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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.

About

Process Shepherd's decision tree and agent scripting functionality furnishes agents with a step-by-step guides to complex workflows with optional integration to external services such as your CRM or helpdesk. The central aim of this platform is to refine workflows, strengthen compliance, and increase overall efficiency within contact centers and help desks. The essence of Process Shepherd lies in its presentation of workflows as sequential steps or queries that agents follow one after the other. By delivering guidance in this segmented manner, the platform alleviates the complexity of handling complex tasks, minimizing both the time spent on training new agents and the average time consumed in individual interactions. Cut Agent Onboarding Time by 80% Diminish Ramp Time by 40% Lower Average Handling by 30%

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

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

Audience

Contact centers

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

$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

Pricing

$20
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

Pipefy
Founded: 2014
United States
www.pipefy.com

Company Information

Process Shepherd
Founded: 2022
United States
www.processshepherd.com

Alternatives

Alternatives

MyStekz

MyStekz

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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.

Categories

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

Freshdesk
Salesforce
Zendesk
Zoho CRM
ABBYY Vantage
Airtable
Asana
Dropbox
Google Calendar
Google Workspace
HubSpot Customer Platform
LinkedIn
Microsoft Azure
NetSuite
ReturnPro
Shopify
Slack
Stripe
UiPath
Workers by Delos

Integrations

Freshdesk
Salesforce
Zendesk
Zoho CRM
ABBYY Vantage
Airtable
Asana
Dropbox
Google Calendar
Google Workspace
HubSpot Customer Platform
LinkedIn
Microsoft Azure
NetSuite
ReturnPro
Shopify
Slack
Stripe
UiPath
Workers by Delos
Claim Process Shepherd and update features and information
Claim Process Shepherd and update features and information