Pipefy Review

Pipefy is an AI-powered no-code business process automation platform that enables HR, procurement, customer service, and other teams to easily build, automate, and optimize workflows. By providing an intuitive interface for creating processes using natural language prompts, Pipefy empowers non-technical users to streamline operations and improve efficiency without heavy reliance on IT.

One of Pipefy's standout features is its no-code automation capabilities. Users can automate repetitive tasks, data extraction, approvals, and more, significantly reducing manual work. The platform also offers seamless integration with existing tech stacks through out-of-the-box connectors and an open API.

Pipefy's centralized service portal makes it easy for customers and team members to access all services, submit requests, and find relevant information in one place. Additionally, real-time analytics and optimization features allow users to monitor workflow performance, track KPIs, and make data-driven decisions for continuous improvement.

Organizations looking to digitally transform their processes, improve service delivery, and boost operational efficiency across various departments will find Pipefy to be a valuable solution. Its user-friendly interface, powerful automation features, and integration capabilities make it an attractive choice for teams seeking to streamline their workflows without extensive coding or IT support.

Pipefy: What Is the Product?

Pipefy is an AI-powered no-code business process automation software designed for HR, Procurement, Customer Service, and other teams to manage and automate workflows. It helps organizations streamline operations, improve efficiency, and digitally transform their processes.

What Are Pipefy's Main Features?

Pipefy is built for business teams and process owners who need to quickly create, automate, and optimize workflows without relying heavily on IT resources. It helps solve challenges in process management, service delivery, and operational efficiency across various departments.

AI-Powered Workflow Creation

Pipefy uses AI to help users build workflows using natural language prompts and an intuitive interface. This allows for rapid creation and customization of processes without coding skills.

No-Code Automation

The platform offers no-code automation capabilities, enabling users to automate repetitive tasks, data extraction, approvals, and more. This reduces manual work and improves process efficiency.

Integration Capabilities

Pipefy provides out-of-the-box connectors and an open API, allowing seamless integration with existing tech stacks, ERPs, databases, and other business systems.

Centralized Service Portal

The New Portal feature centralizes forms, links, files, and information in one accessible location, making it easier for customers and team members to access all services and submit requests.

Real-Time Analytics and Optimization

Pipefy offers real-time data and analytics capabilities, allowing users to monitor workflow performance, track KPIs, and make data-driven decisions for continuous process improvement.

Pipefy Pricing

• Pipefy offers a range of pricing plans to suit different business needs, from small teams to large enterprises. With options including a free Starter plan and scalable paid plans, Pipefy aims to streamline business processes with features like automation, AI capabilities, and integrations. For more detailed information, visit their pricing page.

Starter

Free plan ideal for small teams, startups, freelancers, and students who need to organize their tasks. Features include up to 5 processes, up to 10 users, basic automations, access to process templates, request tracker, visual customization, and 10 Pipefy AI credits per month.

Business

Priced at $20 per user per month, billed annually. Designed for mid-market teams needing to centralize and scale business processes. Includes unlimited processes and users, access to Pipefy’s API, role-based access, private processes, conditional logic, data recovery, and 50 Pipefy AI credits per month.

Enterprise

Priced at $34 per user per month, billed annually. Suited for companies that require enterprise-level security, control, and support to manage complex processes. Offers all Business features plus multiple automations, integrations, two-factor authentication, Single Sign-On, custom email domain, expert support, higher database and storage limits, white label options, and 500 Pipefy AI credits per month.

Unlimited

Contact sales for pricing. Intended for organizations needing unlimited power to error-proof their enterprise processes. Includes all Enterprise features plus unlimited automation possibilities, no limits on database records and data storage, expert support for modeling and implementing customized processes, and 2000 Pipefy AI credits per month.

Pipefy Capterra Review Summary

Pipefy generally receives positive reviews on Capterra, with users praising its user-friendliness and organizational capabilities. However, some users note a steep learning curve and potential limitations.

• Link to Reviews

Pros

• User-friendly interface
• Excellent for group projects
• High organizational capacity
• Helps achieve sales closing objectives

"Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives." - Source

Cons

• Time-consuming to learn and understand
• Some limitations in functionality

"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 out of it." - Source

Pipefy would be a good fit for teams looking for a straightforward project management tool with strong organizational features. However, it may not be ideal for those who need a quick setup or have complex, specialized requirements.

Pipefy G2 Review Summary

The sentiment towards Pipefy is generally positive, with users praising its organization and workflow management capabilities. Reviews highlight its effectiveness in streamlining day-to-day demands and improving task distribution.

