Automated workflows have standardized our processes and reduced lead time for project approvals
What is our primary use case?
My main use case for Pipefy is to manage processes and to follow processes with Kanban style management and for some automations such as when an activity is completed then someone gets an email asking them to complete a field or to submit another document. However, it is mainly for process reasons.
A quick specific example of a process I manage with Pipefy is that we used to first receive the suggestion of projects and then the suggestion of participants to conduct this project. Pipefy uses an automation to approve the participation of these candidates in the project with their managers and also to approve the project with the direction of the company. It is all fully automated within Pipefy.
What is most valuable?
The best features Pipefy offers include the possibility of managing the process in a Kanban style, the fields and making fields obligatory, together with the possibility of making automations, such as notifying someone if a card is in a phase of that process for a long time, then someone gets a notification. When this activity or this phase is completed, someone gets a notification. All these kinds of automations within the transition of phases is the main function that we use in Pipefy.
The automations and required fields help my team day-to-day by ensuring that we have our database always fully completed. For example, there are no blank spaces. We always have the information standardized because the way people fill the fields is standardized because of Pipefy. We have the possibility to analyze this data easily because of this standardization.
Pipefy has impacted my organization positively as we have not reduced our headcount, but we could if we wanted to because the number of people managing those processes before Pipefy was a lot. We have reduced this, and these people now have more time to focus on more strategic and tactical activities and not only on operational activities. We have more standardized data to analyze and now we have dashboards because we have a digital process and not just an analytical process. We do not have paper forms anymore, but we used to have paper forms. All of this has helped us a lot.
A specific outcome since using Pipefy is that we have reduced lead time significantly.
What needs improvement?
Pipefy can be improved with processes not only following Kanban styles but other kinds of processes that have more paths, not just a single, direct path, but they have bifurcations. Pipefy can also focus on more dashboards and the way to extract and create indicators in the dashboard section as this appears to be a gap.
For how long have I used the solution?
I have been using Pipefy for two years.
What other advice do I have?
My advice for others looking into using Pipefy is to first describe the process and the improvements in the process before developing the system and the Kanban style. Before you develop Pipefy, I suggest drawing and describing the responsibilities and describing all the process information and the instructions before the tool. I give this product a rating of 8.
Ticket workflows have become organized and reporting now saves significant handling time
What is our primary use case?
Pipefy is used to handle tickets, ticketing, inquiries, and help desk pipes. I currently manage two pipes for ticket handling, and there are upcoming pipes that align with different use cases.
What is most valuable?
Reporting is a main tool I use in Pipefy, following through the tickets especially when connecting with outsourced companies to manage them. Pipefy speeds up my process significantly. Previously, managing emails was cumbersome with around 200 to 500 tickets daily. Pipefy categorizes and moves cards into various phases easily, a stark contrast to following progress in Outlook.
Pipefy's scalability is noteworthy too. It increases awareness through auto replies and emails, smooth ticket category automation, and helps different departments with additional pipes.
What needs improvement?
The user interface and ease of use are typical, much resembling a usual Kanban board. However, Pipefy requires integration with existing workflows to enhance its functionality, which is still developing. What is lacking is direct support, since I am required to go through a third-party outsourcing company to connect with Pipefy. It would also be beneficial if internal integrations were enhanced for tools such as Power BI, avoiding additional payments.
For how long have I used the solution?
I started working with Pipefy late twenty twenty four, but I gained my admin access late twenty twenty five.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
Pipefy's scalability is definitely noteworthy. It contributes positively to my workload, allowing me to handle more pipes.
How are customer service and support?
My concern is that I am connected to an outsourcing company, so any request to Pipefy goes through this third party. This is cumbersome, and I find direct customer service with Pipefy to be lacking.
Which solution did I use previously and why did I switch?
I did previously use ServiceNow in my past work, but in this current employer, it was not Pipefy; it was just Outlook email, which was the best solution for the Outlook migration.
What was our ROI?
In terms of money and time saved, Pipefy is a great time saver overall, reflecting in analysts handling additional projects beyond ticket management. This has reduced the need for more employees, as I alone can manage the growth using my admin access.
