Pipefy is one of the crucial and very beneficial tools that we use in my organization that has greatly simplified all the processes we undertake. We use Pipefy as a central hub to store information on multiple things including our sales pipe, onboarding process, account additions, and marketing strategy. Everything is connected through integrations with our support and newsletter platforms. Pipefy addresses the way we organize our processes and ensures we stay on top of things at every step. We have been able to stay on track better, follow up with potential customers, ensure we hit every step of the onboarding process, and provide a place where everyone can see where they are in the process.
Software Developer at a legal firm with 1-10 employees
Real User
Top 10
Jun 3, 2026
My main use case for Pipefy involves creating accounts receivable pipes, splitting tasks among the operations team, and managing projects. I duplicate the information from the financial system for accounts receivable, and from this information inside Pipefy, in a Kanban separated by time stages, I start creating tasks for the finance team.
Lean 6 Sigma Consultant at a energy/utilities company with 201-500 employees
Real User
Top 20
May 12, 2026
My main use case for Pipefy is to manage processes and to follow processes with Kanban style management and for some automations such as when an activity is completed then someone gets an email asking them to complete a field or to submit another document. However, it is mainly for process reasons. A quick specific example of a process I manage with Pipefy is that we used to first receive the suggestion of projects and then the suggestion of participants to conduct this project. Pipefy uses an automation to approve the participation of these candidates in the project with their managers and also to approve the project with the direction of the company. It is all fully automated within Pipefy.
Pipefy is a powerful workflow management tool that streamlines and automates processes. It effectively manages tasks, projects, and approvals, while offering flexibility and customization options.
With its user-friendly interface, customizable workflows, and automation capabilities, Pipefy saves time and improves collaboration. Integration options with other tools further enhance data management and collaboration.
Pipefy is one of the crucial and very beneficial tools that we use in my organization that has greatly simplified all the processes we undertake. We use Pipefy as a central hub to store information on multiple things including our sales pipe, onboarding process, account additions, and marketing strategy. Everything is connected through integrations with our support and newsletter platforms. Pipefy addresses the way we organize our processes and ensures we stay on top of things at every step. We have been able to stay on track better, follow up with potential customers, ensure we hit every step of the onboarding process, and provide a place where everyone can see where they are in the process.
My main use case for Pipefy involves creating accounts receivable pipes, splitting tasks among the operations team, and managing projects. I duplicate the information from the financial system for accounts receivable, and from this information inside Pipefy, in a Kanban separated by time stages, I start creating tasks for the finance team.
My main use case for Pipefy is to manage processes and to follow processes with Kanban style management and for some automations such as when an activity is completed then someone gets an email asking them to complete a field or to submit another document. However, it is mainly for process reasons. A quick specific example of a process I manage with Pipefy is that we used to first receive the suggestion of projects and then the suggestion of participants to conduct this project. Pipefy uses an automation to approve the participation of these candidates in the project with their managers and also to approve the project with the direction of the company. It is all fully automated within Pipefy.