Pipefyのレビュー

Pipefy or Trello?

製品を使ってみた感想： Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work.

良いポイント:

That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail.

改善してほしい点:

Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one.

It gives us flexibility in process management

製品を使ってみた感想： Any firm that wants to automate its workflow in a way that even its least tech-savvy employees can learn to utilize quickly and easily should look into Pipefy. It's a fantastic system for facilitating easier HR tasks including onboarding and employing new staff, monitoring expenditures, and more.

良いポイント:

Those who use a wide variety of software for their jobs will appreciate how intuitive and easy to learn Pipefy is to use (like me). My processes are readily and effectively automated. It's easy to use and has been invaluable in helping me run my business. This stuff has been fantastic to use.

改善してほしい点:

There must be enhanced channels of client interaction. A brand-new, radically different upgrade appeared suddenly. It completely threw us off schedule. Because of problems with their notifications, we've been looking for an alternative platform.

Bugs, lack of features

製品を使ってみた感想： I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman?
They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year.

良いポイント:

- Kanban with custom fields / rules - Email automation with easy to build templates -

改善してほしい点:

- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell.

Doing daily tasks is very easy with Pipefy

製品を使ってみた感想： We had no trouble learning to use and making effective use of this software because of how straightforward it is. It's true that we can make the whole team operate productively and efficiently thanks to the software, but it's too expensive for everyone to have access to it. This is especially true for team leaders, human resources, and project staff.

良いポイント:

I really appreciate all the different workflow templates it provides; they make it simple to organize any kind of project or task list, and they can be easily modified to fit our needs. It also helps us keep track of all project expenses thanks to its accounting features like purchase order management, accounting, and invoicing.

改善してほしい点:

I think it would be helpful if they integrated more complex metrics like performance and activity duration; for example, the Gantt chart could show how much time has passed since an activity was scheduled.

Easy tasks Pipefy BPM is simple and useful

製品を使ってみた感想： Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines.

良いポイント:

As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent.

改善してほしい点:

The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.

Pipefy, a flexible application that maximizes the organization's processes and easy integration.

製品を使ってみた感想： Pipefy has been widely accepted in the different organizational areas of the institution since it provides improvement tools that are based on the particular needs of each department and also offers multiple templates to start with predefined patterns and make the necessary customizations that are required for modeling based on particular needs.

良いポイント:

Pipefy is an excellent workflow management and task management platform using agile methodologies, which facilitates the business processes of the organization. One of its many strengths is the implementation of kanban for task tracking, progress recording, and collaborative work since it optimizes the contribution of employees by being able to visualize things to be done, assign delivery times, and generate reports for senior management.

改善してほしい点:

Collaborative work is currently one of the main principles of modern companies; With Pipefy we can establish an initial workflow, invite collaborators to participate in our work area, and increase productivity consistently, making constant changes to increase our level of efficiency.

Best Platform for Process Management

製品を使ってみた感想： It is a great Platform for Workflow and Process Management.

良いポイント:

Easy to create, automate, and modify any type of workflow in your processes providing an efficient communication flow with all stakeholders and generates important metrics to control and monitore the execution of projects, tasks, routines, requests, etc.

改善してほしい点:

The integration should be done directly by the user, without the need to involve the Pipefy Dev Team.

Pipefy - Keeping a tab on all cases/accounts without missing a thing.

良いポイント:

Helps with keeping a sequential track of all action items.

改善してほしい点:

Sometimes, the loading is slow. Also, moving a card from one stage to another, sometimes we have to reload the page as the card vanishes in the mid movement.

Pipefy is an amazing tool that makes business process management easy and efficient.

製品を使ってみた感想： Pipefy is a great cloud-based business process automation software that helps us design, manage, and automate our workflows. This user-friendly platform caters to small to large companies, providing an efficient and comprehensive suite of features to help teams manage their processes.

