Opiniones de Pipefy

Sobre Pipefy

Pipefy es un software de gestión de procesos sin programación que permite a cualquier persona crear y automatizar flujos de trabajo eficientes por su cuenta.

Descubre más sobre Pipefy

Puntos a favor:

The interface is user friendly, it's easy to learn and very intuitive.

Puntos en contra:

Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.

Valoraciones de Pipefy

Evaluación media

Facilidad de uso
4,5
Atención al cliente
4,6
Funcionalidades
4,4
Relación calidad-precio
4,5

Probabilidad de recomendación

8,9/10

Pipefy tiene una valoración global de 4,6 estrellas sobre 5 según las 292 opiniones de usuarios de Capterra.

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Filtrar opiniones (292)

Elina
Licenciada en Uruguay
Servicios para el consumidor, 201-500 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Reseña Avanza

4,0 hace 2 años

Comentarios: Nos ha permitido un mejor control del registro y control de la nómina de empleados, así como de los documentos relevados en varios procesos, también permite tener en una misma vista un panorama de los principales procesos y detectar rápidamente demoras en determinadas fases. También es muy útil los mail automáticos.

Puntos a favor:

Pipefy es una herramienta intuitiva y fácil de configurar en las los distintos procesos, desde Avanza estamos conformes con su usabilidad y es nuestro propósito ampliar y maximizar las distintas opciones e integraciones que provee la herramienta.

Puntos en contra:

Como posibilidades de mejora, entendemos mejor desarrollo fácil en el uso de los Dashboard y la reportería en general; configuración del los PDF que no toman datos incluidos en las BBDD; la búsqueda de tarjeta de forma ágil en la vista Kanban; que en la BBDD se puedan configurar campos condicionales será de mucha ayuda.

Miguel
Miguel
Development engineer en España
Usuario de Linkedin verificado
Telecomunicaciones, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Facilita el flujo de trabajo

4,0 hace 5 días Nuevo

Puntos a favor:

Facil de usar asi como la personalización de tarjetas para el flujo de trabajo

Puntos en contra:

El filtrado de tarjetas a la hora de buscar es muy limitado.

Fabrício Yutaka
Fabrício Yutaka
Founder en Brasil
Usuario de Linkedin verificado
Marketing y publicidad, Trabajador autónomo
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Pipefy or Trello?

5,0 hace 3 años

Comentarios: Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

Puntos a favor:

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.

Puntos en contra:

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.

Shayla
Shayla
Human Resources Specialist en EE. UU.
Usuario de Linkedin verificado
Tecnología y servicios de la información, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Doing daily tasks is very easy with Pipefy

4,0 hace 3 semanas Nuevo

Comentarios: We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.

Puntos a favor:

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

Puntos en contra:

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Ricardo
CEO en Brasil
Internet, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Bugs, lack of features

3,0 hace 2 años

Comentarios: I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

Puntos a favor:

- Kanban with custom fields / rules - Email automation with easy to build templates -

Puntos en contra:

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Jose
Jose
Business Change Manager. IPMA. PMP. en Panamá
Usuario de Linkedin verificado
Software informático, 1.001-5.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Pipefy, a flexible application that maximizes the organization's processes and easy integration.

5,0 hace 3 semanas Nuevo

Comentarios: Pipefy has been widely accepted in the different organizational areas of the institution since it provides improvement tools that are based on the particular needs of each department and also offers multiple templates to start with predefined patterns and make the necessary customizations that are required for modeling based on particular needs.

Puntos a favor:

Pipefy is an excellent workflow management and task management platform using agile methodologies, which facilitates the business processes of the organization. One of its many strengths is the implementation of kanban for task tracking, progress recording, and collaborative work since it optimizes the contribution of employees by being able to visualize things to be done, assign delivery times, and generate reports for senior management.

Puntos en contra:

Collaborative work is currently one of the main principles of modern companies; With Pipefy we can establish an initial workflow, invite collaborators to participate in our work area, and increase productivity consistently, making constant changes to increase our level of efficiency.

Melissa
Melissa
Game Developer en EE. UU.
Usuario de Linkedin verificado
Software informático, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Incredible collaboration tool that increases productivity

4,0 hace 8 meses

Comentarios: Straightforward, user-friendly, and excellent for group projects — but most importantly, it helps you achieve your sales closing objectives. Customer service is also top-notch, with responses being quick. Those that are assigned a job are held accountable for their actions, and bottlenecks may be easily identified to remedy any issues. This allows clients to be involved in the process; they are able to track the development of their briefs. This, in my opinion, helps with the client's approval process.

