Best Pipefy Alternatives Shortlist
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Pipefy is a powerful workflow management tool that helps teams automate processes and improve efficiency by providing customizable templates and integrations. However, some users may seek alternatives due to specific feature needs or pricing concerns. Here, I’ll share my suggestions for the best Pipefy alternatives.
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Best Pipefy Alternatives Summary
This comparison chart summarizes basic details about each of my top Pipefy alternatives. You can view pricing details and the availability of free trials or demos side-by-side to help you find the best alternative for your budget and business needs.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for intuitive task management | Free trial available | From $8.25/user/month (billed annually) + free plan available | Website | |
2 | Best for client-focused project management | 30-day free trial | From $10.99/user/month (min 3 users, billed annually) | Website | |
3 | Best for chat integration | Free plan available | From $15/user/month (billed annually) | Website | |
4 | Best for outcome-driven enterprise | 14-day free trial | From $149/month (min 15 users, billed annually) | Website | |
5 | Best for an all-in-one workspace | 14-day free trial + free plan available | From $10/user/month (billed annually) | Website | |
6 | Best for visual task management | 14-day free trial | From $5/user/month (billed annually) | Website | |
7 | Best for customizable workflows | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
8 | Best for software development teams | 7-day free trial + free plan available | From $7.16/user/month (billed annually, min 5 seats) | Website | |
9 | Best for comprehensive project tracking | 10-day free trial + free plan available | From $4/user/month (billed annually) | Website | |
10 | Best for portfolio management | Free trial available + free demo | Pricing upon request | Website |
What is Pipefy?
Pipefy is a workflow management software designed to help teams automate and streamline their processes. It is used by project managers, operations teams, and business analysts to create, manage, and optimize workflows. Pipefy improves efficiency, ensures consistency, and provides visibility into processes.
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monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Miro
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Jira
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
Best Pipefy Alternatives Reviews
Here’s my in-depth analysis and overview of each Pipefy alternative. I’ll cover the pros and cons, features, and best use cases for each tool.
MeisterTask is a task management tool that offers Kanban boards, project documentation, and integrations with other tools for effective team collaboration. Its user-friendly interface and customizable features simplify task tracking and project management.
Why it's a good Pipefy alternative:
I chose MeisterTask for its intuitive design and ease of use, which makes it accessible for teams of all sizes. Its Kanban-style boards and customizable workflows stand out as a good alternative to Pipefy, especially for teams looking for a simple task management solution.
Standout features and integrations:
Features include Kanban-style project boards, project documentation with MeisterNote, and advanced search capabilities. It also includes automation options to streamline repetitive tasks and built-in time tracking for productivity monitoring.
Integrations include Slack, Microsoft Teams, Google Drive, Dropbox, GitHub, Zendesk, Bitbucket, Outlook, Zapier, MindMeister.
Pros and cons
Pros:
- Integration with popular third-party apps
- Customizable project management boards
- Attractive and user-friendly interface
Cons:
- Limited reporting capabilities
- Higher starting price compared to some competitors
Teamwork is a project management tool for teams that do client work, offering features like time tracking and resource management. It provides comprehensive tools to manage client relationships, track billable hours, and optimize resource allocation.
Why it's a good Pipefy alternative:
I chose Teamwork for this list because it offers features tailored for client-focused project management, making it a strong alternative to Pipefy. Its robust project management features, excellent client collaboration tools, and comprehensive time tracking capabilities enable it to handle complex client projects and streamline workflows effectively. This combination makes Teamwork a compelling option for those looking to manage and automate processes efficiently.
Standout features and integrations:
Features include time tracking, resource management, and customizable project templates. These features help teams manage their time efficiently, avoid bottlenecks, and deliver timely projects.
Integrations include Slack, HubSpot, QuickBooks, Xero, Google Drive, Dropbox, Microsoft Teams, Zapier, Harvest, and OneDrive.
Pros and cons
Pros:
- Customizable project templates
- Time tracking and resource management
- Comprehensive client management features
Cons:
- Limited customization options for reports
- Complex interface for new users
Taskworld is a project management tool that combines task management with integrated chat features. It allows seamless communication within tasks, enhancing team collaboration and efficiency.
