Leader badge

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.

Pricing

Price Starts At:
$20 (per-user billing)
Price Overview:
✓ Unlimited processes / Plug-n-play templates

✓ Request tracker

✓ Visual customization

✓ Unlimited users (per-user billing)

✓ Automations and Pipefy’s API

✓ Role-based access

✓ Data recovery
Free Version:
Free Version available.

Screenshots and Video

Company Facts

Company Name:
Pipefy
Date Founded:
2014
Company Location:
United States
Company Website:
Edit This Page

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Enterprise
Government
Supported Languages
English
Portuguese

Pipefy Categories and Features

Workflow Management Software

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

Purchasing Software

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

Procure to Pay Software

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

ITSM Software

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

IT Service Software

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

Human Resources Software

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

Customer Success Software

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

Customer Service Software

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

Business Process Management Software

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

Business Process Automation Tool

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.

More Pipefy Categories

Workflow Automation

Pipefy is an advanced workflow automation solution powered by AI, designed to optimize IT resources while enabling business teams to create and implement as much as 85% of their own workflows. Unify, automate, and enhance your workflows to provide superior experiences for end-users, achieve quicker business outcomes, and improve overall efficiency. Accelerate the rollout process, reduce implementation expenses, and simplify complex procedures while avoiding costly technology overload. Benefit from an integrated security system, seamless connections to over 300 applications and systems right from the start, and HTTP/HTTPS support to link Pipefy with all other tools.

HR Service Delivery

Unlock the full potential of your business with Pipefy, a cutting-edge process management platform enhanced by AI that effectively connects the core elements of HR: people, systems, and strategy. Streamline your HR operations by managing incoming requests and minimizing response times all from one centralized hub, with no need for coding skills or reliance on external service providers. Create tailored employee portals to gather essential information, utilize standardized HR forms to speed up the handling of requests, and implement automated email templates for timely service notifications. Notable features include a comprehensive security suite designed to protect sensitive information and a user-friendly no-code framework that allows for quicker implementation and reduced costs.

Digital Process Automation

Pipefy is an advanced digital process automation platform that leverages AI to optimize IT resources while enabling business teams to create and launch up to 85% of their workflows without the need for coding skills or external technical services. Enhance user experiences and accelerate business outcomes by standardizing, streamlining, and interlinking workflows. Notable features include an integrated security suite and a versatile no-code framework that allows for rapid deployment and reduced implementation costs. Reduce process complexity and avoid costly technology overload with native integrations to over 300 applications and systems, along with HTTP/HTTPS support for seamless integration with any other tools.

  • Reviewer Name: A Verified Reviewer
    Position: Product
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Pipefy review

    Date: Dec 10 2022
    Summary

    Overall, I highly recommend Pipefy for anyone looking for an easy-to-use project management tool. It is a great tool for streamlining workflow processes and it is packed with features that are sure to make any project a success.

    Positive

    Pipefy is an incredible online project management tool that allows users to streamline their workflow processes. It offers users a wide range of features and tools to organize, assign, and track their tasks. The drag-and-drop interface makes it very easy to use and it has a great user-friendly design.

    The tool offers users a variety of templates for different types of projects, allowing them to easily create and customize their own process. It also comes with a powerful search engine, which helps users quickly find the relevant information they need.

    Negative

    The interface is clunky and difficult to navigate, making it hard to quickly find the information you need. Additionally, the software is not customizable, making it difficult to tailor the system to our specific needs

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Incredible and Versatile Workflow management

    Date: Aug 22 2020
    Summary

    Pipefy is an incredible and versatile workflow automation tool. It's reliable and very easy to adopt platform for employees. It helps minimize our efforts and maximize our focus on process and sales.

    Positive

    Pipefy is versatile. Even I didn't use its full potential it delivers me more than expected. Easy customizable. Powerful Analytics and monitoring of work progress. Process control.

