What do you like best?
I find it's been very useful to:
- collaborate with my colleagues
- identify the bottlenecks in our process
- set alarms to warn us when a client has been for too long on a stage
What do you dislike?
I think the UX is not great. For instance, modifying our pipe and the different stages is a real pain in the ass and it takes too long because the UX is not great.
They should have more documentation on how to use Pipefy, I feel the one they have is very basic and doesn't help us use the tool at its maximum.
I would also like them to integrate the possibility to send automatic mails to our clients each time that we move a client from one stage to another (like a gmail integration).
What business problems are you solving with the product? What benefits have you realized?
We use Pipefy in My Account Managements team to have a follow up of the admistrative onboarding of our new clients.