# Pipefy Reviews
**Vendor:** Pipefy  
**Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 231
## About Pipefy
Pipefy is a global leader in business orchestration, currently serving more than 4,000 clients across 150+ countries. Pipefy ia a Business Orchestration and Automation Technology (BOAT), providing a unified control plane that coordinates humans, systems, and AI agents to eliminate process fragmentation. The platform is built on a modular architecture featuring four distinct layers: a Human Interface for fluid service delivery, a Workflow and Rules core for modeling complex logic, a Data and Analytics layer for real-time insights, and an Automation and Integration engine. A standout feature is the Pipefy Agent Studio, which allows non-developers to create specialized AI agents and also providing a Bring Your Own LLM (BYOLLM) strategy, allowing customers to choose which LLM is more appropriate for each need. The platform ensures technical oversight through its Adaptive Governance Framework, establishing safe zones for business areas to co-create agents with the IT department, and its Trust Layer, which provides end-to-end audit logs and causal lineage for every automated action. Pipefy’s primary value lies in its ability to deliver AI results in days, not months. The platform solves the existential pressure of an unsustainable development backlog and the security risks posed by uncontrolled Shadow IT and Shadow AI. It provides a sanctioned, secure environment using an Adaptive Governance Framework, for business technologists to build their own automations without creating technical debt. For Larger companies, Pipefy acts as an orchestration wrapper that modernizes rigid legacy infrastructure, without the cost and systemic risk of a replacing project. The platform specifically addresses the inefficiency of operational silos and the manual white space workflows, by creating a unified Process Fabric. This orchestration layer provides the global compliance, granular RBAC, and end-to-end auditability required to pass rigorous SOC2 and ISO 27001 audits while delivering a modern digital experience over the legacy core.



## Pipefy Pros & Cons
**What users like:**

- Users praise Pipefy for its **ease of use** , enabling quick automation and effective workflow management without coding. (9 reviews)
- Users value the **ease of automation** with Pipefy, streamlining workflows and enhancing collaboration across teams. (5 reviews)
- Users appreciate the **efficiency** of Pipefy, simplifying workflows and enhancing team collaboration through easy automation. (4 reviews)
- Users love the **user-friendly interface** of Pipefy, making it easy to organize tasks and enhance collaboration. (4 reviews)
- Users love the **intuitive interface** of Pipefy, making business process automation simple and efficient for everyone. (3 reviews)
- Users appreciate the **ease of organization** with Pipefy, enabling seamless workflow management without technical complexities. (3 reviews)
- Users value the **advanced technology innovations** in Pipefy, enhancing workflow automation and simplifying processes for all. (3 reviews)
- Users praise Pipefy for its **excellent customer support** , making it easy to use and enhance their experience. (2 reviews)
- Task Management (2 reviews)
- Team Collaboration (2 reviews)

**What users dislike:**

- Users find Pipefy&#39;s **high costs** burdensome, as many valuable features are locked behind expensive premium subscriptions. (2 reviews)
- Users find the **learning curve steep** , especially new users who struggle to navigate all the features. (2 reviews)
- Users feel the **limited integrations** with tools like Jira, Notion, and Slack hinder their workflow efficiency. (1 reviews)
- Users experience **occasional glitches in automation** that disrupt workflow consistency and pose challenges in using Pipefy effectively. (1 reviews)
- Users find **integration challenges** with essential tools like Jira, Notion, and Slack limit Pipefy&#39;s effectiveness. (1 reviews)
- Limited Customization (1 reviews)
- Overwhelming Features (1 reviews)
- Users face **receipt issues** due to premium access requirements and occasional glitches affecting workflow automation. (1 reviews)
- Users experience **technical issues** , with occasional glitches impacting workflow automation consistency and overall user experience. (1 reviews)

## Pipefy Reviews
  ### 1. A great software for amazing teams!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lucas C. | UX Researcher & Designer, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 09, 2022

**What do you like best about Pipefy?**

I love the Sprint panel, probably it's my favorite feature, because I can organize my weekly tasks in a certain period, helping me to focus in the most important things.

**What do you dislike about Pipefy?**

I am not 100% sure if I like the way that the modals are. I don't know, it doesn't look well. Sometimes I can't understand what pages I am seeing, the user flow confuses me.

**What problems is Pipefy solving and how is that benefiting you?**

I am taking off all the cards I have made on Trello and sending to Pipefy, because I can organize them so much better. The custom fields makes everything easier.

  ### 2. Best project management tool out there.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diana M. | Client Service Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2021

**What do you like best about Pipefy?**

Easy to use kanban style, editing is simple and effective, forms allow you to cross and double check information submitted. I specially like the permission functionality, since it allow different teams to access the appropriate information.

**What do you dislike about Pipefy?**

Saving changes can be a little complicated when you are not familiar with the "double save", so can be setting up dates. It would work best if saving would become integrating instead of having to double save as it is right now.

**Recommendations to others considering Pipefy:**

Play with features, make sure to double check you info input and enjoy easy management.

**What problems is Pipefy solving and how is that benefiting you?**

Remote project management. It makes it easy to establish an integrated source of information and processes.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!

  ### 3. Pipefy is great for automating processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about Pipefy?**

I love the ease of automating and having almost all platforms connected to it.

**What do you dislike about Pipefy?**

The ease of "breaking" the platform with your automations

**What problems is Pipefy solving and how is that benefiting you?**

The point I raised is that Pipefy brings all the platforms together there smoothly.

  ### 4. We are being more effective with pipefy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eliton D. | Pre sales analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** September 30, 2021

**What do you like best about Pipefy?**

We are in a transition phase, we had a lot of problems with time management, projects were always late before... Today, with cards in kanban, we were able to go further and reduce our delivery times.  In addition, we are now able to know which phase each project is in.

