Process Street vs. Pipefy

In the realm of workflow automation platforms, Process Street and Pipefy emerge as leading contenders, each offering unique features and strengths to streamline business operations. 

And if you’re in the market for one, then you already know that choosing the right one for your business is essential to streamlining your operations and remaining competitive.

To make it easier, we are going to dive into a detailed comparison between these two platforms. 

We’ll explore their core features, customization capabilities, scalability, security measures, implementation processes, support offerings, and user experiences to discern the optimal solution for diverse business requirements.

So settle in as we break it all down for you.

Executive Summary

Process Street Executive Summary

Process Street is a no-code project management, process, and compliance software that empowers organizations to make their workflows fun, fast, and faultless. 

It streamlines workflows, standardizes procedures, and improves efficiency. Offering customizable and AI-powered checklists, project management and compliance-focused templates, and automation tools, it enables teams to collaborate seamlessly, track progress, and maintain consistency in their operations, driving productivity and effectiveness across organizations.

Pipefy Executive Summary

Pipefy offers a workflow automation platform designed to streamline business processes efficiently. 

With it, organizations can design and automate workflows tailored to their specific needs. The platform’s robust integration capabilities enable seamless connectivity with third-party applications, enhancing productivity and collaboration.

Background of the Products

Process Street’s Background

Process Street was founded in 2014 by Vinay Patankar and Cameron McKay and has grown to serve over 500,000 users who rely on it for their process management needs.

After all, that’s what it was made for. Born out of a necessity to simplify and streamline repetitive business and project tasks, Process Street revolutionizes business process management and compliance through intuitive checklists, automation, and collaboration features. Since its inception, Process Street has garnered recognition for its innovative approach to workflow optimization.

Pipefy’s Background

Pipefy was founded in 2015 by Alessio Alionço and is headquartered in San Francisco, California, with additional offices in Brazil and the Netherlands. 

Since its inception, Pipefy has secured significant funding and expanded its user base globally, solidifying its position as a leading provider of workflow automation solutions. Today, Pipefy continues to innovate and evolve, helping businesses worldwide optimize their operations.

Core Features and Capabilities

Process Street’s Core Features

• Project organization: Create projects to group related tasks together and maintain clarity and organization
• Checklist templates: Utilizes pre-designed checklist templates for various business processes, from employee onboarding to content creation.
• Customizable workflows: Designs tailored workflows to suit your specific business needs, with drag-and-drop simplicity.
• Task assignments: Assigns tasks to team members, complete with deadlines and responsibilities.
• Task approvals: Implements approval processes within workflows to ensure quality control and compliance.
• Conditional logic: Creates dynamic workflows that adapt based on previous responses or conditions.
• Form fields: Incorporates customizable form fields within checklists to gather specific information or data.
• File uploads: Allows users to upload files or documents directly into checklist items for reference or verification.
• Role-based permissions: Assigns different levels of access and permissions to team members based on their roles.
• Task due dates: Sets deadlines for tasks and receive reminders to ensure timely completion.
• Task dependencies: Establishes task dependencies to ensure that certain tasks can only be completed once others are finished.
• Audit trails: Keeps track of all actions taken within checklists for compliance and auditing purposes.
• Training and onboarding: Streamlines employee training processes with structured workflows and documentation.
• Customer support: Accesses comprehensive customer support resources, including documentation, tutorials, and dedicated assistance channels.

Pipefy’s Core Features

• Workflow design: Users can create and customize workflows visually using a drag-and-drop interface.
• Form builder: Pipefy allows users to design custom forms to collect data at various stages of the workflow. 
• Task management: Users can assign tasks, set deadlines, and track progress within the platform, facilitating collaboration and ensuring accountability.
• Integration: Pipefy offers integration with a wide range of third-party applications and services.
• Automation: Automates repetitive tasks and processes, reducing manual effort and improving efficiency.
• Reporting and analytics: Reporting and analytics features that allow users to track key metrics, monitor performance, and identify areas for improvement.
• Collaboration: Features such as comments, mentions, and file attachments, enable teams to share information within the platform.
• Security and compliance: Protects sensitive information to ensure regulatory adherence.

User Interface and Ease of Use

Process Street’s UI & UX

Process Street’s UI is simple and straightforward. Because it’s no-code, users don’t need any tech knowledge to get their workflows set up, it’s WYSIWYG (What You See Is What You Get).

Clean and attractive, the interface takes very little time to learn. And with training materials available, Process Street has done everything in its power to make its software accessible to everyone.

Pipefy’s UI & UX

Pipefy’s UI is clean and relatively straightforward. Its drag-and-drop functionality simplifies workflow creation, while customizable features enhance user experience. 

However, some users have reported occasional glitches or inconsistencies in the UI, impacting usability. Pipefy continuously refines its interface to address such issues, aiming to maintain a seamless experience for its users.

Integration & Compatibility

Process Street’s Integration & Compatibility

Process Street offers a wealth of third-party integrations that enable its users to get the most out of the software by giving them the ability to use it in conjunction with other popular tools, including but not limited to:

• Slack
• Zapier
• DocuSign
• Trello
• DropBox
• Google Drive
• Mailchimp
• Salesforce
• Asana
• Microsoft Teams
• Shopify
• Calendly
• HubSpot
• QuickBooks
• Freshdesk

Pipefy’s Integration & Compatibility

Pipefy’s third-party integrations include:

• Slack
• Google Workplace
• Trello
• Dropbox
• Zoom
• WordPress
• Mailchimp
• DocuSign
• Salesforce
• SurveyMonkey
• Jira
• GitHub

Customization & Scalability

Process Street’s Customization & Scalability

Process Street provides robust customization features, enabling users to tailor templates, tasks, and forms to match their unique workflows. 

