Pipefy

Overview

Pipefy is an onboarding software that helps human resource professionals reduce manual processes and data inputs. This solution aids teams in automating tasks, including gathering new employee information, updating core HR systems, sending welcome emails, and conducting handoffs to IT and Finance.

The platform has evolved quickly, fueled by a strong market need for better business process management and automated solutions. Pipefy is now implemented by companies including IBM, Visa, Santander, Volvo, and Kraft Heinz in over 215 countries. In this Pipefy review, we will evaluate their pros and cons, usability, features, support quality, and pricing.

Pros and Cons 

Pros

• Simple integration and APIs for integrating with integromat and IFTTT
• A five-pipe free trial allows customers to test it out
• Email and notification triggers with custom process flow and automation tools
• Kanban with custom rules
• Email automation with easy-to-build templates
• Easy to use
• Great for CRM and Project Management
• Continuous updates

Cons

• Tricky automation
• Bugs occur throughout the app
• Reports aren’t effective enough
• Lacks demonstration videos and pictures

Usability

Pipefy meets the demands of most consumers as it provides them with a quick and efficient program. When a preset action or event occurs in Pipefy, an action is automatically triggered. If a new card is transferred into the approval pipe, for instance, a new card is created automatically in the same pipe. 

The feature is known as “linked card,” and it is used when additional procedures emerge that must be completed by other assigned members and applied to a specific card. This automation reduces human mistakes while also ensuring that users stay on track with their processes.

Features

Onboarding activities are automatically communicated to all stakeholders, ensuring that no deadlines are missed.

Workflow standardization is used to ensure that all essential information is gathered and that certain procedures are made mandatory.

Depending on your plan, there are different ways to get started with Pipefy. It only takes a few minutes to try it for free, or you can request a demo and begin working with its customer service team.

Pipefy has several materials on Customer Success, demonstrating how serious it is about it. A help center, HR process templates, a certification program, and a user guide are also available.

Here are some of the features that Pipefy offers:

• Email and Process Templates
• BPM Automation
• Two-Factor Authentication
• Connected Cards
• Advanced Reporting
• Integrations
• Custom Fields
• Conditional Logic
• Workflow Phases or Pipes
• Public Forms
• Kanban User Experience
• SLA Management
• Built-In Calendar
• Email Messaging
• Native Mobile Application

Support Quality 

Their customer service is excellent. There were a couple of times where users said that an agent didn’t seem to understand what they were trying to accomplish. Still, that doesn’t happen frequently. Many have also said the customer support of Pipefy is incredibly nice and considerate. In that department, we don’t believe people require much assistance. This is also known to be the software’s best feature.

There are no videos or pictures to help with the setting up process, which may be seen as a drawback. However, customer support is available through email and phone calls 24 hours of the day if you get stuck.

Pipefy Pricing – What Does It Cost? 

Now in our Pipefy review, we will discuss their pricing plans. The software offers a free plan, a business plan for $22 per user per month, and an enterprise plan for $30 per user per month, but you may need to contact a vendor. These prices are based on paying annually and saving up to 20%, but you can also pay monthly. Moreover, the company provides an unlimited plan with configurable pricing after the enterprise level.

Conclusion 

Pipefy is quick to set up, easy to use, and integrates seamlessly with your current HR software. With automated communication and defined workflows, it saves you time and helps you build a solid team.

Try Out Pipefy Now!