Pipefy Overview

Pipefy brings structure, visibility, and organization to work processes. The platform allows users to take control and improve their workflows.

Use Cases

Customers recommend Workflow Management, Onboarding, Helpdesk Management, as the business use cases that they have been most satisfied with while using Pipefy.

Other use cases:

  • Collaboration
  • Communication Management
  • Engagement Management
  • Content Management
  • Campaign Management
  • Lead Tracking
  • Contact List Management
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Business Priorities

Launch New Products and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipefy.

Other priorities:

  • Improve Internal Communications
  • Improve Efficiency
  • Scale Best Practices
  • Increase Sales & Revenue
  • Build Brand Awareness
  • Enter New Markets Internationally Or Locally
  • Enhance Customer Relationships
  • Improve Digital And Social Presence
  • Improve Visibility
  • Manage Risk
  • Establish Thought Leadership
See all business priorities See less business priorities

Pipefy Use-Cases and Business Priorities: Customer Satisfaction Data

Pipefy's features include Templates, Personalization, Live Monitoring, etc. and Pipefy support capabilities include 24/7 Support, Email Support, AI Powered, etc. also Pipefy analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Ease and practicality when creating and/or tracking workflows...." Peer review by Chafi A, Engineering Manager

Peer review evidence (same sources as the product rating summary)

"...Getting StartedKissflow and Pipefy are platforms that allow you to model and implement workflows like approvals and collaboration...." Building A Software Product Without a Software Developer on Your Founding Team
"...We could better organize our onboarding pipelines with Pipefy...." Peer review by Dilson M., Head of Customer Success, Computer Software
"...Great product, helpful support team, possibilities to use the API...." Peer review by Geert D., Data Consultant, Information Technology and Services

Pipefy, Lokalise, Yespo Оmnichannel CDP, ExpertSender, Lead Liaison, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Pipefy

Top Industries

  • Information Technology and Services
  • Computer Software
  • Hospital & Health Care

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Pipefy is popular in Information Technology And Services, Computer Software, and Hospital & Health Care and is widely used by Small Business, Mid Market, and Large Enterprise.

Pipefy Customer wins, Customer success stories, Case studies

How can Pipefy enhance your Workflow Management process?

What makes Pipefy ideal for Onboarding?

What benefits does Pipefy offer for Helpdesk Management?

What solutions does Pipefy provide for Collaboration?

How can Pipefy optimize your Communication Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Pipefy solved their Marketing Automation needs. Cuspera uses 1061 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.

 

Cloud AI Update - Pipefy Expands US Reach With Oracle Cloud AI Integration - simplywall.st

Pipefy has expanded its US presence by integrating Oracle Cloud Infrastructure (OCI) AI Agents into its operations. This move highlights Oracle's strategy to leverage its AI infrastructure for practi...cal enterprise applications, potentially increasing the adoption of diverse AI workloads on OCI.

Read on →

A LatAm leader financial institution - Financial Services - Financial Services

Pipefy helped a leading Latin American financial institution cut bidding process lead times by 80%. The bank needed fast, secure business process automation to handle changing regulations and reduce ...manual work. Pipefy replaced paper-based workflows, improved visibility, and reduced errors. Over 2,500 users now manage 600+ processes across 9 departments with Pipefy. The solution met strict IT and security requirements, avoiding IT backlog and costly in-house development.

Read on →

Becton Dickinson (BD) - Medical Devices - Medical Devices

Pipefy helped Becton Dickinson standardize customer registration across 20+ LATAM countries. Before Pipefy, BD used ServiceNow, SharePoint, email, and spreadsheets, leading to delays and manual work.... The Master Data team struggled with decentralization and tracking SLAs. With Pipefy, BD gained flexibility, conditional logic for document collection, and an intuitive platform for global teams. This improved efficiency and process control in their customer onboarding workflows.

