Avis clients sur Pipefy

Un outil efficace de gestion des processus

Avantages :

Cet outil pratique, intuitif et facile à prendre en main optimise le travail d'équipe et permet de réaliser des processus sans code ni notion informatique très avancé,. Pipefy permet de créer des flux de travail personnalisés facilement et rapidement grâce à de nombreux modèles. D'autre part, le programme est évolutif, flexible et personnalisable en fonction des attentes et des besoins. Ce programme est le compagnon par excellence des utilisateurs qui doivent mettre en œuvre et gérer des processus efficaces car il facilite l'organisation des projets et leur suivi grâce à des fonctionnalités comptables précieuses, telles que la gestion des bons de commande, la comptabilité ou encore la facturation.

Inconvénients :

Quelques bugs, lenteurs et difficultés pour certaines intégrations ainsi qu'une quantité trop faible de fonctionnalités pointues

Pipefy or Trello?

Commentaires : Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Avantages :

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Inconvénients :

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Pipefy is a versatile tool that may be used for a variety of purposes

Commentaires : I'm deleting all of the cards I've generated on Trello and moving them to Pipefy, where I can better organize them. Everything is made easier by the use of custom fields. It is possible to use Pipefy to automate routine tasks, integrate APIs with other services, build MVPs, and more.

Avantages :

Because it allows me to break down my weekly to-do list into manageable chunks, the Sprint panel is one of my all-time favorite features. Pipefy has been a huge asset in streamlining and streamlining my company's operations. To better understand where the most errors were occurring, what steps might be done, and what procedures needed to be changed, I used this platform.

Inconvénients :

In my opinion, Pipefy is an excellent tool, although there are a few minor issues I'd like to have addressed. Because the expiration date is established by a date on the calendar, I would want you to have an option to select a time and in working hours, but there isn't one available.

It allows me to simplify processes within my company.

Commentaires : Pipefy has worked for me in my work environment since it optimizes my workflow and automates the repetitive tasks that I come across in my day to day and that take a long time to complete. With this platform, I can now concentrate on building relationships and being able to close commercial agreements calmly because I already have it thanks to the spare time that this platform has allowed me, so it could be said that I have been able to improve communication with clients.Another advantage that I have had with this platform within my company is that I can effectively track potential clients and also business. With the platform's customizable dashboards and pipelines, I can easily track the progress of every deal and make sure I'm following up on every lead in a timely manner. This has allowed me to close more deals and increase my overall sales volume.

Avantages :

The main feature that I like about Pipefy is the ability to do complex things without requiring code, so I can automate a large number of processes that are mostly repetitive and that if this platform did not have an interface where no code is needed It would be totally difficult for me to be able to automate many processes from different platforms that I use in my day-to-day work.It strikes me how well structured their templates are, they have a large number of automations from different platforms ready to use. The best thing about this section is that it can be customized without any problem, so adding more processes to the templates that Pipefy has is easy, even more so when the interface of this platform is super flexible and intuitive to use. This has saved me a lot of work in the automations that I had to do of repetitive processes, I simply selected a template, customized it and everything was on the fly.The processes to build the automations are very complete, it has all the tools to be able to carry out conditional automations, so not everything has a straight path, but depending on the data that this platform receives, certain tasks can be carried out within the automations. With this, it is possible to avoid carrying out similar repetitive tasks, but with different paths, making the workflow much better and in addition to more easily adapting the automations to the changing needs of the different platforms that are used within a professional environment.

Inconvénients :

It is very frustrating to know that a part of the emails sent through these platforms, some services like Gmail or Outlook send these emails to the Spam folder, I feel that I am doing the best practices so that this does not happen and thus have a good performance in the automations that I do with Pipefy, but it doesn't always go as expected because the emails are marked as Spam, meaning that the recipients never see the emails that I have sent through this platform.Making calculations compared to other platforms, I consider that Pipefy becomes expensive at the end of each billing, making the ROI not so attractive, so the automations end up being a little more expensive than you would think.This platform is ready to carry out simple automations, so if a more advanced automation is required for a greater and more personalized resolution of problems, then it will be necessary to have programming knowledge to be able to handle the appropriate tools such as the APIs of the platforms to which you want to connect to perform automations. It will not be easy, although it is well documented how to work with code within Pipefy, it will require an expert in this field to perform these complex tasks.

Bugs, lack of features

Commentaires : I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Avantages :

- Kanban with custom fields / rules - Email automation with easy to build templates -

Inconvénients :

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

It gives us flexibility in process management

Commentaires : Any firm that wants to automate its workflow in a way that even its least tech-savvy employees can learn to utilize quickly and easily should look into Pipefy. It's a fantastic system for facilitating easier HR tasks including onboarding and employing new staff, monitoring expenditures, and more.

