Opiniones de Pipefy

Reseña Avanza

Comentarios: Nos ha permitido un mejor control del registro y control de la nómina de empleados, así como de los documentos relevados en varios procesos, también permite tener en una misma vista un panorama de los principales procesos y detectar rápidamente demoras en determinadas fases. También es muy útil los mail automáticos.

Puntos a favor:

Pipefy es una herramienta intuitiva y fácil de configurar en las los distintos procesos, desde Avanza estamos conformes con su usabilidad y es nuestro propósito ampliar y maximizar las distintas opciones e integraciones que provee la herramienta.

Contras:

Como posibilidades de mejora, entendemos mejor desarrollo fácil en el uso de los Dashboard y la reportería en general; configuración del los PDF que no toman datos incluidos en las BBDD; la búsqueda de tarjeta de forma ágil en la vista Kanban; que en la BBDD se puedan configurar campos condicionales será de mucha ayuda.

Facilita el flujo de trabajo

Puntos a favor:

Facil de usar asi como la personalización de tarjetas para el flujo de trabajo

Contras:

El filtrado de tarjetas a la hora de buscar es muy limitado.

Pipefy is on top of all our processes

Puntos a favor:

Ease of use, advanced customisation, fits well to manage almost any process I needed.

Contras:

As we use Pipefy for controlling all of our processes, there are some features only available in major plans that would be very nice for us to have, but the price is prohibitive for now as a small business, specially due to exchange rates.

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

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Bugs, lack of features

Comentarios: 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.

Puntos a favor:

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

Contras:

- 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.

MY EXPERIENCE WITH PIPEFY

Comentarios: * Pipefy offers easy communication between sales operation process.
* It has perfect for data storage for a very long period of time unlike the previous software we used.
* It is highly easy and fast to learn, this makes it beginner friendly
* It can be easily adjusted/modified to accommodate new sales operation process unlike the previous software we used
*It has a very high speed of communication and processing information
* Its feedback channel is easy and responses are fast and helpful in solving problems encountered when using the software

Puntos a favor:

* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

Contras:

I noticed there are no demonstration videos/picturess for beginners. Adding demonstration pictures/videos will help new users have a better understanding of the range of services and amazing features offered by pipefy Also, pipefy lack to ability to serve as a communication tool between employees like Slack. For instance, employees can't have personal communication using pipefy, slack offers this feature

Wow. Just..WOW

Comentarios: My original purpose for getting a trial membership with Pipefy was to develop a business process to manage our FMLA and FCCRA process. We tried to use other HR management companies, but they were unable to manage the full process and only functioned as a go between, mailing information back and forth with our employees. We felt out of touch with the process, and it was more than $350.00 a month. Our HRIS system is great, but there was no way to manage these processes from within the software (which would have been ideal). Through Pipefy I am able to collect information, create reports, make sure that the HR team is engaged with employees seeking to take leave, and we are able to do timely updates to our payroll system to generate paychecks for employees while they are on leave. Pipefy literally did everything I needed the system to do. The implementation and sales teams were phenomenal. They were helpful, responsive, and were able to find work-arounds if there was a feature I wanted but was not yet available.

Puntos a favor:

Pipefy gives you the best of all worlds.... a process management workflow that is easily customizable, allows the development of checklists/prompts that accompany the different steps associated with completion of a business process in order to maintain compliance AND has the added benefit of automation options. You can use conditional logic to collect information that is relevant to the different users, and you can assign business processes to particular members of your team for resolution. The option to collect and maintain database information to accompany the forms is unheard of, and the option of a portal to collect information is very useful, especially at a time when so many people are working virtually. If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Contras:

Pipefy has a few items that could use some upgrades, and they are currently working on these. In general, they involve the "siloing" of features by pipe (or process). For example, if you develop a group of email templates, they can only be used with a particular pipe, or business process. Also, the development of PDFs that will represent the information in narrative form is a little clunky, but certainly do-able.

The best Process Management Platform

Puntos a favor:

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.

Contras:

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.

It gives us flexibility in process management

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

With higher flexibility comes higher complexity to implement and a generalist in all areas.

Comentarios: Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy.

Puntos a favor:

I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+.

Contras:

Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact.

Pipefy review

Comentarios: I can easily manage my team tasks so I don't overload anyone.

Puntos a favor:

It has tutorials and very good documentation of how to build it yourself, easy to use and configurate.

Contras:

It crashed one or two times, but nothing to worry about.

