WorkPoint

WorkPoint

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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

A number of business factors are driving the growth of business-driven digital solutions that accelerate implementation and reduce cost through automation. The digital transformation taking place in today’s application economy is increasing demand for orchestration that spans across people, systems and functional boundaries. The digitization of data, cloud and mobile computing, application automation, and geographically expanded user bases - are critical to success in today’s globalized marketplace. All these factors underlie the necessity to Digital Business solutions to obtain agility, increase productivity, reliability, security, and efficiency to enterprise applications. Workpoint delivers a digital business automation software and related services to Fortune 500 clients in the security, compliance, financial services, telecommunications, healthcare, legal, government, and retail industries. Build your business automation application with two discrete code bases.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Companies searching for a solution to build their business automation applications

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

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 Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Pipefy
Founded: 2014
United States
www.pipefy.com

Company Information

Workpoint
www.workpoint.com

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Categories

AI Agents for HR Supported
AI Automation Supported
AI Procurement Supported

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.

Customer Service Supported
Customer Success Supported
Finance Supported
Human Resources Supported

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.

IT Service Supported

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.

ITSM Supported

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.

Process Mapping Supported
Procure to Pay Supported

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.

Purchasing Supported

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.

Time & Attendance Supported

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 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

Business Process Management Features

Access Controls / Permissions Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Business Rules Management Supported
Collaboration Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Supported
Visual Workflow Management Not Supported

Integrations

ADP Comprehensive Services Supported
AccessOwl Supported
Asana Supported
Docusign Supported
Dropbox Supported
Gusto Supported
HubSpot CRM Supported
Jira Service Management Supported
LinkedIn Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
QuickBooks Accountants Supported
Trello Supported
Twilio Supported
UiPath Supported
WordPress Supported
Workato Supported
Workers by Delos Supported
Zoho Invoice Supported

Integrations

ADP Comprehensive Services Not Supported
AccessOwl Not Supported
Asana Not Supported
Docusign Not Supported
Dropbox Not Supported
Gusto Not Supported
HubSpot CRM Not Supported
Jira Service Management Not Supported
LinkedIn Not Supported
Microsoft Power BI Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
QuickBooks Accountants Not Supported
Trello Not Supported
Twilio Not Supported
UiPath Not Supported
WordPress Not Supported
Workato Not Supported
Workers by Delos Not Supported
Zoho Invoice Not Supported
Claim WorkPoint and update features and information
Claim WorkPoint and update features and information