Who Uses Pipefy?

Managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills or professional services.

What Is Pipefy?

Pipefy is a no-code workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free, so requesters, processors and managers are more efficient.

By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes.

Pipefy is now used in over 150 countries by companies of all sizes and leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz.

Pipefy Details

Pipefy

http://www.pipefy.com

Founded 2014

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Pipefy pricing overview

See pricing plans

Pipefy has a free version and offers a free trial. Pipefy paid version starts at US$18,00/month.


Starting Price

US$18,00/month See pricing details

Free Version

Yes

Free Trial

Pipefy deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Pipefy Features

  • 1099 Preparation
  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customizable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

View full list of Accounts Payable Software

  • ACH Payment Processing
  • API
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Processing
  • Collections Management
  • Contact Database
  • Credit Card Processing
  • Customer Statements
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Discount Management
  • Document Management
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Online Payments
  • Order Management
  • Overpayment Processing
  • Partial Payments
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Third Party Integrations
  • Workflow Management

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  • API
  • Access Controls/Permissions
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  • Activity Tracking
  • Alerts/Notifications
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  • Audit Management
  • Audit Trail
  • Business Process Automation
  • Business Process Control
  • CRM
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Configurable Workflow
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Monitoring
  • No-Code
  • Process Change Tracking
  • Process Control
  • Process Modeling & Designing
  • Projections
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third Party Integrations
  • User Management
  • Version Control
  • Visual Workflow Management
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  • Assignment Management
  • Brainstorming
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  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Management
  • Content Management
  • Customizable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • SSL Security
  • Screen Sharing
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • To-Do List
  • Version Control
  • Video Conferencing
  • Workflow Management

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  • Campaign Management
  • Chat/Messaging
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
  • Content Management
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Drag & Drop
  • Email Management
  • Engagement Analytics
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Survey/Poll Management
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  • Complaint Monitoring
  • Customer Database
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  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Drag & Drop
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  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Performance Metrics
  • Ratings / Reviews
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Messaging
  • Search/Filter
  • Sentiment Analysis
  • Social Media Integration
  • Survey/Poll Management
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  • Tagging
  • Template Management
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  • Trend Analysis
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  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
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  • Customizable Forms
  • Customizable Templates
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  • Drag & Drop
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  • Multi-Channel Communication
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  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
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  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Rules-Based Workflow
  • SMS Messaging
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  • Single Sign On
  • Social Media Integration
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  • Multi-Language
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  • Configurable Workflow
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  • Data Import/Export
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  • Employee Database
  • Employee Management
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  • Employee Portal
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  • HR Management
  • Job Application Management
  • Learning & Development
  • Leave Tracking
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  • Payroll Management
  • Performance Appraisal
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  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Self Service Portal
  • Sick Leave Tracking
  • Succession Planning
  • Third Party Integrations
  • Time & Attendance
  • Time Off Management
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  • Timesheet Management
  • Training Management
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  • Integrations Management
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  • Pre-Built Modules
  • Visual Modeling
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  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
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  • Electronic Forms
  • Electronic Signature
  • Employee Database
  • Employee Handbook
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Feedback Management
  • HR Management
  • Job Description Management
  • Learning Management
  • Leave Tracking
  • Mentorship
  • Orientation Workflow Management
  • Payroll Management
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
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  • Reporting & Statistics
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  • Customizable Templates
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  • ERP
  • Fixed Asset Management
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Order Management
  • Order Tracking
  • Procurement Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receiving/Putaway Management
  • Reporting & Statistics
  • Requisition Management
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  • Spend Analysis
  • Spend Control
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  • Inventory Management
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  • Multi-Location
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  • Order Processing
  • Order Tracking
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  • Purchase Order Management
  • Purchasing & Receiving
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  • Quotes/Estimates
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  • Sourcing Management
  • Spend Analysis
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  • Supplier Management
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  • Internal Chat Integration
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  • Interview Management
  • Interview Scheduling
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  • Job Management
  • Job Posting
  • Job Requisition
  • Jobs Board
  • Mobile Access
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  • Deadline Management
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  • Email-to-Task Conversion
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  • Gamification
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Pipefy Alternatives

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Pipefy Reviews

Read all reviews

Overall rating

4,6/5

Average score

Ease of Use 4,5
Customer Service 4,7
Features 4,4
Value for Money 4,5

Review software

Share your experiences with other software buyers.

Write a Review!
Fabrício yutaka F.
Founder
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/11/05

"Pipefy or Trello?"

Comments: 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.

Pros: 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.

Cons: 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.

  • Reviewer Source 
  • Reviewed on 2019/11/05
Stephen I.
SALES OFFICER
Automotive, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/12/17

"MY EXPERIENCE WITH PIPEFY"

Comments: * Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Pros: * The filter options on pipefy makes it easy to search and track any sales process
* The workflow makes it possible to easily choose any stage and track sales operation processes
* It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Cons: I noticed there are no demonstration
videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy
Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

  • Reviewer Source 
  • Reviewed on 2020/12/17
Ricardo P.
CEO
Internet, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    2 /5
  • Customer Support
    5 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 2021/01/05

"Bugs, lack of features"

Comments: 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.

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

Cons: - 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.

  • Reviewer Source 
  • Reviewed on 2021/01/05
Matheus K.
Supervisor
Textiles, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/01/05

"A helpful and intuitive tool that your company must have"

Comments: We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers.

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

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

  • Reviewer Source 
  • Reviewed on 2021/01/05
Lisa C.
Sr Director, HR
Nonprofit Organization Management, 51-200 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/07/23

"Wow. Just..WOW"

Comments: My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Pros: 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.

Cons: 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.

  • Reviewer Source 
  • Reviewed on 2020/07/23