DISCOVERY PIPEFY
How Pipefy Works
Pipefy empowers you to quickly deploy workflows for excellent service delivery. From request creation to execution and reporting, gain efficiency in processes like HR case management, purchasing and customer onboarding.
Create workflows in minutes, insights in seconds
Pipefy AI creates custom processes instantly; all you have to do is ask! Increase your decision-making power by requesting data and information to reveal trends and strategic insights.
Shareable fields, forms, and portals
Internal forms for Pipefy users
Emails to specific addresses
Connection between processes
Integrations with other tools
Customized solutions with our public API
Customize each step with your own conditions
Design your process to address the uniqueness of each phase and ensure the quality of execution every time. Require additional information, delegate tasks, set deadlines and configure mandatory actions to build an efficient and error-proof operation.
Automate tasks and integrate tools
Automate activities like sending emails and updating database records without writing a single line of code. Integrate Pipefy with tools like ERPs, accounting software, payroll systems and SMS to orchestrate the entire operation in a single screen.
Easily update stakeholders about their requests
Build an efficient communication flow to deliver a high-quality service experience and increase your team productivity. Allow your customers, vendors and employees to follow the status of their requests even without a Pipefy account.
Build your own approval flows
Gain full control over your processes and never deal with forgotten demands, unapproved requests and unauthorized actions again. Automatically enforce business policies, get approvers in the loop and keep stakeholders up to date at all times.
Communicate effectively and secure information
Interact with colleagues, requesters and internal and external customers without leaving the platform. Exchange emails manually or automatically and integrate with SMS services to keep stakeholders in the loop. Additionally, attach files and add comments for quicker feedback and approvals.
Centralize demands and never miss a beat
Use Pipefy’s Shared Inbox to manage all of your team’s emails from a single place, delegating tasks and tracking progress. And with Phase Forms, you can request information from clients or stakeholders at any step of the process – even if they don’t have a Pipefy account.
Recruitment and Hiring Processes
Keep track of your candidates and make sure no talent goes unnoticed
Recruitment
Hiring Processes
Employee Onboarding
Standardize your onboarding processes to offer the best employee experience
Onboarding
Best Experience
Purchase Process
Standardize requests. priorize approvals and communicate faster than ever
Purchase
Communication
We use the portal feature to support a big pilar of our business. With portals and forms, we can capture information without errors, and the database helps us organize and centralize information.
We use the portal feature to support a big pilar of our business. With portals and forms, we can capture information without errors, and the database helps us organize and centralize information.
Reviewer at G2
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. We no longer have to follow up with people to get all the information we need
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. We no longer have to follow up with people to get all the information we need
Customer Service and Procurement Manager, at Samsonite
Pipefy is easy to use and flexible. It has a database included, reporting, automation. A complete solution. The main problem I solve is to comply by always getting the same results out of the process. Quality is assured.
Pipefy is easy to use and flexible. It has a database included, reporting, automation. A complete solution. The main problem I solve is to comply by always getting the same results out of the process. Quality is assured.
Regional Manager at Infina Financial Services
We were communicating with our clients by email and manually tracking the progress of each marketing request. Nowadays, 100% of the requests that are captured on Pipefy correctly, are executed correctly.
We were communicating with our clients by email and manually tracking the progress of each marketing request. Nowadays, 100% of the requests that are captured on Pipefy correctly, are executed correctly.
Chief Creative and Operations Officer at IMImobile South Africa
Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information..
Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information..
Strategic Analyst, HR at Carglass