• Link to Reviews

Pros

• Helps organize and distribute requests efficiently
• Easy to use and set up
• Effective for workflow management and project tracking

"Pipefy helps a lot with day-to-day demands, I feel that requests are more organized and well distributed." - Source

Cons

• Some users may find the interface less intuitive compared to competitors
• Limited customization options for certain features

"However, reviewers preferred the ease of [administration] of Asana." - Source

Pipefy appears to be an excellent tool for businesses looking to improve their workflow management and task organization. It may be particularly beneficial for teams that prioritize ease of use and quick setup over extensive customization options.

Reddit Review Summary

Sentiments about Pipefy are mixed on Reddit. While some users praise its workflow management capabilities, others express concerns about potential scams and high costs. There's limited in-depth discussion about the tool's features.

Pros

• Effective for handling IT operations and business process automation
• Integrates well with other tools like Zapier

"I love a tool called pipefy.com which is similar to kissflow or process street." - Source

Cons

• Potential for scams using Pipefy's name
• Considered expensive compared to alternatives

"These are pretty pricey. We went back and forth with pipedrive and pipefy, but settled on the note taking software Notion because of their..." - Source

Pipefy seems best suited for businesses looking for a robust workflow management tool with good integrations. However, it may not be ideal for smaller teams or individuals on a tight budget due to its cost and complexity.

Pipefy on LinkedIn

• LinkedIn URL

Pipefy is an AI-enhanced process automation platform with over 85,000 followers on LinkedIn. The company emphasizes empowering business teams to build and deploy their own workflows, with claims of up to 85% self-deployment. Pipefy appears to be actively growing, with job postings visible on their LinkedIn page. The company promotes a strong corporate culture and is currently launching new AI-related features. No specific pros or cons from user reviews were provided in the given information.

Pipefy's TrustPilot Reviews

The sentiments for Pipefy on TrustPilot are generally negative, with a low rating indicating significant user dissatisfaction. Users have expressed various concerns about the product's performance and reliability.

Link to Reviews

Pros

• User-friendly interface
• Customizable workflows
• Good customer support

"Excellent customer support and the product is fantastic and the pipefy staff is always looking to improve the user experience." Source

Cons

• Frequent site lag and reliability issues
• Limited features in free version
• Steep learning curve for advanced features

"Their site sometimes lags very badly. The reliability of the site also is hit or miss on occasion." Source

Pipefy might be suitable for businesses looking for a customizable workflow management tool with good customer support. However, it may not be ideal for those requiring consistent high performance and reliability, especially for critical business processes.

Who Pipefy Is Best For

Pipefy is an ideal solution for mid-sized to large businesses looking to streamline and automate their workflows across various departments, such as HR, procurement, customer service, finance, and IT. Its wide range of features, including process automation, AI capabilities, and integrations, make it well-suited for teams that need to manage complex processes and large volumes of data.

For go-to-market (GTM) teams, Pipefy can be a valuable tool to optimize and scale their operations. Sales teams can use Pipefy to manage their pipeline, track leads, and automate follow-ups. Marketing teams can leverage Pipefy to collaborate on content creation, manage campaigns, and track performance metrics. Customer success teams can streamline onboarding, support, and retention processes to deliver a better customer experience.

Pipefy is particularly effective for GTM teams with 10 or more members, as it offers features like role-based access control, private processes, and advanced automations that cater to the needs of larger teams. However, smaller GTM teams can also benefit from Pipefy's Starter and Business plans, which provide essential features like process templates, visual customization, and basic automations.

While Pipefy offers a user-friendly interface, it may require some time for users to fully understand and leverage its extensive capabilities. Therefore, it is best suited for teams that are willing to invest time in learning and customizing the platform to fit their specific needs. Additionally, Pipefy's pricing may be a consideration for budget-conscious teams, as its more advanced features are available in the higher-tier plans.

Overall, Pipefy is an excellent choice for GTM teams that prioritize process efficiency, collaboration, and scalability. Its robust feature set and flexibility make it adaptable to various use cases, helping teams optimize their workflows and drive better business outcomes.

Final Thoughts

Pipefy is a powerful business process automation platform that empowers teams across various departments to streamline their workflows and boost operational efficiency. With its intuitive interface, AI-powered capabilities, and extensive integration options, Pipefy is well-suited for mid-sized to large organizations looking to digitally transform their processes and scale their operations.

For go-to-market teams, Pipefy offers a comprehensive solution to optimize sales pipelines, marketing campaigns, and customer success workflows. Its features cater to the needs of both small and large teams, making it adaptable to different team sizes and requirements. However, users should be prepared to invest time in learning and customizing the platform to fully leverage its capabilities.

While Pipefy's pricing may be a consideration for budget-conscious teams, its potential to drive process efficiency, collaboration, and better business outcomes makes it a valuable investment for organizations seeking to stay competitive in today's digital landscape. Overall, Pipefy is a strong choice for businesses looking to automate and optimize their workflows across multiple departments and use cases.