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DocLogix vs Pipefy: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of DocLogix vs. Pipefy is based on a specific set of business needs and context. The comparison uses 1837 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DocLogix and Pipefy

DocLogix, and Pipefy belong to a category of solutions that help Marketing Automation. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

DocLogix covers Sales Document Management, Workflow Management, Order Management, Communication Management with E-Mail, etc.

Pipefy focuses on Workflow Management, Training & Onboarding, Helpdesk Management, Collaboration, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo DocLogix

Focus area

Software Failure Risk

  • low

logo Pipefy

Focus area

Pipefy is better than DocLogix for

Software Failure Risk

  • medium

About

Document Management System - DocLogix

Pipefy: The Work Management Platform

Financials

SEED

SERIES B

Business Need

Total Processes
(we found evidences for)

31

50

Total Goals
(we found evidences for)

4

13

Top Processes

Evidences indicate better relative satisfaction


sales document management

contract management

proposal & quote management


workflow management



communication management

tracking & monitoring communications

sending & publishing communications




engagement management

engaging and following up


relationship management


content management


products & pricelist management


performance management




generation of new leads


helpdesk management


training & onboarding


campaign management



contact list management


customer feedback management


lead qualification: technographic


lead qualification

lead qualification: technographic


pipeline management




social media management


meeting management


sales call management

meeting management


Top Goals

Goals Achieved

  • Manage risk

  • Enhance customer relationships

  • Improve efficiency

  • Increase sales & revenue

  • See 1 more
  • Launch new products

  • Acquire customers

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Increase sales & revenue

  • Build brand awareness

  • Enter new markets internationally or locally

  • Enhance customer relationships

  • Improve digital and social presence

  • Improve visibility

  • Manage risk

  • Establish thought leadership

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • social media

  • website

  • user generated content

  • blogs

  • chat

  • offline

  • review sites

  • Amazon

  • LinkedIn

  • causes and charity

  • Slack

  • games

  • point of sale

  • print media

  • magazine

  • text SMS

  • See 14 more
  • e-mail

  • social media

  • website

  • user generated content

  • blogs

  • chat

  • offline

  • review sites

  • Amazon

  • LinkedIn

  • causes and charity

  • Slack

  • games

  • point of sale

  • print media

  • magazine

  • text SMS

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting