Pipefy

My main use case for Pipefy is that we used it for everything; all the areas of BIP Saúde used Pipefy: the data area, HR area, supplies area, logistics area, operations area, finance area, so all the areas were connected and interconnected through Pipefy.

I won't be able to give you a specific example of how we use Pipefy in finance because I wasn't in the finance department, but I used it, for example, in operations, and whenever a ticket was opened to let us know that a car was late in our operation, we would receive this ticket, check it, respond, and then move it through the appropriate stages, through its boxes on the kanban. This is something very good about Pipefy because it uses kanban, which is an easy way to visualize things and it doesn't get confusing or difficult for anyone. Additionally, we created several automations which we used a lot in other departments to create forms and create processes within Pipefy that improved our day-to-day work.

Pipefy has positively impacted my organization by organizing us to leave everything out in the open, so to speak; we had visibility of everything, we also had the time each process took, and it's a more organized way of knowing where each follow-up item is. I believe this is something very good because it worked well for me and it made me more organized.

Pipefy saved us time and helped with our collaborative work. For example, if at some point I couldn't see a demand, a colleague of mine could see it and could help. So besides enabling collaboration between teams, Pipefy is a very practical work model.

The best features Pipefy offers are the visualization. Nowadays, people have a lot of difficulty with many things, so a clearer, cleaner, more objective visual is great because then we don't need to spend much time training anyone new. I really appreciate objective things, and I think this is great because then we don't need to spend much time training anyone new. It's all kind of intuitive, and as I mentioned before, this kanban visual is very practical, with colors highlighting what each thing should be. I believe that from the most basic position up to management, everyone can use Pipefy perfectly because of these characteristics.

The visualizations in Pipefy are very good. From the most basic position to the most advanced, everyone can understand what is being done and what can be done. We don't waste much time teaching anything to anyone new because it's very clear, direct, and objective. I appreciate things that are clear, direct, and objective, so the visualization in Pipefy, because it uses this kanban model, is very practical.

I think Pipefy is great and very good; but there is always something to improve and enhance. I believe that at some point it can enhance some aspect much better, which probably no one is even identifying right now. For me, it worked well, but I heard reports from other people that it didn't work very well or that they didn't understand it very well. However, I won't speak with authority about other people; I'll speak about myself.

I used Pipefy for four years while I worked at the company BIP Saúde.

Throughout the whole time I used Pipefy, I liked it a lot. It's very practical and very fast, and I never had problems. All the operations I created through Pipefy always worked, and all my forms that were also created with Pipefy worked perfectly. I don't remember any moment when something had an error or when something froze my operation. Pipefy always worked perfectly for us.

I believe that Pipefy is secure because it is a highly reliable tool, and I believe that it doesn't have data leaks or all these security problems that we have. I would rate my overall experience with Pipefy as a ten.

My main use case for Pipefy is to receive tickets from other departments. I use Pipefy as my main tool to receive tickets from other departments, respond to them, and track the response SLA.

Besides using Pipefy for tickets with interaction with other departments, I also use it to issue some types of reports.

The best feature that Pipefy offers me is the ease of using the tool. This ease of use impacts my daily work because in the cards themselves we can identify the tickets as soon as we open the tool.

Pipefy has had a positive impact on my organization because it brought me more visibility to map the bottlenecks we were having within the operation so we could work on them.

I monitor the visibility that Pipefy has brought by its integration with our emails and the Slack tool, which gives me visibility of all the cases that other departments are reporting to me, and this ends up not impacting the ticket volume significantly.

In my opinion, Pipefy could be improved by enhancing the way of configuring the information in the email we receive, as sometimes the information in the email is not complete compared to what is on the card.

I have been using Pipefy for around three years.

Pipefy is stable in my daily use.

In my experience, Pipefy's scalability is good as it handles different volumes of tickets or demands well, allowing me to separate the cards and identify which card that ticket is related to.

