Pipefy

Pipefy is a low-code business process management platform that facilitates the requirements of businesses of all sizes across different industries via workflow automation and end-to-end solutions.

This BPM platform features a robust set of tools and applications designed to handle a wide variety of operational processes for businesses and organizations in various industries, including business process outsourcing (BPO), information technology (IT), shared services, helpdesk, software engineering and development, finance, and customer support, among others. With this low-code software solution, business processes like employee onboarding, accounts payable, job openings, and purchasing are made less complex and time-consuming, allowing managers, processors, and requesters to be much more efficient and productive.

Pipefy significantly improves visibility, increases speed, and ensures the delivery of the desired results by providing a BPM solution that supports low-code programming, automated workflows, and raid deployment.=With its user-friendly and highly intuitive system, this robust and feature-rich platform provides businesses with the ability to boost their efficiency, productivity, and profitability.

Pipefy Features

Pipefy provides a wide range of exclusive business process management solutions, features, and resources for businesses of all sizes and industries. The following are a few of its more notable features and capabilities:

Pipefy’s automation capabilities

Pipefy includes a powerful automation feature that allows users to automate key processes, such as when they choose to move a card, create a new one, and/or perhaps update a specific field in response to predefined triggers. The feature also allows for the creation of a seamless flow of relevant data within processes. This level of automation allows businesses with limited resources to do more and achieve more by making their processes error-proof and effective through the implementation of automation rules.

The automation feature lets users set their own “if/then’ rules as well as create conditions so specific actions can automatically trigger responses. This approach is designed to solidify and optimize the execution of the strategy, resulting in a more streamlined operation. In addition to boosting process efficiency, Pipefy automations also help with automating task assignments for different teams, including human resources (HR), marketing, and customer service departments.

Pipefy’s conditional logic

The Pipefy conditionals feature helps users keep their workflows running smoothly by forecasting scenarios and conducting the flow through a strong conditional logic. With this particular function, users are able to create smart and dynamic workflows complete with if/then rules. It allows them to adapt their process to various scenarios and make sure the conditional logic works for them seamlessly, automatically, and without errors.

Pipefy’s conditional logic also makes it easier for requesters by combining Pipefy forms with conditionals, allowing requests to be received and processed quickly. Users have the ability to forecast conditions and the option to either hide or reveal specific fields in an effort to obtain all necessary information when processing new requests. They also have the power to create sustainable and dependable processes since the conditional logic allows them to create their own execution standards and approval flows. Actions can be automatically triggered according to past conditions to ensure mistake-free workflows.

Request tracking tool

Pipefy’s request tracker enables businesses to provide quality services to their customers. It enables their employees, customers, and partner vendors to easily track the status of their requests without requiring them to create a  Pipefy account. Once a request is created and submitted, requesters can easily track the progress and status of their request. The system will also send an automatic tracking link to the requester through their email address. This gives requesters an easier and more convenient way to check the current status of their open tickets.

Pipefy’s request tracking tool also helps increase team productivity by filtering out distractions such as repetitive emails. Instead, users and teams can focus their attention on things that are important; i.e., delivering quality services with great agility. This particular feature is especially useful to HR teams, finance departments, marketing professionals,  and customer service professionals.

Deadline and SLA tracking solutions

Pipefy’s deadline and service-level agreement (SLA) tracking allows businesses to keep track of their time limits as well as their responsibilities to their customers. With this module, it’s easier to keep a close eye on delivery deadlines and SLAs thanks to automatic alerts and notifications that help teams and individual employees monitor their processes and responsibilities. The system gives them the ability to control the length of time a card has to stay in one stage or go through an entire process. The ability to set due dates also helps users keep track of the expected delivery or completion date of assigned tasks. They also have the option to use the tool to create automatic reminders for follow-ups.

Pipefy’s SLA and deadline-tracking solution provides three types of automatic notifications: overdue, late, and expired alerts. The overdue alert notifies users when a card is past its deadline or due date. It allows them to easily monitor the overdue cards on a pipe by highlighting the dates in yellow to signify an approaching deadline or red for the ones past their due. A late alert is automatically shown directly on the card once it has surpassed the maximum allowed lead time, while an expired alert is also shown directly on the card once it exceeds the lead time set for the whole pipeline.

Pipefy Benefits

Pipefy’s core benefits are its inherent capabilities for optimizing key operations, its various tools designed to help enhance collaboration, as well as its many tailored features for tracking tasks and processes.

Streamlines operations to boost efficiency

The developers behind Pipefy BPM are fully aware of the variety of tasks and processes that businesses deal with on a daily basis, as well as how they’re handled. This is one of the main reasons why they have developed a robust and feature-rich low-code workflow and business process automation (BPA) platform. The software gives users the ability to create streamlined workflows while adhering to specific requirements and industry best practices. Because of this, users and teams won’t have to modify their existing workflow to fit in with the system.

For businesses and organizations that haven’t yet developed their company systems, the Pipefy BPM platform provides an extensive selection of premade templates that they can customize and implement according to their specific needs and use cases.

Enhances team communication and collaboration

The majority of business processes often rely on strong communication and teamwork to ensure success. With this component in mind, Pipefy comes with a set of features and tools that not only facilitate task management but also information sharing and collaboration among team members, contributors, and stakeholders. The BPM solution is equipped with a variety of automation tools that are meant to accelerate and optimize key processes. The software also supports seamless integration with a range of communication systems, making it easier to collaborate and share information between teams and departments.

Pipefy includes a streamlined database that provides users with quick access to any and all information they may require regarding product details, company-related processes, supplier records, and customer histories. This strategy effectively eliminates the need for team members to send files back and forth.

Pipefy Pricing

Pipefy has simple and very accessible pricing for businesses and teams, regardless of size and scale. It offers four subscriptions, including a free package, and two billing options: monthly and yearly, with the latter option providing customers with up to 20% cost savings. The first of these subscriptions is the Starter plan, which is free forever. It is best suited for smaller teams and startups, as well as freelancers and students looking to organize simple tasks and processes.

Pipefy Business is the first of the paid subscription plans, which cost $19 per user/month (billed annually) or $23 per user/month when billed monthly. This package perfectly fits mid-market operations and teams in need of a solution to help centralize and scale various business processes. The Enterprise plan costs $32 per user/month if billed annually, or $38 if billed monthly. This is ideal for businesses that require enterprise-grade solutions and security capable of supporting a wide array of complex business processes.

An Unlimited package is also available with custom pricing. Interested parties must contact the vendor directly to ask for a custom quote.

Conclusion

Pipefy is a low-code business process management solution that offers automation capabilities, integration, and collaborative tools to facilitate the specific requirements of businesses and teams across different industries. It has the capacity to empower its users by helping them create highly efficient workflows and integrate end-to-end operations using a secure, feature-rich platform. Its subscription plans are quite affordable, especially for smaller to mid-market customers and startups. The free package is certainly a nice option for those looking to try out the product and see how it can facilitate their existing workflows and business processes.