**What do you dislike about Pipefy?**

The screen may have more customization options... as sometimes we need more information, being able to resize the images more would be a good thing

**Recommendations to others considering Pipefy:**

This tool will help your team become more agile using kanban patterns and thus allow better response times with a much better view of the operation's bottlenecks

**What problems is Pipefy solving and how is that benefiting you?**

In terms of problems I can mention delays in the execution of internal projects, lack of visibility of the phase that a project is in, lack of time control in each phase of the project.  Regarding the benefits, I had the solution of all the problems and thus the satisfaction of my internal customer. Another big benefit we're having is that sellers no longer need to call our pre-sales team to find out the status of the request, sellers can go into a dashboard and see the updated status of their requests.

  ### 5. Still find it the most comprehensive process management tool available .

**Rating:** 5.0/5.0 stars

**Reviewed by:** Luis Fernando S. | Regional Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2020

**What do you like best about Pipefy?**

I have tried several other process management or similar tools in the market, but Pipefy still gives the most 'bang for your buck'. I like that it solves problems quickly and easily. That is a major feature because most of us do not have the time or resources to manage a big burdening software. We need simple and fast solutions. Pipefy is simple and fast.

**What do you dislike about Pipefy?**

It takes a while to get acquainted and used to the user interface. That can cause difficulty to some members of the team who can find it overwhelming at the beginning. It must be used for a while before you become productive.

**Recommendations to others considering Pipefy:**

Pipefy solves problems, and many competitors too. Sometimes it is your creativity and how you tackle your problems that brings out the best outcome or solution. That being said, Pipefy will probably have a solution for just about anything you can throw at it.

**What problems is Pipefy solving and how is that benefiting you?**

We are standardizing the accounts receivable process for an insurance broker. Automating emails and reminders has taken a lot of repetitive work from the office clerks. They can now concentrate on exceptions and problem solving for better customer service. We plan to move to dashboards next, to keep managers informed in real-time.

  ### 6. Not that good for sales

**Rating:** 3.0/5.0 stars

**Reviewed by:** Pedro F. | sales representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2022

**What do you like best about Pipefy?**

Is easy to customize and use for different applications (CX, HR, etc)

**What do you dislike about Pipefy?**

The reports are terrible. Is really hard to understand what obligate u/the data to export to a spreadsheet

**What problems is Pipefy solving and how is that benefiting you?**

To increase sales. We use pipefy to organize or sales process and organize the onboarding od new customers

  ### 7. Simple, easy and objective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ivan A. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2020

**What do you like best about Pipefy?**

I like the flexibility, ease, and objectivity in building and automating my processes. All of our processes are in Pipefy. We were able to integrate company task management in one place.
Public forms are undoubtedly a tremendous Pipefy differential.
Because of him, interactions with applicants who are not members of the tool became much more accessible. We do not find an equivalent function in other process management software.

**What do you dislike about Pipefy?**

Integration with connection fields is still limited. It is currently possible to embed only one record in connection fields.

**Recommendations to others considering Pipefy:**

Pipefy is a potent tool. In line with a process approach within your organization, Pipefy will become your best tool.

**What problems is Pipefy solving and how is that benefiting you?**

All of our processes are in Pipefy. We were able to integrate company task management in one place.
We initially decided to automate the expense reimbursement process. Through this process, we have achieved greater engagement with other users.
Due to public forms, interactions with applicants not members of the tool became much more accessible. We do not find an equivalent function in other process management software.
Then we added new processes until our entire quality management system (now ISO 9001 certified) was in Pipefy.
Thanks to Pipefy, we were able to digitize 100% of ISO 9001 without the need for documented procedures or the use of spreadsheets and PDF files.

**Official Response from Victoria Santos:**

> Hi Ivan, thank you for your feedback! User comments, like yours, help us develop a better product. As for the better monitoring of requests, as you shared, our team is already working on improving and soon releasing a better way of tracking!



  ### 8. Necessary Process Software

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicholson N. | Lead Finance Analyst - Profitability Reporting, Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Pipefy?**

Easy to use.  Easy to visualize process status. You can see where you are in a given data system -  in this case in approving, verifying and storing certain information.    Helps to eliminate errors where things can fall through the approval system. Archives information well outside of an email system.

**What do you dislike about Pipefy?**

Requires some training for people - and puts more reliance on people to follow the system.   Need to have some one to maintain it - where instead you might be using a more loose/manual tracking system.

**Recommendations to others considering Pipefy:**

Perfect for companies that need to make a business process repeatable and trackable.

**What problems is Pipefy solving and how is that benefiting you?**

Tracking change orders that need to go through multiple approval process and that need some levels of approval and then archiving of information.  Pipefy communicates the information well in a form, and tracks the status of that information so we know where to push to get things moving.

**Official Response from Victoria Santos:**

> Hi Nicholson, thank you for your feedback! User comments, like yours, help us develop a better product! 

  ### 9. Great way to stay organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bailey T. | Channel Sales and Marketing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2021

**What do you like best about Pipefy?**

The thing I like best about Pipefy is that it is an easy way to stay organized across departments. Especially with our industry, telecommunications, we have to keep on top of our sales process, onboarding, wrap-up, etc. Moving our customers through different pipes and having the ability to write comments and customize your sections is a great way to make sure nothing slips between the cracks.

**What do you dislike about Pipefy?**

There aren't any dislikes about the platform; it is well organized and highly customizable.

**Recommendations to others considering Pipefy:**

I would highly recommend using Pipefy for client onboarding, online forms, and sales processes. Our team ended up utilizing it for more things than we thought we would!

