About
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.
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About
Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months.
Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework.
Key Capabilities:
• Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems.
• Enterprise iPaaS: Native connectors for the main systems of records to unify data silos.
• Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine.
• Security: SOC2 Type II and ISO 27001 certified with granular RBAC.
Empower your team to modernize operations and reduce the development backlog with Pipefy.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Companies looking for a customer onboarding platform
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Audience
IT leaders who need to eliminate Shadow IT and modernize legacy systems by orchestrating AI agents in a singular secure platform.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£40 per user
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$20 (per-user billing)
✓ Unlimited processes / Plug-n-play templates
✓ Request tracker ✓ Visual customization ✓ Unlimited users (per-user billing) ✓ Automations and Pipefy’s API ✓ Role-based access ✓ Data recovery
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationFastDox
Founded: 2018
United Kingdom
fastdox.co.uk
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Company InformationPipefy
Founded: 2014
United States
www.pipefy.com
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Alternatives |
Alternatives |
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Categories |
CategoriesPipefy is the AI-enhanced business process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPA software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. Tap into your greatest business asset with Pipefy, the AI-enhanced process management platform to seamlessly connect what matters most to HR: people, systems, and strategy. From consolidating incoming requests to reducing response times, Pipefy orchestrates all your HR workflows in a single place with no required coding knowledge or third-party specialized services firms. Build customized employee portals to centralize important information, standardized HR forms to expedite HR request processing, and automated email templates to provide real-time service updates. Key features include a built-in security suite to manage and safeguard sensitive data and a flexible no-code framework for faster deployment and lower implementation costs. Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving visibility and control over workflows and tech stacks across the org. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or service portal. Accelerate adoption, manage changes with full visibility, and respond to changing business needs — on time and under budget. With Pipefy, IT teams can keep track of every workflow step and tech stack element, reducing risks due to lack of governance and shadow IT. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market. Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving their visibility and control over every process and workflow in the org. Deliver more projects and close tickets on time and under budget. Pipefy helps IT teams maintain security and compliance standards with features like audit logs, business rules, and role-based access control (RBAC). Automated alerts prevent delays and ensure timely escalation, and adaptable asset management and tracking workflows. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or self-service portal. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market. Transform your procurement department from a purchase management center to a strategic business partner. Build a structured, standardized, automated, and error-proof procurement operation to fast-track PO cycle time and improve end-to-end stakeholder coordination. Integrate your procurement software or other legacy tools to scale your operation, and ensure transparency and accountability at each step. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile decisions reliably, and create workflows rooted in best practices and tailored to your team’s unique needs. Build a structured, standardized, automated, and error-proof purchase process to fast-track purchase cycle time and improve end-to-end stakeholder coordination. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile purchase decisions reliably. Assess supplier performance, and create workflows rooted in best practices, tailored to your team’s unique needs. Integrate your accounting software or other legacy tools to scale. Pipefy is the AI-enhanced workflow automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. |
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AML Features
Behavioral Analytics
Not Supported
Case Management
Supported
Compliance Reporting
Supported
Identity Verification
Supported
Investigation Management
Not Supported
PEP Screening
Not Supported
Risk Assessment
Not Supported
SARs
Not Supported
Transaction Monitoring
Supported
Watch List
Not Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Supported
Auto Reminders
Supported
Customizable Templates
Not Supported
Document Analytics
Supported
Mobile Signature
Supported
Multi-Party Signing
Not Supported
Progress Tracking
Supported
Task Progress Tracking
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
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Business Process Management Features
Access Controls / Permissions
Supported
Alerts / Notifications
Supported
Business Process Automation
Supported
Business Rules Management
Supported
Collaboration
Supported
Process Change Tracking
Not Supported
Process Mapping
Supported
Process Modeling & Design
Supported
Visual Workflow Management
Supported
Customer Service Features
Alerts / Escalation
Supported
Appointment Management
Not Supported
Call Center Management
Not Supported
Email Management
Supported
Knowledge Base
Not Supported
Live Chat
Not Supported
Performance Metrics
Not Supported
Queue Management
Supported
Self Service Portal
Supported
Social Media Integration
Not Supported
Surveys & Feedback
Supported
Virtual Assistant
Not Supported
Workflow Management
Supported
Customer Success Features
Account Alerts
Not Supported
Account Management
Not Supported
Communication Management
Not Supported
Customer Engagement
Not Supported
Customer Lifecycle Management
Supported
Health Score
Not Supported
Onboarding
Not Supported
Revenue Management
Not Supported
Usage Tracking / Analytics
Not Supported
Win / Loss Analysis
Not Supported
Human Resources Features
360 Degree Feedback
Not Supported
Applicant Tracking
Supported
Attendance Management
Not Supported
Benefits Management
Not Supported
Career Development Planning
Not Supported
Compensation Management
Not Supported
Compliance Management
Not Supported
Employee Database
Supported
Employee Lifecycle Management
Supported
Onboarding
Supported
Payroll Management
Not Supported
Performance Management
Supported
Recruiting Management
Supported
Self Service Portal
Supported
Succession Planning
Not Supported
Time & Attendance Management
Not Supported
Time Off Management
Not Supported
Timesheets
Not Supported
Training Management
Not Supported
IT Service Features
Contract Management
Not Supported
Incident Management
Not Supported
IT Asset Management
Not Supported
Knowledge Management
Not Supported
Release Management
Not Supported
Self Service Portal
Not Supported
Service Catalog
Not Supported
Service Reporting
Not Supported
Ticket Management
Supported
Procure to Pay Features
Billing & Invoicing
Not Supported
Budgeting / Forecasting
Not Supported
Compliance Management
Not Supported
Contract Lifecycle Management
Supported
Financial Reporting
Not Supported
Integration Management
Not Supported
Inventory Management
Not Supported
Order Management
Supported
Vendor Management
Supported
Purchasing Features
Catalog Management
Not Supported
Compliance Management
Supported
Contract Management
Supported
Inventory Management
Not Supported
Invoice Processing
Supported
PunchOut
Not Supported
Purchase Order Management
Supported
Requisitions & Approvals
Supported
Sourcing Management
Supported
Spend Management
Not Supported
Supplier Management
Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Not Supported
Compliance Tracking
Not Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
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Integrations
ABBYY Vantage
Not Supported
ADP Comprehensive Services
Not Supported
AWS AI Services
Not Supported
AccessOwl
Not Supported
Asana
Not Supported
Celonis
Not Supported
Docusign
Not Supported
Google Calendar
Not Supported
Google Drive
Not Supported
Gusto
Not Supported
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Integrations
ABBYY Vantage
Supported
ADP Comprehensive Services
Supported
AWS AI Services
Supported
AccessOwl
Supported
Asana
Supported
Celonis
Supported
Docusign
Supported
Google Calendar
Supported
Google Drive
Supported
Gusto
Supported
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