Pipefy Reviews

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.

Pipefy is simple to use and understand, which is a significant advantage for someone using many different programs for work purposes. It helps to automate my workflow seamlessly and effortlessly while managing my business in a user-friendly manner. I have been using this product for about nine years.

The best features Pipefy offers are flexible customization and integration, great templates for process organization, and an automated email feature.

I use Pipefy's customization and integration features by taking advantage of the easy customization capabilities. It has been very flexible, allowing us to tailor it to our specific needs and seamlessly integrate with our existing applications. The flexibility has enabled us to optimize our workflows and improve overall productivity in my organization.

Pipefy has positively impacted our organization because our processes are more organized and we are not missing any steps. We are able to touch base with customers more easily since we have all potential clients in one pipe with automated alerts, such as when it has been 60 days since contact with a customer. We are able to keep track of customer billing changes more easily.

I think it would be beneficial to see a free demo before purchasing Pipefy. Additionally, the tutorial could always be improved.

I would appreciate more online tutorials with greater explanation on how to use Pipefy, especially all the robust features.

I would also note that notifying when someone emails us could be helpful. There used to be a notification of how many people wrote in, but with the new update, that is no longer available, and it is very easy to miss notifications.

I have been using Pipefy for the past nine years.

Pipefy is very stable.

Pipefy is very scalable because as our organization grows, it has been able to handle the organization's growth perfectly, and we are able to scale up.

The customer support has been very solution-oriented and available 24/7. They have been very easy to reach out to, and they have been very proactive overall.

I previously used Monday.com.

Before choosing Pipefy, I switched from Monday.com because I found it was better suited for my needs.

Deploying Pipefy in my environment is quite easy.

My experience with the configuration process is that it was smooth and easy.

Pipefy integrates very well with other AWS services we use, and it has been very seamless and easy to integrate with our existing tools.

A specific example of how much time we have saved with Pipefy is that it has been crucial for us, especially through automation. We have been able to save a significant amount of time, approximately 60 to 70 percent. Additionally, it has helped to simplify HR tasks, increased organizational productivity, and made our jobs easier.

I have seen a return on investment because it speeds up daily tasks. Automation has been very effective as it helps to save time and cost. It has also increased productivity and allows for better tracking of completeness of development.

Regarding the metering and billing experience, it is easy to understand and straightforward.

My experience with pricing, setup cost, and licensing is that it is easy. The cost is very effective, and compared to other alternatives, it is much more cost-effective.

My advice to others looking into using Pipefy is that for business process management where you need to deploy quickly and easily with some sort of personalization, Pipefy is your solution. For sales, I think that Pipefy misses some key sales tools that other sales-focused platforms have, but it is understandable, as that is not the main focus. Automation without coding is also a very positive aspect. I would rate this product at 5 out of 5 stars.

My main use case for Pipefy involves its intuitive user-friendly interface. I am impressed with how easy it was to get started and use complex features without feeling overwhelmed. With this efficient tool, I was able to quickly create functional flowcharts that accurately represented my idea or plan, making it a very invaluable resource for professionals.

Pipefy facilitates real-time communication between team members, which makes collaboration much easier than using traditional design documents. Overall, I find Pipefy's mobile app extremely useful because I can use it on the go.

Pipefy has positively impacted my organization by helping us save on time and cost through automation of repetitive tasks and reduction of errors. It facilitates real-time communication between team members, which makes collaboration much easier than using traditional design documents.

It has a very intuitive and user-friendly interface where it is easy to get started and use complex features without feeling overwhelmed. Pipefy's mobile app is very intuitive and user-friendly, allowing me to use it on the go, and I rarely miss any notifications.

I consider Pipefy's mobile app to be one of the best features because it helps me use it on the go, and I do not have to miss any notifications. I also love the real-time communication between team members, which makes collaboration much easier than using traditional design documents.

It has a very intuitive and user-friendly interface where it was easy to get started and use complex features without feeling overwhelmed.

The real-time communication and mobile app features are valuable for my work because with Pipefy's mobile app, I can use it on the go, so I do not have to miss anything.