Puntos a favor:

Pipefy is a great tool since it allows you to develop and manage any type of process from the ground up. Pipefy handles everything from procurement to sales to recruitment to project management. To make your life simpler, you have the ability to attach documents, email check lists, and link to other pipes.

Puntos en contra:

Pipefy's support staff is really helpful and patient while guiding you through this process, thus it's difficult to track down right now. They give you the opportunity to fail, which helps you learn how to utilize Pipefy better. This technology might be difficult to grasp and use at first, but it is worth the effort in the long run.

Alexandre
Executive Director en Brasil
Consultoría de gestión, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Best Platform for Process Management

5,0 hace 3 meses

Comentarios: It is a great Platform for Workflow and Process Management.

Puntos a favor:

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

Puntos en contra:

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

Caroline
Channels Manager en Brasil
Hostelería, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Awesome

5,0 hace 9 meses

Comentarios: Here we could create and develop very manual process in an easiest and automated way, which improve our results and evaluate our road to the success. All in one complete, very efficient and confident tool, Pipefy really does the difference in our daily work.

Puntos a favor:

The easy way to built forms, flows and all project management here, also the CRM and communication tools we can set up, automations and integrations between different tools are really easy and a game changing here, because we can do all these in only one software, where all our team can have access and contribute, it saves a lot of time and work.

Puntos en contra:

All the flows have to be created from a pre-formatted template or from the zero. There is no an addaptation we can do from a sheet or another software we have used, for example. It would help a lot if we wanted to migrate from another platform to Pipefy.

Mrinal
Account Manager en India
Seguros, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Pipefy - Keeping a tab on all cases/accounts without missing a thing.

5,0 hace 6 meses

Puntos a favor:

Helps with keeping a sequential track of all action items.

Puntos en contra:

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

Mohamed
Associate Payments en Jordania
Banca, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

assists in planning operations and ensures the safety of procedures.

5,0 la semana pasada Nuevo

Comentarios: Pipefy helped us evaluate the product well, find solutions, and get additional time to test the product while ensuring key stakeholder engagement.

Puntos a favor:

Pipefy enables team members to collaborate in proper planning of operations, ensuring that all procedures related to them are carried out within a pre-determined time frame, and makes the process of obtaining the required approvals easier. With Pipefy we were able to design process paths and also create distinct flow branches, which are completely adaptable, ensuring that when a process is found within the diagram that is missing a field, then a different path of the process can be followed and different actors are notified directly to take the correct action.

Puntos en contra:

There are no problems getting started; the only drawback is that there is a learning curve associated with the platform. Once you understand the reasons behind it, it works fine.

Saymon
Software Analyst en Brasil
Tecnología y servicios de la información, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Pipefy Review

5,0 hace 2 meses Nuevo

Puntos a favor:

I really like the way to automate forms in Pipefy

Puntos en contra:

So far I haven't found any cons, he always understood me very well.

Paulo
Product Coordinator en Brasil
Tecnología y servicios de la información, 10.000+ empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Innovative and clean alternative to Trello

5,0 hace 4 años

Comentarios: Great kanban option that's fast and gets the job done.

Puntos a favor:

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.

Puntos en contra:

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).

Henrique
Partner en Brasil
Diseño, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Good value, but can be improved

4,0 hace 3 años

Comentarios: Overall the software is good. Its a balanced value for the money. But be prepared to spend a very long time understanding and learning how to get the most of it. And we also had the help for a pipefy staff that was very important.

Puntos a favor:

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.

Puntos en contra:

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.

Carolina
Merchant Success Analyst en Brasil
Servicios financieros, 501-1.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Pipefy is the best tool to get things done

5,0 hace 2 años

Comentarios: My experience with Pipefy is really satisfactory! I was able to deploy 3 new processes and avoid many mistakes by controlling them better and using Pipefy's features.

Puntos a favor:

It's the easiest tool to set up any type of process or project that you currently need to organize and deploy.

Puntos en contra:

I'd like to have a better system to create approval and escalation processes

Mirna
Software Developer en Brasil
Software informático, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Easy to use but automations need to improve!

4,0 hace 3 años

Comentarios: In our business, we use Pipefy to receive demands from our customers.
This tool brought the following benefits to us: it unified our channel for receiving demands; brought visualization of the demands for everyone involved in the process.

