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Pipefy

Brand: Pipefy

  • 4.3

  • 3 Ratings & 3 Reviews

Pipefy is a cloud-based business process management solution platform that empowers managers to build and execute any type of workflow. Through a simple Kanban-style interface companies can achieve process excellence without the need for IT, technical skills or professional services. Pipefy fully cu...

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Pipefy Software Overview

Pipefy is a cloud-based business process management solution platform that empowers managers to build and execute any type of workflow. Through a simple Kanban-style interface companies can achieve process excellence without the need for IT, technical skills or professional services. Pipefy fully customizable platform helps teams attain higher levels of productivity and efficiency by setting clear execution standards for every step of each process.

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Pipefy Company Details

Founded Year:  2013

Pipefy is a no-code process orchestration platform to easily automate workflows and manage business processes.

Director/Founders Alessio Alionco, Kelvin Stinghen, Leandro Johann, Magnus Arantes
Company Size 501-1000 Employees

Pipefy Pricing & Plans

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Pipefy Features

  • icon_check Workflow Automation
    Automates repetitive business tasks, approvals, routing, and notifications with no-code logic.
  • icon_check Task Automation
    Automates assignments, emails, status updates, reminders, and approvals.
  • icon_check Approval Management
    Simplifies multi-level approvals with automated routing and decision rules.
  • icon_check Custom Dashboards
    Generates KPI dashboards and analytics for workflow monitoring and optimization.
  • icon_check Document Management
    Centralizes files, forms, invoices, contracts, and attachments within workflows.
  • icon_check Data Collection
    Collects structured information through forms and automated data capture tools.
  • icon_check Process Automations
    A powerful feature that enables you to automatically move a card, create a new one or update a field when some other action
  • icon_check Collaboration
    Integrate your company’s processes to make sure all your teams work in sync. This feature is especially useful if you have
  • icon_check Integration
    Connect Pipefy with over 500 apps, such as Slack, Pipedrive, Zendesk, etc. Also, our public API uses GraphQL data query language
  • icon_check Email Templates
    Save time, money and boost your productivity with automated emails. E-mail feature can be used to send messages automatically,
  • icon_check Templates
    Pre-designed templates developed to help you manage your processes. Easily import into your Pipefy account and customize
  • icon_check Database Management
    Centralize your company's information in a safe, integrated storage system. You can retrieve important information for your
  • icon_check Multiple Authentication
    Add an extra layer of security to protect your company's information. Two-factor authentication is a Enterprise feature.
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Pipefy Specifications

Supported Platforms
Windows Windows
Devices
Desktop Desktop
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Individual Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs Freelancers
Customer Support
Email Live Chat Communities Forums
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Technology
Next Generation
Compliance Regulation
HIPAA CCPA CPRA

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Pipefy Reviews

4.3

Out of 5

img

Overall Rating

Based on
3 Verified Reviews

Rating Breakdown

  • Features 4.8
  • Value for Money 4.5
  • Ease of Use 4.8
  • Customer Support 4.6

86% Recommend this Product

Add Review

Susmit Pal

User

4.1

Reviewed on: Oct 22, 2018

Techjockey Verified

“Nice service”

Pros

Great company! Excellent customer service and just generally smooth sailing. Would highly recommend.

Cons

N/A

Mohd Israr

User

4.4

Reviewed on: Oct 15, 2018

Techjockey Verified

“best at consultation & service providing”

Pros

I strongly recommend you do use this service.

Cons

N/A

Vikas

User

4.5

Reviewed on: Sep 13, 2018

Techjockey Verified

“We control all our new clients on boarding process with Pipefy, its easy and fast.”

Pros

I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

Cons

NO CONS

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Can I move multiple cards at the same time?

Unfortunately, that's not possible yet. Pipefy doesn't offer the possibility of bulk editing cards and that includes moving multiple cards from one phase to another. Cards can be moved from one phase to another manually by dragging and dropping or by clicking the action buttons inside the open card.

Will Pipefy have any native integrations (without using Zapier)?

Pipefy is currently working on creating several native integrations to connect Pipefy directly to a few popular apps so you won't need to create integrations using Zapier. The exact release date of the native integrations is yet to be announced.

Can I import data into Pipefy's Database?

Users often ask whether it's possible to import data from external sources into your team databases on Pipefy. Pipefy don't offer a native information importing feature yet, but pipefy is currently improving our database feature to allow users to access it via API. This means you'll be able to create your own customized database integrations (or ask someone else with the necessary technical expertise do it for you).

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.