Although Pipefy is a great platform, I find that there are certain areas where it could be improved, especially the registration process, which leaves a lot to be desired as its complexity makes the entire sign-up process time-consuming and cumbersome.

Registration is the main area I would like to see enhanced. Whenever I need help to pull a report or anything more complicated, Pipefy's technical team is there to help.

I have been using Pipefy for the past five years.

Pipefy is stable.

Pipefy's scalability is very good and handles my organization's growth perfectly.

Pipefy's customer support is very solution-oriented, and they have been very proactive in helping us with any queries or challenges that we face.

I previously used Lucid and Lucidspark.

I switched from Lucidspark to Pipefy because it is more cost-effective and has great customer support. Overall, it helps to create brilliant organizational designs with Pipefy conceptual maps.

Deploying Pipefy in my environment was very easy.

My experience with the configuration process was smooth.

The procurement process is not applicable since I did not encounter any issues.

Since using Pipefy, I estimate that we have saved 50% in time and costs.

My experience with pricing, setup cost, and licensing has been cost-effective.

Before choosing Pipefy, I evaluated ClickUp as another option.

My advice to others looking into using Pipefy is that it is a good Kanban system with a clear and easy-to-understand organization of information, making project management easy and requiring very little learning to get onboarded. I highly recommend this tool.

If I start working on a project, I am guaranteed that it will get done in due time, thanks to Pipefy's clear-cut software that allows it to happen.

Using Pipefy has allowed the recruitment process to happen seamlessly with all the details and negotiation regarding a new hire happening in one place, so there are no fragmented emails or texts. Through automation, I have been able to save time and cost because of automation of repetitive tasks. I give this product a rating of 5 out of 5.

I use Pipefy mainly for workflow automation, internal process management, and organization operations requests between teams. We used it to start tasks, approvals, and record information activities for two years.

My main use case for Pipefy is workflow automation, internal process management, and organizing operational requests between teams. We use it to standardize tasks, approvals, and recording operational activities.

One of the workflows I automated with Pipefy is the flexibility of creating customized workflows and automation without requiring heavy development effort. The interface is user-friendly and helped improve visibility across processes and teams. It has improved process organization, task tracking, visibility, and reduces manual follow-ups between teams. It has also rapidly centralized the operational requests in one place.

For example, when managing internal operation requests between infrastructure and development teams, before Pipefy, many requests were handled manually through chat messages, emails, and spreadsheets, which made tracking difficult and sometimes caused delays or duplicated work. With Pipefy, we created a structured workflow where requests automatically move through stages such as triage, approval, execution, validation, and completion. Each stage had assigned responsibilities, deadlines, and automated notifications. This helped centralize communication, improve visibility, and reduce the amount of manual follow-up needed between teams. We also used automation for approvals and status updates, which reduced repetitive tasks and made the process more organized and predictable. Overall, it improved workflow transparency and helped teams collaborate more efficiently.

Pipefy has had a positive impact on my organization primarily by improving process organization, collaboration, and operational visibility across teams. One of the biggest improvements was reducing the amount of manual follow-up work. Before using Pipefy, teams often relied on chats, emails, and spreadsheets to manage requests, which sometimes caused delays, lost information, or duplicated efforts. After implementing structured workflows and automations, processes became more standardized and easier to track. Teams could clearly see task status, responsibilities, priorities, and pending approvals in one centralized platform.

In terms of productivity, it helped reduce repetitive administration tasks through automation, especially for approvals, notifications, and status updates. That allowed teams to focus more on execution rather than manual coordination. Collaboration also improved because both technical and non-technical teams had better transparency into workflows and deadlines. It reduced communication gaps and made cross-team coordination more efficient.

Another important improvement was process visibility for leadership and management. It became easier to identify bottlenecks, monitor SLA performance, and track operational metrics in a more organized way. Overall, Pipefy helped create more predictable, organized, and scalable operational processes.

