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Pipefy

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Business Process Automation & Workflow Software

4.6 10 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Pipefy

"Businesses that deal with repeated processes often find Pipefy useful for keeping work organized and moving forward without constant follow-ups. Process management becomes easier when teams can track requests, approvals, and tasks in a structured way. It works well for HR, finance, and operations teams handling high volumes of recurring work. That said, smaller teams with simple workflows may find the setup takes more time than expected to get right."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Pipefy Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.6 / 5
Starting PricePer User
Free TrialNot available
Free VersionYes
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Pipefy Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Pipefy

Pipefy is a versatile business process management software designed to streamline workflows and optimize efficiency. Serving as an intuitive process management tool, Pipefy empowers users to create, automate, and monitor workflows seamlessly. It offers a range of features, including customizable process templates, automation rules, and dynamic forms for tailored solutions. With a user-friendly interface, task prioritization and collaboration become straightforward. The platform supports real-time communication and integrates with various third-party applications, enhancing adaptability. Pipefy's robust analytics tools provide insights into performance metrics, facilitating continuous improvement. Suited for diverse industries, Pipefy simplifies complex processes, making it an essential tool for effective business management.
Company Pipefy
Founded 2014
Headquarters United States
Employees 51-100

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac Linux

Typical Customers

Large-Enterprise-Business
Languages Supported 3 languages available
English Portuguese Spanish
Industries Served 4 industries available
Education Management Higher Education Human Resources Non-profit Organization Management

Why Choose Pipefy

Problem it Solves

  • Problem it Solves Streamlining Workflow Management For Teams And Projects

Target Users

  • Target Users Small Business Owners
  • Target Users Operations Managers
  • Target Users Project Managers
  • Target Users HR Professionals
  • Target Users IT Teams

Core Use Case

  • Core Use Case Automate Workflow Processes
  • Core Use Case Streamline Task Management
  • Core Use Case Enhance Team Collaboration
  • Core Use Case Track Project Progress
  • Core Use Case Integrate With Existing Tools

USP

  • USP Streamline Workflows Effortlessly With Pipefy's Intuitive Automation Platform

Pros

  • Pros No-code workflow builder that genuinely requires zero technical background
  • Pros Conditional logic in forms adapts dynamically to each respondent's input
  • Pros Built-in database tables connect related process data without extra tools
  • Pros Public forms capture external requests directly into your workflow pipes
  • Pros Approval flows get configured in minutes, not days
  • Pros Native integrations with Slack, Salesforce, and SAP cover most stacks
  • Pros Detailed audit trails make compliance reviews far less painful
  • Pros Scales comfortably from a single team to enterprise-wide operations

Cons

  • Cons Reporting depth falls short for data-driven operations teams
  • Cons Self-service kiosk setup demands more technical effort than expected
  • Cons Pricing climbs noticeably once locations and user seats scale up
  • Cons Smaller businesses may find the feature breadth exceeds their needs
Editorial Buyer Guidance

Who Is Pipefy Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Workflow Management For Teams And Projects

Target Users

  • Small Business Owners
  • Operations Managers
  • Project Managers
  • HR Professionals
  • IT Teams

Core Use Cases

  • Automate Workflow Processes
  • Streamline Task Management
  • Enhance Team Collaboration
  • Track Project Progress
  • Integrate With Existing Tools

Unique Selling Point

Streamline Workflows Effortlessly With Pipefy's Intuitive Automation Platform

Strengths and Limitations

Pipefy Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • No-code workflow builder that genuinely requires zero technical background
  • Conditional logic in forms adapts dynamically to each respondent's input
  • Built-in database tables connect related process data without extra tools
  • Public forms capture external requests directly into your workflow pipes
  • Approval flows get configured in minutes, not days
  • Native integrations with Slack, Salesforce, and SAP cover most stacks
  • Detailed audit trails make compliance reviews far less painful
  • Scales comfortably from a single team to enterprise-wide operations
!

