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Average Ratings 591 Ratings

Total
ease
features
design
support

Average Ratings 5 Ratings

Total
ease
features
design
support

Description

Pipefy is a low-code Business Orchestration and Automation Technologies (BOAT) platform designed to act as a modern middleware layer for the enterprise stack. Rather than replacing existing Systems of Record (SORs) like SAP, Oracle, or Salesforce, Pipefy wraps them in an agile orchestration layer. This architecture allows technical teams to modernize legacy operations and extend the life of core systems without the risks associated with "rip and replace" projects. Pipefy provides the infrastructure to sanitize data inputs, manage complex business logic, and orchestrate API calls between fragmented endpoints. Technical & Architectural Highlights: • Adaptive Governance Framework: Pipefy solves the "Shadow IT" problem by establishing IT-sanctioned "Safe Zones." Business users can build workflows within these guardrails, while IT retains control over critical data, integrations, and permissions via a centralized console. • Agentic AI Engine (BYOLLM): The platform features a governable AI Agent Studio. Unlike "black box" solutions, Pipefy supports a Bring Your Own LLM approach, allowing enterprises to integrate preferred models (Azure OpenAI, AWS Bedrock) securely to automate document analysis (OCR) and decision-making. • Robust Connectivity: Built with an API-first philosophy, Pipefy offers a GraphQL API, Webhooks, and enterprise-grade iPaaS capabilities to ensure seamless data interoperability across the stack. • Security & Compliance: Engineered for regulated industries, the platform is ISO 27001, ISO 27701, and SOC2 Type II certified, supporting compliance with GDPR and SOX standards. Pipefy empowers IT leaders to eliminate technical debt and clear development backlogs by safely delegating low-complexity builds to business units.

Description

Are you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Airtable
Avalara
CereTax
Google Calendar
Google Workspace
HubSpot Customer Platform
Jira Service Management
Latenode
Mailchimp
Mesh
Microsoft SharePoint
NetSuite
OutSystems
QuickBooks Accountants
Stripe
Trello
Twilio
Wrike
Zoho Invoice

Integrations

Docusign
Airtable
Avalara
CereTax
Google Calendar
Google Workspace
HubSpot Customer Platform
Jira Service Management
Latenode
Mailchimp
Mesh
Microsoft SharePoint
NetSuite
OutSystems
QuickBooks Accountants
Stripe
Trello
Twilio
Wrike
Zoho Invoice

Pricing Details

$20 (per-user billing)
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pipefy

Founded

2014

Country

United States

Website

www.pipefy.com

Vendor Details

Company Name

Rev.io

Founded

2002

Country

United States

Website

rev.io/solutions/psa/

Product Features

Business Process Automation

Pipefy serves as an advanced platform for automating business processes, utilizing AI to optimize IT resources while enabling business units to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, users can effortlessly design, monitor, automate, and manage any bespoke workflow—regardless of its complexity—without needing any technical expertise. This no-code business process automation software provides a seamless end-to-end experience, enhancing team productivity, oversight, and control from initiation to completion. Accelerate the deployment process, reduce implementation expenses, and simplify workflows while avoiding costly stack sprawl, thanks to a comprehensive built-in security system and seamless connections to over 300 applications and systems right from the start, along with HTTP/HTTPS support for integrating Pipefy with any other tools you may be using.

Business Process Management

Pipefy is an advanced business process management platform designed to optimize IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, users can effortlessly design, monitor, automate, and oversee any tailor-made workflow, regardless of its intricacy, without requiring any technical expertise. This no-code BPM solution offers a comprehensive end-to-end workflow that enhances team efficiency, oversight, and control from initiation to completion. Accelerate your deployment process, reduce implementation expenses, and simplify workflows while avoiding costly technology bloat through its integrated security features, ready-made connections to over 300 applications and systems, and the ability to connect Pipefy with additional tools via HTTP/HTTPS.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources

Leverage your most valuable business resource with Pipefy, the AI-powered platform designed for efficient process management that seamlessly integrates the essential elements of HR: people, systems, and strategy. Pipefy streamlines all your HR workflows in one location, from managing incoming requests to minimizing response times, without the need for coding expertise or reliance on specialized third-party services. Create tailored employee portals to centralize crucial information, implement standardized HR forms to speed up the processing of requests, and utilize automated email templates to keep employees updated in real-time. Notable features include an integrated security system to protect sensitive information and a versatile no-code platform that allows for quicker deployment and reduced implementation expenses.