良いポイント:

One of the best features of Pipefy is the automation capabilities. Automation helps streamline tasks and streamline processes to make them more efficient. This helps free up time and resources, allowing you to focus on what matters most, growing your business. Another feature that users love about Pipefy is its design capabilities. With a drag and drop design tool, we can quickly and easily customize and create our own workflows.

改善してほしい点:

There is nothing to dislike about Pipefy. It helps us to streamline, design, manage and automate our processes, allowing us to focus on growing our business. Whether we are a large or small team, Pipefy is a great tool for managing our business processes and ensuring that we are staying organized and on task.

Advanced project and activity management tool

良いポイント:

Its useful no-code utilities allow for the simple creation of process workflows. The programme is incredibly user-friendly, simple to use, has fantastic graphics, and is quite intuitive. It may be used for project management, process management, and even managing team activities. Pipefy's liberty and empowerment in allowing me to develop and personalise my processes in whatever manner I desire. Furthermore, the amount of detail and history that can be stored on a single Pipe is astounding.

改善してほしい点:

I wish there were materials for making dashboards. Other elements, such as automation, might make some activities easier to do. E-mail tools require a few extra capabilities and resources for developing email templates with better styles. They have certain tight restrictions that even a corporate account cannot change.

Great software, and it can be much better jet!

良いポイント:

I think it's really easy to use and to understand for normal users. When we start using it had outages of the server and a lot of "http 500" errors, but now is pretty stable so we feel it safe now.

改善してほしい点:

The big issue is that we don't see useful the Database feature. We have tried tu use it but we can't export the data. Would be really nice if we can share using an iFrame or something, a list of entries with a filter from database. For example I have an "Events" Database in Pipefy and I would like to share in my web site the Upcoming Events. To achieve this I'll need not only the iFrame to share but a filter to show only upcoming event and not past events. Also I would like to show some data, not all data from the Database. In another words, will be useful something to make queries to the database inside Pipefy. Another issue is that I think It's a heavy software to run in old computers. I think it uses a lot of recourses in the user machine (JS or something) and old computers gets slow. Also I would like to get a better mobile App. It works ok, but I have a lot of trouble with conditional fields in the Apps.

Great process management software!

製品を使ってみた感想： We started using Pipefy a few months ago, after having the same BPM software for almost 5 years and I can tell it was one of the best decisions we have made.
Even with the missing points I mentioned, Pipefy brought us more confidence and reliability. We are a Service-Based Business, so having a Software we can trust and is being constantly improved, is essential.
I would totally recommend Pipefy!

良いポイント:

Pipefy is really user-oriented, so it is easy to create and implement pipes. Conditional and Required fields are also really useful and we use them a lot in all our processes. The Dashboards (still in beta) bring a complete view of our current work and I am sure it will be one of the best tools they have!

改善してほしい点:

I miss having more options when creating automations, being able to pull information from connected cards, make calculations, or bulk edits. Another missing point is that not all fields are searchable, making it hard to find a specific card (if you didn't mark all fields as subtitles) when you have hundreds of them in the same pipe.

Opinion

製品を使ってみた感想： It's a really good platform, the first implemented in our company so I dont have much experience to compare with others. Theres a lot that Pipefy can develop in order to give more data to admin users, but I see that you are always implementing and developing new features, wich is nice.

良いポイント:

Easy customization, fast loading, automization*

改善してほしい点:

For a smaller company is hard to configure automations, upload of database and things that need some sort of "programing". Even with all tutorials, for someone that never read or did anything of programing it was really hard to do everything needed. Maybe because our process are complex, we had a hard time, and still do, to configure everything perfectly even with support help.

Our efficiency increased with Pipefy

製品を使ってみた感想： Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% with Pipefy implementation.

良いポイント:

Flexibility to transform and automate processes.

改善してほしい点:

Absence of functionality to handle calculations and control resource consumption (storage, automation, etc.).

My experience with pipefy

良いポイント:

He is very customizable and versatile. When I have to change some stage of the sales funnel, Pipefy allows me very easily without losing data. The reports are terrific, we can choose absolutely everything we want to analyze.

