Markcomm Pitch

Overview

Pipefy is the software mainly targeted to gain error-proof processes. This solution helps the teams to create high standards, thus designing how these processes will work. You can increase the efficiency of your processes through automation rules and save time. Along with you can eliminate manual and repetitive work. Nearly 50,000 users are working with Pipefy and learning how to manage the work processes efficiently.

Pipefy is a software that provides you with an automated workflow for well organized finances and procurement chains. The software gives you full authority on collection attempts, payment verification and timelines for structured cash flow by operating an error-free Accounts Receivable process. Say no to unorganized invoices, dealing with provisional systems and payment delays. Try your hands on Pipefy for free right away.

Pipefy is a workflow management system that provides your businesses automated workflow for all the processes which includes purchasing, recruiting and enrolling smoothly. Thus requesters, operators and managers work more efficiently. The software encourages employees to create and complete business tasks without technical knowledge or IT assistance because it is a no-code system. Meet your deadlines before time with high quality features and add value to the end result. In about 150 countries, all sized businesses have been using Pipefy and some known brands are Visa, IBM, Santander, Kraft Heinz and Volvo.

Screenshot

Pipefy

Features

  • Access Controls/Permissions
  • Business Process Automation
  • Collaboration Tools
  • Process Mapping
  • Visual Workflow Management
  • Alerts/Notifications
  • Business Process Control
  • Process Change Tracking
  • Process Modeling & Designing
  • Business rules management
  • Due date tracking
  • Event monitoring
  • Mobile process management
  • Process mapping
  • Process modeling & design
  • Document Generation
  • Process Design
  • Process Design
  • Document Management
  • Data Imports/Exports
  • Help Desk Management
  • Forms Management
  • Email Integration
  • Application Integration
  • Knowledge Base
  • Task Tracking
  • Data Mapping
  • Process Mapping
  • Rules-Based Workflow
  • Approval Process Control
  • Workflow Management
  • Task Management
  • 360 Degree Feedback
  • Account Alerts
  • Account Management
  • Alerts / Escalation
  • Applicant Tracking
  • Background Screening
  • Benefits Management
  • Billing & Invoicing
  • Calendar Management
  • Cataloging/Categorization
  • Collections Management
  • Communication Management
  • Compliance Tracking
  • Customer Engagement
  • Customizable Dashboard
  • Customizable Forms
  • Data Extraction
  • Document Management

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, Installed - Mac, Installed - Windows, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Pipefy Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: Pipefy

  • Headquarter: United States

  • Full Address:

Reviews

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.

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* The filter options on pipefy makes it easy to search and track any sales process * The workflow makes it possible to easily choose any stage and track sales operation processes * It is very adaptable to new changes in the sales operation process. This makes it a highly effective and continuously useful for future innovation and variations in business models/operations

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Pipefy is really user-oriented, so it is easy to create and implement pipes. Conditional and Required fields are also really useful and we use them a lot in all our processes. The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!

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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.

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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.

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