Avaliações do Pipefy

Vantagens

Bem organizado, posso deixar comentado o que eu fiz perante aquele card, mover para as fases que o projeto está

Desvantagens

1) Não consigo abrir o card, e ir passando card por card sem precisar fechar um para depois abrir outro;
2) 99,9% das vezes que estou fazendo um filtro, preciso atualizar no mínimo 2 vezes para que o pipe volte a funcionar e filtre os clientes novamente, sem bugs.
3) Muitas das vezes não consigo fazer download de um aquivo, seja ele imagem ou documento, pelo botão download.
Que eu me lembro de momento é isso.

Vantagens

O Pipefy mudou muito a maneira de analisar e melhorar os processos das empresas. Automatizar esses processos e estabelecer rotinas nunca foi tão fácil como agora. Isso é uma vantagem incrível para qualquer empresa, de qualquer porte.

Desvantagens

Para ser melhor, o Pipefy poderia ter campos e formulários mais maleáveis, ou seja, campos em que perguntas e opções pudessem ficar ao lado ao invés de sempre embaixo. Não é uma questão estética apenas. Além disso, as automações apresentam vasto campo de melhorias e oportunidades para desenvolvimento.

Vantagens

O que mais gosto é a parte de controle de clientes, onde em cada pipe posso tentar recuperar um cliente com emaisl personalizados.

Desvantagens

As vezes fica um pouco complexo a alteração de detalhes e demais configurações.

Vantagens

O que eu mais gostei do software é a aplicabilidade de controlar os processos, por meio da visualização do quadro kanban e dos relatórios personalizáveis. O software me surpreendeu no sentido de que ele pode ser aplicado ao core-business de micro-pequenas empresas, a depender da complexidade do processo e tamanho da empresa.

Desvantagens

Até o momento não fizemos integração com outros sistemas. O que eu gostei menos no software foi a falta de um dashboard interno mais robusto. Por exemplo, poderia colocar no sistema metas pre-estabelecido como prática de um planejamento e comparar isso com a execução do processo. Seria um update de grande valor percebido pelo cliente!

Vantagens

Praticidade, agilidade e organização dos processos dentro da Entidade.

Desvantagens

A facilidade de orquestrar processos internos. Não precisamos de experiências técnicas de Tecnologia para operacionalizar a ferramenta.

Vantagens

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy.

Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

Desvantagens

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

Vantagens

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

If you have ever needed ANY of these items, this product is for you, all in an affordable package.

Desvantagens

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

Vantagens

Easy to setup the basics - reporting is good, quick & easy, nice Kanban functionality & automation.
It's fast, clean, simple & my sales team actually use it (and seem to like it!!)

Desvantagens

Couple of bugs, API doesn't seem to work at the moment with some integrations as it seems to have been upgraded recently, their android app / mobile browser layout is terrible.
Some aspects of the reporting can be a bit restrictive in terms of filters

Vantagens

Pipefy has a lot of tools to help small business that haven`t IT Team.
Automations, integration with Zapier and API Access are one of more importants tools of Pipefy, with this three tools you can make pipefy work as your business process work, and with a lot of AUTOMATION!

Pipefy templates: Pipefy offers templates to start your process control, probably any process that you will put on pipefy, someone already did. So you can just use an template, and adapt they to your business.

Pipefy Apps: Pipefy gives some apps integrations direct in the Pipefy Platform. My preferred is "Sprint App", Sprint App transform the Pipefy Kanban in a Sprint Tool, with management of Sprints, etc.

Desvantagens

Some features that i would like to see in Pipefy is:

- Time control: could have some "Pipefy Apps" that generate time report of taks, and users.

- Export Database: One thing that I would like is be able to export Database data with just one Button. I needed this tool a lot of times, and I had to write an script to do this using the GraphQL Api.

Vantagens

Pipefy has a great UX, is very intuitive and very easy to use. The learning curve is fast, and when you learn to use it, you can automate almost any process. For example, in our design company, we connect various processes of our company such as Sales process, budget proposals, accounts payable, accounts receivable, task management , project management and even the hiring process.

We connect to Pipefy with slack to notify when a new project starts or when we start a new project or close a deal.

Desvantagens

There are just a few details than pipefy could improve as:
- Use math formulas on his forms
- Calculate the real time use on a process it only calculates the time on the pipe of a card.

Vantagens

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

Desvantagens

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

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

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

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

Vantagens

Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes.

Desvantagens

I didn't like is that we are not allowed to change the colours of the tool.

Vantagens

Flexibility to transform and automate processes.

Desvantagens

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

Vantagens

It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development.

Desvantagens

It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect.

Vantagens

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

Desvantagens

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

Vantagens

1. Easy integration and APIs provided for integration using integromat, IFTTT
2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management
3. Custom process flow and automation tools for trigerring mails and notifications

Desvantagens

1. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together.
2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products

Vantagens

What I like the most about it is its customisability. It's got different kinds of organising your boards depending on the kind of projects you're working on. Not as advanced as the rather expensive-ish Monday.com, but more so than Trello in those terms. Also, its UI is quite clean, and the prices are not bad for those who want to take the experience to the next level. It's also got a decent mobile app that gets the job done.

Desvantagens

The main reason I quit using it was the lack of integrations. To be fair, that was a bit ago, and they've got more integrations now than they did before, but still quite far from Trello. May not be a problem for many, though! It was for me due to specific needs, but may not be for you. Also, I question myself on its privacy, as the Pipefy staff contacted me for some free online courses (probably because I worked at Dell at the time and they wanted to mention in their site that it's used there too; in the videoconference they even mentioned the title of one of my boards).

Vantagens

I really liked the kanban style, the possibilities to bring all my back office routines to only one software. I also like the automations, the forms that can be filled from people outside my organization.

Desvantagens

The setup is VERY time consuming. And when you start to link pipes or customize the start forms that are linked to other pipes you can get lost very quickly... One thing thats very bad, is when you have a pipe linked to another and you change the origin form, you lose your automation and have to unlink and link it back again. Its ok when you don't have automated rules, but when you have a huge card with 50 items and conditionals and you have to relink them all back is very bad. Other thing thas annoys me is that you have to refresh the pipes frequently, or it doesn't show for me the changes my staff just made.

Vantagens

The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me.

Desvantagens

I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others.

Vantagens

- Ease of use (once you get familiarized with where is everything and terminology)
- Comprehensive API
- Great support and UX
- Consistency

Desvantagens

- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database)
- The API documentation is really messy and even as a developer I get lost
- The mobile app is a huge mess and the only really lacking part of the UX
- Web interface could be more responsive

Vantagens

Easy customization, fast loading, automization*

Desvantagens

For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed.

Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.

Vantagens

The fact that we adapt Pipefy to all our needs, improving personal and the entire company development in a way that other applications can't do.

Desvantagens

Sometimes it's scary to think in all the detailed configuration we have to do to made it work the way we want.

Vantagens

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

Desvantagens

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

Vantagens

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

Desvantagens

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

Vantagens

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

Desvantagens

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