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#61

Pipefy is ranked #61 in the Call Center Workforce Management Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Pipefy Pricing

Based on our most recent analysis, Pipefy pricing starts at $25 (Per User, Monthly, Freemium).

Price
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Starting From
$25
Pricing Model
Per User, Monthly, Freemium
Free Trial
Yes, Request for Free

Training Resources

Pipefy is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Pipefy:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Pipefy Benefits and Insights

Why use Pipefy?

Key differentiators & advantages of Pipefy

  • Improve Connection: Save time and resources with automated connectivity among multiple platforms. Export and collect data seamlessly from external sources. 
  • Manage Tasks Efficiently: Improve team management with the My Task dashboard. Track staff updates, assign cards to them and organize tasks systematically based on categories like tabs and status. 
  • Provide Flexibility: Customize all work processes and functionalities as per discrete requirements. 
  • Access Remotely: Enable the workforce to seamlessly view and track tasks and export data from their phones using omnichannel routing to keep teams operational remotely. 
  • Regulate Workflows: Ensure optimal admin control through permission management. Regulate information flow to protect sensitive data. 
  • Simplify Data Migration: Migrate data from other sources to a unified platform for superior workforce management. 
  • Ensure Smarter Authentication: Protect customers’ identities with a two-factor authentication solution for superior information regulation. Allow Google Apps authentication attribute to ensure Google accounts are protected. 
  • Customize Data Storage: Store data safely in a single location through individual permission settings. Customize data storage limits with built-in, sealed data storage functionality. 
  • Secure Data Recovery: Provide data backups to retrieve accidentally lost or deleted information from any device quickly. 
  • Enhance Delegation: Systematically collect all information related to team activities in one place, allowing optimization of work processes and maximization of employees’ resources and time. 

Industry Expertise

Promotes workflow management for organizations of any industry and size.

Pipefy Reviews

Average customer reviews & user sentiment summary for Pipefy:

User satisfaction level icon: excellent

556 reviews

92%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Pipefy reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Customizable and User-Friendly: Users appreciate the platform's flexibility, allowing them to tailor workflows to their specific needs without coding knowledge. This makes it easy for HR teams to manage employee onboarding, track time-off requests, and streamline other HR processes.
  • Improved Efficiency and Visibility: Pipefy helps automate repetitive tasks, freeing up HR staff to focus on more strategic initiatives. The platform's visual dashboards provide a clear overview of ongoing processes, improving transparency and accountability.
  • Reduced Errors and Bottlenecks: By standardizing processes, Pipefy minimizes the risk of human error and ensures that tasks are completed consistently. Automated notifications and reminders keep processes moving smoothly, reducing delays and bottlenecks.

Cons

  • Limited Customization: Users have expressed frustration with the platform's rigidity, finding it challenging to tailor workflows and processes to their specific needs. For instance, setting up complex approval processes or integrating with niche HR systems can prove difficult.
  • Steep Learning Curve: Some users have reported that Pipefy's interface, while visually appealing, can be unintuitive and time-consuming to master, especially for those unfamiliar with process automation tools. This can lead to delays in implementation and user adoption.
  • Reporting Limitations: Generating comprehensive reports and analytics for workforce management can be cumbersome. Users have pointed out limitations in extracting specific data points or creating custom reports to track key performance indicators.

Researcher's Summary:

Is Pipefy the pipe dream solution for your business process automation needs? User reviews from the past year suggest that Pipefy is a powerful, flexible tool that can be used to manage a wide range of business processes, from HR onboarding to customer support tickets. Users praise its intuitive drag-and-drop interface, which makes it easy to create and customize workflows without needing to know how to code. This ease of use is a major differentiating factor, as it empowers non-technical users to automate processes and free up valuable time for more strategic work. For example, one user highlighted how they were able to streamline their new product development process, significantly reducing time-to-market.

However, Pipefy is not without its drawbacks. Some users have expressed frustration with the software's pricing, which can be expensive compared to competitors like Monday.com or Asana. Others have cited occasional limitations in customer support. Despite these criticisms, the overall sentiment towards Pipefy remains positive. Its flexibility, ease of use, and powerful automation capabilities make it a compelling choice for businesses of all sizes looking to streamline their operations and improve efficiency. Pipefy is particularly well-suited for organizations with complex workflows that require a high degree of customization and automation, especially those with limited technical expertise.

Key Features

  • Integration: Integrate with crucial platforms, like DocuSign, Salesforce, Zendesk and SAP, to ensure a seamless workflow. Merge all hiring processes, share important work-related notifications and store business documents in one centralized location via a portal. 
  • Reports: Review advanced reports that are filterable based on multiple metrics. Get detailed data on work processes anytime from any device. 
  • Public Forms: Provide public forms that make demand requests and supply information based on particular needs to streamline business operations and maintain delivery standards. 
  • Email Templates: Help managers and team leaders by providing automated email templates. Send instant messages depending on requirements by just clicking one button. 
  • PDF Templates: Use preconfigured templates to generate PDFs automatically, enabling faster workflows. 
  • Tracker: Allow staff, vendors and customers to check request statuses with a real-time monitoring tool. Provide requesters with automated tracking links on their email ID and systematically send request updates on demand. 
  • Database: Create a comprehensive database of real-time information on varied organizational topics. Get complete data related to employees and customers in a unified platform. 
  • Calendar: Allow employees to get a quick overview of all scheduled activities via a calendar viewing tool. 
  • Alerts: Send alerts to remind staff about deadlines and SLAs. Notify staff about due dates and provide time limits and late work reminders. 
  • Filter: Allow employees to seamlessly access specific information and work statements using filters based on multiple criteria such as activity type, priority, assignee name and other custom-made rules. 
  • API & Documentation: Design custom integration using a public API. Simultaneously create multiple advanced integrations based on discrete requests, task’s needs and business requirements. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Some tools are complicated to configure. 
  •  Locating a specific card can be difficult. 

Suite Support

mail_outlineEmail: Live chat on the vendor’s website.
phonePhone: This information is not available.
schoolTraining: Access self-guided documents on the vendor’s website.
local_offerTickets: This information is not available.
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