    Negative

    It worked great for me. Nothing to share about cons.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Customer relations and Marketing Specialist
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Tool with multi-benefits

    Updated: Nov 11 2020
    Summary

    Pipefy is a very advanced tool for business processes. It offers well categorized multiple functions to collaboratively work with effectiveness. Overall, Pipefy is an amazing tool.

    Positive

    Pipefy has multiple usages, it supports recruiting member, boost teamwork, marketing and manage customer support. We are using its team collaboration to manage our marketing strategy with effective power. It's very easy in the platform usability.

    Negative

    For help desk solution it's not great in managing tickets.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Public Relations Coordinator
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Manage Workflow

    Date: Oct 15 2020
    Summary

    We are very happy with its performance to automate and manage workflow with the very least effort. We are using Pipefy to solve our bad management into a streamlined workflow. It gives us the power to centralize our working structure into Pipefy's dashboard to manage effectively.

    Positive

    You can easily adapt this solution into your small and mid business. It's dashboard provides a great resource to manage and visualize the process of workflow. It helps to boost collaboration to effective results.

    Negative

    Works as described. It's worth your invested time.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Technical Program Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Create your custom workflow

    Date: Nov 03 2020
    Summary

    Overall, Pipefy is quite an effective platform to create a unified workflow and streamlined the work processes. The interface is user friendly, recommend to everyone.

    Positive

    Pipefy has great potential to make workspace unified for tasks. It helps to stay on top of the tasks using its custom workflows. I liked being able to integrate with Salesforce to boost its efficiency. The interface is also streamlined.

    Negative

    The first few times you may face difficulty in creating a custom workflow.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Operations and Marketing Analyst
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Advanced, Accurate and Reliable

    Updated: Oct 30 2020
    Summary

    We are using Pipefy to manage our marketing and help desk solutions. Its dashboard is clean and easy to navigate. In a usability Pipefy moderate platform.

    Positive

    Pipefy turns to be a game-changer in my workspace to work collaborated for our marketing and help desk solutions.
    - The template for the sales pipeline is pretty robust, no code is required to deploy.
    - Combined dashboard for different business activities.

    Negative

    In usability, Pipefy platform is not so simple or easy.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Finance Intern
    Has used product for: Free Trial
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Loved using it!

    Date: Aug 23 2020
    Summary

    It is one of the best process management platforms available on the market with free version and a very cheap starting price for the paid version with features incorporating your daily task needs, customer service, HR, finance and such.

    Positive

    It is easy to set up and has a wide number of features including setting up daily tasks, and managing things like customer care, human resource, finance and such.

    Negative

    I have not found any cons myself but If users want advanced features they can try and get it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: IT Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    One of the best business solution

    Updated: Oct 23 2020
    Summary

    Our team productivity increases significantly after implementing the Pipefy custom workflow. You can automate most of the workflow without any coding. Overall, Pipefy is an amazing work management tool.

    Positive

    We can perform many business activities including HR, marketing and customer service from one software. It improves the workflow and automates most of the processes.

    Negative

    It is one of the greatest business suction. No dislike.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Engineer, Customer Experience
    Has used product for: Free Trial
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great in theory, but clunky

    Date: Jun 20 2020
    Summary

    We looked into Pipefy to provide better integration between our Sales, Marketing, and Support departments. The idea being to have a clean hand-off of client data from Sales to Support. When Support identifies something that interests the client, they could easily trigger for Marketing to start a new email campaign, for instance.

    To Pipefy's credit, the basic workflows we created resulted in a trial success. This is a testament to Pipefy's ease of use and the quality of their support.

    Where Pipefy breaks down is that it doesn't get particularly granular. Most of how Pipefy works is that you sort of push requests from queue to queue until someone manually does a thing. That's definitely a form of automation, but not as rich of an experience as we hoped.

    Even so, to setup these more advanced workflows takes time. Both because the web platform is really clunky and slow and because it takes time to grasp the relationships. The first part is Pipefy's fault; the latter is more the reality that these systems take time to build.

    Pipefy does offer some basic boxed designs, like Help Desk, but they aren't very good. They seem to be there more to instruct on best practices than to be used.