Cons

  • Reporting depth falls short for data-driven operations teams
  • Self-service kiosk setup demands more technical effort than expected
  • Pricing climbs noticeably once locations and user seats scale up
  • Smaller businesses may find the feature breadth exceeds their needs
Category-Based Capabilities

Pipefy Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Accounts Payable Software 18 selected features Open category ↗ ⌄
Invoice Processing Approval Process Control Electronic Payments Vendor Management Expense Tracking Tax Calculation Compliance Management Fraud Detection Document Management Multi-Currency Receipt Management ACH Payment Processing Recurring Payments Duplicate Payment Alert Purchase Order Management PO Reconciliation Supplier Management Artificial Intelligence
Email Management Software 24 selected features Open category ↗ ⌄
Email Tracking Contact Management Auto-Responders Signature Management Spam Blocker Email Marketing Customer Segmentation Alerts/Notifications Email Monitoring Chat/Messaging Routing Canned Responses Whitelisting/Blacklisting Search/Filter Drag & Drop Campaign Management Shared Inboxes Inbox Management Response Management Email Templates Queue Management Email Distribution Collaboration Tools Prioritization
Human Resources Software 28 selected features Open category ↗ ⌄

Pipefy is a no-code workflow automation platform that helps HR teams manage recruiting, onboarding, and employee requests. It uses AI agents to automate approvals, benefits, and offboarding, plus self-service portals for employees. HR teams get centralized data, custom workflows, and dashboards without needing coding skills.