In my opinion, some of the best features Pipefy offers are workflow customizations with low-code configuration, automation of repetitive tasks and approvals, an easy-to-use and intuitive interface, visibility and tracking across teams and processes, integration capabilities with other tools, centralized process management, notifications, and SLA tracking. One feature I particularly appreciated was the ability to standardize processes while still keeping workflows flexible enough to adapt to different team needs. Teams interact with Pipefy mainly through structured workflows for operation requests, approvals, and task tracking. Instead of relying on scattered communication through chats and emails, they use Pipefy as a centralized platform to submit requests, follow progress, assign responsibilities, or monitor deadlines. It improved collaboration between technical and non-technical teams because everyone had better visibility into the status of tasks and processes.

The flexibility of Pipefy helps my teams because our workflows often change depending on team priorities and operational needs. For example, we initially created a simpler approval workflow for infrastructure requests. Later, as the process evolved, we needed to add new validation stages, automatic notifications, SLA controls, and different approval paths depending on the request type. With Pipefy, we were able to adapt the workflow without needing major redevelopment or complex technical changes. That made it easy for teams to continuously improve processes as requirements changed. Another positive aspect was how quickly non-technical teams could understand and interact with the workflow. The visual organization and automation features helped reduce confusion and improve collaboration across departments.

I also appreciated the reporting and tracking visibility because managers and the team could easily monitor bottlenecks, pending tasks, and process performance in a centralized way.

Overall, I had a positive experience with Pipefy, but I think there are still some areas that could be improved. One area would be advanced workflow management and scalability for more complex enterprise environments. As workflows grow larger and involve many teams, pipelines and automations can become difficult to maintain and organize over time.

I also think reports and analytics could be more flexible and customizable for operational and management level insights. More advanced dashboard capabilities would be helpful for larger organizations. Another improvement could be deeper native integrations with technical and DevOps-oriented tools, especially for infrastructure and engineering workflows. In some cases, more advanced automation logic or conditional workflows require additional configurations or effort. Simplifying this experience could improve usability.

Finally, while the platform is very useful and user-friendly for non-technical users, governance and permission management in larger environments could become easier to structure and manage at scale.

While I do not have exact official metrics available, based on our internal experiences, I would estimate that Pipefy helped reduce manual follow-up and coordination work by around thirty to forty percent. Processes that previously required constant status checks through chat messages and emails became much more centralized and automated. We also noticed faster response times for operational requests because responsibilities, approvals, and deadlines became clearer inside the workflow. From a productivity perspective, automation for notifications, approvals, and task movements probably saved several hours per week for the teams involved, especially for recurring operational processes. Another important improvement was reducing communication gaps and duplicated work. Since everyone had visibility into the workflow status, teams spent less time searching for updates or clarifying ownership. Overall, the biggest gains were in process visibility, operational organization, and reduction of repetitive manual coordination tasks.

One additional improvement that could make Pipefy even better would be stronger AI-assisted workflow recommendations and automation suggestions. For example, intelligent suggestions for process optimization, bottleneck detection, or automation opportunities could help teams continuously improve workflows more proactively. I believe enhanced observability and traceability for complex workflows would be valuable in enterprise environments, especially for teams managing many operational processes simultaneously. Another area could be improving the experience for highly technical teams by offering more advanced API integrations and infrastructure-oriented capabilities while still keeping the platform simple for non-technical users. Overall, I think Pipefy already delivered strong value for workflow and process management, especially because of its flexibility and the ease of adoption across different departments.

My advice would be to start with simple and well-defined workflows first. Then gradually expand automation and process complexity as teams become more familiar with the platform. Pipefy works especially well when organizations take time to standardize processes and clearly define responsibilities, approvals, and workflow stages before building automations. I would also recommend involving both technical and non-technical teams early in the implementation process because one of Pipefy's strengths is improving collaboration and visibility across departments. Another important point is to establish governance and workflow organization standards from the beginning, especially in larger environments. As the number of workflows and automations grows, maintaining consistency becomes very important. For organizations looking to improve operational organization, process tracking, approvals, and workflow automation without heavy deployment effort, I think Pipefy can deliver strong value and a relatively fast adoption.