**What problems is Pipefy solving and how is that benefiting you?**

We used to have onboardings and communication fall between the cracks. We would have to constantly update each other on where we were in the onboarding process with our customers. With Pipefy, it's a much more seamless transition for both our customers and our staff.

  ### 10. Efficient. User-Friendly System

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nompumelelo M. | Trade Marketing Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2021

**What do you like best about Pipefy?**

Pipefy prompts are so abvious; you know what is required which helps you better prepare the details you need to provide on your brief.  

The steps of the process are easily tracked which holds all those responsible accountable - reminders come with prompts of what needs to be actioned.

**What do you dislike about Pipefy?**

This one is hard to find at this stage because the Pipefy Team is so helpful and patient when helping you through it.  They allow room for failure through practice which helps you better understand how to use Pipefy - I think this is key to ensuring their system accurately represents itself on what it can offer.

**Recommendations to others considering Pipefy:**

I would recommend Pipefy because of how supportive the Pipefy team is. Support cannot be underestimated, it usually sets you at ease as a customer when onboarding a new system - as it can be intimidating to onboard a new system.  A partner like Pipefy genuinely dedicate time and resources to support you as an organization, they go through this journey with you - and this alone really helps you learn more about it since you are calm and confident that you can actually do this.

**What problems is Pipefy solving and how is that benefiting you?**

Everybody assigned a task is accountable; bottlenecks are easy to track to address the challenges they could be facing.  Clients can be part of the process; they get to see the progress of their briefs - which I believe aids the approval process from their side.

  ### 11. One of the best workflow management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 27, 2021

**What do you like best about Pipefy?**

What I love about Pipefy is that it has different Platforms that help a manager to have smooth business processes. I also love the fact that you can integrate Pipefy to other software you currently use. I love how flexible and easy to use Pipefy is and how flexible it is to build and customize your business processes. I also love the fact that it is easy to view the process status and to know where you are on your processes and what you need to do.

**What do you dislike about Pipefy?**

I have not found anything I dislike about Pipefy so far.

**What problems is Pipefy solving and how is that benefiting you?**

We use Pipefy for most of our sales processes like lead qualification, onboarding of all call agents who join our sales team, and we use it to design and establish online forms that we use for different campaigns. We use Pipefy for communication as well through the Shared Inbox. Pipefy promotes transparency within our organization.

  ### 12. The easier tool for a fast digital transformation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Douglas A. | Digital Solutions Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Pipefy?**

Pipefy is easily to develop and sustain digital process.

**What do you dislike about Pipefy?**

Pipefy needs change the way to create workflows. Only Kanban can't be the best way to complicated process

**Recommendations to others considering Pipefy:**

If you need a fast solution, stable, easy and flexible, Pipefy is the best for me.

**What problems is Pipefy solving and how is that benefiting you?**

Pipefy can be used to digitalize processes, orchestrate basic processes with others service with APIs, create a MVP apps, and other applications.

  ### 13. Easy, Customizable, and Well Supported

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah L. | Technology Services Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 07, 2021

**What do you like best about Pipefy?**

Conditional fields enable us to develop forms for dynamic and complex processes, all while keeping the forms looking clean and straightforward.

The tool is easy to learn and use and comes with many embedded tutorials and resources to make it easy to get started.

When additional support is needed, the Pipefy staff and community are incredibly helpful and friendly.

The cost is reasonable, particularly at the enterprise level.

**What do you dislike about Pipefy?**

Some of the tools within Pipefy are disconnected or not seamlessly accessed from a single page. However, Pipefy regularly updates the layout and design, increasing the integration of all elements.

**What problems is Pipefy solving and how is that benefiting you?**

We had outdated forms that were in PDF format. Most of our staff do not have a PDF editor, and so would have to print and fill in the forms before scanning and emailing them back to us.  We also didn't have the steps of our process documented in detail nor accessible in a shared location.

With Pipefy, we converted our old form into a new, online, interactive one. It relies heavily on conditional fields, allowing us to capture extensive amounts of information in a single form, while still keeping the list of questions short and relevant to each user.

We also were able to add checklists in the back-end to provide step-by-step instructions for my team to complete as they process the submitted form.

Pipefy made this process better for all parties who work with the form and the data captured in it.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 14. Pipefy is a Straight-Forward Tool to Improve and Implement any Workflow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tim B. | Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 31, 2021

**What do you like best about Pipefy?**

Pipefy allows anyone to easily create and manage workflows, including automation for all the essential workflow functionalities, such as autocomplete,  connections, and notifications.
The user interface is clean and easy to use, the functionality logical and consistent. 
With databases and pipe-connections, amazing features can be crafted for every specific workflow.
Missing functionality and integrations with other apps and software can easily be implemented on our own thanks to an amazing GraphQL API.

**What do you dislike about Pipefy?**

There are a few missing features, such as calculated fields. Luckily, with the GraphQL API, one can augment nearly every missing element. 
What cannot be augmented, unfortunately, is localization. Pipefy supports a limited number of languages and has a few longstanding issues, such as phone fields not listing the preferred prefix.
Also, for example, currency fields only support two currencies, and unfortunately, one cannot improve that one using any API.

**Recommendations to others considering Pipefy:**

You should check out the free version to see that you can implement your workflow in Pipefy too.

**What problems is Pipefy solving and how is that benefiting you?**

Pipefy allows me to implement workflows and automatize client interactions to let me focus on what matters. A workflow that used to be chaotic and mixed between different applications, such as Excel, where every employee could change any project's status, is now orderly and cleaned up. Less mistakes happen, the status of every project is known at all times, even if an employee would be lost.
Clients get E-Mails consistently and automatically to know the state of their projects, without the possibility for an employee to forget to send the E-Mail.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!

  ### 15. Excellent experience. Very intuitive and user friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thommy d. | Management Coordinator, Enterprise (> 1000 emp.)