Best Platform for Process Management

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

Puntos a favor:

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.

Contras:

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

Opinion

Comentarios: It's a really good platform, the first implemented in our company so I dont have much experience to compare with others. Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice.

Puntos a favor:

Easy customization, fast loading, automization*

Contras:

For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed. Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.

My experience with pipefy

Puntos a favor:

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.

Contras:

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.

Easy to use but automations need to improve!

Comentarios: In our business, we use Pipefy to receive demands from our customers.
This tool brought the following benefits to us: it unified our channel for receiving demands; brought visualization of the demands for everyone involved in the process.

Puntos a favor:

Easy to use; Possibility to customize cards with many types of inputs; Personalized email submissions.

Contras:

Automations could be improved. At a certain point, I needed that when a "parent" card was moved from a phase, the "child" card (in another pipe), be moved from phase as well. However, we were unable to do this with the automation options available in Pipefy.

Awesome

Comentarios: Here we could create and develop very manual process in an easiest and automated way, which improve our results and evaluate our road to the success. All in one complete, very efficient and confident tool, Pipefy really does the difference in our daily work.

Puntos a favor:

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

Contras:

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

The best platform for organizing phloxes

Comentarios: Very good, it came to make my life and work easier. All my employees use it, it is a very complete tool.

Puntos a favor:

the program is complete, allowing me to do various work automations, thus ensuring greater confidence in the process.

Contras:

Hard to say. I have some specific considerations about some tools, like the expiration date, I believe it could be for hours and not with a fixed date. But in general I like all the platform.

Pipefy is really good

Comentarios: I love using pipefy, it really makes my day by day easier. I never lost any information, I never miss any deadline, it's really incredible.

Puntos a favor:

It helps me organize my processes and my day by day; It's easy to use; let you customize everything; Changed completely my daily routine for the best

Contras:

It's expensive; I don't like that it's pricing per user.

Pipefy review

Puntos a favor:

The horizontal flow or the work environment and the customizabilty.

Contras:

Some automation lag, but I am in Africa so the delay is most likely from my side.

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

Puntos a favor:

Helps with keeping a sequential track of all action items.

Contras:

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.

Pipefy - practical platform for task automation.

Comentarios: A notable advantage is its mobile app, which allows you to manage your processes on the go. Additionally, Pipefy offers process automation to minimize manual tasks and provides the option to create forms for mass data collection. Overall, Pipefy is a tool that has helped me and my team optmize various aspects of project management and team collaboration.

Puntos a favor:

The first point that I have to highlight before anything else is its price, it is one of the cheapest automation software I have tried, what I like about Pipefy is its intuitive and easy to use interface, which allows even those with limited skills techniques start easily. Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations. The platform not only supports real time comunication between team members, but also facilitates intrnal and external communications, making collaboration smooth.

Contras:

Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.

Could be better

Comentarios: It's good, but expensive.

Puntos a favor:

Is easy to configure the pipes and the user have a lot of options.

Contras:

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Exceptionally Flexible and Easy to Use

Comentarios: Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.

Puntos a favor:

Pipefy is highly customizable by the user, no developers required. This is crucial in order for it to be extensible to multiple teams without heavy support required. It has one of the most robust toolsets out-of-box in its segment (I'm looking at you automations, sophisticated input form, and databases). The value for dollar is high already but by not having to use an integration software to round out the feature set, the value becomes even richer compared to competitors. Experience with the Pipefy team has been second to none. They are extremely responsive via in-app chat and email but moreover are highly proactive in ensuring you're maximizing use of the app.

Contras:

There are two features that while present, are not yet sophisticated enough to meet my needs. The first is reporting, specifically at a company level which neither allows you to report on custom fields nor create a truly custom action/insight dashboard. We've used Pipefy's robust API to remedy this but most users won't have this capability so a built-in connector to an analytics suite would be ideal. Secondly is the calendar app / missing timeline function. While Google Calendar integration allows you to view single-day events, it does not allow for a timeline view. Again here, the API can be used to solve this and I'm told that a gant chart view which would address this use case is coming soon.

Moving parts

Comentarios: It has helped our department take a disorganized mess of papers and turn it into a easy to use and visualize flow chart. seeing at a glance where all of our projects are at in their work process.

Puntos a favor:

organize many different moving parts and specific details of individual jobs

Contras:

the app could be better, involvement from installers is necessary to take full advantage, but that's more of an organization issue rather than an issue of the product