I needed to contact Pipefy's customer support only once, but they were very helpful and answered my question quickly. I would rate customer support a 10.

I did not previously use any different solution.

Before choosing Pipefy, I evaluated other options such as Gestor.

The evaluation process of other tools before choosing Pipefy is something I cannot provide more detail about, as that information is handled by the procurement team.

My advice to other people who are thinking about using Pipefy is that it is a great tool to use in daily work, giving visibility of all the necessary information needed. You can extract reports to cross data.

I would rate this product a 9.

My main use case for Pipefy is bank reconciliation, entering orders, and entering purchases.A specific example of how I used Pipefy for bank reconciliation and order entry is clearing payments and reconciling the incoming orders in the bank with what came into the bank and what went out of the bank.In these financial routines, everything that was done related to purchases involved sending a request to have the purchase made and the request to clear it in the banks.

The best features that Pipefy offers are that everything is automated.Within that automation, specific features that made my day-to-day work easier are the integration with other systems, the use of artificial intelligence that makes things easier, and the creation of reports.The use of artificial intelligence made things easier and helped me improve my use of technology. It is a very good program with a lot of quality and an educational value.

What could be improved in Pipefy is the human support, which should be easier.Regarding necessary improvements in Pipefy, it really needs more humanized support that is faster. The responses need to be faster and not involve so many bots. When the system goes down, it takes a long time to get a response.

I used Pipefy for one year.

Pipefy is stable, having gone down only once. The problem was instability, as it was down for a day, and there was difficulty in getting human contact to solve the problem, which needs to be improved.

Regarding scalability, Pipefy offers a very good service that is very complete and very broad.

Pipefy's customer support is not good, as I go through many bots before reaching a human service.

Previously, I used a different solution that was done manually, which was a more archaic system because it was not done in a professional way.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

I have already obtained a return on investment with Pipefy, as it made it possible to need fewer employees, automated the programs, saved money, and enabled fewer errors.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

Before choosing Pipefy, I evaluated other options such as Omie and Linux, but Pipefy was chosen because it offered the best artificial intelligence technology.

My advice to other people who are thinking about using Pipefy is that it is very good. It offers a lot of artificial intelligence systems, automation, and it is an extremely reliable and secure system.Pipefy is a complete system which offers visual systems, is educational, and I highly recommend it. I would consider indicating it to other companies because it is a system that enables the facilitation of purchase orders and reconciliation. I would only improve the human contact with the customer for support.I gave this review a rating of 10.

My main use case for Pipefy is to make it easier to organize the month's tasks and the team's general tasks in my day-to-day work. For example, if there was a task in the administrative company where I worked, such as making a payment and I needed other people to participate, I put it in Pipefy and we would move the cards there as the activities were completed.

The best features that Pipefy offers are the ability to do things in an organized way and as a team. Beyond this team collaboration, I consider valuable the way I can organize things, and the automation aspect is very good in Pipefy. I also appreciate the reporting aspect and the reports that are generated in Pipefy, which I consider important.

Pipefy has had a positive impact on my organization because after using the tool, I noticed that I can do things in a more agile way. I noticed a reduction in time spent on tasks and an improvement in team communication after adopting Pipefy, because everything was organized in one place and other people could also collaborate, which helps significantly.

I didn't find it difficult to use Pipefy because I'm already used to digital platforms. Pipefy should be more publicized, because many people still don't know about it.

I have been using Pipefy for about a year.

In my experience, Pipefy is stable and it doesn't show many errors; there are only a few.

Pipefy's scalability works well in my experience, and since I didn't use it for many tasks, I didn't observe how it works for high demand.

I previously used different solutions for task organization, such as Trello, along with several other types of platforms or tools to optimize tasks.

I have obtained a return on investment from using Pipefy in terms of less rework and time reduction.

I don't know about Pipefy's pricing, setup costs, and licensing because I wasn't the one who paid; it was the company.

I evaluated other options before choosing Pipefy, but I don't remember their names.