**Reviewed Date:** May 28, 2021

**What do you like best about Pipefy?**

It is very easy to structure and manage processes on Pipefy.
It's very user-friendly and has a lot of features that enable every user to use this platform.
We are evolving our process significantly due to Pipefy!
I like a lot that we can see and manage every SLA and that the time to structure a process and start testing and using it is very low.
I love that i don't need to involve IT departament on every single improvement that i want for the processes.
But ther greater benefit is that i can effectively help other departaments to improve their processes and our company's services.
Our employees are starting to feel the difference and wishing to have Pipefy used on their departament too.

**What do you dislike about Pipefy?**

The price could be a little bit lower so we can add every employee in our company on some Pipes.
The dashbord building and the file importer could be a little bit improved to be easier for every user.

**Recommendations to others considering Pipefy:**

I totally recommend it. It is an investment that quickly pays off.

**What problems is Pipefy solving and how is that benefiting you?**

Process and SLA management problemas.
We are eliminating e-mails and unnecessary Excel sheets by using Pipefy to manage our processes.
Furthermore, we are starting some RPA automations based on our Pipefy processes.
We have achieved some significant improvements in our transactional processes.
We used to have a lot of burocratic process and now we can see every departament's SLA and this information can be used on the capacity planning for some departaments.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 16. Automating  tasks with no code platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** andrea s. | Sr. Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Pipefy?**

The experience using Pipefy as an automating processes platform is extraordinary, once it is easy to manage, fast learning, and user-friendly.  It's liberating to use a platform where you don't rely on third parties to operate and build your automation scenarios. In addition, the financial gain from such implementations is accurate since human resources will be redirected to more meaningful and profitable tasks for the company, adding more value to its results.

**What do you dislike about Pipefy?**

I would like to have the option to build an automation with two or more outputs as actions to be performed and not just an automation rule for an action performed.

**What problems is Pipefy solving and how is that benefiting you?**

RPA governance, automating and managing processes to avoid human errors and to increase produtivity.

  ### 17. Good, but can be better!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Nelson D. | Consultancy business development, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2021

**What do you like best about Pipefy?**

The helpful no code utilities it has to enable easy construction of process workflows

**What do you dislike about Pipefy?**

unfortunately lacks some error code formula, Eg. to trace similar PO numbers/Quotation no.s.

**What problems is Pipefy solving and how is that benefiting you?**

Exploring Automations to interface with external stakeholders

  ### 18. Very user friendly tool and very efficient for the management process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Natalia F. | Engenheira de Projetos, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2021

**What do you like best about Pipefy?**

The tool is very friendly, easy to use, excellent visualization, very intuitive. It can be used for project management, process management, and even team activity management. The most significant advantage is that the user himself can make most of the settings himself due to the tool's ease.

**What do you dislike about Pipefy?**

I wish there were materials available for building dashboards. I missed graphical tools, even though we were told that Pipefy is developing this part

**What problems is Pipefy solving and how is that benefiting you?**

With Pipefy we can concentrate all project information in one place. In addition to being very visual, we were able to monitor which stage of the life cycle the project is in, watch the activities in progress, and the people involved in the project execution. These are benefits that add value to the process.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product! Learn more about our Dashboard feature and how you can use it by acccessing https://bit.ly/3pc4J32 


  ### 19. Amazing tool to organize your job and your personal life!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Letícia L. | Analista de Inovação Plena, Enterprise (> 1000 emp.)

**Reviewed Date:** July 14, 2021

**What do you like best about Pipefy?**

The autonomy and empowerment that Pipefy provides me to create and customize my workflows any way I want

**What do you dislike about Pipefy?**

When you have to set up a chain of similar conditionals, you can't just copy and paste, you have to configure each one individually.

**Recommendations to others considering Pipefy:**

I absolutely recomend that all users do Pipefy's Processes Modelling Certification! It's an amazing skill to have and will surely help your professional life.

**What problems is Pipefy solving and how is that benefiting you?**

Those are some of the benefits I have by using Pipefy:

- Data reliability and governance
- Routine organization
- Business intelligence
- To develop my logical and systematic reasoning

  ### 20. Intuitive and Practical

**Rating:** 4.5/5.0 stars

**Reviewed by:** Caio T. | Controlling, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

How the simplistic features speak with each other, ea the Kanban, Excel report and SAP links. Along with that, the amount of detail and history you can have on a single Pipe is surprising.

**What do you dislike about Pipefy?**

Has a steep learning curve, requires practice.

**Recommendations to others considering Pipefy:**

Pipefy is a much better tool than Excel for designing and following Pipelines. Besides being overall simples (once you get used to it), it has various interactions that are otherwise complicated to set up via Office. SAP links, e-mail registering, quick customized reports, everything. One thing to note is that you should get training from the company, since the tool only really excels when you extract 100% from it.

**What problems is Pipefy solving and how is that benefiting you?**

Project operation management.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 21. Perfect to automate process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrey V. | Líder técnico, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Pipefy?**

The templates help to create a project, with flow and points directing to needs.

**What do you dislike about Pipefy?**

The pipefy has many features and something I can't follow the updates.

**What problems is Pipefy solving and how is that benefiting you?**

The organization is the biggest problem solve with Pipefy, the flow using pipes and cards, with automatization, like send e-mail and create other cards when a step is finished, gives a fast flow and granted that any project or task don't be forgot.

  ### 22. Great way to manage projects and activities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 29, 2021

**What do you like best about Pipefy?**

The platform is easy to use and customizable according to the objective of the project. It's a simple way to keep up with the activities, especially when the team is involved.

**What do you dislike about Pipefy?**

Not all the plan has valuable features. I mean, it could be easier to do some actions if there were available other features, like automation.

