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Pipefy

Name: Pipefy
Rating: 4.5 (2 reviews)

By Pipefy

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Highlights : About Pipefy

Backlog Management

Issue Tracking

Task Management

Workflow Management

Release Management

Ticket Management

About Pipefy

Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Primary features include task management, pre-designed process templates, admin controls, two-factor authentication, email messaging and reporting.

Specifications

24/7 Support

Yes

Business Size

Small, Mid-Market, Enterprise

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Ticket Management

Billing & Invoicing

Collections Management

Receivables Ledger

Recurring Billing

Alerts / Escalation

Performance Metrics

Self Service Portal

Surveys & Feedback

Workflow Management

Email Management

Communication Management

Account Management

Customer Engagement

Onboarding

Benefits

Streamlined Operations

Companies have different ways of accomplishing the task at hand. This is why Pipefy provides its users with a lean management tool that lets you create workflows based on your processes and the best practices in your respective industry. With this, you don’t have to adjust your workflow to match the automated templates provided in the system. In case you haven’t had a chance to build your company’s system yet, this software also offers templates that may be customized according to your needs.

Improved Collaboration

Business processes often rely on teamwork. To help you improve collaboration within the workplace, Pipefy is equipped with automation tools to speed up processes and robust task management tools that will let you relay information to your teams with ease.

Convenient Progress Management

Pipefy offers a built-in calendar that helps users keep track of deadlines in line with their projects’ progress. This calendar shows all the cards assigned to users for a specific period and their due dates. With this, you get a good grasp of who is doing what and when each task should be accomplished. You may even set notifications to alert assigned team members when their tasks are close to their due dates.

Easier Monitoring of Additional Processes

Another feature of Pipefy is its capability to automatically trigger an action if a predefined event or action is executed. For instance, when a new card is moved to the approval pipe, a new card is automatically created within the same pipe. This is called “connected card.” Connected cards are used when there are additional processes that need to be carried out by other assigned team members that have to be applied to a specific card.

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