What advice do you have for others considering Pipefy?

On a scale from one to ten, I rate Pipefy a nine. I think it is a very complete tool and very easy to use, which is why I give it a nine rather than a ten. It does not require great instruction, so you can quickly learn how the tool works and make very effective builds. I only did not give it a ten yet because of the points I mentioned. They are improving every day. Since I started using it until now, the conditionals have become much clearer, the automations too, and the layouts have evolved and that is clear. However, there are still things to evolve, and that is why not a ten. I did not give a lower score because it is effectively functional. I think it is a very complete tool that can help many companies organize themselves better in various areas of any company. I advise others thinking about using Pipefy to do a trial and not be limited to just one area. You can practically run Pipefy across the entire company, simplifying workflows, giving you more governance, standardizing processes, standardizing approvals, and automating several tasks that today are quite operational. Pipefy already has several ready-made layouts that you can adapt, or you can also build your layout from scratch. Do not be limited to just one need.

I believe Pipefy is the best tool today for monitoring customers in the onboarding process, especially enterprise customers who require more critical care because we work with several areas, different people, and the schedule and the checklist need to be very well updated, which is something that Pipefy provides us.

I believe that Pipefy is secure because it is a highly reliable tool, and I believe that it doesn't have data leaks or all these security problems that we have. I would rate my overall experience with Pipefy as a ten.

The control aspect of Pipefy for leadership also helps so that we do not get lost, because since there is a very high workload, this helps us have better organization. The automation and control of having visibility into what is a priority and what is not helps a lot within the platform. All the control I have in the platform is something that adds to the outcome of my work. The email aspect is what helps me the most on a daily basis, where having email within the platform makes all the difference. This optimizes things a lot, besides the ease I have to reorganize my day regarding email. Pipefy has this openness for me to explain my needs and for the platform itself to help with these issues. I highly recommend Pipefy and I really miss it. Today I do not use it, but it is something I really miss. In fact, I have even mentioned this at the company where I currently am; they do not use the platform, and I even suggested that they check the possibility of contracting it, because it really adds a lot to my daily control and organization. Personally, Pipefy adds a lot of value, both for management and analyses. I can clearly understand what the client is asking for, which really makes my work easier. Pipefy is a platform that helps me organize, optimizes my work and, above all, the people who manage my work end up with better control over the entire team. Pipefy positively impacts not only the team but the entire team on the partners and managers side. It does not just help the team that is on the administrative side; it handles the whole management part and also supports the request for demands from other departments, which makes a total difference for everyone on the team and for the company, because the entire company uses Pipefy. The outcome I have is higher revenue. The company uses Pipefy not only for billing but also for the administrative and management part. They also forward things to other departments that handle projects. Pipefy is an important platform for the company itself. It definitely increases the workload for the department, where the team even grew because the work volume increased. This growth is also due to the use of Pipefy, which is an important tool. Pipefy helps with error reduction and time optimization. I ended up shortening the response time and, consequently, bringing benefits to the requester. It is a combination that ends up impacting everyone. Pipefy helps the entire management area, the operational area, the projects area, and it is constantly bringing significant changes to all the teams that use it. Using Pipefy for my turn sheet made the process much faster and more effective, even easier for the management team and my leaders to carry out all the checking. Through Pipefy, it is possible to measure how the workload was, to measure whether I was able to meet deadlines, check if there were delays and what these deadlines were. From there, I had a sense of where I needed to improve. Pipefy also brings this organization aspect where I can see where I am making mistakes and where I am failing, so that I can improve the service and handling side and manage that part as well. My overall rating for Pipefy is a perfect ten out of ten.

Pipefy helped me tremendously because working as a secretary, it is extremely important to see all the steps to manage my time in a good way and not waste time or negatively impact the process. It is very useful, important, and clear. This kind of system helps me with my routine. Pipefy really improved my routine and reduced some errors. The communication was clear and faster than before. In the beginning, the process was done by email where I received the email and sent the email. With Pipefy, everything is there, and you can see all the steps. By using Pipefy in my previous company, we improved the time significantly. It was very efficient because instead of sending emails to customers and employees throughout the company, it was very useful for everyone. I can see the steps, and the employee can see them at the same time. It is good to not waste so much time. There is a specific system for organizing travels, for example. It was excellent because in the beginning, it was difficult to deal with only using emails. My experience with pricing is limited because I work in the administrative area, not in supply. I do not have knowledge about the license or pricing. I work only with administrative support. I would rate this product as a nine out of ten.

I give Pipefy a nine out of ten rating because the support team is a significant pain point for me, and the tool is quite expensive. The real-time information from Pipefy allows me to act before others; I can anticipate issues affecting our funds before they escalate, preventing mistakes that could have significant consequences. The value of this proactive capability is immense. My experience with pricing has been one of shock; when the bill arrives, it is apparent that Pipefy is a very costly tool, prompting discussions about whether we could recreate its functions with alternative systems. My advice for those looking into using Pipefy is to focus on creativity; if you are creative, you can achieve a lot with Pipefy, utilizing automation and understanding how to orchestrate data flows effectively.

I would rate Pipefy a nine on a scale from one to ten. I did not give it a ten because of the crashing and instability issues I mentioned earlier while using Pipefy. I did not give a lower score because it is very useful in my daily work and really speeds things up a lot. All the quotations are done through it, and I really love this system for all these processes. It is very useful in my work. There is a measurable result I can mention regarding time saved after implementing Pipefy. The process of sending a quotation via Pipefy is much faster than sending it by email or another system, which is more time-consuming. Through Pipefy, it is faster due to the practicality of just filling in some parts of the things that are requested in the phase and the fact of just clicking to send it, allowing it to automatically create the RFQ after filling in all the necessary data. I consider this a very positive impact and I think it takes very little time. The entire process takes about two to three minutes at most. I consider it very useful. I strongly recommend Pipefy and advise others to do everything through it if possible, including automatic orders. Before, I only did the monitoring of the phases of the acquisitions, but now I do the quotations directly in Pipefy and some automated orders. I would recommend using it because it is very agile and very useful, particularly because of the Kanban model and the detailed phases, making it very organized for the company's daily work. I do not have information on Pipefy's pricing, setup costs, and licensing. My overall review rating for Pipefy is nine out of ten.

My advice to others looking into using Pipefy is that for business process management where you need to deploy quickly and easily with some sort of personalization, Pipefy is your solution. For sales, I think that Pipefy misses some key sales tools that other sales-focused platforms have, but it is understandable, as that is not the main focus. Automation without coding is also a very positive aspect. I would rate this product at 5 out of 5 stars.

My advice for others thinking about using Pipefy is to have defined processes, so that the migration is easier before migrating. I think Pipefy is a good tool for those who already know what they want and need to speed up processes, but in general, it is more important for you to know which data is important for you and which processes you need to define than for you to simply hire a tool. I would rate this experience a seven out of ten.

My advice for others looking into using Pipefy is to first describe the process and the improvements in the process before developing the system and the Kanban style. Before you develop Pipefy, I suggest drawing and describing the responsibilities and describing all the process information and the instructions before the tool. I give this product a rating of 8.