**What problems is Pipefy solving and how is that benefiting you?**

The team has been more organized with tasks, preventing the oblivion of activities. Another point is the ease in monitoring the development of projects.

  ### 23. Great No-Code Process Modeling Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriela C. | Process Management Coordinator, Enterprise (> 1000 emp.)

**Reviewed Date:** June 08, 2021

**What do you like best about Pipefy?**

The platform is user-friendly, really easy to model simple and complex process for your company. The company releases new features at a good pace, and the support specialists are fast to answer questions and doubts.

**What do you dislike about Pipefy?**

You cannot make calculations (yet!) on pipefy, create portals inside portals. The e-mail tools need a little bit more features and more resources for creating e-mails templates with more design.

**What problems is Pipefy solving and how is that benefiting you?**

In my company I use pipefy to manage the process that my ERP cannot (or it would be to expensive) to do it.
Some examples are: new quotations, good returns, HR process

  ### 24. Advanced automation tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marc v. | Web team manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2021

**What do you like best about Pipefy?**

The deep functionality of pipefy and customisability is something we find really usefull. as with everyone, we have such a unique process and pipefy caters to the complete customisability of it all, including notification and integration strengths across all function of the platform

**What do you dislike about Pipefy?**

They have some strict policies which even an enterprise account is not able to influence. they will not allow you to remove branding even at the enterprise level for automated emails, meaning some intergrations become tricky if you do not want to show their branding.

**Recommendations to others considering Pipefy:**

Get to know their knowledge base. the basics are easy to setup but the implentations are limitless. paired with zapier, the paltform really is powerdful and worth investing the time and money into it.

**What problems is Pipefy solving and how is that benefiting you?**

We use pipefy for the production and management of our website building process. We have 100 users all submitting different project scopes which all go to one department who deliver the same product in the end. Its really powerful at managing multiple check points, notification and keeping everyone in line

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!

  ### 25. Best tool to take projects out of paper!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Carolina F. | Merchant Experience Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 18, 2020

**What do you like best about Pipefy?**

Pipefy is a highly customizable tool that enables you to organize and control several processes that used to be out of the company's main software.

**What do you dislike about Pipefy?**

There's nothing that I dislike right now.

**What problems is Pipefy solving and how is that benefiting you?**

Pipefy has been helping me to control a feedback process and give visibility to other team members that aren't in the frontline with customers.

**Official Response from Victoria Santos:**

> Hi Carolina, thank you for your feedback! User comments, like yours, help us develop a better product! 

  ### 26. Perfect tool for process management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pablo M. | COO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2021

**What do you like best about Pipefy?**

The beauty of Pipefy is that you can create any sort of process from scratch and get to manage it from the simplest of ways. From procurement, sales, recruiting or project management, Pipefy gets the job done. 
You get to attach documents, emails, set check lists and connect to other pipes, so it can make your life way easier.

**What do you dislike about Pipefy?**

Unless you have Zappier, it can be a hassle to make integrations with other apps. Although appis work well, you do need to be a programmer to do so. And some automations can be a little challenging as info tend to be bit hard do access at certain points of this process. 

Also, the reports generated from the native Pipefy system are not the best for decision making. Using different kinds of extra tools have gotten the job done at the moment.

**Recommendations to others considering Pipefy:**

The best of Pipefy is how you can make it a process management tool to implement from scratch. It is a powerful tool for small businesses and startups. Reports is an area that needs a bit improvement as it is the support services. 

Unless you are a Zippier user, putting integrations together can be a headache.

**What problems is Pipefy solving and how is that benefiting you?**

The ease of creating different kind of processes and manage them in the best way possible. The tool is great and gives you an excellent picture of the flow of your process, constraints and checklist to make operational processes very easy to implement.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product! We recently released an integrations app to ease integration with other tools. We've also recently released the Dashboard features that can help you view and analyze data in a better way! 

  ### 27. Very easy to create automated workflows.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vinicius C. | Systems Analist, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2021

**What do you like best about Pipefy?**

It is able to integrate many tools and systems with, like database systems as an exemple.

**What do you dislike about Pipefy?**

It is unable to calculate numbers automatically yet. I must to calculate and write manually. There is not a special field.

**Recommendations to others considering Pipefy:**

It´s a powerfull tool to use. Almost perfect.

**What problems is Pipefy solving and how is that benefiting you?**

I have created a Customer Relationship Manager (CRM) for an enterprise.

  ### 28. So Good! I love the Tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Pipefy?**

The easy way to do all the things on the platform.

**What do you dislike about Pipefy?**

The time to respond in the support is not too long, but it is the only thing that I dislike.

**What problems is Pipefy solving and how is that benefiting you?**

I solve all the problems of my Customer Success, Onboarding, and Human Resources operations.

  ### 29. Great  customization levels but still have a good path to evolve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Maria Eduarda D. | Performance Chemicals Supply Chain Intern, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

The levels of customization offered by Pipefy, allows us to build and revaluate our processes.

**What do you dislike about Pipefy?**

I found the trainings not much structured, and still need some important funcionalities so that the level of customization become perfect, such as, a same field being able to participate in more than one phase, or the possibility of simple calculations fields, etc

**What problems is Pipefy solving and how is that benefiting you?**

We are mainly solving problems of information storage, and organizing processes that were before governed by e-mails and excels sheets, which don´t provide us with the controls that Pipefy's workflow do.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 30. Best tool for process management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lucas Democh B. | Head of BI and Processes, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 09, 2021

**What do you like best about Pipefy?**

Ease of creating new processes with custom automations and conditionals.

**What do you dislike about Pipefy?**

The limited functioning of card attachments and comments.

**Recommendations to others considering Pipefy:**

Pipefy is an excellent tool for process management. For better use of automations, it recommends combined use with Integromat.