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service

Pipefy is a no-code platform designed for automating processes and workflows, allowing organizations to maximize their IT resources while enhancing oversight and management of workflows and technology stacks throughout the organization. This user-friendly and secure tool can be utilized by any team to create and automate various IT processes, workflows, or service portals effortlessly. Streamline adoption, oversee transformations with complete transparency, and adapt to evolving business requirements — all while staying within budget and meeting deadlines. With Pipefy, IT departments can monitor every stage of the workflow and every element of the tech stack, minimizing risks associated with poor governance and unregulated IT practices. Notable features include over 300 pre-built connectors, HTTPS integrations, an integrated security suite, artificial intelligence capabilities, process templates, customizable forms, rules and conditions, and some of the quickest implementation times available in the industry.

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Pipefy is an innovative no-code platform designed for automating processes and workflows, effectively optimizing IT resources while enhancing oversight and management of all organizational workflows. With Pipefy, IT teams can efficiently deliver projects and resolve support tickets promptly and within budget. The platform ensures adherence to security and compliance regulations through features such as audit trails, business rules, and role-based access control (RBAC). Automated notifications help to avert delays and facilitate quick escalations, along with flexible asset management and tracking workflows. This user-friendly and secure tool can be easily implemented by any team to create and automate various IT processes, workflows, or self-service portals. Notable features include over 300 pre-built connectors, HTTPS integrations, a comprehensive security suite, artificial intelligence capabilities, customizable forms, dynamic rules and conditions, and some of the quickest return-on-investment options available in the industry.

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Procure to Pay

Revitalize your procurement team by shifting from a mere purchasing hub to a strategic ally within your organization. Establish a well-organized, consistent, and automated procurement system that accelerates the purchase order cycle and enhances collaboration among all stakeholders. Seamlessly connect your procurement software or any existing legacy systems to broaden your operational capabilities, ensuring clarity and responsibility throughout the process. Utilize Pipefy's AI-driven business process automation and management platform to swiftly gain insights into your processes, enabling you to make informed decisions with confidence. Design workflows that incorporate industry best practices while also catering to the specific requirements of your team.

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing

Create a streamlined, systematic, automated, and fail-safe procurement process designed to accelerate the purchasing timeline and enhance collaboration among all stakeholders. Utilizing Pipefy’s AI-powered business process automation and management platform, you can swiftly gain insights into your processes, enabling you to make informed purchasing decisions with confidence. Evaluate supplier effectiveness and develop workflows based on industry best practices, customized to fit your team's specific requirements. Seamlessly connect with your accounting software or other existing systems to facilitate growth.

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Workflow Automation

Pipefy is a cutting-edge platform designed to enhance workflow automation through AI technology, allowing organizations to optimize their IT resources while enabling business teams to independently create and implement as much as 85% of their workflows. By centralizing, automating, and refining your workflows, you can achieve improved user experiences, accelerate business outcomes, and enhance overall efficiency. Enhance your deployment speed, reduce implementation expenses, and simplify processes with a comprehensive security suite, seamless integrations with over 300 applications and systems right out of the box, and HTTP/HTTPS capabilities to connect Pipefy with any other tools you use.

Workflow Management

Pipefy is an advanced workflow management platform powered by AI, designed to optimize IT resources while enabling business teams to create and implement up to 85% of their workflows independently. Unify, automate, and enhance your workflows to deliver improved user experiences, accelerate business outcomes, and create more streamlined processes. Accelerate your deployment, reduce implementation expenses, and simplify processes with a comprehensive security toolkit, seamless integration with over 300 applications and systems right from the start, and HTTP/HTTPS support for connecting Pipefy with any additional tools you may need.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Product Features

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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