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
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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

"...It is very easy to customise and collaborate on tasks. ...." Peer review by Joseph M., Data Analyst

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.

Comprehensive Insights on Pipefy Use Cases

How can Pipefy optimize your Workflow Management Workflow?

How does Pipefy facilitate Onboarding?

What Are the key features of Pipefy for Helpdesk Management?

How can Pipefy enhance your Collaboration process?

How efficiently Does Pipefy manage your Communication Management?

33+ more Business Use Cases

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.

Case Studies

Health, Wellness and Fitness

CASE STUDY Viveo

Pipefy helped Viveo transform its customer experience. Before Pipefy, Viveo had manual, decentralized support and little customer visibility. With Pipefy, Viveo automated 93% of customer interactions... and centralized all processes. Customers now get automatic responses in 30 seconds on average. Viveo’s post-service NPS increased by over 11 points. The solution allowed Viveo to customize workflows and integrate with ERP, chatbot, and SMS tools.

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Consumer Services

CASE STUDY Tempo Assist

Pipefy helped Tempo Assist automate and standardize their business processes. Before Pipefy, employees managed over 6,000 monthly payment requests manually, causing delays. With Pipefy, they automate...d most steps, now processing over 8,000 payments monthly. 230 employees across six departments use Pipefy for about 70 processes. Automation freed staff from repetitive tasks and improved process clarity and efficiency.

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Financial Services

CASE STUDY Vindi

Pipefy helped Vindi improve customer onboarding. Before Pipefy, Vindi used manual, disconnected tools and struggled with lost data and slow onboarding. With Pipefy, Vindi automated workflows, central...ized data, and integrated Salesforce. Vindi saw an 89% increase in team efficiency and a 50% reduction in accreditation lead time. The average onboarding time dropped from 120 to 33 days. Automation saved 736 hours in 2021.

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Information Technology and Services

CASE STUDY Woba

Pipefy helped Woba centralize and automate business processes for five departments. Woba faced challenges with remote work, scattered data, and lack of process standardization. The IT team used Pipef...y’s low-code platform to create a shared environment for workflow management. Departments gained autonomy to customize workflows while maintaining data visibility. Integration with tools like Workato and Zapier improved efficiency. Woba now tests and adapts processes quickly, freeing up developers for top-priority projects.

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Information Technology and Services

CASE STUDY VTEX

Pipefy helped VTEX automate and scale their employee onboarding process. VTEX used to manage onboarding manually with emails and spreadsheets, leading to errors and lack of visibility. With Pipefy, t...hey created error-proof forms and automated tasks like sending emails and notifications. All departments now have a clear view of new hires and their needs. VTEX onboarded 293 employees in nine months using Pipefy.

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Health, Wellness and Fitness

CASE STUDY Ti.Saúde

Pipefy helped Ti.Saúde automate sales and onboarding. Before Pipefy, Ti.Saúde used Pipedrive with manual steps and no integration between teams. Pipefy let them create custom workflows for each custo...mer type. Sales, customer success, finance, and HR now use Pipefy. The platform centralizes client data and automates follow-up and onboarding. Ti.Saúde tracks sales performance and uses email templates for better communication.

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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

Executive

Pipefy Expands Leadership Team: Fabio Azevedo Joins as COO and Cristiano Lamberti as Chief Sales Officer - Yahoo Finance

Pipefy has appointed Fabio Azevedo as COO and Cristiano Lamberti as Chief Sales Officer. Azevedo, formerly with Accenture, will also lead Customer Success and Service teams. Lamberti, previously with Oracle, will focus on global sales expansion. These appointments aim to strengthen Pipefy's strategic partnerships and enhance its market presence.

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Partnership

Cloud AI Update - Pipefy Teams With Oracle To Boost AI In Enterprises - simplywall.st

Pipefy has formed a strategic partnership with Oracle to enhance the adoption of generative AI in large enterprises, focusing on telecommunications and financial services. This collaboration leverages Oracle's cloud infrastructure to deliver AI-driven automation solutions, emphasizing technological integration and a coordinated sales strategy to expedite AI project delivery.

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Partnership

Pipefy and Oracle announce partnership to accelerate

Pipefy and Oracle have formed a strategic partnership to enhance the adoption of generative AI. This collaboration leverages Oracle's secure cloud infrastructure and Pipefy's automation solutions to deliver AI-driven business applications, particularly in telecommunications and financial services. The alliance includes integrated sales efforts and a new go-to-market strategy, aiming to rapidly implement AI solutions.

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Product

Pipefy Brings AI Agents to Its Solution for HR Teams - GlobeNewswire

Pipefy has launched AI Agents for its HR process automation platform, targeting HR service delivery, recruitment, compensation, and employee engagement. These AI Agents autonomously manage workflows such as resume screening, candidate ranking, feedback analysis, and vacation request processing. The solution aims to increase HR efficiency, ensure compliance, and enable HR teams to focus on strategic tasks.

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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

Facebook Linkedin Twitter

Financials

SERIES B