Pipefy Overview

Pipefy brings structure, visibility, and organization to work processes. The platform allows users to take control and improve their workflows.

Use Cases

Customers recommend Workflow Management, Onboarding, Helpdesk Management, as the business use cases that they have been most satisfied with while using Pipefy.

Other use cases:

  • Collaboration
  • Communication Management
  • Engagement Management
  • Content Management
  • Campaign Management
  • Lead Tracking
  • Contact List Management
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Business Priorities

Launch New Products and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipefy.

Other priorities:

  • 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
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Pipefy Use-Cases and Business Priorities: Customer Satisfaction Data

Pipefy's features include Templates, Personalization, Live Monitoring, etc. and Pipefy support capabilities include 24/7 Support, Email Support, AI Powered, etc. also Pipefy analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It is incredibly useful for carrying out development projects as you can keep track of activities, tasks, and other workflows...." Peer review by sorely m, graphic designer

Pipefy, Lokalise, Zight, Freedcamp, OKTA, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Pipefy

Top Industries

  • Information Technology and Services
  • Computer Software
  • Hospital & Health Care

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Pipefy is popular in Information Technology And Services, Computer Software, and Hospital & Health Care and is widely used by Small Business, Mid Market, and Large Enterprise.

Pipefy Customer wins, Customer success stories, Case studies

How efficiently Does Pipefy manage your Workflow Management?

What benefits does Pipefy offer for Onboarding?

How can Pipefy optimize your Helpdesk Management Workflow?

What Are the key features of Pipefy for Collaboration?

What solutions does Pipefy provide for Communication Management?

11 buyers and buying teams have used Cuspera to assess how well Pipefy solved their Marketing Automation needs. Cuspera uses 1061 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.

 

Accenture Adopts More Than 450 AI Agents from Pipefy to Automate Processes

Accenture has adopted over 450 AI Agents from Pipefy to automate and enhance its processes, achieving a 60% efficiency boost. This collaboration, which began in 2016, leverages Pipefy's AI technology... to streamline tasks like document validation and process synchronization. The partnership underscores Pipefy's leadership in intelligent automation and supports Accenture's scalable business solutions.

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Woba - Information Technology And Services

Pipefy helped Woba centralize and automate business processes for five departments. Woba faced challenges with remote work, scattered data, and lack of process standardization. The IT team used Pipef...y’s low-code platform to create a shared environment for workflow management. Departments gained autonomy to customize workflows while maintaining data visibility. Integration with tools like Workato and Zapier improved efficiency. Woba now tests and adapts processes quickly, freeing up developers for top-priority projects.

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VTEX - Information Technology And Services

Pipefy helped VTEX automate and scale their employee onboarding process. VTEX used to manage onboarding manually with emails and spreadsheets, leading to errors and lack of visibility. With Pipefy, t...hey created error-proof forms and automated tasks like sending emails and notifications. All departments now have a clear view of new hires and their needs. VTEX onboarded 293 employees in nine months using Pipefy.

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Viveo - Health, Wellness And Fitness

Pipefy helped Viveo transform its customer experience. Before Pipefy, Viveo had manual, decentralized support and little customer visibility. With Pipefy, Viveo automated 93% of customer interactions... and centralized all processes. Customers now get automatic responses in 30 seconds on average. Viveo’s post-service NPS increased by over 11 points. The solution allowed Viveo to customize workflows and integrate with ERP, chatbot, and SMS tools.

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Vindi - Financial Services

Pipefy helped Vindi improve customer onboarding. Before Pipefy, Vindi used manual, disconnected tools and struggled with lost data and slow onboarding. With Pipefy, Vindi automated workflows, central...ized data, and integrated Salesforce. Vindi saw an 89% increase in team efficiency and a 50% reduction in accreditation lead time. The average onboarding time dropped from 120 to 33 days. Automation saved 736 hours in 2021.

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Ti.Saúde - Health, Wellness And Fitness

Pipefy helped Ti.Saúde automate sales and onboarding. Before Pipefy, Ti.Saúde used Pipedrive with manual steps and no integration between teams. Pipefy let them create custom workflows for each custo...mer type. Sales, customer success, finance, and HR now use Pipefy. The platform centralizes client data and automates follow-up and onboarding. Ti.Saúde tracks sales performance and uses email templates for better communication.

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Frequently Asked Questions(FAQ)

for Pipefy

What is Pipefy used for?

Pipefy is a Marketing Automation Software mainly used by its customers to Launch New Products and Acquire Customers by Workflow Management, Onboarding and Helpdesk Management .

What are the top features of Pipefy?

Templates, Personalization and Live monitoring are some of the top features of Pipefy.

Who uses Pipefy?

Pipefy is used by Information Technology And Services, Computer Software and Hospital & Health Care among other industries.

What are Pipefy alternatives?

Lokalise, Zight, Freedcamp and OKTA are popular alternatives for Pipefy.

Where is Pipefy located?

Pipefy is headquartered at San Francisco, California.
lightning

Peers used Pipefy for workflow management and onboarding

Pipefy Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.70/5 ★

Read Reviews (40)
Custom Reports

4.25/5 ★

Read Reviews (209)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.70/5 ★

Read Reviews (40)
Custom Reports

4.25/5 ★

Read Reviews (209)

Software Failure Risk Guidance

?

for Pipefy

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipefy

Pipefy Inc. News

Awards

Pipefy Named to 2025 Deloitte Technology Fast 500 Ranking of Fastest-Growing Companies in North America - Yahoo Finance

Pipefy has been recognized in the 2025 Deloitte Technology Fast 500 ranking, placing 410th among the fastest-growing technology companies in North America. This achievement highlights Pipefy's significant growth driven by the adoption of its AI-powered business process automation solutions. The company is noted for enabling clients to easily digitize workflows and create AI Agents, enhancing operational efficiency.

Product

Pipefy Launches AI Agents 2.0 and Intelligent Document - GlobeNewswire

Pipefy has launched AI Agents 2.0 and Intelligent Document Processing (IDP) to enhance its business orchestration and automation platform. The new AI Agents improve task automation precision and enable data extraction from any document, reducing analysis time by up to 70%. These innovations have saved customers 130,000 hours of manual document review, highlighting Pipefy's leadership in AI-driven process automation.

Product

Pipefy Announces Integration of AI Agents for Its Insurance Solution - GlobeNewswire

Pipefy has integrated AI Agents into its insurance solution, enhancing automation for tasks like claims administration, policy renewals, and fraud detection. This integration aims to improve customer service and operational efficiency for insurance providers by automating high-volume tasks and ensuring compliance. The AI Agents offer real-time decision-making and autonomous workflow management, benefiting both brokers and customers with faster service and reduced costs.

Executive

Pipefy Names Fernando Teixeira To Senior Global Director for Strategic Partnerships & Alliances | Pipefy

Pipefy appointed Fernando Teixeira as Senior Global Director for Strategic Partnerships & Alliances. Teixeira, with over 20 years in tech and leadership roles at Google Cloud and Accenture, will enhance Pipefy's AI-driven process management platform. His role will focus on leveraging partnerships to expand Pipefy's market impact.

Pipefy Inc. Profile

Company Name

Pipefy Inc.

Company Website

https://www.pipefy.com/

HQ Location

San Francisco, California

Employees

101-250

Social

Financials

SERIES B