Introducing Pipefy: The Workflow Tools of Tomorrow, Today!

Founded:	2015
CEO:	Alessio Alionço
Employees:	501-1000
Headquarters:	California
Last Update:	2022

What Is Pipefy?

Pipefy is a cloud-based business process management (BPM) platform that enables organizations to streamline and automate their workflows. With Pipefy, users can create custom processes for different departments, track progress in real-time, and collaborate with team members in one centralized location.

Who Benefits From Using Pipefy

As a powerful business process management (BPM) platform, Pipefy benefits a wide range of organizations, from small startups to large enterprises. Its user-friendly interface and robust features make it an ideal solution for teams looking to streamline their workflows and improve productivity.

With its customizable process templates and task management features, teams can easily set up and automate their workflows, freeing up time for more important tasks. Additionally, Pipefy’s automation capabilities can help reduce errors and delays by automating repetitive tasks and ensuring that all team members are on the same page.

Pipefy Features

Customizable process templates

Pipefy offers a library of pre-built process templates that can be customized to fit your team’s unique needs. These templates provide a framework for common business processes such as sales, HR, and customer support. You can customize each template by adding or removing stages, defining rules and requirements, and setting up automation. This makes it easy for teams to get started quickly and ensures that each process follows a consistent structure.

Task management

Pipefy allows users to assign tasks to team members, set deadlines, and track progress in real-time. Each task can be customized with a range of options, including due dates, priority levels, and checklists. You can also set up notifications to keep team members informed about upcoming deadlines and completed tasks. This helps ensure that everyone is on the same page and can help reduce errors and delays.

Automation

One of the most powerful features of Pipefy is its automation capabilities. Users can automate repetitive tasks and workflows, saving time and reducing errors. For example, you can set up triggers that automatically move a task from one stage to the next when certain conditions are met, such as when a form is submitted or a deadline is reached. You can also use Pipefy’s integration capabilities to automate tasks across multiple platforms.

Integrations

Pipefy integrates with a range of other tools, including email, chat, and CRM systems. This makes it easy to connect Pipefy with your existing tools and processes. For example, you can set up an integration with Slack to receive notifications when a task is completed, or you can integrate Pipefy with your CRM system to automatically create a new lead when a form is submitted.

Reporting and analytics

Pipefy provides powerful reporting and analytics features to help teams measure performance and identify areas for improvement. You can track metrics such as cycle time, throughput, and lead time to identify bottlenecks and optimize your workflows. You can also create custom reports and dashboards to provide insights into team performance and progress towards goals.

How To Use Pipefy

• Create an account: To get started with Pipefy, you need to create an account. You can do this by visiting the Pipefy website and clicking on the “Sign Up” button. Follow the prompts to enter your name, email address, and password. You can also sign up using your Google or Microsoft account.
• Create a process: Once you have created an account, you can start creating processes. A process is a series of stages that represent a specific workflow, such as a sales pipeline or a hiring process. To create a process, click on the “New Process” button and select a template from the library or create a new process from scratch.
• Customize the process: After creating the process, you can customize it to fit your team’s needs. Add or remove stages, define rules and requirements, and set up automation. For example, you can set up triggers to automatically move tasks from one stage to the next when certain conditions are met.
• Add team members: Next, you can add team members to the process. To do this, click on the “Team” tab and invite team members by email. You can also set up roles and permissions to control access to the process.
• Create tasks: Once you have set up the process and added team members, you can start creating tasks. To create a task, click on the stage where you want to add the task and click on the “New Card” button. You can then add details such as the task name, description, due date, and assignee.
• Track progress: As tasks are completed, you can track progress in real-time. You can see which tasks are in progress, which tasks are overdue, and which tasks have been completed. You can also use Pipefy’s reporting and analytics features to track cycle time and throughput metrics.
• Integrate with other tools: Finally, you can integrate Pipefy with other tools such as email, chat, and CRM systems. This can help automate tasks and streamline workflows. To set up an integration, click on the “Integrations” tab and select the tool you want to integrate with.

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Pricing/ Plans

Six Reasons Why You Should Use Pipefy

1. Streamline your workflows: Pipefy helps you streamline your workflows and automate repetitive tasks. This saves you time and reduces errors, allowing you to focus on more important tasks.
2. Improve collaboration: With Pipefy, you can easily collaborate with team members and stakeholders. You can assign tasks, set deadlines, and track progress in real-time, ensuring that everyone is on the same page.
3. Customize your processes: Pipefy allows you to customize your processes to fit your team’s unique needs. You can add or remove stages, define rules and requirements, and set up automation to create a process that works best for your team.
4. Gain insights into your performance: Pipefy provides powerful reporting and analytics features that allow you to track metrics such as cycle time, throughput, and lead time. This helps you identify bottlenecks and areas for improvement, allowing you to optimize your processes.
5. Integrate with other tools: Pipefy integrates with a range of other tools, including email, chat, and CRM systems. This makes it easy to connect Pipefy with your existing tools and processes, allowing you to automate tasks across multiple platforms.
6. Improve customer satisfaction: By streamlining your workflows and improving collaboration, Pipefy can help you improve customer satisfaction. This can lead to increased loyalty, repeat business, and referrals.

FAQs

Pros OF Pipefy

• Customizable processes: Pipefy allows you to create and customize processes that meet your team’s unique needs.
• Easy to use: The interface is user-friendly, and the setup process is straightforward.
• Automation: Pipefy offers powerful automation features that can save time and reduce errors.
• Collaboration: Pipefy makes it easy to collaborate with team members and stakeholders, allowing everyone to stay on the same page.
• Reporting and analytics: Pipefy provides robust reporting and analytics features that help teams identify bottlenecks and areas for improvement.
• Integrations: Pipefy integrates with a wide range of other tools, making it easy to connect with your existing workflows and processes.

Cons OF Pipefy

• Limited functionality in the free version: The free version of Pipefy has limited functionality, and some features are only available in the paid version.
• Cost: Pipefy can be expensive for smaller teams or startups, especially if they need access to advanced features.
• Limited mobile app: The mobile app is not as full-featured as the desktop version, which can be a drawback for teams on the go.
• Learning curve: Although Pipefy is user-friendly, it can take some time to learn how to use all of the features effectively.
• Limited customization: While Pipefy offers a lot of customization options, some users may find that the level of customization available is not sufficient for their needs.

Conclusion

Pipefy is a powerful business process and workflow management tool. It has an easy-to-use interface, customizable templates, and automation features to help businesses save time and increase productivity. Pipefy is an all-in-one solution for businesses of all sizes and industries, with a long list of features such as process automation, task management, and reporting. Furthermore, its integrations with popular apps such as Slack, Trello, and Zapier make it even more versatile and user-friendly.

Overall, Pipefy is well worth considering if you need a flexible and efficient way to manage your workflows.