Which other solutions did I evaluate?
I think it is important to determine first what you need for the solutions because there are also other alternatives, Kanban solutions, or ticketing solutions that you might need; what matters most here is the usability of the interface.
What other advice do I have?
Pipefy is easy to navigate, resembling a more straightforward and user-friendly Kanban board. It could have been better with more integration features in development. It is not Pipefy's fault about some support issues but rather third-party complications. For usability, Pipefy is favorable given its diverse team adaptability. However, lacking innovative features compared to other existing systems is a downside. I rated this review an 8 out of 10.
Pipefy: Highly Customizable Automations with Excellent Support
What do you like best about the product?
I was impressed by the support we received from Pipefy to make sure the tool supported our processes. The tool is extremely customizable to any process with some incredible automations that reduced our workload. I found it easy to implement and use. It became the starting place for my team every day to ensure that work was moving forward and on track.
What do you dislike about the product?
Being extremely customizable, there are many options which was a bit overwhelming for some of my team members. Once we integrated the help options and more detailed descriptions for each phase the team was able to trust the system to provide them the information they needed.
What problems is the product solving and how is that benefiting you?
We used pipefy to track the instructional design process.
Outstanding Experience from Start to Finish
What do you like best about the product?
It's fast, features a clean user interface, and is both intuitive and responsive.
What do you dislike about the product?
It lacks sufficient integrations with Jira, Notion, and Slack, which are essential for my needs.
What problems is the product solving and how is that benefiting you?
This tool has been helpful for my business in organizing SCRUM tasks within our R&D team. It makes managing our workflow much more efficient.
An impressive tool where we can perform various tests, add data, perform controls
What do you like best about the product?
An impressive toolbox, now with artificial intelligence
What do you dislike about the product?
An impressive tool where we can perform various tests, add data, perform controls, develop search systems and the most varied types and forms of data flow manipulation.
What problems is the product solving and how is that benefiting you?
Assistance and controls in information flow
Powerful for Process Automation but Could Be More Flexible
What do you like best about the product?
I adore Pipefy's ability to simplify the process of creating and automating organised workflows without requiring technical knowledge. Approvals, onboarding, and service requests were among the repetitious chores that were made easier by the visual interface, conditional logic, and automation rules.
What do you dislike about the product?
Sometimes Pipefy feels inflexible. It works well for routine activities and processes, but it isn't flexible enough for more creative or dynamic workflows. Furthermore, several sophisticated features are only available with more expensive plans, which prevented us from using the platform to its full potential.
What problems is the product solving and how is that benefiting you?
We were able to standardise and expedite manual, repetitive operations including request management, onboarding, and approvals thanks to Pipefy. We mostly used spreadsheets and emails prior to Pipefy, which resulted in delays, misunderstandings, and a lack of visibility. We've minimised errors, automated important tasks, and obtained complete insight into work statuses and deadlines with Pipefy. The effectiveness and accountability of our team have greatly increased as a result.
Pipefy is excellent
What do you like best about the product?
Pipefy was very easy to use and customerservice was excellent
What do you dislike about the product?
I think there could be more features added and faster support
What problems is the product solving and how is that benefiting you?
Being able to quickly create requests
Pipefy +
What do you like best about the product?
Very user friendly, great interface. Updates are sent out wenever there is any need for maintenance
What do you dislike about the product?
Everything is great. I can't think of any issues.
What problems is the product solving and how is that benefiting you?
It helps my compnay with organization and for tracking purposes.
Optimistic plans platform
What do you like best about the product?
Organization of your work with a simple way to use
What do you dislike about the product?
Sometimes the sever it seems very slow on hard days
What problems is the product solving and how is that benefiting you?
Better communication with my team and easy organization of jobs
Ease of use, agility in processes
What do you like best about the product?
Variety of customization, integrations, and automations. Ease of use and implementation, and the support is always comprehensive.
What do you dislike about the product?
At the moment, I don't have any points that displease me about the tool.
What problems is the product solving and how is that benefiting you?
Organization of the client implementation journey, training as well as reducing the manual work of the team
