Company Website
Company Website

Ratings and Reviews 589 Ratings

Total
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Ratings and Reviews 3,015 Ratings

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support

What is Pipefy?

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

What is Atera?

Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AIâ„¢ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!

Media

Media

Integrations Supported

Salesforce
Acronis Cyber Protect Cloud
Acronis Cyber Protect
Atera IT Autopilot
ChatGPT
Control D
Google Workspace
HubSpot Customer Platform
Hudu
IRONSCALES
IT Glue
Jira Service Management
Lucidum
Malwarebytes
QuickBooks Online
Splashtop Remote Support
Trello
Workato
Wrike
Zoho Invoice

Integrations Supported

Salesforce
Acronis Cyber Protect Cloud
Acronis Cyber Protect
Atera IT Autopilot
ChatGPT
Control D
Google Workspace
HubSpot Customer Platform
Hudu
IRONSCALES
IT Glue
Jira Service Management
Lucidum
Malwarebytes
QuickBooks Online
Splashtop Remote Support
Trello
Workato
Wrike
Zoho Invoice

API Availability

Has API

API Availability

Has API

Pricing Information

$20 (per-user billing)
Free Trial Offered?
Free Version

Pricing Information

30-DAY FREE TRIAL
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipefy

Date Founded

2014

Company Location

United States

Company Website

www.pipefy.com

Company Facts

Organization Name

Atera

Date Founded

2011

Company Website

www.atera.com/lp/atera-vs-all/

Categories and Features

Business Process Automation

Pipefy is a cutting-edge business process automation platform enhanced with AI capabilities, designed to optimize IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, Sales, and more. With Pipefy, you can effortlessly construct, monitor, automate, and manage any custom workflow, regardless of its complexity, without needing any technical expertise. This no-code business process automation software offers a comprehensive solution that boosts team efficiency, oversight, and transparency throughout the entire process, from initial input to final output. Accelerate implementation, reduce costs, and simplify processes while avoiding the pitfalls of an overcomplicated tech stack. Pipefy comes equipped with a robust security suite, seamless integrations with over 300 applications and systems right from the start, and HTTP/HTTPS compatibility for easy connections with additional tools.

Business Process Management

Pipefy is a cutting-edge business process management platform that leverages artificial intelligence to optimize IT resources while enabling business teams to create and implement up to 85% of their own workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, you can effortlessly design, monitor, automate, and oversee any custom workflow—regardless of its complexity—without the need for technical expertise. This no-code BPM solution provides a seamless end-to-end operation, enhancing team efficiency, oversight, and control from the initial stage to final delivery. Accelerate your deployment process, reduce implementation costs, and simplify workflows while avoiding costly technology stacks. Pipefy comes equipped with a built-in security suite, immediate connectivity to over 300 applications and systems, and supports HTTP/HTTPS for easy integration with your existing tools.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources

Unlock the full potential of your organization with Pipefy, the AI-powered platform for process management that effortlessly integrates the essential elements of HR: personnel, systems, and strategic initiatives. Streamline incoming requests and enhance response times as Pipefy manages all your HR processes in one centralized location, eliminating the need for coding expertise or reliance on specialized third-party service providers. Create personalized employee portals to gather key information, implement standardized HR forms to speed up the handling of requests, and utilize automated email templates for timely service updates. Noteworthy features include an integrated security suite designed to protect sensitive information and a versatile no-code framework that allows for quick setup and reduced implementation costs.

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service

Pipefy is an intuitive no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of workflows and technology stacks throughout the enterprise. This user-friendly and secure tool enables any team to effortlessly create and automate various IT processes, workflows, or service portals. With Pipefy, organizations can accelerate adoption, effectively manage changes with complete transparency, and adapt swiftly to evolving business requirements—all while staying on schedule and within budget. IT teams utilizing Pipefy can monitor each step of the workflow and every component of the tech stack, minimizing risks associated with inadequate governance and unauthorized IT practices. Notable features include over 300 pre-built connectors, seamless HTTPS integrations, a comprehensive security suite, artificial intelligence capabilities, customizable process templates, adaptable forms, conditional rules, and some of the quickest implementation times available in the industry.

