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What is Pipefy?

Pipefy serves as a business process management platform enhanced by AI, allowing organizations to conserve IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments, including HR, IT, Finance, Marketing, and Sales. With a user-friendly interface, users can effortlessly construct, monitor, automate, and oversee any tailored workflow, regardless of its complexity, without requiring any technical expertise. The no-code BPM software from Pipefy offers a comprehensive end-to-end operation that significantly boosts team productivity, as well as enhances control and visibility throughout the entire process from initiation to completion. By facilitating quicker deployment, reducing implementation costs, and simplifying process complexity alongside preventing costly stack sprawl, Pipefy integrates a robust security suite and offers out-of-the-box connections to over 300 applications and systems, including seamless HTTP/HTTPS integration for broader connectivity. This comprehensive approach not only streamlines operations but also empowers teams to focus on higher-value tasks by minimizing technical barriers.

What is Creatio?

Creatio stands out as a global provider of an innovative no-code platform designed to streamline workflow automation and customer relationship management, delivering unparalleled flexibility. Its user-friendly no-code UI builder, combined with a drag-and-drop business process builder and an array of integrated tools, empowers users to develop business applications of varying complexity and scale, effectively managing both structured and unstructured workflows while supporting extensive reporting, diverse machine learning applications, and adaptable analytical dashboards. By utilizing Creatio, organizations can significantly reduce application development time by as much as tenfold. Moreover, Creatio offers a marketplace filled with pre-built solutions, connectors, and templates tailored to common business requirements and scenarios. The platform is constructed on a contemporary technology stack, ensuring that it seamlessly integrates within an organization's digital ecosystem for maximum adaptability. Additionally, Creatio CRM comprises a comprehensive suite of products that facilitate automation in marketing, sales, and service, all integrated onto a single no-code platform. These products can be implemented as a complete CRM package or as independent solutions, allowing businesses to tailor their use of the platform to meet specific operational demands. This level of customization ensures that organizations can optimize their workflows effectively while leveraging the full potential of the Creatio ecosystem.

Media

Media

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Brandwatch
FlowUp
Google Drive
HubSpot Marketing Hub
Kleene
LinkedIn
Microsoft SharePoint
NetSuite
Pentaho
Sales Robots
Solvemate
TCS Intelligent Urban Exchange
TCS TAP
UiPath
Workday Adaptive Planning
Zoho CRM

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Brandwatch
FlowUp
Google Drive
HubSpot Marketing Hub
Kleene
LinkedIn
Microsoft SharePoint
NetSuite
Pentaho
Sales Robots
Solvemate
TCS Intelligent Urban Exchange
TCS TAP
UiPath
Workday Adaptive Planning
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$25 per user per month
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

Creatio

Date Founded

2014

Company Location

United States

Company Website

www.creatio.com/landings/crm

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

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Automotive CRM

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Business Process Management

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

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

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