# Pipefy Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Pipefy the right Workflow Management solution for you? Explore 319 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144848/Pipefy/reviews --- Pipefy 4.6 (319) [View alternatives](https://www.capterra.com/p/144848/Pipefy/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Pipefy Ease of use 4.5 Customer Service 4.6 ## Pros and Cons in Reviews MB Maximilian B Business Intelligence ManagerHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “From working with our Account Growth Managers and Customer Success Representatives, to working with our Solutions Engineers, the team has been dedicated to delivering high-quality work and a product worth using.“ April 30, 2024 Megan G Chief Marketing OfficerConsumer Goods, 10,001+ employeesUsed the software for: 1-2 years. “Although it is a practical platform, its dashboard needs better organization, and a more colorful user interface, another point that need to be improved is the email system, many end up in the spam folder, and this is a lost communication with the client.“ August 28, 2023 EB Ewa B Marketing Team LeadHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: More than 2 years. “Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features.“ May 2, 2024 RV Ramgopal V Embedded Software DeveloperStaffing and Recruiting, 51 - 200 employeesUsed the software for: 1-2 years. “The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community.“ January 22, 2023 GP Gustavo P Manager, Projects and OperationsUtilities, 2 - 10 employeesUsed the software for: 6-12 months. “Work flow and tracking of project status has helped our team be more efficient.“ April 25, 2024 Krishna L Human Resources GeneralistHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain.“ February 13, 2023 Megan G Chief Marketing OfficerConsumer Goods, 10,001+ employeesUsed the software for: 1-2 years. “Among its functions, they allow you to create complex flowcharts effortlessly, which is something useful for professionals who require precise visual representations.“ August 28, 2023 Amir N Co-FounderUtilities, 11 - 50 employeesUsed the software for: More than 2 years. “Zoom calls go against it, their strategizing time goes against it, bug fixes goes against it (that was the biggest turn off.“ June 2, 2022 ## Showing most helpful reviews Showing 1-25 of 319 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Krishna L. Human Resources Generalist Hospital & Health Care Used the software for: 2+ years ### "Easy tasks Pipefy BPM is simple and useful" February 13, 2023 4.0 Prototypes can be set up quickly for solutions that are fairly robust to serve even modest processes. A variety of persons can be reached using its provided forms and pipelines. Pros As an example of a straightforward operation It's easy to utilize and implement Pipefy's BPM tool. Its procedures can be accelerated, and its user interface is straightforward. It seems like a great bpm solution for small and medium businesses, and it integrates easily with a large variety of other products. Use by and interaction with the community is also excellent. Cons The technology does not appear to be powerful enough to manage intricate tasks. While the layout is nice, it lacks information about their community. Despite reading and experimenting with the product, complex questions remain. Switched from [ProcurementExpress.com](https://www.capterra.com/p/136321/ProcurementExpress-com/)[Precoro](https://www.capterra.com/p/148522/Precoro/) Pipefy's interface is straightforward and aesthetically pleasing. The method is flexible and may be modified to meet individual requirements, and it is backed by a wide variety of helpful resources. It's a cutting-edge, cutting-edge platform Review Source VR Verified Reviewer COO Machinery Used the software for: 6-12 months ### "With higher flexibility comes higher complexity to implement and a generalist in all areas." December 23, 2020 5.0 Awesome experience, great software, helped us a lot on how to manage our operation (procurement, production, quality management, HR - recruitment) without dropping a single line of code. Looking forward to onboard more users and bring more processes to Pipefy. Pros I can have several workflows for the main areas of my company, customised to the extreme, and yet remain on the same set of skills required to implement, with a great community to help more complex development, and a support team that will help less advanced users to do the basic+. Cons Automations require a new UX, maybe something related to path creations, with several steps. Today is limited and has some fails to deploy/start that frustrate the workflow creator. E-mails are a nice feature inside cards, but it lack the flow of an inbox, that would make a shift from sending a note to someone related to this card, to actually managing email inside pipefy with all cards information available to interact. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Pipefy Flexibility to be my main software, customised to work with my entire company. Review Source RP Ricardo P. CEO Internet Used the software for: 1-2 years ### "Bugs, lack of features" January 5, 2021 3.0 I used to love Pipefy. Now I almost hate it. I was the person who convinced the team to migrate to Pipefy, just to be blocked by major bugs. It did not go well for me. I requested some features; they added me to a 'partnership program'. The partnership program transforms you into a Pipefy salesperson. I had a person to 'take care of me' - this is, request me to make sales, putting pressure on me to sell Pipefy to my customers. It was the worse experience I ever had in a partnership in my professional life. I wanted features, and now I'm a Pipefy salesman? They advertise features that you can't find. I upgraded it to enterprise, and I didn't get the support they promised, nor the new reports. My rating of this product went from a 10 to a 2 in less than a year. Pros \- Kanban with custom fields / rules - Email automation with easy to build templates - Cons \- We find bugs all the times. We had a major migration to pipefy that was cancelled due to 2 critical bugs. They were fixed 6 months after we reported it. - It misses basic features. PDF builder sucks. Reports are almost useless. - Sales team lies to sell. Reason for choosing Pipefy Because the sales team lied to me telling me they had a feature that they didn't actually have. Review Source VR Verified Reviewer Team Lead Information Technology and Services Used the software for: I used a free trial ### "An easy and best project management tool" November 5, 2019 5.0 The best experience compared to JIRA, Trello. The features are well thought off. If more similar tools are acquired and given in one combined package, corporate adoption would be more. I personally feel, still Pipefy is miles ahead in user experience compared to other products. Every little option is well thought off. Pros 1\. Easy integration and APIs provided for integration using integromat, IFTTT 2. Free trial for 5 pipes that enabled our small team to try it out and make a presentation to the management 3. Custom process flow and automation tools for trigerring mails and notifications Cons 1\. A major hurdle in convincing the management was the standalone cost for pipefy which was per user. In the gambit of tools available like atlassian tools. A standalone tool though extremely superior, falls short because of lack of other tools like wiki, chat etc., that comes packaged together. 2. Reports - Though they are customizable, charts and report templates would surely help in competing similar products Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy 1\. Free pipes for 5 projects. 2. The experience in trial period was amazing. UX is the best. Every little feature is well thought off. 3. Cloud. Switched from [Jira](https://www.capterra.com/p/19319/JIRA/) 1\. Ease of integration. 2. Cloud - That enabled my team to work seamlessly from anywhere 3. Easy integration. Review Source Renato B. Presidente Mechanical or Industrial Engineering Used the software for: 2+ years ### "Pipefy is great, but still need more features" January 5, 2021 4.0 I use pipefy for projects and sales management and its been great, since we are a project oriented company it's very good to see all of our projects and sales been tracked with a benefit of taking metrics of all of it. Most of out business inteligence come from pipefy datasheets generator. Pros \- Very easy to use - Extremely fast do set up a canvas - Great for CRM and Project Management - Allways updating - Great costumer support and accepting of feedbacks Cons \- Some new updates bugs sometimes - It can be tricky to do some automations Switched from [Trello](https://www.capterra.com/p/211559/Trello/) Pipefy has a much easier use and costumer assistance Review Source Fabrício Yutaka F. Founder Marketing and Advertising Used the software for: 6-12 months ### "Pipefy or Trello?" November 5, 2019 5.0 Small business owners can easily hire new collaborators and Pipefy helps to "teach" them the processes. Team leaders/managers can empower their team by giving them the chance to decide and build the best process for their work. Pros That's the most common question I hear. If you don't have a minimum process established, you should use Trello. But, if you already have some business process designed for your routines — and need to guarantee they're followed, then your choice is Pipefy. Best of all, Pipefy is like a Lego, so, you can change and rearrange the process and its phases as you evolve them over time. You don't need to exaustly plan ahead every detail. Cons Some changes in the process are possible only at the cost of "losing" some historical data. For example, you can't move a field from phase A to phase B. You have to recreate it as a new field and delete (or hide) the old one. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Trello is completely flexible. Pipefy gives flexibility and control in the right balance. Review Source Alexandre M. Diretor de Marketing Computer Software Used the software for: Less than 6 months ### "Pipefy - A promise for greatness" October 29, 2019 4.0 While some features are lacking and sometimes the UI could be better, Pipefy is simple and powerful enough for everyday use once properly configured. I find myself doing more stuff on Pipefy than I should since it's so much easier to use than go to yet another plataform that will be lacking some features Pipefy currently has Pros \- Ease of use (once you get familiarized with where is everything and terminology) - Comprehensive API - Great support and UX - Consistency Cons \- Lack of some easy to implement features (e.g. importation of spreadsheets is painful, no way to clear all records on a database) - The API documentation is really messy and even as a developer I get lost - The mobile app is a huge mess and the only really lacking part of the UX - Web interface could be more responsive Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Pipefy Partnership mentioned above, experience of some members with the plataform and the promise of great features Review Source Bruna B. Graphic designer Accounting Used the software for: 6-12 months ### "Pipefy as a managing team tool" March 23, 2020 5.0 My overall experience with pipefy is great, and I enjoy working with it because I can