Operation Management
⭐⭐⭐

Pipefy

Pipefy is a low-code business process automation software designed to help teams manage and automate workflows across various departments such as HR, procurement, and customer service. One of the main features of Pipefy is its workflow management capability, which allows users to automate workflows and reduce the need for manual intervention. With Pipefy, users can also integrate with other systems of record such as ERP, AP, HRIS, or CRM systems to streamline operations and adjust gracefully to the ever-changing needs of the business. Pipefy also offers smart workflows that enable users to make data-driven decisions by tracking, comparing, and refining every step of their custom operation. Users can pull data from different workflows and analyze it using customizable dashboards to measure their results and continuously improve their processes. Additionally, Pipefy comes with pre-built process templates that enable teams to quickly visualize and execute their work. Other notable features of Pipefy include forms to streamline and standardize the request/intake funnel, contract/documentation management, task tracking, email integration, collaboration, approval process control, help desk management, alerts/notifications, and forms management. Pipefy is highly user-friendly and can be used by managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills, or professional services.

Software Overview: What is Pipefy?

Pipefy is a cloud-based workflow management software that helps businesses streamline their processes and automate workflows. It allows users to create custom workflows, track progress, and collaborate with team members in real-time. Pipefy offers a variety of templates to help businesses get started, such as sales, HR, customer service, and project management workflows. It also integrates with popular tools like Salesforce, Slack, and Trello, and offers advanced reporting and analytics features to help businesses track performance and identify areas for improvement. Overall, Pipefy can help retail companies optimize their operations and increase efficiency.

What are the top features of Pipefy?

Pipefy is a low-code business process automation software designed to help teams manage and automate workflows across various departments such as HR, procurement, and customer service. One of the main features of Pipefy is its workflow management capability, which allows users to automate workflows and reduce the need for manual intervention. With Pipefy, users can also integrate with other systems of record such as ERP, AP, HRIS, or CRM systems to streamline operations and adjust gracefully to the ever-changing needs of the business.

Pipefy also offers smart workflows that enable users to make data-driven decisions by tracking, comparing, and refining every step of their custom operation. Users can pull data from different workflows and analyze it using customizable dashboards to measure their results and continuously improve their processes. Additionally, Pipefy comes with pre-built process templates that enable teams to quickly visualize and execute their work.

Other notable features of Pipefy include forms to streamline and standardize the request/intake funnel, contract/documentation management, task tracking, email integration, collaboration, approval process control, help desk management, alerts/notifications, and forms management. Pipefy is highly user-friendly and can be used by managers looking to standardize and run complex processes and workflows through a Kanban-style user experience, without the need of IT, technical skills, or professional services.

What are the advantages of using Pipefy?

Pipefy is a cloud-based business process management tool designed to streamline and automate workflows for businesses of all sizes. Here are some advantages of using Pipefy for Retail Companies:

Improved efficiency: Pipefy helps to automate tasks and streamline workflows, which can improve efficiency and productivity. By automating repetitive tasks, you can free up time to focus on higher-value activities.

Easy to use: Pipefy is designed to be user-friendly, with a simple drag-and-drop interface. This makes it easy for anyone to create and manage workflows, without the need for technical skills or coding knowledge.

Customizable workflows: With Pipefy, you can easily create custom workflows that match your business needs. This means you can set up workflows for different departments or teams, or even create workflows for specific projects.

Collaboration: Pipefy allows for easy collaboration between team members, with features like comments and notifications. This means team members can work together on tasks and projects, which can improve productivity and communication.

Reporting and analytics: Pipefy provides detailed reporting and analytics features, which can help you identify areas for improvement in your workflows. This can help you optimize your processes and make data-driven decisions.

Integrations: Pipefy integrates with a wide range of third-party tools and services, such as Slack, Trello, and Zapier. This means you can easily connect Pipefy to your existing tools and workflows, and create a seamless workflow across your entire business.

Overall, using Pipefy can help retail companies to streamline their workflows, improve productivity, and make data-driven decisions to optimize their processes.

What is the pricing of Pipefy?

Pipefy offers several pricing plans depending on the features and capabilities needed:

Free plan - this plan allows for basic process creation and automation, limited integrations, and a maximum of 10 users.

Professional plan - priced at $18 per user per month (billed annually), this plan offers advanced process management, customizable process templates, unlimited integrations, and advanced analytics and reporting.

Business plan - priced at $32 per user per month (billed annually), this plan includes all the features of the Professional plan plus advanced security features, priority support, and premium integration options.

Enterprise plan - this plan offers customized pricing and advanced features such as dedicated account management, custom SLAs, and additional security and compliance measures.

Note that prices may vary depending on the payment plan and the number of users. It's recommended to check the latest pricing information on the Pipefy website.