Why it's a good Pipefy alternative:
I chose Taskworld for the list because it offers a unique combination of task management and integrated chat essential for teams needing constant communication. This makes it a strong alternative to Pipefy, especially for teams prioritizing real-time collaboration.
Standout features and integrations:
Features include Kanban boards, task assignments, timelines, reminders, and integrated chat for direct communication within tasks. It also offers performance analytics and multiple views to manage projects effectively.
Integrations include Slack, Google Drive, Dropbox, Microsoft Teams, Zapier, Trello, Asana, Jira, GitHub, and OneDrive.
Pros and cons
Pros:
- Comprehensive performance analytics
- Multiple project views
- Integrated chat within tasks
Cons:
- Limited customization options
- Higher starting price compared to some competitors
Businessmap is a software platform that enhances enterprise agility through outcome-driven project management. It aligns strategy with execution, making it ideal for organizations focused on achieving specific business outcomes.
Why it's a good Pipefy alternative:
I chose Businessmap for its strong features that support enterprise-level agility and strategic alignment. Its multi-layered Kanban boards and advanced workflow management tools make it a strong contender for organizations looking for an alternative to Pipefy.
Standout features and integrations:
Features include multi-layered Kanban boards, management dashboards, and workflow analytics. It also supports dependency management and project forecasting, making it a comprehensive tool for enterprise project management.
Integrations include Jira, Trello, Asana, Slack, Microsoft Teams, Google Drive, Dropbox, GitHub, Zapier, and Salesforce.
Pros and cons
Pros:
- Comprehensive analytics and reporting
- Strong focus on strategic alignment
- Advanced workflow management
Cons:
- Complex setup for smaller teams
- Limited user community and resources
Notion is a versatile tool that offers a connected workspace for wiki, docs, and projects. It centralizes functions like note-taking, project management, and collaboration in one platform.
Why it's a good Pipefy alternative:
I chose Notion for the list because it provides a comprehensive workspace that can replace multiple tools, similar to Pipefy. Notion stands out with its flexibility and extensive customization options, making it an excellent alternative for users looking to optimize their workflow, enhance productivity, and reduce tool fatigue
Standout features and integrations:
Features include its powerful building blocks that allow users to visualize, filter, and sort information in various ways, and its ability to create custom labels, tags, and owners for better organization. Additionally, Notion's drag-and-drop interface makes building and customizing pages easy.
Integrations include Slack, Google Drive, Trello, Jira, GitHub, Asana, Figma, Typeform, Zapier, and Intercom.
Pros and cons
Pros:
- Strong community and support resources
- Centralizes multiple functions in one platform
- Highly customizable and flexible user interface
Cons:
- Limited offline functionality
- Can be overwhelming for new users
Trello is a project management tool that uses boards, lists, and cards to help teams organize tasks visually. Its intuitive Kanban-style boards allow users to see the status of tasks at a glance.
Why it's a good Pipefy alternative:
I chose Trello because it offers intuitive visual task management through its customizable boards, lists, and cards, making it easy to organize and track projects. Its powerful integration capabilities and real-time collaboration features streamline workflow management. Additionally, Trello's drag-and-drop functionality and robust automation with Butler enhance productivity and efficiency, making it ideal for teams looking to simplify their project management processes.
Standout features and integrations:
Features include visual task management boards, drag-and-drop functionality, customizable cards and lists, powerful integration with numerous apps, real-time collaboration, checklists and due dates, team member assignments, labels and filters, mobile app accessibility, and robust automation with Butler.
Integrations include Slack, Google Drive, Salesforce, Microsoft 365, Jira, Dropbox, Evernote, GitHub, Mailchimp, and Zendesk.
Pros and cons
Pros:
- Robust free plan
- Extensive integration options
- Customizable boards, lists, and cards
Cons:
- Basic reporting and analytics
- Limited advanced project management features
Wrike is a project management and collaboration tool designed to help teams organize tasks, manage projects, and enhance productivity. It offers a centralized platform where you can plan, execute, and monitor your work, ensuring everyone stays aligned and informed.
