Pipefy

Duplicate existing pipelines with all settings and configurations.

Manage team members, roles, and department hierarchies.

Create custom reports with drill-down analytics and exports.

Forecast completion times and identify at-risk cards using machine learning.

Analyze workflow bottlenecks and optimization opportunities with AI insights.

Generate insights with customizable dashboards and performance metrics.

Create conditional logic to automatically route, assign, and update cards.

Design complex multi-stage pipelines with conditional routing.

Automatically create cards on a scheduled basis.

Set and monitor service level agreements with automated escalations.

Use AI to automatically route cards to the best available team member.

Collaborate within cards with threaded comments and @mentions.

Enable team members to work together with live comments and updates.

Create and customize visual workflows with drag-and-drop pipeline builder.

White-label Pipefy with custom logos, colors, and domains.

Design custom intake forms with conditional fields and validations.

Share intake forms publicly without requiring user accounts.

Add unlimited custom fields to capture specific data for your workflow.

Automated backups and ability to export all pipeline data.

Store and version-control documents within cards and pipelines.

Upload and store documents directly within cards.

Access Pipefy data programmatically with REST and GraphQL APIs.

Create cards from emails and send updates via email notifications.

Trigger external actions with outgoing webhooks for third-party integrations.

Manage workflows on iOS and Android with native mobile applications.

Quickly find cards with advanced search and multi-field filtering options.

Customize alerts across email, Slack, and in-app notifications.

Link related cards across different pipelines.

Organize cards with custom labels and priority levels.

Edit, move, or delete multiple cards at once.

Monitor team workload and resource allocation across pipelines.

Set field-level and action-level permissions for security.

Implement enterprise single sign-on with SAML 2.0 authentication.

Control access with granular role-based permissions and visibility settings.

Set, track, and receive notifications for card deadlines.

Break down cards into subtasks with assignees and due dates.

Create reusable card templates with predefined fields and values.

Choose from pre-built templates for common business processes.

Log time spent on tasks and generate time reports.

Track all changes and comments with complete audit trails.

Visualize workflow stages with interactive Kanban-style boards.