Pipefy

"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.

"Automate almost any process"

Commentaires: With Pipefy I could have better response for clients with less people.

Avantages: Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process. We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Inconvénients: There are just a few details than pipefy could improve as:
- Use math formulas on his forms
- Calculate the real time use on a process it only calculates the time on the pipe of a card.

"Great product over-all, great supportresources"

Avantages: The UI is great, services team was very helpful. Automation is a great feature as well as the reporting capabilities and email triggers.

Inconvénients: One limitation which was the missing link for us. The Database feature just is ready for primetime yet. It's not easy to integrate and import is limited to create only. no import/update available and no bulk delete. Without these things, we couldn't use the database feature which was a requirement for us.

"I'm sure I'm not even using a 10th of it's potential but it fills an important business requirement"

Commentaires: Good - we use it to manage our sales pipeline & sales process and it works well and the free tier is great

Avantages: Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation.
It's fast, clean, simple & my sales team actually use it (and seem to like it!!)

Inconvénients: Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible.
Some aspects of the reporting can be a bit restrictive in terms of filters

"The best Process Management Platform"

Avantages: Pipefy has a lot of tools to help small business that haven`t IT Team.
Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION! Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business. Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Inconvénients: Some features that i would like to see in Pipefy is: - Time control: could have some "Pipefy Apps" that generate time report of taks, and users. - Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.