Pipefy

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Pipefy Software | Workflow Management Software - Software Resellers

Pipefy Software | Workflow Management Software

  • Custom Integrations
  • Data Recovery
  • Data Migration
  • Two-Factor Authentication
  • Deadline & SLA Tracking
  • Customization & Flexibility

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Design and automate business workflows in minutes

Increase efficiency and integrate end-to-end operations on a secure, low-code workflow and business process automation (BPA) platform

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Resolve requests with heroic efficiency and precision

Colleagues, customers and partners make requests, and your team fulfills them. Now you control the workflow, so you can fulfill those requests quickly, correctly and reliably.

Best Software Reseller | Best Software Providers in India

Best Software Reseller | Best Software Providers in India

Automate busywork and focus on work that matters

The back office spends too much time with repeated tasks. Smart automation reduces that overhead so employees can focus on the interesting work that adds the most value.

Automatically report on every step in the process

Process analytics shouldn’t require you to pull data. When work happens, data happens. With Pipefy, your team does the work and the reports build themselves.

Best Software Reseller | Best Software Providers in India

Best Software Reseller | Best Software Providers in India

Extend the useful life of your existing platforms

Your ERP, AP, HRIS, or CRM systems were designed for stability, but your operations change daily. Pipefy helps you adjust gracefully to the daily changes to your business.

Integrate workflows across your app ecosystem

Do not manually load the output of one back-office system into another. If you can describe a process, from start to finish, Pipefy will be your low-code iPaaS connector.

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Pipefy Features

Pipefy helps you unlock exclusive business process management features and resources.

Custom Integrations

From chat apps to ERPs like SAP, integrate whatever you need to Pipefy to build a truly integrated operation, and power up your business processes.

Automations

A powerful feature that enables you to automatically move a card, create a new one or update a field when an action triggers the response. Create a seamless flow of information among processes.

Representation of how to create automation rules without code (no code) in Pipefy

Connections

Integrate your company’s processes to make sure all your teams are in sync. If you have a process that demands collaboration from other teams, this feature is crucial to your process.

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Portals

Pipefy Portals allow you to centralize all of your request forms in a single place, keeping things simple and easy for both the requester and service provider.

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Email Templates

Boost productivity with automated emails. The email feature can send messages automatically, whenever cards enter or leave a phase or manually by clicking a button inside the card.

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Public Form

Public forms allow people to request demands on an online platform at any time. With this feature, you choose what types of information are needed to ensure the quality of delivery and how you want to receive it so that you have more accurate and agile executions.

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Reports

Pipefy advanced reports offer the ability to filter and combine information from your processes, which can be accessed at any time.

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Request Tracker

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Database

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Conditional Logic

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Approval Flows

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Labels

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Calendar View

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Alerts

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Pipe Connections

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Filter

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My Tasks

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Email Messaging

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Customization & Flexibility

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Modern and scalable platform for enterprise operations

Manage your business with secure, integrated, and flexible processes that scale according to your needs on a quick-to-deploy, no/low-code platform. Ensure greater control and compliance, and improve internal and external customer satisfaction.

Gain efficiency and increase margins with a true digital transformation

Whether you’re in charge of HR, Finance, Customer Service or other departments, digital transformation puts you on a path for higher efficiency and ROI. Put an end to duplicated and outdated data, and centralize important information in a secure cloud.

Compliance and security are our number one priorities

As a company focused on your data security, Pipefy complies with Information Security best practices ensure the safety of all our environments. We guarantee a safe solution by having a dedicated security team, constant security training, and regular internal and external audits.

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Build and deploy automated workflows with a no/low-code platform

Gain efficiency with a healthy and scalable cross-functional operation. Build automated, easy-to-deploy workflows where you can customize each phase of your process. Anyone can build, deploy and adopt Pipefy without technical expertise

Orchestrate your entire operation with smart integrations

Gain end-to-end visibility over your requests and their progress in a single place. Integrate Pipefy with your existing tools, from spreadsheets to complex ERPs and legacy systems, to ensure error-proof information flows. 

