Pipefy Review
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- What is Pipefy
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Pipefy?
Pipefy is a BPM (Business Process Management) solution that serves the needs of various industries and businesses of all sizes. It’s equipped to handle every type of operational process of businesses in the fields of customer support, finance, software development, service desk, IT, BPO, shared services, and many more. With its easy-to-use and intuitive system, the platform empowers users in improving their productivity, profitability, and efficiency by assisting them in creating, organizing, and managing their business workflows and processes. Furthermore, Pipefy can also aid organizations and companies in assessing and refining their processes in order to let them grow more effectively. Pipefy enables users to visualize their particular work processes using an approach where they’ll be able to see what’s done, what’s currently being done, and what needs doing. It uses the Kanban method which is a visual project management solution that offers users the capability to monitor their work progress from start to finish.Product Quality Score
Pipefy features
Main features of Pipefy are:
- Email and Process Templates
- Two-Factor Authentication
- BPM Automation
- Integrations
- Connected Cards
- Advanced Reporting
- Custom Fields
- Workflow Phases or Pipes
- Conditional Logic
- Public Forms
- SLA Management
- Kanban User Experience
- Email Messaging
- Native Mobile Application
- Built-In Calendar
Pipefy Benefits
The main benefits of Pipefy are its capabilities for streamlining operations, tools that improve collaboration, progress management calendar, and features for monitoring additional processes easily. Here are more details:
More Efficient Operations
Pipefy developers understand that each company has a different way of doing tasks, which is why it offers them a lean management tool. This allows them to create workflows while considering both their unique processes and the best practices in the industry. Thanks to this, users won’t be required to adjust their workflow just to match it with the automated templates that are in the system. And those that haven’t created their company systems yet, Pipefy has a multitude of templates that can be customized accordingly to their use.
Enhanced Collaboration
Business processes commonly rely on teamwork. With that in mind, Pipefy features a robust set of task management tools that let users easily relay information to their teammates. There is a variety of automation tools as well which helps accelerate processes. Furthermore, the software supports integration with various communication systems to facilitate efficient connections within teams. There is a streamlined database that provides teams with easy-to-retrieve information regarding the customer, product details, supplier records, and data on company processes. This eliminates the need to waste time sending files to each other.
Progress Management
There’s a built-in calendar in the system that aids users in keeping track of their deadlines in relation to the progress of their projects. The calendar displays every card assigned to users for a certain period and their due dates as well. This would provide managers a good grasp of who’s doing what and when the tasks would be finished. Notifications can be assigned as well to remind team members if their tasks are getting close to the due dates.
Easy Tracking of Added Processes
Pipefy has a feature that automatically triggers an action when a predefined action or event happens. For example, if a new card is moved into the approval pipe, then a new card would be automatically created in the same pipe. This feature is called “connected card” and is used when additional processes show up and they need to be done by other assigned members that must be applied to a particular card. This automation minimizes human errors while ensuring that users will not stray from their processes’ requirements.
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Pipefy Integrations
The following Pipefy integrations are currently offered by the vendor:
- Gitlab
- BitBucket
- Appear.in
- Github
- Google Hangouts
- Slack
- Zapier
Video
Customer Support
Pricing Plans
Pipefy pricing is available in the following plans:
