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.