Why it's a good Pipefy alternative:
Wrike's customizable workflows allow you to tailor task statuses, fields, and processes to match your team's unique requirements. This flexibility ensures that your projects flow smoothly and adapt to any changes or specific methodologies your team follows. Additionally, Wrike's dynamic request forms enable you to collect detailed information upfront, streamlining the intake process and reducing back-and-forth communications.
Standout features and integrations:
Features include task prioritization, file sharing, real-time activity stream, spreadsheet view, Gantt charts, Kanban boards, calendar view, custom fields, project templates, document versioning, and mobile app access.
Integrations include Salesforce, Microsoft Teams, Zoom, Adobe Creative Cloud, Google Drive, Microsoft SharePoint, OneDrive, Wrike for Gmail, Google Sheets, Power BI, Miro, and Trello.
Pros and cons
Pros:
- Various project views
- Good resource management features
- Workflow automation capabilities
Cons:
- Can be complicated to learn the platform
- Limited storage on lower-tier plans
Jira is a project management tool designed for software development teams to plan, track, and release software. Its features are tailored for agile methodologies, including customizable workflows, advanced reporting, and integration with developer tools.
Why it's a good Pipefy alternative:
I chose Jira for this list due to its advanced workflow automation and project management features, particularly for development teams. It excels in managing complex projects with robust issue tracking, customizable workflows, and comprehensive reporting capabilities. Additionally, its integration with various development tools and support for Agile methodologies like Scrum and Kanban provide the flexibility and control needed to efficiently manage tasks and issues.
Standout features and integrations:
Features include advanced planning and dependency management, customizable workflows, and real-time reporting. It also includes Atlassian Intelligence (AI) for task suggestions and insights.
Integrations include Confluence, Bitbucket, Trello, Slack, GitHub, Microsoft Teams, Google Drive, Dropbox, Salesforce, and Zendesk.
Pros and cons
Pros:
- Advanced reporting and analytics
- Strong integration with development tools
- Highly customizable workflows
Cons:
- Performance issues with large projects
- Limited customization for non-technical users
Zoho Projects is an online project management platform designed to help teams plan, track, and collaborate on projects efficiently. It is best for comprehensive project tracking due to its extensive features like Gantt charts, time tracking, and task automation.
Why it's a good Pipefy alternative:
I chose Zoho Projects for its powerful project-tracking capabilities, which make it a strong alternative to Pipefy. Its comprehensive suite of tools, including Gantt charts and time tracking, allows for detailed project oversight and efficient task management.
Standout features and integrations:
Features include Gantt charts for project planning, timesheets for tracking billable and non-billable hours, and task automation to save time on routine tasks. The platform also allows for extensive customization to suit specific project needs.
Integrations include Zoho CRM, Zoho Invoice, Google Drive, Slack, Microsoft Teams, Dropbox, Zapier, GitHub, Bitbucket, and Microsoft Office 365.
Planview is a portfolio and work management solution designed to help organizations plan, execute, and deliver on their strategic objectives.
Why it's a good Pipefy alternative:
I chose Planview as an alternative to Pipefy because of its comprehensive project portfolio management capabilities. With Planview, you can oversee multiple projects simultaneously, ensuring alignment with your organization's strategic objectives. Its resource management features allow you to allocate and optimize resources effectively, balancing workloads and maximizing productivity. Additionally, Planview's demand management tools help you capture, evaluate, and prioritize incoming work requests, ensuring that your team focuses on tasks that deliver the most value.
Standout features and integrations:
Features include capacity planning, scenario planning, risk management, time tracking, project scheduling, milestone tracking, collaboration tools, document management, customizable dashboards, workflow automation, and portfolio optimization.
Integrations include Jira, IBM Engineering Workflow Management, MicroFocus ALM, Microsoft Power BI, Tableau, and a range of Planview products.
Pros and cons
Pros:
- Comprehensive resource management capabilities
- Robust financial management tools
- Advanced analytics and reporting
Cons:
- Complexity may be overwhelming for smaller teams
- Integration with other tools may require additional effort
Other Pipefy Alternatives
Below is a list of additional Pipefy alternatives that I shortlisted, but did not make it to the top list. It’s worth checking them out.
