Pipefy

Organize workflows, automate tasks, and manage customer processes efficiently.

Pipefy Overview

Updated November 17, 2025

Pipefy is a versatile workflow and process management platform designed to help businesses streamline operations and enhance efficiency. It enables teams to organize tasks, standardize workflows, and automate repetitive processes without requiring technical expertise.

By providing clear visibility into ongoing projects and customer interactions, Pipefy helps companies maintain consistency, improve collaboration, and deliver better customer experiences, making it especially valuable for growing retail and service-oriented businesses.

Key Features

Workflow automation : Pipefy automates repetitive tasks and approvals with rules and triggers that save time and reduce errors while maintaining process consistency.
Customizable processes : Users can design workflows with drag-and-drop elements and templates that adapt to specific business needs and improve overall efficiency.
Collaboration management : Teams gain centralized visibility through shared pipelines that help organize requests, assign tasks, and monitor progress with real-time updates.
Integrations and API access : Pipefy connects with popular tools and provides API options that ensure data flows smoothly across platforms without complex technical setups.
Analytics and reporting : The platform offers customizable dashboards and reports that track performance, measure results, and identify opportunities for process improvements.

Price

Plan	Price	Key Inclusions
Starter	Free (no credit card required)	– Up to 5 processes – Up to 10 users – Basic automations – Plug-n-play templates – Request tracker – Visual customization – Pipefy AI (10 AI credits/month)
Business	Contact Sales (per user/month, billed annually)	All Starter features, plus: – Unlimited processes & users – API access – Role-based access – Private processes – Conditional logic – Data recovery – Electronic signature
Enterprise	Contact Sales (per user/month, billed annually)	All Business features, plus: – Multiple automations – Integrations – Two-factor authentication – Single Sign-On (SSO) – Custom email domain – Higher storage/database limits – White label – Dedicated support
Unlimited	Contact Sales	All Enterprise features, plus: – Unlimited automation possibilities – No limits on database records or storage – Expert support for modeling and implementing customized processes

Pricing details: https://www.pipefy.com/pricing

Pros

Competitor	Pros of Pipefy
monday.com	Pipefy offers end-to-end process orchestration and shared inbox features that go beyond the basic automations and boards found in monday.com.
ClickUp	Pipefy focuses deeply on process and workflow automation, while ClickUp is more task-and-project centric. Pipefy handles complex process orchestration more robustly.
Kissflow	Pipefy delivers stronger no-code BPM capabilities and more industry-aligned templates, whereas Kissflow is broader in app development but less tailored to end-to-end workflows.
Process Street	Pipefy supports richer cross-department workflow orchestration, while Process Street specializes in compliance-focused checklists. Pipefy handles more complex process chains.
Workbooks CRM	Pipefy provides more flexible workflow customization and a more intuitive visual interface. Workbooks suits mid-market CRM needs, but Pipefy is stronger at workflow automation.

Cons

Competitor	Cons of Pipefy
monday.com	Pipefy’s reporting and visual dashboards can feel less polished compared to monday.com, which offers more polished project views and ease in customization.
ClickUp	Pipefy lacks features such as integrated docs, goals, inboxes, and collaboration-rich spaces. ClickUp excels in unifying different work modes in one app.
Kissflow	Pipefy can be more expensive and may take longer to generate ROI. Kissflow’s pricing and simplicity may suit teams with lighter needs better.
Process Street	Pipefy lacks the compliance-oriented checklists and real-time auditing capabilities that Process Street emphasizes for regulated workflows.
Workbooks CRM	Pipefy does not offer the same level of personalized onboarding, customer success support, or built-in CRM and order management features as Workbooks.

Customers' Reviews From Reliable Websites

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