Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
$22
per month
TeamDesk
Score 9.0 out of 10
N/A
TeamDesk is a low-code development platform for online database creation. Business owners or managers can build a unique web database solution without any programming to facilitate working with data, organize routine work and create an accessible data source for teams.
Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.
Teamdesk is perfect for any operational tracking requirements for companies small or large, and any situation where you need to integrate with other systems since it can be set up to do that flexibly via its API and Webhooks. For example, you could track contacts, time and expense, projects and tasks, schedules, web leads, check-ins, order entry, quotes and invoices, support ticketing, and use the more advanced features to integrate with other systems to pull in currency exchange rates, various lists of data from other databases, send faxes, send bulk emails and so on. It does not do offline storage, so it would not be appropriate for a situation that offline work.
Provide a very good, customizable user management system.
Gives a lot of flexibility to customize database to your needs without requiring coding skills. Even allows to customize interface if you can code in html.
Provides unlimited space and records.
Gives an opportunity to have a database on EU servers to comply with GDPR
Offers very good pricing options comparing to competitors (Salesforce, Quickbase, etc.) and offers unlimited space.
Gives an opportunity to share your ideas how to improve the platform, many of which are being implemented
Customers service if very helpful and friendly. All my questions were answered within a couple hours.
The only down side that I see, is that you have to be willing to spend some time creating your database. You start with a blank canvas and all the tools you need to design a custom database. But, you have to take the time to do it. If you take that time, it is well worth it.
Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept
We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.
Quickbase is a good product which I have been using for 5 years (powerful, nice interface) but - not so powerful as TeamDesk - started to move toward large companies (>50 people) - more expensive than TeamDesk Zoho was not as flexible as TeamDesk Caspio was not as powerful as TeamDesk
Our processes are more organized and we are not missing any steps.
We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
We are able to keep track of customer billing changes easier.
The per user cost is significantly lower than any prior option we have tried. The time spent getting things set up was time well spent for the overall long-term savings.