- Adobe Workfront
For marketing teams
- Freshservice
For IT service management
- Basecamp
For small teams
- Asana
For AI-driven work management
- Hive
For productivity analytics
- Todoist
For tracking personal and work tasks
- Nifty
For milestone tracking
- Smartsheet
For spreadsheet enthusiasts
- Airtable
For custom app building
- Scoro
For business management
- ClickUp
For all-in-one project management
- ProofHub
For proofing and collaboration
- TeamGantt
For Gantt chart enthusiasts
- Clarizen
For enterprise project management
- monday.com
For visual project tracking
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Selection Criteria for Pipefy Alternatives
When selecting alternatives to Pipefy, functionality and meeting specific use cases matter most. This ensures the chosen software aligns with what your team needs, addresses pain points, and serves its intended purpose effectively. Having personally evaluated these tools, I can provide insights into the criteria that guide this selection process.
Core Functionality (25% of Total Weighting Score): To be considered for inclusion on my list of the best Pipefy alternatives, the solution had to offer the following basic services and software functionalities first:
- Workflow automation
- Task management
- Form creation and customization
- Integration with other tools
- Reporting and analytics
Additional Standout Features (25% of Total Weighting Score): To help me narrow further, I also took note of any unique or less common services, including:
- AI-driven insights
- Visual task management
- Custom app building
- Proofing and collaboration
- Productivity analytics
Usability (10% of Total Weighting Score): To evaluate usability, I looked for:
- Intuitive interface design
- Easy navigation
- Minimal learning curve
- Responsive support within the app
- Customizable dashboards
Onboarding (10% of Total Weighting Score): To get a sense of each provider's onboarding process, I considered the following factors:
- Availability of training videos and templates
- Interactive product tours
- Chatbot assistance
- Webinars and live demos
- Comprehensive documentation
Customer Support (10% of Total Weighting Score): Since Pipefy alternatives might be complex to implement, you'll want a service provider with excellent customer support systems in place. To evaluate the level of customer support each company offered, I considered the following:
- Availability of multiple support channels (email, chat, phone)
- Responsiveness and helpfulness of support staff
- Quality of support documentation and resources
- Availability of a comprehensive knowledge base, help center or community forum
Value For Money (10% of Total Weighting Score): To gauge the value of each software, I considered the following factors:
- Pricing in comparison to the competition
- Range of features offered at different pricing tiers
- Overall cost-benefit ratio
- Hidden costs or additional fees
Customer Reviews (10% of Total Weighting Score): Evaluating customer reviews is the final element of my selection process, which helps me understand how well a product performs in the hands of real users. Here are the factors I considered:
- Overall customer satisfaction
- Common praises or reported complaints
- Quality of customer support as described by users
- Feedback on usability and onboarding experience
- The reliability and performance of the product
Using this assessment framework helped me identify the Pipefy alternatives that go beyond basic requirements to offer additional value through unique features, intuitive usability, smooth onboarding, effective support, and overall value for price.
Why Look for a Pipefy Alternative?
You might be looking for an alternative to Pipefy because you:
- Require more flexible and extensive customization options
- Prefer a more intuitive and user-friendly interface
- Need better integration with other tools and software
- Seek a more cost-effective solution that fits your budget
- Desire more advanced features and functionalities
Alternatives to Pipefy can provide greater customization, a more intuitive user experience, and better integration options. They may also offer more advanced features and a pricing structure that better suits your needs.
Features of Pipefy Alternatives
Here are some key features of Pipefy that your alternative software should be able to replicate or improve upon to be a good fit.
- Automation: Automatically trigger actions based on predefined events
- SLA Management: Track and manage service level agreements to ensure timely task completion
- Advanced Reports: Generate detailed reports to analyze workflow efficiency and productivity
- Secure Database: Store data securely with 256-bit encryption and other security measures
- Custom Workflows: Create and customize workflows without needing technical skills
- Integrations: Connect with other applications via open API or Zapier for seamless data flow
- Real-Time Communication: Centralize communication threads to avoid long email exchanges
- Visual Management: Use Kanban-style boards for a clear view of process stages and responsibilities
- Pre-Designed Templates: Utilize templates for common processes like task management and sales pipelines
- AI-Driven Efficiency: Leverage artificial intelligence to optimize and automate business process management
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