At the moment, I'm not using Pipefy because I'm no longer part of the company that used it, but sometimes I use it sporadically in a private way. I would advise other people who are thinking about using Pipefy that it is a great tool that will make their lives easier, optimize their time, and facilitate teamwork, so I would highly recommend this tool for those who are going to work in a team, especially. I gave this review a rating of 9 out of 10.

Pipefy was used to manage payments to suppliers and contracts in the operations area for travel management. On a daily basis, I used Pipefy to control payments to direct suppliers, contractors, hotels, rentals, monthly contracts, and one-off contracts with other service providers, as well as other platforms that required oversight of all payment dates, amounts, and manager approvals.

The control was very easy with Pipefy. The platform is very intuitive, and the adjustments made by the company were positive, allowing us to use it with ease, which helped significantly with our productivity and necessary control.

Regarding the positive points of Pipefy, I believe the first point would be the issue of autonomy, one of the great advantages that allowed the finance team to create and change flows and forms without depending on the IT queue or technology, while already complying with the rules defined by the company. The team made all the adjustments and everyone ended up benefiting, and whenever possible, we provided feedback and input so that something could be improved and scaled. This resulted in less friction, less noise, and more fluidity and agility in processes.

Another positive point is the issue of visibility and SLA control. Centralization in Pipefy helped us significantly in controlling deadlines, allowing each user to see the status of each request and each card instantly. I had my own controls, for example, being responsible for payment order requests to our suppliers.

Among the features of Pipefy, I believe the adjustment that each company can make in the fields to personalize them according to their needs is notable. The cards are created with the configuration and information needed for each one.

Pipefy had a very positive impact, mainly in terms of productivity and control. The company started to have far fewer errors, much greater control of documents, and centralization of all processes within the platform, making it much more practical to use.

A much greater control of processes was noticed with Pipefy, where emails stopped being used to send something directly to departments, for example to finance, to provide a payment or other related issues. Everything was centralized within the platform, and each user uploads a document there, which is recorded within a card, and the department that receives it immediately follows up and makes payments within the deadlines defined by the user. This control is much greater and much better, and as users we can track the deadlines from the creation of the card to its correct completion and follow it at each stage.

Time savings and much greater efficiency were achieved with Pipefy. The company has a high volume of contracts, payments, and other documents to manage, and Pipefy facilitated this centralization of information. There was a reduction mainly in time that used to be lost, greater efficiency, and productivity gains on the part of the employees.

At the time when I used Pipefy, it did not end up being the case for me in my travel management area. However, in other departments, I had the opportunity to observe that there was a high volume of cards and many phases, so navigation got a bit slow and even required excessive scrolling to locate them. Even with the system of searching by word or term to find the cards, this was an issue. In my area, we had an average number of cards, and we could manage them with relative ease.

Within the company where I worked, at EstrelaBet, we had already been using Pipefy for a little over a year.

Pipefy is stable. We had very few issues of unavailability or failures in use, very occasional, but they did not interfere at all with daily use, and it had very good stability.

As far as I could see, the scalability of Pipefy was positive. Even with the increase in the volume of processes or user access, it remained good and the company was able to scale this access internally.

I personally never needed to contact Pipefy support. When it was necessary in very specific cases, the contracting department and finance department took that action and made contact, but practically all cases were resolved in a very short time.

At the company, at least I only used Pipefy and did not use any other solution previously.

I do not have information about whether the company evaluated other options on the market, as that whole negotiation and evaluation was done by other departments.

Pipefy is a platform that I consider very good. It is practical and intuitive, and it has the possibility of configuration and customization of fields, which makes it easier for all information to be accurate and appropriate according to each client's needs. It is a stable platform and serves all areas of the company very well.

