Method Grid

Method Grid

Method Apps Limited
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About

Method Grid is an AI-empowered knowledge and project management platform that helps teams improve how they deliver projects and services by connecting knowledge, experience and technology. Teams can collaborate and build knowledge-rich playbooks that define how to deliver individual projects and services by leveraging their global expertise, knowledge and insights. Bring projects to life by creating playbooks that can be customised and tailored for each client, making it easy to highlight your organisation’s capability and expertise in a way that resonates with their specific needs and challenges. Method Grid is the platform for consulting organisations looking for a capability partner to assist them in building world-class scalable services. Services that foster trust, exceed expectations and manifest as authentic intellectual property, which encapsulates the collective knowledge and experiences of your people.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses of all sizes

Audience

IT leaders who need to eliminate Shadow IT and modernize legacy systems by orchestrating AI agents in a singular secure platform.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

£16 per person per month
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.7 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • Integration with Miro provides access to robust diagramming tools, generous free plans allows unlimited team boards.
  • Method Grid allows us to map anything our team does. Very simple grid system. Highly flexible. It allows to display documents, external links, videos, checklist, images and cloud documents. Easy, quick and fast to pickup. Organises memorialize and project data and process steps. User friendly. Intuitive tool.
  • This is absolutely an amazing tool to manage your projects with your organization. Our business project management has significantly improved and makes everything much easier. The great thing about Method Grid is that you can provide updates and comments to your team members. It offers great customization features that many will enjoy.
  • Method Grid is an intuitive way to store knowledge for easy retrieval by other members of our team. It is totally configurable to fit your processes and set up a taxonomy that works for your business. Colleagues find it much easier to find the current, approved information they need than storing in a network or cloud drive due to the structural design being consistent with our processes. The software is constantly being enhanced with new features and the team is highly responsive to suggestions for improvements. It's now possible to clone grids and have checklists in them. We use this as an on-boarding tool to make sure everyone goes through a consistent set of information to ensure everyone is using the same processes.
  • Intuitive interface and simple structure actually make this a surprisingly powerful and flexible tool for managing many aspects of a professional services business IP.

Cons

  • Lack of advanced whiteboarding features compared to complex tools, No Gantt charts or calendar views for project planning.
  • No dislikes. Great software to share and capture knowledge.
  • At first it can take quite some time for your business to find all the great functions this software has to offer. Once you have learned everything, the whole process is so simple and very helpful.
  • It's free-form nature, whilst giving massive flexibility, means you need to spend some time to plan out a structure. We started a bit too ad-hoc and needed to restructure how we store data. I would recommend creating a steering team (any proper implementation should have one!).
  • We were an early user and new features have continuously been added.

Pros from Real Users

Pros

  • Pipefy is an incredible online project management tool that allows users to streamline their workflow processes. It offers users a wide range of features and tools to organize, assign, and track their tasks. The drag-and-drop interface makes it very easy to use and it has a great user-friendly design. The tool offers users a variety of templates for different types of projects, allowing them to easily create and customize their own process. It also comes with a powerful search engine, which helps users quickly find the relevant information they need.
  • Pipefy has multiple usages, it supports recruiting member, boost teamwork, marketing and manage customer support. We are using its team collaboration to manage our marketing strategy with effective power. It's very easy in the platform usability.
  • Pipefy has great potential to make workspace unified for tasks. It helps to stay on top of the tasks using its custom workflows. I liked being able to integrate with Salesforce to boost its efficiency. The interface is also streamlined.
  • Pipefy turns to be a game-changer in my workspace to work collaborated for our marketing and help desk solutions. - The template for the sales pipeline is pretty robust, no code is required to deploy. - Combined dashboard for different business activities.
  • Pipefy is an amazing workflow manager. We are using Pipefy to automate our workflow. It's very easy to build automated project cards. The UX is pretty appealing and smooth in navigation.
  • We can perform many business activities including HR, marketing and customer service from one software. It improves the workflow and automates most of the processes.
  • You can easily adapt this solution into your small and mid business. It's dashboard provides a great resource to manage and visualize the process of workflow. It helps to boost collaboration to effective results.
  • Intuitive user interface. It's works smooth and flawless. Super modern workflow management. Easily Integrates with other business solutions. Easy connection to collaborate.
  • It is easy to set up and has a wide number of features including setting up daily tasks, and managing things like customer care, human resource, finance and such.
  • Pipefy is very effective workflow management software. It offers great compatibility with most of the leading third party applications. The user interface is clean and clutter-free. Pipefy offers a great capability of collaboration and very effective business process management.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Method Apps Limited
Founded: 2018
United Kingdom
methodgrid.com/

Company Information

Pipefy
Founded: 2014
United States
www.pipefy.com

Alternatives

Alternatives

Jira

Jira

Atlassian

Categories

Categories

Pipefy 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.

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Kanban Features

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning Features

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking Features

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Scrum Features

Backlog Management
Collaboration Board
Daily Reports
Iteration Management
KPI Monitoring
Milestone Tracking
Prioritization
Progress Tracking
Release Planning
Roadmapping
Sprint Planning
Task Management

Task Management Features

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Procure to Pay Features

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Dropbox
Microsoft Azure
Microsoft Teams
Slack
ABBYY Vantage
ADP Comprehensive Services
Asana
Docusign
Freshdesk
Google Workspace
HubSpot Customer Platform
Latenode
NetSuite
Okta
OutSystems
RealWork
Shopify
Workato
Workers by Delos
Zoho CRM

Integrations

Dropbox
Microsoft Azure
Microsoft Teams
Slack
ABBYY Vantage
ADP Comprehensive Services
Asana
Docusign
Freshdesk
Google Workspace
HubSpot Customer Platform
Latenode
NetSuite
Okta
OutSystems
RealWork
Shopify
Workato
Workers by Delos
Zoho CRM
Claim Method Grid and update features and information
Claim Method Grid and update features and information