Pipefy

Pipefy is a business process automation (BPA) platform that helps non-technical users build workflows without writing a single line of code.

You can finally customize workflows for repetitive business processes. This highly versatile solution is ideal for all kinds of use cases: onboarding new hires, receiving requests from customers, qualifying leads, you name it.

Whether you’re in HR, finance, marketing, or sales, Pipefy’s got the templates you need to build your workflows within minutes. Its user-friendly interface lets you standardize and deploy them requiring no help from IT.

Set your own “if/then” rules and create conditions to trigger actions. View your tasks and get real-time status updates. Track your deadlines with alerts (overdue, late, and expired) to keep yourself accountable.

If you’re dealing with top-secret processes, restrict information to invited users. Pipefy allows you control over who views or accesses specific workflows.

Another excellent feature is the centralized communication. Store documents, policies, and request forms in its service portal. Gather additional data from customers with shareable forms. And keep stakeholders in the loop with a mobile app.

You can also send and receive email directly in Pipefy, even if your recipients are non-users. Forget about searching for email threads—you have everything you need within the card of each request.

Are you making the most out of this BPA software? Analyze your team’s performance and identify rooms for improvement in Pipefy’s reports. Gain insights into your company’s metrics and KPIs and individual performance across workflows.

Pipefy also integrates with many business applications, such as spreadsheets, enterprise resource planning solutions, and legacy systems.

Connect it with your existing tech stack and collaborate with other divisions from a central hub. You can create sub-tasks from parent cards to provide context for everyone involved. That way, you improve information sharing, align different teams, and eliminate departmental silos for good.

Reduce manual error, gain back hours of your time, and improve ROI with Pipefy today.

Key features

• Automations and conditional logic
• Centralized communication (e.g., email, portal)
• Pre-built work templates
• Dashboards and reports
• Smart integrations