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Capgemini - Information Technology And Services - Information Technology and Services

Pipefy helps Capgemini improve order-to-cash operations. The platform reduces shadow-work by centralizing information and updating data across systems. Managers gain better visibility and control ove...r email resolution and query volume. Standardized steps and automation, including RPA, streamline processes. Capgemini's teams respond to clients faster, boosting customer satisfaction.

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Magazine Luiza - Retail - retail

Pipefy helped Magazine Luiza's Design and Branding Studio manage over 3,000 marketing assets each month. The team faced delays and confusion due to poor communication and decentralized tasks. Nearly ...half of their project briefings lacked key information. With Pipefy, they standardized briefings, centralized requests, and automated manual steps. This reduced rework and improved workflow organization for their marketing operations.

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Ti.Saúde - Health, Wellness And Fitness - Health, Wellness and Fitness

Pipefy helped Ti.Saúde automate sales and onboarding. Before Pipefy, Ti.Saúde used Pipedrive with manual steps and no integration. Pipefy let them create custom workflows for each customer type. They... centralized all client data and automated follow-ups. Teams like sales, customer success, finance, and HR now use Pipefy for better process management.

Read on →

Frequently Asked Questions(FAQ)

for Pipefy

What is Pipefy used for?

Pipefy is a Marketing Automation Software mainly used by its customers to Launch New Products and Acquire Customers by Workflow Management, Onboarding and Helpdesk Management .

What are the top features of Pipefy?

Templates, Personalization and Live monitoring are some of the top features of Pipefy.

Who uses Pipefy?

Pipefy is used by Information Technology And Services, Computer Software and Hospital & Health Care among other industries.

What are Pipefy alternatives?

Lokalise, Yespo Оmnichannel CDP, ExpertSender and Lead Liaison are popular alternatives for Pipefy.

Where is Pipefy located?

Pipefy is headquartered at San Francisco, California.
lightning

Peers used Pipefy for workflow management and onboarding

Pipefy Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.70/5 ★

Read Reviews (40)
Custom Reports

4.25/5 ★

Read Reviews (209)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.70/5 ★

Read Reviews (40)
Custom Reports

4.25/5 ★

Read Reviews (209)

Software Failure Risk Guidance

?

for Pipefy

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipefy

Pipefy Inc. News

Partnership

Pipefy Partners with Microsoft to Expand AI Capabilities

Pipefy has partnered with Microsoft to enhance its AI capabilities within its business orchestration platform. This collaboration leverages Microsoft's AI infrastructure and Foundry to develop AI projects, making Pipefy's solutions available globally through the Microsoft Marketplace. The partnership aims to provide enterprises with AI-driven workflows, ensuring governance and scalability.

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Partnership

Pipefy to Partner with Microsoft to Accelerate AI Initiatives for ...

Pipefy and Microsoft have formed a partnership to enhance AI initiatives. This collaboration aims to leverage Microsoft's AI capabilities to improve Pipefy's process management solutions, offering advanced automation and efficiency for businesses.

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Partnership

Pipefy and Microsoft Foundry: Governed AI Orchestration via Marketplace

Pipefy has announced a multi-year collaboration with Microsoft to enhance its AI-powered orchestration platform. This partnership will leverage Microsoft Foundry for AI governance and distribution through Microsoft Marketplace, aiming to streamline AI integration into business processes. Pipefy will build on Microsoft's AI infrastructure, enhancing its platform's capabilities in areas like procurement and compliance, while gaining access to Microsoft's global distribution channels.

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Executive

Pipefy Accelerates 2026 U.S. Presence with VP of Sales Appointment

Pipefy has appointed Rodrigo Paiva as VP of U.S. Sales to enhance its presence in the U.S. market. With over 25 years of experience from companies like Oracle and Microsoft, Paiva will drive Pipefy's 2026 strategy to lead in AI-driven business orchestration. This move aligns with Pipefy's goal to set the standard in the U.S. enterprise AI market.

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Pipefy Inc. Profile

Company Name

Pipefy Inc.

Company Website

https://www.pipefy.com/

HQ Location

San Francisco, California

Employees

101-250

Social

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Financials

SERIES B