Puntos a favor:

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

Puntos en contra:

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.

ANDRE
Business Manager en Brasil
Contabilidad, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

A very versatile plataform to build and manage process

5,0 hace 3 años

Comentarios: Pretty good. The support team is great and, for 90% of the occasions, I can use Pipefy to manage my team and our process.

Puntos a favor:

Pipefy pretty versatile, for example, we use to manage payments, clients, leads, manufacturing...

Puntos en contra:

We can build lots of different reports, but we're not able to do basic maths with those numbers. It would be good to automatize and generate more functional reports.

Fernanda
Onboarding en Brasil
Marketing y publicidad, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Pipefy is really good

5,0 hace 2 años

Comentarios: I love using pipefy, it really makes my day by day easier. I never lost any information, I never miss any deadline, it's really incredible.

Puntos a favor:

It helps me organize my processes and my day by day; It's easy to use; let you customize everything; Changed completely my daily routine for the best

Puntos en contra:

It's expensive; I don't like that it's pricing per user.

Ralph
Real Estate Agent en Sudáfrica
Propiedad inmobiliaria, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Pipefy review

4,0 hace 3 años

Puntos a favor:

The horizontal flow or the work environment and the customizabilty.

Puntos en contra:

Some automation lag, but I am in Africa so the delay is most likely from my side.

Hector
Owner en EE. UU.
Restaurantes, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Pipefy - easy to use

4,0 hace 2 años

Puntos a favor:

Ease of use and mobile app features. Automations included.

Puntos en contra:

Lack of built in functions like conditional logic and mathematical operations.

Bojan
Bojan
Manager - Channel Digital Transformation en Canadá
Usuario de Linkedin verificado
Telecomunicaciones, 10.000+ empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Exceptionally Flexible and Easy to Use

4,0 hace 4 años

Comentarios: Project and process management for small business teams (3-10 team members) within a larger enterprise where the needs are unique but the scale cannot support custom development.

Puntos a favor:

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.

Puntos en contra:

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.

Torey
Torey
Founder en EE. UU.
Usuario de Linkedin verificado
Servicios de información
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Finally, a process management system that I can get behind! I'm all in!

5,0 hace 5 años

Puntos a favor:

It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything. Customer support has been great! Features: - The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power. - Relational database tables that can be tied to cards. - Specify the flow card needs to take through the process, can't start the job until you have ordered materials - Take action when certain fields change. - Create and track sub-processes. - Super solid GraphQL API. - Reporting based on a cards fields.

Puntos en contra:

- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App. - You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc.

Respuesta de Pipefy

hace 5 años

Thank you so much for your feedback!

Guilherme
Relationship Analyst en Brasil
Seguros, 10.000+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Management is in your hands.

5,0 hace 2 años

Comentarios: We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system.

Puntos a favor:

I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it.

Puntos en contra:

I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually.

Joao
Head of Marketing en Brasil
Consultoría de gestión, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Lacks a few funcionalities

4,0 hace 3 años

Puntos a favor:

Very easy to use, I also love the automations

Puntos en contra:

I've been using it to start a recruiting a campaign and I had to label the participants between male and female. I noticed it's very hard to label one by one. You have to click each card individually, click on "labels" then click on the gender. I'm a user of Todoist and I reckon you could use a similar feature to them. I expected to right click the card and see pipefy options (such as "add comments", "select label"), instead of my browser options (such as reload page, save page, copy, paste etc). Also, I do not like how many times the notifications pop up in the page. After I see it the first time, they shouldn't keep popping up every time I switch to the Pipefy tab.

Carolina
Operations Specialist en España
Salud, bienestar y deporte, 1.001-5.000 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Amazing! Don't know how to work without Pipefy anymore. Helps me to organize & control all my tasks.

5,0 hace 5 años

Comentarios: Helps me to receive and control all my tasks in a practical and organized way. Keeping an important historical.

Puntos a favor:

The support team has always helped me right away! I'm very impressed with their service and attention. Always communicating about new features and doing webinars. You can see that this company really cares about their clients.

Puntos en contra:

When you delete a field from the pipefy we lose the historical from the previous pipes. We should keep the changes just for the news pipes, but don't erase anything on the old pipes. They should have someone in the support team that speaks Spanish. Because some of my colleagues don't speak English, so I need t help them in the communication with Pipefy support team.

Respuesta de Pipefy

hace 5 años

Thank you for your feedback!