easily track my work, write down important informations about each task, I can see what my colleagues are currently working and report daily job reports to my manager so he can see the tasks that are just sitting around. Pros Some features that I really like about pipefy, is that it's really intuitive and easy to use, being similar to other Kanban style tools and websites. It allowed me to track my work, by creating different columns that show in which stage the jobs are. It has a fresh user interface, using light colours and doesn't hurt our eyes. Cons I didn't like is that we are not allowed to change the colours of the tool. Switched from [Trello](https://www.capterra.com/p/211559/Trello/) I did the swith to experiment with a similar tool and see how the team would adapt. Review Source VR Verified Reviewer Lead Product Designer Design Used the software for: 6-12 months ### "Complete and highly customisable" February 18, 2020 4.0 I love using Pipefy, it brings to life our process and allow us to customise it as my team likes and needs to work. Pros It's visual and highly customisable. We use it as our main process management software in our Discovery phase for Product Design and Development. Cons It's hard to implement and there's a high learning curve for new users. Creating new pipes and making them work our way is not so easy as we expect. Switched from [Azure DevOps](https://www.capterra.com/p/170547/VSTS-DevOps/) Pipefy is a lot easier and better to use than Azure DevOps, mainly because it can bring all our team together. In Azure DevOps we have a developer view, it doesn't work well with designers, product managers and other stakeholders in a product based company. Review Source Luis Felipe C. Owner - Principal consultant Management Consulting Used the software for: 1-2 years ### "Still learning" October 29, 2019 4.0 So far so good. I would like to have more client use to enter implementation stage Pros Easy to configure, Lots of API,s , Automatization capability. Cons Have tried using it for myself, my practise, but lack discipline to do as I preach Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Pipefy Personal relation with representative in Canada Review Source MK Matheus K. Supervisor Textiles Used the software for: Less than 6 months ### "A helpful and intuitive tool that your company must have " January 5, 2021 5.0 We use to have another software to do our sales process, but it didn't fills all our needs; so I decide to search for another software and hopefully we found PIPEFY. With PIPEFY I found a software that can be customizable as I need; with Pipefy, I can manage my sales team to reach our goals, as we are a Inside Sales department, we need a CRM and so with PIPEFY we hopefully filled it. We also use Pipefy to automate some processes and it help us to do the pipeline process to find new customers. Pros Easy management Intuitive set up Easy to use Clean and beautiful layout Cons Maybe should have a sum (for the total in money currency we set up) in the top of each step (pipeline' steps) Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Reason for choosing Pipefy As I commented above, Pipefy is more customizable than other softwares I have tried. Also, it has everything I need to manage my team and reach our goals. The new feature Dashboards are also another thing that I liked a lot. Switched from [Agendor](https://www.capterra.com/p/191403/Agendor/) Pipefy is much more customizable and easy to use than other softwares we have tried. Also, it is a lot easier to manage my team. I need to know how many opportunities they are negotiating with their customers, so Pipefy helps me to manage everything. And the best part: I can customize everything as I need. Review Source JM Jennifer M. Office Manager Wholesale Used the software for: 6-12 months ### "Great Product!" December 17, 2020 4.0 Helps with pulling reports for cost on inventory that we did not previously have at our disposal. Pros I love the ease of use with Pipefy. It lays out our inventory in an organized manner for tracking from company to rep. I am able to search off keywords with accuracy. It alerts me in my email that i have work to do in the pipe. It's just a great product to use. Cons I can accidentally move a card by slipping past it too quickly in the pipe. BUT it alerts me that it moved so I have a history and can correct the error. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) needed more data at our fingertips in the field not just in the office. more visibility and customization. Review Source ME Mateus E. Founder Management Consulting Used the software for: 2+ years ### "Excellent Plataform" October 30, 2019 5.0 My experience with Pipefy is very satisfactory. Even with some features to develop, we can solve a lot of problems and we can give a pace to our processes and business dynamics. Pros The most important problem that I consider that Pipefy helps a lot is communication. I can input some information wherever I been and someone at our office can roll on the processes, without even calling me or e-mail me. Cons I miss some native features like a connection with Google Calendar, a time control about how long it takes to finish an activity and others. Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Pipefy Because of the features and the proposal about the process. Review Source EB Ewa B. Marketing Team Lead Health, Wellness and Fitness Used the software for: 2+ years ### "Client Onboarding Tool with Email Marketing Capabilities " May 2, 2024 4.0 Pros Pipefy offers a wide array of tools on one dashboard from email marketing, HR to collaboration features. Cons I haven’t customized all features due to lack of available tutorials. Review Source SL Sarah L. Technology Services Coordinator Broadcast Media Used the software for: Less than 6 months ### "Clean, comprehensive, and well supported" January 5, 2021 5.0 My company has only begun to integrate Pipefy into our organization and are excited to discover more ways we can use this innovative tool. So far we're using it for IT onboarding and offboarding, as well as screening staff and guests for Covid-19 symptoms when they're planning on going into our offices. I hope to identify more processes within our organization that would work well within Pipefy. I was especially impressed by the training that was provided during the implementation phase. It helped me gain an in-depth understanding of the tool quickly and has made it that much easier to work with. Getting that sort of training as a part of the implementation was unexpected and much appreciated. So far my experience working with the tool and interacting with the Pipefy team and community has been energizing and rewarding. I see great potential for a tool like this and hope to use it more thoroughly in the future. Pros The Pipefy interface is easy to navigate and get used to. The public forms especially are very clean and easy to use for both the user and the administrator. The feature for conditional fields was one of the main reasons why my company went with Pipefy over other solutions. It allows us to make complex forms with many if/then conditionals while keeping the form simple for the user and the output easy for us to work with as administrators. I've also found the Pipefy team incredibly easy to work with. Through every step of the process (sales, implementation, and now ongoing maintenance), the people I've worked with have been helpful, friendly, and prompt. The Pipefy Community is also an excellent resource for learning more about the tool, problem solving, and improving how we use the tool. Cons Having more integration of the different features within Pipefy would be appreciated. Having the automations for a single pipe, for example, be accessed and controlled from within the pipe would be more efficient than having to find them amongst the list of automations in the automation section. Reordering fields within the start form could also be improved if we were able to click and drag them or type in a number to reorder them. Right now, we have to move fields up and down with arrows which can be very time consuming when adding a new field that needs to go near the beginning of an existing form. Review Source DL Dan L. Product Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Pipefy has been a great asset for workflow management" April 23, 2024 5.0 It has been good so far. I'm still learning and hope to develop expertise, especially setting up automations in Workato. Pros Simple user interface; easy to bring on new users; love automations Cons I feel like the member admin page isn't very useful. I have to click 5 times to expand the list and see all our users. It doesn't show me how many users have each type of role so it's a little tricky to manage licenses; I'd love to see how frequently people log in, not just their last log in. Review Source GB Guilherme B. Relationship Analyst Insurance Used the software for: 2+ years ### "Management is in your hands." December 17, 2020 5.0 We solved a huge problem with historic log on our work and now we can keep track of everything by mantaining all the data on the system. Pros I really like Pipefy's features overall. It is so full of resources to storage data and historical log for the projects we are working it. In my company, we use it to hire new service providers in health insurance and it's very good to do data management and document storage. I really like it. Cons I think some features could be less "by hand" and be smarter, like, when we move cards to a phase and it should change the person who's responsible for that phase, but it just doesn't do it and I always have to do it manually. Review Source VR Verified Reviewer Client Lead Marketing and Advertising Used the software for: Less than 6 months ### "Pipefy, a must have for large organisation with multiple projects " April 7, 2024 4.0 Pros 1\. Neat and clean dashboard 2. Real-time tracking 3. Mobile friendly 4. Support team is exceptional Cons 1\. Integration is a bit problematic 2. Needs a lot of bandwidth to operate Review Source James C. Sales and Marketing Marketing and Advertising Used the software for: Less than 6 months ### "Organizing your entire company in a clear and objective way" March 18, 2022 5.0 We have been using it for months and we have noticed an evolution in the quality of service to our customers. Pros The tool allows the creation of cards. These cards are fully customizable and can put any type of information. We use it to store customer information. We are able to organize the entire operation of our operations knowing if that client's situation has already been resolved or if it is still pending. The tool works well on both desktop and mobile versions. The method used where all collaborators can use and edit at the same time provided more dynamism to our operation. Cons Cards don't always update for all collaborators in a versatile way, and it is necessary to wait a while for this to happen. The team had a little difficulty adapting to the tool, but after a few weeks of use, everyone agreed that the company's evolution and growth is remarkable. Reason for choosing Pipefy We identified that some companies in the same industry were using it and decided to test it. Review Source Torey H. Founder Information Services Used the software for: Less than 6 months ### "Finally, a process