Track results to make data-driven decisions

You can’t improve what you can’t measure. Automatically pull data from different processes and analyze them in customizable dashboards. Make data-driven decisions to plan the next steps of your operations.

Ensure secure workflows from HR to Finance, CS to IT

Pipefy’s enterprise process management platform is built with security in mind. Our firewall infrastructure and management are provided by Amazon AWS, so you can manage your business with secure, flexible processes.

BPM Software for Process Optimization & Efficiency

Pipefy’s business method management (BPM) software is the fastest & easiest way to track, manage, and grow the processes you run every day.

Engage with customers, vendors and other teams easily

BPM software improves collaboration & communication for all of your stakeholders. Make service portals to centralize your company processes. Standardize forms to create an error-proof process. Receive external files at any phase of your process through Phase Forms. Allow customers, employees and vendors to review the status of their requests with the Request Tracker feature.

Integrate your tools for a smarter operation

Avoid toggling between tools and risk missing data. Centralize your processes in a single place. Integrate Pipefy with your existing tools, from spreadsheets to complex ERPs and other legacy systems, to enhance control and visibility over your business processes.

Increase efficiency with low-code automation

Stop wasting time on manual and repetitive tasks. BPM software enables smart automation rules, connects departments, and lets your team focus on strategy—all from a single, user-friendly interface. 

Make data-driven decisions

Measure your results to continuously improve your processes. Automatically pull information from different workflows and analyze it with customizable dashboards. Pipefy allows you to track, compare and refine every step of your custom operation.

Improve team efficiency with Pipefy’s workflow management software

Centralize and streamline your workflows by automating manual tasks, connecting processes, making standards, and having a complete view of your processes on Pipefy’s no-code/low-code platform.

Easily engage with customers, vendors and other teams

Provide an efficient communication flow with all stakeholders. Avoid rework by collecting all of the data necessary to start your workflow, automatically update external agents on the status of their requests and receive outer information directly to your workflow to ensure high-quality outcomes.

Centralize and orchestrate operations with smart integrations

It’s hard to focus on strategic choices when you’re focused on operational logistics. Integrate Pipefy to your existing apps and tools, from spreadsheets to complex ERPs and legacy systems, to ensure error-proof data flows.

Gain efficiency through no-code automation

Stop wasting time on manual and recurring steps in your processes. Build smart automation rules, connect tools and departments and let your team focus on strategic actions—all from a single place.

Data-driven decision making and improved visibility

You can’t increase what you can’t measure. Automatically pull information from different workflows and analyze them in customizable dashboards. Pipefy allows you to track, compare and project next steps based on information.

Robotic Process Automation (RPA)

If you’re an RPA solution provider or partner, you know that RPA robots are great at processing structured information and automating mundane and repetitive tasks such as:

  • Logging in to applications and systems
  • Moving files and folders
  • Extracting, copying, and inserting data
  • Completing forms
  • Performing routine analyses and reports

BPA complements RPA for an end-to-end automated workflow

While RPA automates tasks, BPA can help to optimize entire workflows and multiple processes to decrease manual errors and boost overall efficiency. Companies that use BPA software in conjunction with RPA software can:

  • Enable communications among stakeholders
  • Design and automate business workflows in minutes
  • Analyze workflows to identify areas of optimization or modification
  • Increase efficiency and integrate end-to-end operations
  • Collaborate and track a process from start to finish
  • Provide visibility into the details of a process

Make sure customer onboarding is perfect, every time

Ensure your customers get immediate value from your product or service by customizing their onboarding experience according to their specific requirements. End-to-end onboarding processes in one simple, easy to deploy workflow built with a no/low-code platform.

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Provide flawless customer support

Automate your customer help workflow from end-to-end to lower response times. Create a continuous process by creating customized dashboards so you can track your team’s performance and customer satisfaction.

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