Based on my experience and use of Pipefy, the gains in efficiency and control were clear, as it allowed tracking everything through a single platform, ensuring that flows occurred correctly and deadlines were met. We avoided forgotten emails or loss of documents, and for the company, it was very positive, as it ended up being the biggest beneficiary with the evolution of internal management. I recommend Pipefy to other customers. My overall rating for this product is 8 out of 10.

My main use case for Pipefy is managing cross-area processes, including the sales team's process and the handoff process from the sales team to the operations team.

I use Pipefy for the sales process in which the lead lands in a stage of waiting for service, then moves to an activation stage where we connect with that lead. Then we move into a process of communication with this lead through negotiation, followed by a proposal stage and closing the sale.

Pipefy helps me accomplish the workflow as described through the steps involved in the sales process. Something unique about how I use it is that it covers the aforementioned processes well.

The best features Pipefy offers include the process of managing required fields per phase with conditionals, which is what makes Pipefy stand out from the others.

The most relevant feature in Pipefy today is the process of modeling customized stages with customized fields per stage and required fields that may or may not trigger automations. This is the single differentiator of Pipefy today.

The specific positive outcome I noticed after using Pipefy is that the visual infrastructure makes the operationalization process easier with the teams.

Pipefy can be improved significantly as it lacks native, official WhatsApp integrations and lacks integrations overall. Integrations are only available through an advanced integration request that has never worked for me because they charge for that. Additionally, Pipefy lacks all the infrastructure for a sales team to be able to operate inside it, including task management, tasks, reminders, integration with Gmail, calendar, meetings, and Google Meet. This infrastructure for connecting with day-to-day software is essential.

Something that could make my experience even better is if the integrations were more robust.

I have been using Pipefy for about three years now.

The impact of Pipefy was a lot of work and I had to replace it due to no clear benefit because the cost made it unviable.

Pipefy impacted my organization positively initially, but after implementation, it became financially unfeasible because of the use and purchase of automation and API request packages. It was a lot of work to implement, and I had to implement another CRM and another BPMN instead to replace Pipefy with a cheaper solution.

I would advise others looking into using Pipefy to consider its capabilities carefully. I give this review a rating of two.

My main use case for Pipefy is process optimization.

Pipefy makes it easier to organize clients, demands, and other elements to optimize processes. The best feature that Pipefy offers is its use to optimize processes and tools. I consider the customized AI agent within Pipefy to be the most useful tool in my daily routine. Pipefy has a positive impact on my organization primarily through time optimization. I believe it has reduced about two hours per day in time optimization.

At the moment, I have nothing to add regarding how Pipefy can be improved because there are always improvements and new features, so for now it meets our needs.

I have been using Pipefy for about a year.

Pipefy is stable.

Pipefy's scalability certainly meets our needs.

Pipefy's customer support is excellent.

I did not previously use a different solution.

The main return on investment I have obtained is time optimization.

The experience I have had with pricing, setup costs, and licensing is that the prices may seem high, but in the end, the return makes the investment worthwhile.

I evaluated other options before choosing Pipefy, but I prefer not to mention brands, only the main ones on the market.

I believe it is worth testing Pipefy so you can understand whether it applies to your business and whether it is worthwhile. I found this interview very intuitive, the questions were easy to answer, and the interviewer clarified the questions I had more difficulty with. I would rate this review an 8 out of 10.

Our registration and credit analysis pipeline goes entirely through Pipefy. We acquire companies and monitor the entire analysis process through Pipefy's pipeline.

In the registration and credit analysis process, the sales manager acquires the company and uploads the necessary documents through a link we send from Pipefy. He uploads the documentation and all the information he has about the company, and from that point, we begin validating each piece of information he submitted in our pipeline and workflow created within Pipefy. For all communication automation with the client, if the company has any pending issues, we notify them via Pipefy automations.

The entire registration and credit process from beginning to end is completed within Pipefy. When the company is able to carry out operations with our fund, we extract all the analysis we have done within Pipefy and send it to one of our databases to keep this information saved and to be able to conduct new analyses based on this data.

