Avis clients sur Pipefy

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

Avantages

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

Inconvénients

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.

Avantages

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Inconvénients

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Avantages

the Pipefy Integration with other systems by e-mail and API is what I liked

Inconvénients

Difficult to get good examples and way to operate the system

Alternatives envisagées 

Trello

Pourquoi choisir Pipefy 

We have more examples and ways to understanding Trello function and configurations

Logiciel antérieur 

Trello

Pourquoi passer à Pipefy

I didn't choose

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.

Avantages

* 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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Dynamics 365, Kissflow et Smartsheet

Pourquoi passer à Pipefy

These products simply did not deliver on the full range of requirements I had for the business process. In some cases, they were too expensive.

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.

Alternatives envisagées 

Trello

Pourquoi passer à Pipefy

Integrations, Automations, Sprint App and Templates: this four items was what make me choose Pipefy.

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.

Avantages

Easy management
Intuitive set up
Easy to use
Clean and beautiful layout

Inconvénients

Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps)

Alternatives envisagées 

ActiveCampaign

Pourquoi choisir Pipefy 

Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need.

Pourquoi passer à Pipefy

As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot.

Avantages

I think it's really easy to use and to understand for normal users. When we start using it had outages of the server and a lot of "http 500" errors, but now is pretty stable so we feel it safe now.

Inconvénients

The big issue is that we don't see useful the Database feature. We have tried tu use it but we can't export the data.

Would be really nice if we can share using an iFrame or something, a list of entries with a filter from database. For example I have an "Events" Database in Pipefy and I would like to share in my web site the Upcoming Events. To achieve this I'll need not only the iFrame to share but a filter to show only upcoming event and not past events. Also I would like to show some data, not all data from the Database. In another words, will be useful something to make queries to the database inside Pipefy.

Another issue is that I think It's a heavy software to run in old computers. I think it uses a lot of recourses in the user machine (JS or something) and old computers gets slow.

Also I would like to get a better mobile App. It works ok, but I have a lot of trouble with conditional fields in the Apps.

Alternatives envisagées 

Trello

Pourquoi passer à Pipefy

Pipefy has a better control over the cards and the fields on every fase. Trello can work but is not meant really for processes

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.

Avantages

It's the easiest tool to set up any type of process or project that you currently need to organize and deploy.

Inconvénients

I'd like to have a better system to create approval and escalation processes

Alternatives envisagées 

Asana

Pourquoi passer à Pipefy

Asana is focused on projects, not processes. It would not be able to avoid mistakes as Pipefy can.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Trello

Pourquoi passer à Pipefy

We had some good recommendations for this tool.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Pipedrive

Pourquoi passer à Pipefy

It was the most complete and dynamic for our business model.

Avantages

Ease of use and mobile app features. Automations included.

Inconvénients

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

Alternatives envisagées 

Process Street et Kissflow

Logiciel antérieur 

Kissflow

Avantages

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.

Inconvénients

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.

Avantages

I have been using pipefy for 3 or 4 years now and I absolutely love it. It is very versatile and user friendly as it enables you to build your own platform for tracking, organizing and streamlining start to finish processes within your business. This product give me the confidence to manage our inventory from my desktop or phone, no matter where I am or the time of day. What a great product.

Inconvénients

It would be nice to be able to make certain changes to individualize each process within your pipe with different colours to make the visual of each process be more defined.

Avantages

organize many different moving parts and specific details of individual jobs

Inconvénients

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

Alternatives envisagées 

monday.com

Pourquoi passer à Pipefy

it fit our needs the best

Avantages

Flexibility and ease of customization. A person with very little IT experience and design a pipe.

Inconvénients

I wish I could integrate it into other software more. I would like to see added the ability to add functionality that lets me choose how individual phases of a pipe are organized, first to last, last to first, alphabetical, type of card together, etc. I can only adjust on the entire pipe level of earliest to latest and vise versa, I need to be able to do that on the phase level.

Avantages

It has an amazing UX and you can create your pipes all by yourself. But if you dont want to, they offer a lot of models so you can use them. It is easy for my team to follow their requests, it is easy for me to follow my team activities and we have 3 big areas using (Financial, HR and CS).

Inconvénients

The ONLY thing I don't like about Pipefy is that you need to pay the highest rate to have user roles. I have lost work a few time because all of my team has admin role and that is bad.

Avantages

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

Inconvénients

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes.

They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.

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.

Avantages

Pipefy is a great tool to manage process in my startup. We can manage many flows in an integrated way without using many spreadsheets.

Inconvénients

Some integrations you will need to pay an extra to use to make your process works as you wish.