Overall, I think Pipefy is a strong and flexible workflow management platform that can bring significant value to organizations looking to improve operational processes, collaboration, and automations. What I appreciated most was the balance between usability and flexibility. It allowed both technical and non-technical teams to collaborate more effectively while maintaining process visibility and organization. I also think Pipefy is especially valuable for companies that are transitioning from manual process management and want a more structured and scalable operational model without requiring large development efforts. At the same time, continuing to evolve in enterprise scalability, analytics, integrations, and intelligent automation features could make the platform even stronger for larger and more complex environments. Overall, my experience with the platform was positive, and I believe it can be a very effective solution for workflow and business process management. I would rate this review an eight out of ten.

My main use case for Pipefy is that it provides powerful process automation, and I was impressed by the support we received from Pipefy to make sure the tool supported our processes in my organization. Pipefy is extremely customizable to any process with some incredible automations that helped to reduce our workload. I found it easy to implement and use. It became the starting place for my team every day to ensure that work was moving forward and on track.

With Pipefy, we were able to standardize and expedite manual, repetitive operations including request management, onboarding, and approvals, which changed things for my team significantly. We mostly used spreadsheets and emails prior to Pipefy, which resulted in delays, misunderstandings, and a lack of visibility. We have minimized errors, automated important tasks, and obtained complete insights into work status and deadlines with Pipefy. The effectiveness and accountability of our team have greatly increased as a result.

I also appreciated Pipefy's ability to simplify the process of creating and automating organized workflows without requiring technical knowledge. In my opinion, the best features Pipefy offers are its automation, flexibility in automation, ease of use, and intuitive interface. Automation helps my team streamline workflows without needing technical skills, and the intuitive interface and customizable features enhance collaboration and organization across departments.

Everything is great, but I find that sometimes the server seems very slow on busy days. I notice the slowdown during certain tasks, which brings many delays in my organization and results in wasted time.

I would want Pipefy to work on having a general dashboard for an organization, which should be a panel where all the processes of a single organization can be visualized. This dashboard should allow indicators to see progress, identify overdue tasks, and calculate service level or attention percentages for each of the tasks. This feature, in the long run, would aid our service requests significantly.

I have been using Pipefy for ten years.

Pipefy has been very stable, and I have not experienced any downtime or lagging issues; however, the server can be a bit of a challenge, especially when dealing with certain tasks.

Pipefy's scalability is excellent, as it has been able to scale up as our organization's growth needs arise, making it a very scalable tool.

Pipefy's customer support has been very supportive and proactive for the few times I have had to reach out, and they are solution-oriented and overall very unparalleled.

I previously used ClickUp. I switched from ClickUp to Pipefy because Pipefy is more user-friendly, has a very intuitive interface, and is also very cost-effective compared to ClickUp.

The deployment of Pipefy in my environment took place very easily, and I had no challenges along the way. My experience with the configuration process was easy and smooth, and we never ran into any issues.

I have indeed seen a return on investment by automating the organization's processes in a way that reduces response time, diminishes human errors, and saves time. It is a faster way to create reports, which consequently makes data-driven decisions easier, allowing tasks to be executed in parallel.

Pipefy's cost is relatively competitive compared to other alternatives, and the licensing cost is also competitive.

Before choosing Pipefy, I evaluated other options such as Monday, AI work platform, Process Street, and Kissflow.

My advice to others looking into using Pipefy is that it is very easy to understand the tool and to start using it. Pipefy's automations are extremely helpful, and the Pipefy AI is outstanding. I love the tool so much, and it is highly recommendable based on my use cases and experience. I am interested in analyst insights about other solutions. The interview was great. I gave this review a rating of five out of five.

Pipefy is used to handle tickets, ticketing, inquiries, and help desk pipes. I currently manage two pipes for ticket handling, and there are upcoming pipes that align with different use cases.

Reporting is a main tool I use in Pipefy, following through the tickets especially when connecting with outsourced companies to manage them. Pipefy speeds up my process significantly. Previously, managing emails was cumbersome with around 200 to 500 tickets daily. Pipefy categorizes and moves cards into various phases easily, a stark contrast to following progress in Outlook.

Pipefy's scalability is noteworthy too. It increases awareness through auto replies and emails, smooth ticket category automation, and helps different departments with additional pipes.

The user interface and ease of use are typical, much resembling a usual Kanban board. However, Pipefy requires integration with existing workflows to enhance its functionality, which is still developing. What is lacking is direct support, since I am required to go through a third-party outsourcing company to connect with Pipefy. It would also be beneficial if internal integrations were enhanced for tools such as Power BI, avoiding additional payments.