management system that I can get behind! I'm all in!" November 6, 2017 5.0 Pros It's as easy to as Trello, but able to handle much more complicated scenarios. Between the API and the ability to create Pipefy Apps, there is not much you can't do with this system. Pipefy has become my goto solution for all of my clients when it comes to managing just about anything. Customer support has been great! Features: - The ability to create Pipefy Apps that let you customize card actions, as well as create a custom view, which is a "portal" to an external App that provides great flexibility and power. - Relational database tables that can be tied to cards. - Specify the flow card needs to take through the process, can't start the job until you have ordered materials - Take action when certain fields change. - Create and track sub-processes. - Super solid GraphQL API. - Reporting based on a cards fields. Cons \- The built-in reporting feature doesn't let you report on "connected" database records, so you need to either create a field on the card that syncs itself to record, or create your own reporting view as a Pipefy App. - You can only filter the cards by Label or Assignee, so you end up using labels for things where a dropdown list would have been nice. Which means you can end up with a lot of labels, and may need to"namespace them, I.E. "Location:NorthSide", "JobType:Custom", "LeadSource:Web", etc. Review Source Response from Pipefy November 7, 2017 Thank you so much for your feedback! Pablo M. Operations Manager Information Technology and Services Used the software for: 6-12 months ### "Great tool for process management, quite hard to make customizable reports" October 29, 2019 5.0 Pros It's a great tool for process management, as you can customize each stage to certain requirements and allows you to document each step through the whole process. You can also build the processes you need from scratch and have them as you wish. Besides, it's very simple to add new cards and star a new task using an initial form, as you can do it even from a mobile device. It also allows to connect to API tools like Zapier, to connect with other web apps. Cons The customization process is a bit long and not so friendly. Although, it gives you many tools, the UX is not very smooth as you need go back and forth to different screens. Reporting is not simple or as customizable as the design of the boards. It gives a lot of information but its quite hard to compress it into a meaningfull dashboard. We had to combine different apps to create our own dashboard. Also, its mobile app is not as complete as the web app version. Review Source RV Ramgopal V. Embedded Software Developer Staffing and Recruiting Used the software for: 1-2 years ### "Excellent project tracking and task management platform" January 22, 2023 4.0 Pros Pipefy is highly user-friendly and has assisted us in tracking our inventory from the time it enters our firm to the time it reaches our sales representatives. It also includes financial operations like purchase order management, accounting, and invoicing, allowing us to maintain a better handle on all project expenditures. The ability to examine all processes from a Kanban perspective, including email automation, advice, and pipe connections. There are numerous fantastic tools in Pipefy that make work flow more smoothly. Cons It also appears that I cannot add many users to a single workflow instance. The job progress is not updated in real-time since it takes time to report these advances and make them visible to the full work team. Although it has a decent interface, it lacks information about its community. Review Source TO Terina O. Free lancer Writing and Editing Used the software for: 6-12 months ### "Workflow with pipefy" November 16, 2022 4.0 Pros Pipefy helped me organize our finances and create a tool to manage our Business Development efforts. I needed these services due to the nature of my work. Cons It can be difficult to gauge the rate of progress when reporting tasks in real time. A long delay is associated with this process, which is necessary to ensure all employees have a clear picture of the current state. There's also an issue with the fact that payments are based on users instead of the software's total cost. This would make it easier for more team members to participate in the system and increase participation due to costs. I also wish they implemented more advanced features such as performance measurements and scheduling. This way, they could easily visualize tasks performed and how much time is left before completion. Review Source Angela D. Copywriter Information Technology and Services Used the software for: 6-12 months ### "Really helps to keep track of projects" December 21, 2020 5.0 Pros Pipefy has helped me to manage and keep track of many projects, especially when there are a lot of requests coming from different sources. I can just share a link to a form and whenever people have a request to me or my team, they fill out the required information and we are able to deliver the project and keep track of all incoming requests. Cons Some of the automations are a little bit hard to set up, you can't do it on your own without watching or reading a tutorial Review Source HR Hector R. Owner Restaurants Used the software for: 2+ years ### "Pipefy - easy to use" December 17, 2020 4.0 Pros Ease of use and mobile app features. Automations included. Cons Lack of built in functions like conditional logic and mathematical operations. Alternatives considered [Process Street](https://www.capterra.com/p/135004/Process-Street/)[Kissflow](https://www.capterra.com/p/149470/KiSSFLOW/) Review Source Similar Products Featured