Avantages :

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

Inconvénients :

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Easy tasks Pipefy BPM is simple and useful

Commentaires : Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines.

Avantages :

As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.

Inconvénients :

The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.

Pipefy, a flexible application that maximizes the organization's processes and easy integration.

Commentaires : Pipefy has been widely accepted in the different organizational areas of the institution since it provides improvement tools that are based on the particular needs of each department and also offers multiple templates to start with predefined patterns and make the necessary customizations that are required for modeling based on particular needs.

Avantages :

Pipefy is an excellent workflow management and task management platform using agile methodologies, which facilitates the business processes of the organization. One of its many strengths is the implementation of kanban for task tracking, progress recording, and collaborative work since it optimizes the contribution of employees by being able to visualize things to be done, assign delivery times, and generate reports for senior management.

Inconvénients :

Collaborative work is currently one of the main principles of modern companies; With Pipefy we can establish an initial workflow, invite collaborators to participate in our work area, and increase productivity consistently, making constant changes to increase our level of efficiency.

Best Platform for Process Management

Commentaires : It is a great Platform for Workflow and Process Management.

Avantages :

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

Inconvénients :

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

Pipefy as a managing team tool

Commentaires : My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around.

Avantages :

Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes.

Inconvénients :

I didn't like is that we are not allowed to change the colours of the tool.

Pipefy - Keeping a tab on all cases/accounts without missing a thing.

Avantages :

Helps with keeping a sequential track of all action items.

Inconvénients :

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

Innovative and clean alternative to Trello

Commentaires : Great kanban option that's fast and gets the job done.

Avantages :

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

Inconvénients :

The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Good value, but can be improved

Commentaires : 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 of it. And we also had the help for a pipefy staff that was very important.

Avantages :

I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.

Inconvénients :

The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.

Our efficiency increased with Pipefy

Commentaires : Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.

Avantages :

Flexibility to transform and automate processes.

Inconvénients :

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

My experience with pipefy

Avantages :

He is very customizable and versatile. When I have to change some stage of the sales funnel, Pipefy allows me very easily without losing data. The reports are terrific, we can choose absolutely everything we want to analyze.

Inconvénients :

The dashboards have a lot of bugs, and because of that I lose a plenty of time transfering the data of the reports to Excel. I'd like to not have this mechanical work anymore, by having improved Pipefy dashboards.

Pipefy Gets the Job Done!

Commentaires : It's been great! Easy way to dull down some of the excess noise and stay focused on the task at hand for the day.

Avantages :

I really enjoy being able to keep my workflow organized. It's enough detail to get my job done, but not too overwhelming to where it makes organization harder than it needs to be. The integration with HubSpot is incredible helpful as well.

Inconvénients :

Sometimes if I'm working quickly, Pipefy can't keep up. The best example I can think of is changing a date within a card, saving, but then not seeing that change reflected.

Pipefy - easy to use

Avantages :

Ease of use and mobile app features. Automations included.

Inconvénients :

Lack of built in functions like conditional logic and mathematical operations.

assists in planning operations and ensures the safety of procedures.

Commentaires : Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement.

Avantages :

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Inconvénients :

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Excelent task management and process administration

Commentaires : We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access to critical information anywhere and anytime. Also, we are now administrating our customer's database directly in Pipefy.

Avantages :

It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work.

Inconvénients :

It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information.

Great tool for process management, quite hard to make customizable reports

Avantages :

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

Inconvénients :

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Great Product. Annoying company that bombards you with calls and emails.

Commentaires : Like I said, it's a great product. Only problem is the company employees send me emails and/or call me every day. I wish I could just use it without the extra baggage.

Avantages :

The product is great. I use it everyday to keep my tasks organized.

Inconvénients :

No problems that I can see. Very helpful.

Amazing!!!

Avantages :

The way they allow you create each step of your workflow is simply amazingly easy! You define wich field is required for de next step with a couple of clicks.

Inconvénients :

For the things i use, none come to mind. They do great job on creating e manting the software

Pipefy pros and cons

Commentaires : I'm organizing the hole process of my business in pipefy, having everything connected and automatized

Avantages :

Easy to use; very customizable; good interface and support

Inconvénients :

Poor data analyses; difficult to connect to others softwares

A very simple task manager with attractive UX

Commentaires : Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.

Avantages :

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

Inconvénients :

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

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

Commentaires : 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.

Avantages :

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

Inconvénients :

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.