Performance Management Employee Database Applicant Tracking Compensation Management Employee Management Recruitment Management Employee Profiles Succession Planning Benefits Management Time & Attendance Learning & Development Self Service Portal Reporting/Analytics Employee Onboarding Training Management Payroll Management Sick Leave Tracking HR Management Calendar Management Approval Process Control Vacation/Leave Tracking Document Management 360 Degree Feedback Time Off Management Compliance Management Access Controls/Permissions Attendance Tracking Artificial Intelligence
Onboarding Software 32 selected features Open category ↗ ⌄
Training Management Activity Dashboard Employee Portal HR Management Role-Based Permissions Leave Tracking Calendar Management Employee Handbook Alerts/Notifications Compliance Management Document Storage Payroll Management Electronic Signature Activity Tracking Job Description Management Task Management Performance Management Employee Profiles Employee Onboarding Applicant Tracking Recruitment Management Learning Management Benefits Management Feedback Management Self Service Portal Electronic Forms Employee Management Collaboration Tools Mentorship Employee Database Approval Process Control Artificial Intelligence
Business Process Management Software 27 selected features Open category ↗ ⌄
Business Process Automation Drag & Drop Access Controls/Permissions Reporting/Analytics Configurable Workflow Process Change Tracking Business Process Control Forms Management Customizable Templates Workflow Management No-Code Third Party Integrations Approval Process Control Collaboration Tools Document Storage Process Modeling & Designing Task Management Audit Trail Customizable Fields Monitoring Email Management Data Visualization Calendar Management User Management Graphical Workflow Editor Forms Automation Artificial Intelligence
Workflow Management Software 30 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow Artificial Intelligence
Customer Service Software 26 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management Artificial Intelligence
ITSM Software 31 selected features Open category ↗ ⌄
Service Catalog Alerts/Escalation Multi-Channel Communication Configuration Management Inventory Management Approval Process Control Contract/License Management Asset Tracking Prioritization Activity Tracking Change Management Knowledge Base Management Self Service Portal Incident Management Alerts/Notifications Chat/Messaging Project Management SLA Management Access Controls/Permissions Problem Management Availability Management Support Ticket Management Surveys & Feedback Help Desk Management Capacity Management Release Management Asset Lifecycle Management Task Management Audit Trail Remote Access & Monitoring Artificial Intelligence
IT Management Software 30 selected features Open category ↗ ⌄
Change Management SLA Management Activity Tracking Knowledge Management Dashboard Audit Management Self Service Portal Patch Management Capacity Management Configuration Management License Management Alerts/Notifications Inventory Management Compliance Management Remote Access/Control Server Monitoring Event Logs Task Management Incident Management SSL Security Audit Trail Access Controls/Permissions Ticket Management Maintenance Scheduling Chat/Messaging Issue Auditing IT Asset Tracking IT Risk Management Network Security Artificial Intelligence
Collaboration Software 26 selected features Open category ↗ ⌄
Project Management Screen Sharing Drag & Drop @mentions Communication Management Discussions/Forums Commenting/Notes File Sharing Real Time Notifications Calendar Management Video Conferencing Chat/Messaging Version Control Task Management Contact Management Document Management Task Progress Tracking Content Management Collaboration Tools Alerts/Notifications Task Scheduling To-Do List Prioritization Tagging Assignment Management Artificial Intelligence
Customer Engagement Software 23 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis Artificial Intelligence
Customer Satisfaction Software 24 selected features Open category ↗ ⌄
Trend Analysis Survey/Poll Management Data Visualization Reporting/Analytics Chat/Messaging CRM Feedback Management Customer Segmentation Customer Database SMS Messaging Visual Analytics Email Management Engagement Tracking Multi-Channel Communication Complaint Monitoring Customer Experience Management Sentiment Analysis Performance Metrics Social Media Integration Customer Journey Mapping NPS Survey CES Survey CSAT Survey Artificial Intelligence
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Recruiting Software 32 selected features Open category ↗ ⌄
Reference Checking Background Screening Billing & Invoicing Activity Dashboard Talent Acquisition Recruiting Firms Social Media Integration Reporting/Analytics Calendar Management Compliance Management Collaboration Tools Job Posting Jobs Board Activity Tracking Assessment Management Social Recruiting Self Service Portal Candidate Management Task Management Job Management Internal Chat Integration CRM Job Requisition Onboarding Email Management Interview Management Email Marketing Resume Parsing Applicant Tracking Internal HR Resume Search Resume Database
Accounts Receivable Software 19 selected features Open category ↗ ⌄
Billing and Invoicing Invoice Management Customer Account Management ACH Payment Processing Online Payments Credit Management Aging Tracking Collections Management Profit/Loss Statement Receivables Ledger Subscription Billing Dispute Resolution Revenue Recognition Reminders Customer Communication Receipt Management Multi-Currency Cash Flow Management Document Management
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard Activity Tracking Chat/Messaging Client Management Client Portal Collaboration Tools Communication Management Data Import/Export Document Management Electronic Forms Email Management Onboarding Reporting & Statistics Surveys & Feedback Task Management Third-Party Integrations Workflow Management
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Form Builder Software 6 selected features Open category ↗ ⌄
Forms Creation & Design Template Management Data Import/Export Drag & Drop Conditional Logic Artificial Intelligence
Forms Automation Software 17 selected features Open category ↗ ⌄
Electronic Signature Forms Creation & Design Customizable Templates Offline Access Archiving & Retention Collaboration Tools Drag & Drop Version Control Forms Management Process/Workflow Automation Full Text Search Third-Party Integrations Data Import/Export Access Controls/Permissions File Storage Customizable Forms Artificial Intelligence
IT Service Software 19 selected features Open category ↗ ⌄
Release Management Contract/License Management Knowledge Management Activity Dashboard Self Service Portal Workflow Management Service Catalog Third-Party Integrations Configuration Management Alerts/Notifications Inventory Management Change Management Problem Management Compliance Management Task Management Support Ticket Management Real-Time Monitoring Resource Allocation & Planning Service Request Management
No Code Platform Software 10 selected features Open category ↗ ⌄
Collaboration Tools Drag & Drop Integrations Management Performance Metrics Pre-Built Modules Workflow Management Deployment Management Visual Modeling Web/Mobile App Development Artificial Intelligence
Procure to Pay Software 10 selected features Open category ↗ ⌄
Financial Reporting Vendor Management Integration Management Compliance Management Contract Lifecycle Management Budgeting/Forecasting Inventory Management Order Management Billing & Invoicing Artificial Intelligence
Procurement Software 19 selected features Open category ↗ ⌄
Receiving Invoice Processing Spend Analysis Spend Control Purchase Order Management Spend Management Contract/License Management Supplier Management Approval Process Control Sourcing Management Fixed Asset Management Inventory Management Vendor Management Quotes/Estimates Requisition Management Cataloging/Categorization Budgeting/Forecasting Inventory Control Artificial Intelligence
Purchasing Software 17 selected features Open category ↗ ⌄
Supplier Management Activity Dashboard Compliance Management Budgeting/Forecasting Inventory Management Reporting & Statistics Alerts/Notifications Order Management Multi-Currency Data Import/Export Sourcing Management Workflow Management Real-Time Data Access Controls/Permissions Purchasing Reports Approval Process Control Artificial Intelligence
Connected Applications

Pipefy Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 18 integrations
Pricing Information

Pipefy Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Not available
Free Version Yes
Payment Frequency Annual Subscription
Pricing Page ↗
Verified User Feedback

Pipefy Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Pipefy Review ↗
4.6
Based on 10 approved reviews
5 stars 58%
4 stars 40%
3 stars 3%
2 stars 0%
1 star 0%
Fabrizio M.
Fabrizio M. Technical Recruiter

Positive Pipefy Experience

I had to manage a significant number of applicants across various roles, and Pipefy really streamlined the process for my team, making it easier to filter and select candidates. The card interface for the hiring pipeline was visually appealing and saved us a lot of time.