I started working with Pipefy late twenty twenty four, but I gained my admin access late twenty twenty five.

Pipefy is stable.

Pipefy's scalability is definitely noteworthy. It contributes positively to my workload, allowing me to handle more pipes.

My concern is that I am connected to an outsourcing company, so any request to Pipefy goes through this third party. This is cumbersome, and I find direct customer service with Pipefy to be lacking.

I did previously use ServiceNow in my past work, but in this current employer, it was not Pipefy; it was just Outlook email, which was the best solution for the Outlook migration.

In terms of money and time saved, Pipefy is a great time saver overall, reflecting in analysts handling additional projects beyond ticket management. This has reduced the need for more employees, as I alone can manage the growth using my admin access.

I think it is important to determine first what you need for the solutions because there are also other alternatives, Kanban solutions, or ticketing solutions that you might need; what matters most here is the usability of the interface.

Pipefy is easy to navigate, resembling a more straightforward and user-friendly Kanban board. It could have been better with more integration features in development. It is not Pipefy's fault about some support issues but rather third-party complications. For usability, Pipefy is favorable given its diverse team adaptability. However, lacking innovative features compared to other existing systems is a downside. I rated this review an 8 out of 10.

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.

The best features Pipefy offers include the possibility of managing the process in a Kanban style, the fields and making fields obligatory, together with the possibility of making automations, such as notifying someone if a card is in a phase of that process for a long time, then someone gets a notification. When this activity or this phase is completed, someone gets a notification. All these kinds of automations within the transition of phases is the main function that we use in Pipefy.

The automations and required fields help my team day-to-day by ensuring that we have our database always fully completed. For example, there are no blank spaces. We always have the information standardized because the way people fill the fields is standardized because of Pipefy. We have the possibility to analyze this data easily because of this standardization.

Pipefy has impacted my organization positively as we have not reduced our headcount, but we could if we wanted to because the number of people managing those processes before Pipefy was a lot. We have reduced this, and these people now have more time to focus on more strategic and tactical activities and not only on operational activities. We have more standardized data to analyze and now we have dashboards because we have a digital process and not just an analytical process. We do not have paper forms anymore, but we used to have paper forms. All of this has helped us a lot.

A specific outcome since using Pipefy is that we have reduced lead time significantly.

Pipefy can be improved with processes not only following Kanban styles but other kinds of processes that have more paths, not just a single, direct path, but they have bifurcations. Pipefy can also focus on more dashboards and the way to extract and create indicators in the dashboard section as this appears to be a gap.

I have been using Pipefy for two years.

My advice for others looking into using Pipefy is to first describe the process and the improvements in the process before developing the system and the Kanban style. Before you develop Pipefy, I suggest drawing and describing the responsibilities and describing all the process information and the instructions before the tool. I give this product a rating of 8.

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.

Kanban view really helps us to have a panoramic view of what's happening in the company, how much we have coming in there, and how much can come in within a certain period.

In my opinion, the best features that Pipefy offers are the separation of forms by phase and the tag section for assignment of owners. The separation of forms by phase and the assignment of owners make my day-to-day easier by allowing me to determine small actions at each phase for a specific person, where the form will only be available in that phase. A specific form will only be available in that phase, then from the moment the phase changes, I can switch it to another person and also change the form. The updated form will be available to another person, but it is a totally different form.

Pipefy has had a positive impact on my organization by helping the collections team convert invoices that were overdue into paid invoices and, consequently, cash for the company.

I believe Pipefy can be improved by clarifying the API calls and making packages for API calls more accessible, because in my organization we have a lot of automation, but we have few API calls, precisely because we have a fixed plan and the organization, in fact, does not need that.

I have been using Pipefy for over two years.

My advice for others thinking about using Pipefy is to have defined processes, so that the migration is easier before migrating. I think Pipefy is a good tool for those who already know what they want and need to speed up processes, but in general, it is more important for you to know which data is important for you and which processes you need to define than for you to simply hire a tool. I would rate this experience a seven out of ten.