**What problems is Pipefy solving and how is that benefiting you?**

HR Processes, Purchasing Processes, Accounts Payable, Receivable, Payroll and Many Others.

  ### 31. Excellent option!!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vinícius P. | Content Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Pipefy?**

Ease of use, design, and freedom and ease of configuration

**What do you dislike about Pipefy?**

It's just a detail that doesn't affect my evaluation or my experience in a relevant way, but the need to log in every time I access the tool from one day to the next is a bit annoying.

**What problems is Pipefy solving and how is that benefiting you?**

Have an easy-to-use tool with great customization features

  ### 32. Good overall system let down by poor expert advice and help

**Rating:** 3.0/5.0 stars

**Reviewed by:** Gabriel R. | Business Development Support, Marketing and Communications, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2021

**What do you like best about Pipefy?**

Decent interface which is based on Jira. Good overall resources and templates. Very easy to use and manage.

**What do you dislike about Pipefy?**

Poor expert advice and chat interaction. They tell you they will look and either tell you they can't fix the issue, or they keep you hanging for days over simple processes which do not work correctly.

**Recommendations to others considering Pipefy:**

As this is not a bespoke system and uses jira, don't expect great support.

**What problems is Pipefy solving and how is that benefiting you?**

Managing customer enquiries and projects. Also good for customer and employee facing portals if all the elements work.

**Official Response from Victoria Santos:**

> Thank you for your feedback! Pipefy is a stand-alone platform without any business or product affiliation with Jira. We pride ourselves on delivering superior customer service and chat advice and apologize for not providing you with an optimal experience. We hope you’ll reach out to us at support@pipefy.com so we can provide you with the assistance you need.

  ### 33. Project Management System Keeps Marketing Agency Running Smoothly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 30, 2020

**What do you like best about Pipefy?**

The feature that sold us on Pipefy versus other project management tools was the integrated e-mail function. It allows us as a marketing agency to handle almost all external client communication directly from a project "card" or request so that anyone in our team at any time can see the trail of communication between client and our department.

**What do you dislike about Pipefy?**

The one thing I disliked was limited phone app functionality, but they just released a new one which made great improvements!

**What problems is Pipefy solving and how is that benefiting you?**

Pipefy has changed the game for our marketing agency. We now handle all requests for service through Pipefy. The intake form we built has allowed our agency to be more productive than ever. We can see and be notified of incoming requests in real-time. We or our clients can set deadlines for each project. The visual "Kanban" view is a game changer for me as a team leader. I can easily see where projects stand and with filters can see what each team member's workload is. The reporting tools allow us to analyze how many projects we complete each month and sort by client and other filters. This has allowed us to provide our upper management with better reporting. Since Covid-19 broke out, our team has reduced due to retirements and departures. Without Pipefy, we could not have been able to complete MORE projects with fewer staff. Pipefy has also prevents projects from falling through the cracks. I compared Pipefy to all the other major project management offerings, and it was by far the best fit.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!



  ### 34. Incredible tool, with some limitations, but a great tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.)

**Reviewed Date:** May 26, 2021

**What do you like best about Pipefy?**

Ease in creating a management flow, very good

**What do you dislike about Pipefy?**

It still has some errors and bugs. But I believe that they will soon be resolved.

**Recommendations to others considering Pipefy:**

Easy to use, intuitive, meets most needs of managing a process or flow. Very good, but with some limitations. But very useful and of great use. You will love working with this tool, modern and easy.Use the tool to solve your management problems. It will help a lot.
Setting up is very simple and will help in your process automations.

**What problems is Pipefy solving and how is that benefiting you?**

Automation of an entire product creation flow. Tool is supplying all management and control needs.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 35. Autonomy and Flexibility to build and rebuild

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angela M. | LATAM Product Launch Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

Pipefy is really user friendly, gives the autonomy you need to build your processes, bringing transparency. But most of all, the Company is always improving the tool.

**What do you dislike about Pipefy?**

Still some adjustments needed on the report.

**What problems is Pipefy solving and how is that benefiting you?**

Turnover and missing information. Benefits of transparency and connection of the processes & teams, autonomy to customize and adapt your process. If you love excel, you'll love Pipefy.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!



  ### 36. Simple and flexible system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hugo M. | Coordenador de Projetos e Processos, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

The simplicity and autonomy it gives to the teams that use it. With it, we can design various processes in a solid manner to solve internal problems, generating controls, data, and a workflow that works.

**What do you dislike about Pipefy?**

Over time, the price in dollars started to be detrimental. And some changes involving price made it less affordable. For example, now automations are charged (such as email sending automation, which used to be part of the workflow) and the BI module which is charged additionally.

**What problems is Pipefy solving and how is that benefiting you?**

We managed to create internal workflows for areas without the need to involve the IT team and in a quick manner.

**Official Response from Victoria Santos:**

> Hello, thank you for your feedback! Comments and feedback like yours help us develop a better product!

  ### 37. Very flexible and easy to adjust process tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcos F. | A, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

I like the possibility of managing multiple processes that have relationships with each other, in addition to the ease of adjustments in mid-flight.

**What do you dislike about Pipefy?**

The lack of employee vacation treatment, temporary replacement is very manual.

**What problems is Pipefy solving and how is that benefiting you?**

The company had a great need to have a process tool that was easy to implement and flexible to the point of meeting our business processes.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!

  ### 38. How Pipefy challenge me everyday

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thais S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 18, 2020

**What do you like best about Pipefy?**

The power of transformation and innovation. How it can replace web services if we think logically or break our heads a little. The variety of process transformation options still surprises me today, and I see that I use the tool daily in order to get to know it as much as possible. So, features like triggering emails by clicking on an option, initial values ​​connecting cards, controlled triggering of emails with different possibilities. Finally, a world that Pipefy offers and we are here to enjoy it.