Reviewed on September, 2024
Koshal Chhapiya
Koshal Chhapiya

Good Pipefy Experience

I had very good experience with Pipefy!!! It meets all my needs perfectly. I would definietly recommend Pipefy to my friends and colleauges as well!! 5* software that has everything!!

Reviewed on June, 2024
Maximilian B.
Maximilian B. Business Intelligence Manager

My Pipefy Experience

My experience with Pipefy has been excellent. Collaborating with my Account Growth Managers, Customer Success Representatives, and Solutions Engineers has shown me their commitment to delivering high-quality work and a valuable product. The user-friendly interface and no-code building solution make it easy for me to train my team on new processes.

Reviewed on April, 2024
Laura H.
Laura H. Human Resources Generalist

Very well recommended tool

If you're looking to automate your workflow in a way that's accessible for even the least tech-savvy employees, I highly recommend Pipefy. It simplifies HR tasks like onboarding and expense tracking, making my processes much more efficient. I find it intuitive and easy to learn, which has been invaluable for my business.

Reviewed on March, 2023
Shayla B.
Shayla B. Human Resources Specialist

Pipefy is easy to learn and use

It is very easy to use software and has variety of workflow templates that simplify project organization and can be tailored to our needs. Additionally, its accounting features help track project expenses.

Reviewed on January, 2023
Melissa H.
Melissa H. Game Developer

Excellent tool for managing sales and project management

Its user-friendly interface is great for group projects and their quick customer service and accountability fosters among team members.

Reviewed on June, 2022
lucas B.
lucas B. marketing head

proved to be brilliant for our organization

Pipefy automates processes and enhances organization. Its impressive capacity for managing workflows is a significant advantage.

Reviewed on July, 2021
María Ariana G.
María Ariana G. MD, MsC

I’m truly enjoying this tool!

It plays a crucial role in enhancing my daily workflow by helping me maintain a clear and organized view of my processes.

Reviewed on January, 2021
Bruno G.
Bruno G. Ux ui DEsigner

Pipefy Review

I really appreciate the design and CRM management capabilities, especially with its calendar features. The interface is easy to navigate and visually appealing, making it user-friendly while packed with useful functionalities.

Reviewed on December, 2020
Bruna B.
Bruna B. Graphic designer

Great platform for managing my daily tasks

Pipefy helps me to easily track my work, jot down important details for each task, and see what my colleagues are working on.

Reviewed on March, 2020
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Frequently Asked Questions

Pipefy FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Pipefy is a versatile business process management software designed to streamline workflows and optimize efficiency. Serving as an intuitive process management tool, Pipefy empowers users to create, automate, and monitor workflows seamlessly. It offers a range of features, including customizable process templates, automation rules, and dynamic forms for tailored solutions. With a user-friendly interface, task prioritization and collaboration become straightforward. The platform supports real-time communication and integrates with various third-party applications, enhancing adaptability. Pipefy's robust analytics tools provide insights into performance metrics, facilitating continuous improvement. Suited for diverse industries, Pipefy simplifies complex processes, making it an essential tool for effective business management.

  • Yes, Pipefy offers a free version.

  • No, Pipefy does not offer any free trial.

  • Pipefy supports the following payment frequencies:

    • Annual Subscription

  • No, Pipefy does not offer an API.

  • Pipefy can be integrated with the following applications:

    • Salesforce Sales Cloud , Jira , Asana , Mailchimp , Google Workspace , HubSpot CRM , Slack , Twilio , Gmail , Microsoft Outlook , Trello , Microsoft OneDrive for Business , Zendesk Suite , GitHub , Intercom , Microsoft Teams , Zapier , Dropbox , jira

  • Pipefy offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Pipefy offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Pipefy supports the following languages:
    • English , Portuguese , Spanish

  • Following are the typical users of the Pipefy:
    • Large-Enterprise-Business

  • Pipefy supports the following deployment:
    • Cloud Hosted

  • Pipefy supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux
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