    Overall, Pipefy was the best of we felt like the time to production was too vast. We felt that if we were going to spend six months to build a system in Pipefy, we might as well build something more customized using other systems and programming languages (Note: the prices are not comparable).

    Positive

    Excellent support.
    One of the few apps that makes good use of triggers.
    Basic templates for most businesses.

    Negative

    The triggers aren't particularly robust.
    You pretty much have to build everything yourself.
    Tracking emails for support systems is rough.
    The interface is slow and clunky.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Technical Support
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Automated Workflow platform

    Date: Aug 22 2020
    Summary

    Pipefy is an extremely effective platform, to automate workflow without any stress. It allows us to manage and collaborate with our remote team. We are using Pipefy with Slack app integration. Overall we had a positive experience with it.

    Positive

    • Its Slack integration works great and extremely useful.
    • Team collaboration. Helps to organize and communicate.
    • Realtime project progress status for the administrator.

    Negative

    • We had an overall positive experience with it.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Marketer
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great for workflow management in small businesses

    Date: Aug 22 2020
    Summary

    Pipefy can be modeled to manage literally any process from recruitment to sales to finances. If you spend a lot of paper and a lot of time in managing these, you should definitely try Pipefy.

    Positive

    - The architecture is very flexible irrespective of who is building the process. The modular interface lets you add only the fields you need to track and remove everything else.
    - The free version itself has a pretty decent feature set.

    Negative

    - Some third-party app integrations like payments etc struggle to work occasionally.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: SMM Manager
    Has used product for: Free Trial
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Plug and Play software

    Date: Aug 22 2020
    Summary

    Very much reliable and secure software. Mobile app version is also available. Keeps track record of tasks. Creates seamlessly information flows. Easy customisable features. Automated emails and messages sending features. Pre designed templates saves lots of time and energy.

    Positive

    Pipefy helps our HR team to standardise workflows. Increases our productivity. Easy to understand and use. Helps in keeping all the things at a single place. Centralize requested forms. Easily integrates with Hubspot, Slack, SAP, Oracle, Salesforce, Gusto, Sage etc. Automate daily routine works.

    Negative

    Great and powerful software. No cons found till now.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Lead Marketing Analyst
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Effective Business Process Management Software

    Date: Aug 22 2020
    Summary

    Pipefy uses cards based visualizer which can be triggered through pre-set triggers and action can be set upon such as creating, moving, merging the cards. You can import all your email templates to Pipefy which can be easily used to send emails to the recipients with just one click from the card itself. It has good sizeable template repository which you can edit according to your need for creating workflow process.

    Positive

    Pipefy is very effective workflow management software. It offers great compatibility with most of the leading third party applications. The user interface is clean and clutter-free. Pipefy offers a great capability of collaboration and very effective business process management.

    Negative

    Pipefy is a comprehensive business process management software which offers wide implementation scope. I am very much satisfied with it. No Cons.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Technical architect
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Automates the workflow

    Date: Oct 28 2020
    Summary

    Worth a try! It an amazing business tool. I like its streamlined structure. Pipefy delivers exactly what we want in our workflow management.

    Positive

    Pipefy is an amazing workflow manager. We are using Pipefy to automate our workflow. It's very easy to build automated project cards. The UX is pretty appealing and smooth in navigation.

    Negative

    We are using it for a long time. Never encountered any major cons.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Program Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    A powerful Integration to make the workflow smoother and simple

    Date: Aug 23 2020
    Summary

    I love the Pipefy's ability to customize and helps us to collaborate for our remote work. It allows us to enhance our efficiency and makes us really close even working remote. It provides one hub to control the entire workflow.

    Positive

    Intuitive user interface. It's works smooth and flawless. Super modern workflow management. Easily Integrates with other business solutions. Easy connection to collaborate.

    Negative

    No cons. I will recommend this tool. Makes management smoother and simple.

    Read More...
  • Previous
  • You're on page 1
  • Next