**What do you dislike about Pipefy?**

Error management. With the latest updates, many of my processes have been negatively impacted, generating communication errors, information flow errors, shipping errors, in short, errors. I felt a little lonely when trying to contact technical support and until now I have no answer: it's been two days. So, for example, the e-mail shots, if we delete the old templates to enable the automations and thus, we do not have duplicate sending, we lose all the shooting history that we had on cards that were already submitted and moving through the process. Anyway, it broke my legs ...

**Recommendations to others considering Pipefy:**

First, take the mini course on the tool, then take a low complexity process and test its implementation via Pipefy. After that, go training every day with different processes. You learn how to use Pipefy by getting your hands dirty and exploring the utilities. It is a world for you to adapt it to your needs.

**What problems is Pipefy solving and how is that benefiting you?**

Lead time, rework, too many people dependent of someone - all of this decreased dramatically after my company adopted Pipefy. For example, at the last company I worked on applying Pipefy. More than 250 processes have been automated and more than 25 sectors have been impacted by process automation. What resulted in a reduction in time, reduction of manpower taking part in a process, a better flow of information. 
Monitoring processes of interns, employees, that we need to assess the intern and he self-assess and yet, that these two pieces of information match the supervisor, in short, it's amazing how well Pipefy can marry this.

**Official Response from Victoria Santos:**

> Hi Thais, thank you for your feedback! User comments, like yours, help us develop a better product! We will immediately ask our team to verify where you have contacted for support to be able to help!



  ### 39. Project Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mariana R. | Specialized Technician - R&D Mansonary  Coatings (Suvinil/Glasurit), Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

Using Pipefy we improve the delivery time of our projects and the quality in the records of important documents.

**What do you dislike about Pipefy?**

The creation of automations, links and conditionals are sometimes complicated for those who do not have programming experience.

**Recommendations to others considering Pipefy:**

Review the flow of your process to understand how pipefy can help optimization.

**What problems is Pipefy solving and how is that benefiting you?**

We're solving project management and document archive.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!

  ### 40. Awesome! Pipefy is a business value enabler.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Otávio M. | IT Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

Pipefy allows for agile and assertive automation of complex processes and business flows.

**What do you dislike about Pipefy?**

I miss more specific parameterizations concerning pipes and user permission.

**What problems is Pipefy solving and how is that benefiting you?**

Pipefy enabled automation of complex business processes in less than two weeks, quickly allowing chaos to turn into value almost instantly.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!



  ### 41. Complete and flexible solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2021

**What do you like best about Pipefy?**

Many useful features that allow you to use the solution in all departments of the company, managing different types of processes

**What do you dislike about Pipefy?**

It is not possible to apply formulas, but Pipefy informs that they are working on that.

**Recommendations to others considering Pipefy:**

After trying other similar solutions, I can affirm that Pipefy is the best among them.

**What problems is Pipefy solving and how is that benefiting you?**

Currently, I am using Pipefy as CRM and Inbound Sales Solution. Furthermore, I use it to manage the onboarding of new customers.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!



  ### 42. Best Process Management Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriel G. | Concil Member and Startup Mentor, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2021

**What do you like best about Pipefy?**

Easy to use and 100% independent from IT.
It helped us implementing and organizing a new business in literally a day!

**What do you dislike about Pipefy?**

Pipefy could implement some visualizations to help better understand the current situation.

**What problems is Pipefy solving and how is that benefiting you?**

Process implementation.

  ### 43. Open system to customize as we want ; easy and friendly platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Arlindo F. | Research and DEvelopment Senior Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

Information flow, the database in the same way as managing system

**What do you dislike about Pipefy?**

mobile version could have the same functionalities

**What problems is Pipefy solving and how is that benefiting you?**

We are at the beginning of use, but even so, the information for the stakeholders is the key.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!


  ### 44. Very expensive, horrible support.

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Pipefy?**

The possibility to create kaban processes with database

**What do you dislike about Pipefy?**

Cost and SupportHigh costs and unpersonalized support

**Recommendations to others considering Pipefy:**

Don't expect any help from pipefy to develop your processes

**What problems is Pipefy solving and how is that benefiting you?**

Customer onboarding, documenting processes.

  ### 45. Review Pipefy - Best Kanbam

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2021

**What do you like best about Pipefy?**

The no code interface for complex stuff.

**What do you dislike about Pipefy?**

Sometimes the infos are not clear enough

**Recommendations to others considering Pipefy:**

One of the bests kanbans to use

**What problems is Pipefy solving and how is that benefiting you?**

Agile methods at my company

  ### 46. Life saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mateus S. | Estagiário, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about Pipefy?**

Simplicity to use and get my files! Easy to use and very beginner frendly

**What do you dislike about Pipefy?**

i miss an app. it would be great to link in my celphone and get files to share on WPP

**What problems is Pipefy solving and how is that benefiting you?**

Perfect for organization and receiving new documents from clients.

  ### 47. Great experience, simple, intuitive

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

Simplicity, it's easy to work and it fits to any necessity. The support is great always available and I love the tutorials videos.

**What do you dislike about Pipefy?**

There's only one issue: Attachements expires in 30 days, that's really bad for our business when we think about ISO audits.

**What problems is Pipefy solving and how is that benefiting you?**

Attachements that never expires , or if we have this option if our business needs.

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product!



  ### 48. Necessary for processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matheus A. | A, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2021

**What do you like best about Pipefy?**

I love the visualization of Pipefy. And from the moment you get to know its features, you start to love it even more!

**What do you dislike about Pipefy?**

I don't like it when we have a bug on the platform or a server outage, it rarely happens though.

**Recommendations to others considering Pipefy:**

Try, take the test, and enjoy!!