The best features that Pipefy offers me in this workflow are that first, the user experience is very simple, clear, and objective, and very intuitive. Additionally, the automation part is very complete. We can create several types of automation for communication and AI integration. The automation part is very complete compared to what the platform and other players in the market tend to offer.

Overall, Pipefy has had a positive impact on my organization by organizing the entire registration and credit part of the company. This is a very important and large department within our company, and Pipefy solved a significant portion of it, so I believe the impact is quite significant.

Certainly, there has been measurable improvement with Pipefy, such as an increase in productivity due to no longer performing so much manual work. Simple document validation that we used to do one by one, examining all of them manually, can now be done automatically through AI extraction. There is also a substantial gain in the recording of this information because it is no longer scattered. We can record all of this, create a database within Pipefy, and store all the information we need there.

Pipefy can be improved by creating a more complete integration with WhatsApp. That would be interesting because nowadays WhatsApp is a very widely used communication channel, and from what I observed within the platform, most of the communication automations are via email and SMTP protocol. I believe integrating with WhatsApp or at least another communication application would be interesting.

At Capital Finanças, we have been using Pipefy for around three years.

Pipefy is stable. We have never experienced any problems with it going down or any feature being unavailable. Everything has always worked very well.

We have never experienced problems with the scalability of Pipefy as our company does not have a very large information flow. For our size, it has always worked very well, and we have never encountered scalability issues.

Pipefy's customer support works very well. The few times we contacted them or asked for help with something, it worked very well. Perhaps there could be an easier contact option via WhatsApp, which could even be a bot, but via WhatsApp sometimes it would work very well.

We did not use a different solution previously. The work was more manual before Pipefy came in to make it more automated.

I have obtained return on investment with Pipefy, mainly in terms of time spent on analyses. There has been optimization of work, workflow, and probably manpower as well because things that would take longer in terms of manual work were greatly reduced due to the platform's comprehensive automation. In this scenario, there was a reduction in both time and manpower.

We evaluated GoFy before choosing Pipefy, but we ended up choosing Pipefy.

My advice for other people who are thinking about using Pipefy is that if they have a very manual workflow and they are looking for more clarity and ease in seeing process information and making it more visible to the team, I believe it would be interesting to use Pipefy because the purpose of the platform is precisely this: to bring clarity, organization, and optimization to processes. My overall rating for this review is 8 out of 10.

I use Pipefy to control leads and sort out customer evaluations for new customers. When a new customer comes in, Pipefy helps me manage that process by assisting with the timeline, including the first contact, what they communicated, whether the lead is hot or cold, and if we should continue with the negotiation. I also sometimes use Pipefy to write down proposals for customers.

In my opinion, the best features Pipefy offers include the overview of the leads and the situation, where we can go, and where we should stop while considering the future.

The overview of the lead situation is valuable for me because of my time constraints. When I see that a customer is cold, I should leave that and move forward with someone else. Pipefy has positively impacted my organization by helping me manage my time better. I can share that I think I can save my time by half. For example, if I needed to evaluate a customer without Pipefy, I would use significantly more time.

Pipefy could be improved by having an app edition for quick evaluation on my cellphone.

Not longer than one year.

Pipefy is stable.

Regarding Pipefy's scalability, I need to clarify which sense you are referring to.

I think customer support is fair.

I previously used only Sales Navigator before Pipefy, and it was manually sorted out.

I can say that with the time, Pipefy is a very good tool because we can take other team members to make things that are more useful and evaluate if that is necessary or not based on Pipefy's insights.

My experience with pricing, setup cost, and licensing is not exactly my area of work because I work more with the leads, not exactly with the pricing.

Before choosing Pipefy, I evaluated RD Station, and that was my other option.

My advice to others looking into using Pipefy is to first assess your business because Pipefy is full of features and you may not need to use everything that Pipefy can offer. Pipefy is good for a business that is growing and needing more customers. I rate my overall experience with Pipefy as an 8.