Pipefy

What is Pipefy

Pipefy helps businesses expedite their digital transformation. It's a low-code/no-code process coordination platform that allows users with no coding experience to automate workflows and manage business operations. This solution enables teams to automate tasks including gathering new employee information. It sends welcome emails, updates core HR systems, and conducts handoffs to IT and Finance. Businesses may use Pipefy to guarantee that their HR departments are working efficiently, completing all required stages, and offering a uniform new hire experience with streamlined communication. Products Workflows: Pipefy's workflow management software may help your team operate more efficiently. Pipefy's no-code/low-code platform helps to centralize and simplify workflows by automating tedious operations, integrating processes, setting standards, and getting a full picture of the processes. Shared Inbox: The program assists in the management of a shared mailbox and the centralization of work in one location. It helps to organize and manage shared email accounts like contact@, support@, and finance@ with ease. Forms: With an online workflow and form builder that allows communication with stakeholders along the process, the business can manage requests for HR, buying, customer service, marketing assets, and more. Templates: Finance Process: Convert business financial processes to digital, automated processes. Keep an eye on critical elements to ensure an error-free operation and a faster end-of-month close. Human Resource Process: With self-service HR, businesses can provide top-notch digital experiences. With no-code automation, businesses can boost team efficiency while also allowing leaders to demonstrate a stronger return on investment through unique processes. Customer Service Process: Maintain efficient, productive operations while providing an exceptional client experience. Marketing Process: Build a faultless workflow for the whole Marketing operation in a single, easy-to-deploy platform, from processing requests to running campaigns and analyzing outcomes.

Who use Pipefy

The most prevalent Pipefy industries are Communications, Services, Government, Healthcare, Insurance, Manufacturing, Public Services, Education, logistics, etc. One workflow at a time, Pipefy streamlines business operations. Without writing a single line of code, any doer can organize and control their work in one spot, simplify and automate any process.

What Pipefy Offers

• Integrate whatever you need to Pipefy, from chat applications to ERPs like SAP, to create a connected operation and power up your business operations.
• When an action triggers the response, users may use this functionality to automatically move a card, create a new one, or change a field. Create a continuous flow of data between operations.
• Integrate your company's procedures to ensure that everyone is on the same page. This functionality is critical if you have a procedure that requires participation from different teams.
• Pipefy Portals let to consolidate all of your request forms in one location, making things straightforward for both the requester and the service provider.
• Automated emails can help businesses work more efficiently. When cards enter or exit a phase, the email function can send messages automatically or manually by pressing a button inside the card.
• People can use public forms to make demands at any time on an internet platform. This feature allows users to specify what sorts of information are required to assure delivery quality and how you want to receive it, resulting in more accurate and rapid executions.
• Advanced Pipefy reports allow users to filter and aggregate data from your processes, and they can be viewed at any time.

Why Pipefy

• Pipefy's creators recognize that each business operates differently, which is why they provide a lean management solution. This enables businesses to develop workflows that take into account both their unique processes and industry best practices.
• Teamwork is frequent in business procedures. With this in mind, Pipefy includes a comprehensive set of task management capabilities that make it simple for users to share information with their coworkers.
• The system has an integrated calendar that helps users keep track of their deadlines about project progress.
• When a preset action or event occurs in Pipefy, an action is automatically triggered. If a new card is transferred into the approval pipe, for example, a new card is produced automatically in the same pipe.

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