改善してほしい点:

The dashboards have a lot of bugs, and because of that I lose a plenty of time transfering the data of the reports to Excel. I'd like to not have this mechanical work anymore, by having improved Pipefy dashboards.

Pipefy Gets the Job Done!

製品を使ってみた感想： It's been great! Easy way to dull down some of the excess noise and stay focused on the task at hand for the day.

良いポイント:

I really enjoy being able to keep my workflow organized. It's enough detail to get my job done, but not too overwhelming to where it makes organization harder than it needs to be. The integration with HubSpot is incredible helpful as well.

改善してほしい点:

Sometimes if I'm working quickly, Pipefy can't keep up. The best example I can think of is changing a date within a card, saving, but then not seeing that change reflected.

Could be better

製品を使ってみた感想： It's good, but expensive.

良いポイント:

Is easy to configure the pipes and the user have a lot of options.

改善してほしい点:

The reports is very poor, the user don't have any kind of graphics and you can't bring data from two different pipes. I think the internal team don't like to improve the software frequently and implement new features.

Excelent task management and process administration

製品を使ってみた感想： We've moved our business oportunities management form MS Excel Sheets to Pipefy, so we can access to critical information anywhere and anytime. Also, we are now administrating our customer's database directly in Pipefy.

良いポイント:

It's easy to modify different pipes to adapt the flow to our business' activities. A powerfull tool to manage our day-to-day business oportunities, task assignments and collaborative work.

改善してほしい点:

It could be improved card's conexion between pipes, so one card created in one pipe can be consulted or viewed in another pipe with some critical information.

Great tool for process management, quite hard to make customizable reports

良いポイント:

It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps.

改善してほしい点:

The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version.

Great Product. Annoying company that bombards you with calls and emails.

製品を使ってみた感想： Like I said, it's a great product. Only problem is the company employees send me emails and/or call me every day. I wish I could just use it without the extra baggage.

良いポイント:

The product is great. I use it everyday to keep my tasks organized.

改善してほしい点:

No problems that I can see. Very helpful.

Amazing!!!

良いポイント:

The way they allow you create each step of your workflow is simply amazingly easy! You define wich field is required for de next step with a couple of clicks.

改善してほしい点:

For the things i use, none come to mind. They do great job on creating e manting the software

Pipefy pros and cons

製品を使ってみた感想： I'm organizing the hole process of my business in pipefy, having everything connected and automatized

良いポイント:

Easy to use; very customizable; good interface and support

改善してほしい点:

Poor data analyses; difficult to connect to others softwares

A very simple task manager with attractive UX

製品を使ってみた感想： Well, it has been a nice tool for me and my clients. We use with ease and apart from the features that need to be implemented, it's an everyday tool that never let me down.

良いポイント:

I really liked the usability of the system and its easyness. It's very simple to do any task and even to create rules for cards and integrate pipes. You have many features such as trigger e-mails when something happens or create alert for tasks that are delayed.

改善してほしい点:

Some features that we need to implement to have a better do not exist. For example, I needed to duplicate the pipes with their automations and rules. It turns out only the shell gets duplicated. So I needed to do all the work regarding the automations ans rules again.

We control all our new clients on boarding process with Pipefy, its easy and fast.

製品を使ってみた感想： I can improve my customer on boarding process experience daily basis. I think the power you have of having a timeline of what happened to each customer, who helped, when, etc, gives you enough data to improve your process.

良いポイント:

The fact that I can control my hole sales team in the same "board", I know exactly why I client is delayed and who is responsible for what. Also, I can easily find all the history about this client. For a manager perspective, its a great way of improving our customer experience.

改善してほしい点:

Its not so simple to find information about all the integrations, API etc. There are just a few tutorials, but this is just a non developer opinion.

I love Pipefy!

良いポイント:

The features and automation are top-notch. Best customer care. Amazing process flow that once you learn how the software operates, becomes very easy. Flexibility especially in reporting. Value for money.

改善してほしい点:

Ease of use has been difficult. I had to research and look at so many webinars to understand most of what I know. It was worth it though.