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
See all use cases See less use cases

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

"...The power to deeply customize workflow exactly the way i need and manage/integrate several different process in the same tool...." Peer review by Rudiney F., Founder, Hospital & Health Care

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

"...and I fastly understood the working flow from the webapp..." Peer review by Sérgio M., System Administrator, Information Technology and Services
"...Templates make processes such as sales pipeline, agile software development, team task management, business contract analysis, design thinking, to name just a very few. ..." 40+ Best Workflow Tools (Designed for Busy Project Managers)
"...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

Why is Pipefy the best choice for Workflow Management?

How does Pipefy facilitate Onboarding?

How does Pipefy address your Helpdesk Management Challenges?

What makes Pipefy ideal for Collaboration?

What solutions does Pipefy provide for Communication Management?

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 - Very Large

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.

Becton Dickinson (BD) - Medical Devices - Very Large

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.

Capgemini - Information Technology And Services - Very Large

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.

Magazine Luiza - 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.

Ti.Saúde - Health, Wellness And Fitness - Small

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.

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 Global Partnerships and Strategic Alliances Executive ...

Pipefy announced the appointment of Sandro Guedes as Global Director of Partnerships and Adriano Galvão as VP of Global Strategic Alliances. This move aims to enhance Pipefy's partner-led growth strategy, particularly in Brazil and North America, by leveraging the executives' experience with major cloud and AI companies like Oracle, Google, Microsoft, and AWS.

Executive

Pipefy Expands Global Partnerships Leadership Team

Pipefy has appointed Sandro Guedes as Global Director of Partnerships and Adriano Galvão as Vice President of Global Strategic Alliances. This leadership expansion supports Pipefy’s partner-led growth strategy in Brazil and North America, aiming to deepen collaborations with major cloud and AI providers like Oracle, Google, Microsoft, and AWS.

Executive

Pipefy's Gambit: New Hires to Weaponize Big Tech Partnerships for ...

Pipefy has appointed Sandro Guedes and Adriano Galvão to lead its partnership strategy, focusing on integrating with major cloud and AI ecosystems like Microsoft, Oracle, Google, and AWS. This move aims to accelerate growth in North America and Brazil by leveraging strategic alliances and enhancing its low-code, AI-powered platform's market presence.

Executive

Pipefy Announces New Executives to Lead the Global Expansion of Partnerships and Strategic Alliances

Pipefy has appointed Sandro Guedes as Global Director of Partnerships and Adriano Galvão as VP of Global Strategic Alliances. These appointments aim to enhance Pipefy's global partner leadership, focusing on growth in Brazil and North America with major cloud and AI companies. The new executives bring extensive experience from companies like Google and Microsoft.

Pipefy Inc. Profile

Company Name

Pipefy Inc.

Company Website

https://www.pipefy.com/

HQ Location

San Francisco, California

Employees

101-250

Social

Financials

SERIES B