Pipefy

Key Information

Key Features

• Pipefy AI
• Process templates
• Public shareable forms
• Email templates
• Standard productivity metrics
• Complete activity log
• Mobile app
• Request tracker
• Customizable service portals
• Dashboards
• Field conditional logic
• SLA alerts and notifications
• Add-ons for workflows
• Professional services
• Workflows
• Guest users
• Interfaces
• Database records
• Storage
• Automation and integration
• Native integrations
• Zapier integration
• Mass card creation
• API calls
• Custom integrations
• Connections between workflows
• Visual customization
• Personalized branding
• White label
• Encryption in transit
• Encryption at rest
• Private workflows
• Role-based access
• User restrictions
• Data recovery
• Single sign-on
• Two-factor authentication
• Training and support

Pricing

• Starter: Free
• Business: Contact for pricing
• Enterprise: Contact for pricing
• Unlimited: Contact for pricing

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What is Pipefy?

Pipefy is a business process automation platform designed to help organizations streamline and manage complex workflows efficiently. It offers a user-friendly interface that allows managers to standardize processes without requiring extensive IT knowledge.

Pipefy provides a range of features, including automation, SLA management, advanced reporting, and secure database management. It also offers pre-designed process templates to help structure various business processes, such as task management, software development, and sales pipelines.

Features

• Pipefy AI: This feature simplifies business automation by conserving resources and shortening SLAs through the automation of manual tasks. It reads documents and extracts data to automate complex workflows.
• Process templates: Pipefy offers a variety of pre-designed templates to help structure processes such as task management, software development, and sales pipelines.
• Public shareable forms: Allows users to create and share forms publicly for data collection.
• Email templates: Provides customizable email templates for automated communication.
• Standard productivity metrics: Offers metrics around productivity and lead time for process optimization.
• Complete activity log: Keeps a detailed log of all activities within the platform.
• Mobile app: Enables users to manage workflows on-the-go.
• Request tracker: Tracks requests from both users and non-users.
• Customizable service portals: Allows customization of service portals for client interactions.
• Dashboards: Offers customizable dashboards for real-time process monitoring.
• Field conditional logic: Enables conditional logic for dynamic field management.
• SLA alerts and notifications: Sends alerts and notifications based on service level agreements.
• Add-ons for workflows: Provides additional features to enhance workflow capabilities.
• Professional services: Offers support for complex process implementation.
• Workflows: Supports the creation of multiple workflows.
• Guest users: Allows guest access to workflows.
• Interfaces: Supports integration with various interfaces.
• Database records: Manages database records for process data.
• Storage: Offers storage options for files and data.
• Automation and integration: Enables automation and integration with other systems.
• Native integrations: Integrates natively with tools like Slack and GitHub.
• Zapier integration: Allows integration via Zapier for broader connectivity.
• Mass card creation: Supports mass creation of cards from spreadsheets.
• API calls: Enables API calls for custom integrations.
• Custom integrations: Allows custom integration with any software.
• Connections between workflows: Facilitates connections between different workflows.
• Visual customization: Offers visual customization options for branding.
• Personalized branding: Enables personalized branding for a tailored experience.
• White label: Supports white-labeling for rebranding purposes.
• Encryption in transit: Ensures data encryption during transmission.
• Encryption at rest: Encrypts data when stored.
• Private workflows: Supports private workflows for sensitive processes.
• Role-based access: Provides role-based access control for security.
• User restrictions: Restricts user access to specific cards.
• Data recovery: Offers data recovery options for lost data.
• Single sign-on: Supports single sign-on for easy access.
• Two-factor authentication: Enhances security with two-factor authentication.
• Training and support: Offers training and support resources.

Pros

• Efficient workflow management: Streamlines processes to improve productivity.
• User-friendly interface: Does not require extensive IT knowledge.
• Customizable templates: Offers pre-designed templates for various processes.
• Advanced automation: Automates tasks using AI technology.
• Integration capabilities: Integrates with multiple tools and systems.
• Scalability: Supports growth with unlimited processes and users.

Cons

• Limited free plan features: The free plan has limited features and user capacity.
• Complex setup for large operations: May require professional support for complex implementations.
• No refunds for plan changes: Does not offer refunds for plan downgrades or cancellations.

Pipefy Pricing

• Starter Plan - Free
• Includes Pipefy AI, up to 5 processes, and basic automations.
• Business Plan - Contact for pricing
• Offers unlimited processes, API access, and private processes.
• Enterprise Plan - Contact for pricing
• Includes multiple automations, integrations, and advanced security.
• Unlimited Plan - Contact for pricing
• Provides unlimited automation possibilities and expert support.

Frequently Asked Questions

1. What features does the freemium account of Pipefy offer?

The freemium account, or the Starter Plan, includes features like Pipefy AI, up to 5 processes, basic automations, and visual customization. It supports up to 10 users and offers plug-and-play process templates.

2. How does Pipefy compare to similar tools?

Pipefy stands out with its user-friendly interface and extensive automation capabilities. It integrates well with other tools via Zapier and native integrations, making it versatile for various business needs.

3. What is the usage limit for the free plan?

The free plan limits users to up to 10 users and up to 5 processes. It also has limited automation capabilities compared to paid plans.

4. Does Pipefy support multilingual and multiplatform use?

Pipefy is designed to be accessible across multiple platforms, including mobile devices. However, specific details about multilingual support are not explicitly mentioned.

5. How can Pipefy be used effectively?

Pipefy can be used effectively by leveraging its automation features to streamline repetitive tasks, integrating it with existing systems, and utilizing its reporting tools to monitor process efficiency.

6. What are some use cases for Pipefy?

Pipefy can be used in various industries for tasks such as customer service ticket resolution, finance process automation, and HR onboarding processes. It is particularly useful for managing complex workflows across different departments.

7. What is the refund policy for Pipefy?

Pipefy does not offer refunds for plan cancellations or downgrades. Users can change plans at any time, but they will not receive a refund for any unused portion of their current plan.

8. Are there any prerequisites for using Pipefy?

There are no specific technical prerequisites for using Pipefy, as it is designed to be user-friendly and accessible without extensive IT knowledge. However, for complex operations, professional support may be beneficial.