Pipefy Features

Pipefy offers a vast set of exclusive process management features and resources.

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Automation

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

Connections

Integrate your company’s processes to make sure all your teams work in sync. This feature is especially useful if you have a process that demands collaboration from other teams.

Integrations

Connect Pipefy with over 500 apps, such as Slack, Pipedrive, Zendesk, etc. Also, our public API uses GraphQL data query language that is flexible and returns predictable results.

Email template

Save time, money and boost your productivity with automated emails. E-mail feature can be used to send messages automatically, whenever cards enter or leave a phase, or manually by clicking a button inside the card.

Process Templates

Pre-designed templates developed to help you manage your processes. Easily import into your Pipefy account and customize according to your needs.

Database

Centralize your company's information in a safe, integrated storage system. You can retrieve important information for your company’s processes, such as customer, supplier and product records.

Pipefy Automations

Automation is located in Apps & Integrations. Get started now!

Conditional logic

Create fields using conditional logic for a more dynamic and fluid experience. Customizing processes based on “if, then, and, or” scenarios.

Mobile App

Fast access to your company's processes wherever you are, whenever you need.

Email inbox

Set up an inbox that automatically creates cards for each received email. It makes possible to create new cards on your sales pipeline whenever someone writes to [email protected], etc.

Admin control

Restrict access to sensitive information setting different permission levels. Each pipe’s permissions can be managed separately, allowing you to choose who will have access to each of your Pipes.

Two-factor authentication

Add an extra layer of security to protect your company's information. Two-factor authentication is a Enterprise feature.

Private pipes

Keep sensitive information safe in processes only invited users can access. This gives admins further control over who views/accesses specific processes.

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Metrics

Analyze your process' activity, find bottlenecks and boost productivity!

Calendar View

Get a monthly, weekly or daily snapshot of all cards due that period.

My Tasks

Easily view your most recent cards and notifications in a single place.

Approval Flows

Automate approval flows combining two advanced features.

Subtask

Create automated subtask flows to easily keep track of the tasks.

Filters

Filter your cards by assignee, label or information on your cards fields.

Email messaging

With email messaging, it is possible to send and receive emails from a card in an easy way. It's so practical and you don’t need to open your email inbox to send your clients and colleagues emails.

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email messaging though pipefy

Advanced Reports

The advanced reports feature offers you the possibility of filtering and combining your processes’ information to create and save powerful reports that display the information from pre-determined fields and can be accessed any time you need to.

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Easy SLA Management

Pipefy’s alerts feature exist to help you keep track of your processes standard level agreements. You can control how much time a card can stay in one phase or go through the entire process.

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pipe service level agreement set

Public Form

This useful feature allows you to easily organize the information you receive, extract the data you’re looking for and then provide the necessary response

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pipefy's public form

  • Trusted by companies that want results

  • Capgemini
  • GFK
  • Pfizer

Powerful platform. Easy to use.

Give productivity a well needed boost with Pipefy features.

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