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.

Pipefy is great, but still need more features

Kommentarer: I use pipefy for projects and sales management and its been great, since we are a project oriented company it's very good to see all of our projects and sales been tracked with a benefit of taking metrics of all of it.
Most of out business inteligence come from pipefy datasheets generator.

Fordele:

- Very easy to use - Extremely fast do set up a canvas - Great for CRM and Project Management - Allways updating - Great costumer support and accepting of feedbacks

Ulemper:

- Some new updates bugs sometimes - It can be tricky to do some automations

Pipefy or Trello?

Kommentarer: Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Fordele:

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Ulemper:

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Pipefy - A promise for greatness

Kommentarer: While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has

Fordele:

- Ease of use (once you get familiarized with where is everything and terminology) - Comprehensive API - Great support and UX - Consistency

Ulemper:

- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database) - The API documentation is really messy and even as a developer I get lost - The mobile app is a huge mess and the only really lacking part of the UX - Web interface could be more responsive

Pipefy as a managing team tool

Kommentarer: My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around.

Fordele:

Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes.

Ulemper:

I didn't like is that we are not allowed to change the colours of the tool.

Automating Manual Processes via Pipefy

Kommentarer: Very positive, the customer service is exceptional and the team is open to collaborating and exploring new ideas.

Fordele:

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

Ulemper:

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.

Pipefy was the tool our team need to perform better!

Kommentarer: With Pipefy our team became started to build strong processes with high observability & ease of communication. Our clients, providers & collaborators are doing more with high quality & less time.

Fordele:

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

Ulemper:

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

Great software, and it can be much better jet!

Fordele:

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.

Ulemper:

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.

Good value, but can be improved

Kommentarer: Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important.

Fordele:

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.

Ulemper:

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.

Opinion

Kommentarer: It's a really good platform, the first implemented in our company so I dont have much experience to compare with others. Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice.

Fordele:

Easy customization, fast loading, automization*

Ulemper:

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.

Pipefy has been a great asset for workflow management

Kommentarer: It has been good so far. I'm still learning and hope to develop expertise, especially setting up automations in Workato.

Fordele:

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

Ulemper:

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.

Clean, comprehensive, and well supported

Kommentarer: My company has only begun to integrate Pipefy into our organization and are excited to discover more ways we can use this innovative tool. So far we're using it for IT onboarding and offboarding, as well as screening staff and guests for Covid-19 symptoms when they're planning on going into our offices. I hope to identify more processes within our organization that would work well within Pipefy. I was especially impressed by the training that was provided during the implementation phase. It helped me gain an in-depth understanding of the tool quickly and has made it that much easier to work with. Getting that sort of training as a part of the implementation was unexpected and much appreciated. So far my experience working with the tool and interacting with the Pipefy team and community has been energizing and rewarding. I see great potential for a tool like this and hope to use it more thoroughly in the future.

Fordele:

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.

Ulemper:

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.

Management is in your hands.

Kommentarer: We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system.

Fordele:

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.

Ulemper:

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.

Admin Review - Laura Spear

Fordele:

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.

Ulemper:

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! ;)

An amazing tool to automate workflows

Kommentarer: With Pipefy our sales process became much more organized and automated. We also use all data extraction for analysis, through the reports generated on the platform

Fordele:

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

Ulemper:

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

A good tool for Tasks control

Kommentarer: I really like it but it has to incorporate the features that the other tools from this segment has.

Fordele:

The kanban methodology is great to manage multi activities.

Ulemper:

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

Pipefy is on top of all our processes

Fordele:

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

Ulemper:

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.

We control all our new clients on boarding process with Pipefy, its easy and fast.

Kommentarer: I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

Fordele:

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.

Ulemper:

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.

Pipefy has made our professional lives better.

Kommentarer: It makes out business so much more productive.

Fordele:

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.

Ulemper:

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.

Good service, awesome templates.

Fordele:

Integrations and user interface are the best features.

Ulemper:

More integration with e-commerce platforms would be awesome.

Great tools to software development teams

Fordele:

Powerful tool to follow the development of software projects, daily monitoring together with Pipefy's kanban helps us to keep track and give visibility to everyone on the team and especially to stake holders

Ulemper:

I have nothing to complain about Pipefy, maybe the cost that could be more affordable for the entrepreneur