**What problems is Pipefy solving and how is that benefiting you?**

I wouldn't say problems, but rather an organization in the processes

**Official Response from Victoria Santos:**

> Hello, thank you for your feedback! Comments and feedback like yours help us develop a better product!

  ### 49. The platform adds a lot of value to companies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ricardo P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2020

**What do you like best about Pipefy?**

The combination of kanban, email integration, and automation makes Pipefy a great tool for every company. Another great thing about Pipefy is that you can start small and gradually improve your processes. The support and help center is also great. In general, Pipefy not only has a great product, but also a great team and provides an impeccable service, either on support or during the implementation phases.

**What do you dislike about Pipefy?**

I think that the database feature is useless (the same results could be done using pipes, and the database has fewer features). The PDF builder could be improved. Google Calendar integration is not perfect. 
Pipefy lacks documentation about custom apps. It could have more videos or examples.

**Recommendations to others considering Pipefy:**

Besides having a great tool, you can learn a lot from this company.

**What problems is Pipefy solving and how is that benefiting you?**

We are a software development company, and we use Pipefy for everything else that is not related to the development work itself. We use it for customer support (using portals, SLA, and email integrations), we also use it for RH and financial processes. It saved us a lot of time and I don't think our company could grow without it (or an equivalent tool).
I also used Pipefy to validate an idea (create an MVP).

**Official Response from Victoria Santos:**

> Hi Ricardo, thank you for your feedback! User comments, like yours, help us develop a better product. We do have plans to improve our Database feature and PDF builder. We'll be sharing this feedback with our product team!



  ### 50. Flexible, intuitive and effective!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diego F. | Partner and Advisor, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 30, 2021

**What do you like best about Pipefy?**

It is applicable to various types of processes in different areas of activity (Marketing, Sales, Customer Experience, Supply Chain, Human Resources among others)

**What do you dislike about Pipefy?**

Just the fact that it took a long time to get to know this tool

**What problems is Pipefy solving and how is that benefiting you?**

I created my CRM within the solution, in addition to using it to manage the sending and filling of forms to my clients and internal staff

**Official Response from Victoria Santos:**

> Hi there, thank you for your feedback! User comments, like yours, help us develop a better product! 


## Pipefy Discussions
  - [How can I resize cards?](https://www.g2.com/discussions/how-can-i-resize-cards) - 1 comment, 1 upvote
  - [What&#39;s the best way to learn about integrations/APIs on Pipefy? Any article recomended?](https://www.g2.com/discussions/what-s-the-best-way-to-learn-about-integrations-apis-on-pipefy-any-article-recomended) - 1 comment, 1 upvote
  - [Does it support zapier intergrations](https://www.g2.com/discussions/37886-does-it-support-zapier-intergrations) - 1 comment, 1 upvote
  - [How could I link one Pipe to the other?](https://www.g2.com/discussions/how-could-i-link-one-pipe-to-the-other) - 1 comment

- [View Pipefy pricing details and edition comparison](https://www.g2.com/products/pipefy/reviews?page=2&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-05-24+07%3A08%3A56+-0500&secure%5Bsession_id%5D=ad963b1f-6971-4595-9612-c4234dd16b8e&secure%5Btoken%5D=427abd4a8996f0442522ee83e002f99a5f1e830005ac6ab7b977561961ee980a&format=llm_user)
## Pipefy Integrations
  - [Automation Anywhere Agentic Process Automation](https://www.g2.com/products/automation-anywhere-agentic-process-automation/reviews)
  - [Workato](https://www.g2.com/products/workato/reviews)

## Pipefy Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation

**Customization**
- Customization
- HR Integrations

**Setup**
- Activities
- Flows
- Dependencies
- Notifications

**Planning**
- Processes
- Contracts
- Content
- Requisition

**Purchase Requisition and Approval Workflow - Procurement Orchestration**
- Notifcations
- Workflows
- Purchase Orders

**Conversational Automation - AI Agents for HR**
- Conversational Assistants
- Multi‑Language Support & Localization

**HR Content**
- Knowledge Management
- Content Delivery
- Document Management

**Management**
- Updates
- Audit Trail
- Integration

**Execution**
- Sourcing
- Purchasing
- Invoicing

**Supplier Management - Procurement Orchestration**
- Tracking
- Onboarding
- Database

**Task Automation - AI Agents for HR**
- Autonomous Task Execution

**Logistics**
- Security
- Employee Portal
- AI 

**Analytics**
- Visibility
- Performance
- Spend

**Generative AI**
- AI Text Generation

**Spend Management - Procurement Orchestration**
- Analysis
- Visibility

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - AI Agents**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Predictive Analytics - AI Agents for HR**
- Attrition and Engagement Prediction

**Management**
- Ticketing Platform
- Single Sign-On
- Business Process Management
- Self-Service
- Dashboard & Reporting

**Compliance and Risk Management - Procurement Orchestration**
- Risk Assessment
- Compliance
- Audits

**Agentic AI -  Procure to Pay**
- Multi-step Planning

**Agentic AI - Workflow Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Compliance & Policy - AI Agents for HR**
- Policy Enforcement & Compliance

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Workflow Automation - Procurement Orchestration**
- Routing
- Configuration
- Approvals

**Multi‑System Integration - AI Agents for HR**
- System Integration & Data Access

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs

**Agentic AI - Procurement Orchestration**
- Autonomous Task Execution

**Proactive Intervention - AI Agents for HR**
- Proactive Nudges & Conversation Support

**Agent Governance - AI Agents for HR**
- Human‑in‑the‑Loop Governance

**Talent Acquisition & Recruitment - AI Agents for HR**
- AI‑Powered Candidate Screening
- Interview & Scheduling Agent

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