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Pipefy is a no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of all internal operations. With Pipefy, IT teams can efficiently deliver projects and resolve tickets promptly and within budget constraints. The platform supports adherence to security and compliance protocols through features such as audit trails, business rules, and role-based access control (RBAC). Automated notifications help avert delays and guarantee quick escalations when necessary, while flexible asset management and tracking workflows are also available. This user-friendly and secure tool is accessible to any team seeking to design and automate various IT processes, workflows, or self-service portals. Notable features include over 300 pre-built connectors, HTTPS integrations, an integrated security suite, artificial intelligence capabilities, customizable forms, rules and conditions, and some of the quickest implementation times in the industry.

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Procure to Pay

Elevate your procurement department from a mere purchasing hub to a key strategic ally in your business. Establish a well-organized, consistent, automated, and foolproof procurement process to accelerate purchase order cycles and enhance collaboration among all stakeholders. Ensure seamless integration of your procurement software or existing legacy systems to expand your operations, while promoting transparency and responsibility throughout every phase. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gain insights into your processes, enabling you to make informed decisions with confidence. Design workflows that are based on industry best practices and specifically adapted to your team's distinct requirements.

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing

Develop a streamlined, consistent, automated, and foolproof purchasing workflow to accelerate the purchase cycle and enhance collaboration among all stakeholders. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gather process insights, enabling you to make informed purchasing choices with confidence. Evaluate supplier effectiveness and establish workflows based on industry best practices, customized to fit your team's specific requirements. Seamlessly connect your accounting software or existing legacy systems to facilitate growth.

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Workflow Management

Pipefy is a cutting-edge workflow management platform augmented by artificial intelligence, designed to optimize IT resources while enabling business teams to create and implement up to 85% of their workflows independently. Unify, automate, and refine your workflows to enhance user experiences, accelerate business outcomes, and improve overall efficiency. Accelerate the deployment process, reduce implementation expenses, and simplify workflows with an integrated security suite. Connect effortlessly to over 300 applications and systems right off the bat, and utilize HTTP/HTTPS protocols to seamlessly integrate Pipefy with your existing tools.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Application Performance Monitoring (APM)

Baseline Manager
Diagnostic Tools
Full Transaction Diagnostics
Performance Control
Resource Management
Root-Cause Diagnosis
Server Performance
Trace Individual Transactions

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Mapping

Color Codes / Icons
Compliance Management
Device Auto Discovery
Hierarchical Mapping
Location-Based Mapping
Map Exporting
On-Demand Mapping
Reporting/Analytics
Self-Updating Maps
Web Traffic Reporting

Network Monitoring

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
IP Address Monitoring
Internet Usage Monitoring
Real Time Analytics
Resource Management
SLA Monitoring
Server Monitoring
Uptime Monitoring
Web Traffic Reporting

Network Troubleshooting

Alerts / Escalation
Bandwidth Troubleshooting
Change Management
Configuration Management
Connectivity Management
Data Visualization
Historical Audit
Mobile Network Troubleshooting
Network Analysis
Network Monitoring

Patch Management

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Compliance Management
Custom Patches
Dashboard
Network Wide Management
Patch Prioritization
Patch Testing
Remote Access/Control
Vulnerability Scanning

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Remote Desktop

Chat
Cross-Platform Access
File Transfer
Group View
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management

Remote Support

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

SaaS Management

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Server Management

CPU Monitoring
Credential Management
Database Servers
Email Monitoring
Event Logs
History Tracking
Patch Management
Scheduling
User Activity Monitoring
Virtual Machine Monitoring

Service Desk

CMDB
Change Management
IT Asset Management
Incident Management
Knowledge Base
Mobile Access
Procurement Management
Remote Control
SLA Management
Self Service Portal

System Monitoring

Alerts / Notifications
Antivirus Management
Data Backup / Recovery
Device Monitoring
Inventory Management
Patch Management
Policy-based Automation
Remote Monitoring
Reporting / Analytics
Risk Analysis
Server Monitoring
Service Configuration Management

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