With customizable branding options, users can maintain consistency with corporate identity. Conditional logic and custom fields enhance adaptability, ensuring processes align precisely with business requirements for streamlined operations.

It also offers scalable solutions, accommodating the needs of businesses regardless of size. 

From small teams to large enterprises, Process Street seamlessly handles growing volumes of processes and tasks. With unlimited checklist creation and collaboration capabilities, it grows alongside businesses, ensuring efficiency and effectiveness at every stage of development.

Pipefy’s Customization & Scalability

Pipefy allows users to customize workflows to their individual needs with ease. Its flexible architecture accommodates diverse business requirements, supporting scalability as organizations grow. 

However, some users have reported limitations in advanced customization features, such as conditional logic and complex integrations. Additionally, scaling Pipefy’s usage may encounter challenges in resource allocation and performance optimization, particularly for larger enterprises.

Security and Compliance

Process Street’s Security and Compliance

Process Street prioritizes the security of user data through various measures. It employs industry-standard encryption protocols to protect data both in transit and at rest. 

With role-based access controls and audit trails, it ensures granular control over user permissions and activity tracking. Regular security audits and compliance with industry standards like GDPR, SOC 2, and HIPAA attest to Process Street’s commitment to maintaining a secure environment for its users’ data. 

Pipefy’s Security and Compliance

Pipefy employs robust encryption protocols and secure authentication methods to protect data in transit and at rest. 

Additionally, it offers access controls, audit trails, and role-based permissions to monitor and control user activity effectively. The platform complies with industry regulations such as GDPR and SOC 2, providing users with assurance regarding data privacy and integrity.

Implementation & Onboarding

Process Street’s Implementation & Onboarding

Process Street offers comprehensive training and onboarding resources to help users maximize the platform’s potential. This includes extensive documentation, tutorials, and video guides covering various features and functionalities. 

Additionally, it offers personalized onboarding sessions and dedicated customer support to ensure users receive tailored assistance to quickly get started and effectively utilize Process Street for their business needs.

Pipefy’s Implementation & Onboarding

Pipefy strives for a smooth implementation and onboarding process, offering lots of tools and dedicated support to facilitate user adoption. However, some users have reported occasional challenges with the complexity of setting up advanced workflows or integrating with existing systems. 

Additionally, while Pipefy provides extensive documentation and support resources, users may encounter delays in resolving issues or obtaining assistance during peak periods.

Support & Community

Process Street’s Support & Community

Process Street has all its bases covered when it comes to its support options for assisting users. These include chat and email support, a Facebook chat option, a community forum, video tutorials, and a collection of help articles that break down every feature and integration. 

Unfortunately, Process Street does not offer 24/7 live support. However, it does have 24/5 support (only unavailable over weekends), and when it is available, the team of enthusiastic support specialists is always happy to help.

Pipefy’s Support & Community

Pipefy’s support team provides timely assistance via email, chat, and phone, resolving issues efficiently. 

Additionally, Pipefy offers comprehensive documentation, tutorials, and FAQs to provide users with self-service resources. The platform also hosts webinars, forums, and community events, facilitating knowledge sharing and networking among users.

Pricing & Total Cost of Ownership

Process Street’s Pricing

Process Street is a subscription-based service with different pricing tiers, which you can find information about on the pricing page.

Pipefy’s Pricing

Pipefy is also subscription-based. Find up-to-date pricing info on the pricing page.

Pros & Cons

Process Street’s Pros & Cons

Pros:

• Massive library of customizable templates.
• Dedicated project management features.
• Compliance management.
• AI-generated workflows.
• Real-time collaboration features.
• Scalable for businesses of any size.
• Offers secure data handling and storage.
• It has a mobile application.
• Great for employee onboarding.
• It has excellent analytics features.

Cons:

• The Startup pricing tier is a bit expensive and has limited features.

Pipefy’s Pros & Cons

Pros:

• There are consistent updates.
• Support that always takes feedback.
• Simple UI that’s easy to learn.
• Has Kanban boards.
• Easy for outside users to access.
• Sends out notifications and alerts.

Cons:

• The spreadsheets are difficult to set up and automate.
• The approvals feature doesn’t work as well as it could.
• The mobile app leaves something to be desired.
• There’s no conditional logic.
• Users have reported poor data analysis.

Case Studies or Customer Testimonials

Process Street’s Case Studies

• Salesforce uses Process Street for its client onboarding.
• This entrepreneur uses Process Street to make customized workflows for property management companies.
• Process Street helped Leverage increase its own efficiency and that of its clients.

Pipefy’s Case Studies

• Lacoste uses Pipefy for its service level agreements (SLAs).

Conclusion & Recommendations

Conclusion: Process Street

Process Street is a robust, easy to use, and dedicated business process and project management software. 

Though a bit pricey for small businesses with a very limited budget, it works for organizations across industries and makes process management simple and worry-free. It’s highly customizable and offers a lot of scalability for growing businesses.

Best of all, it has an incredible team of support specialists who are always ready and enthusiastic to help.

Conclusion: Pipefy

Pipefy is a popular business process management software that focuses on workflow automation.

While it does have occasional glitches and a handful of its features need further development, Pipefy does a good job making workflow automation accessible to a wide range of organizations, offering something from the smallest to the largest of them.

Additional Resources to Help You Make a Decision

Additional Process Street resources

• Process AI
• Request demo
• Blog
• Free templates
• Ebook: The Complete Guide to Business Process Management
• The Employee Onboarding Podcast
• Community page
• Help center

Additional Pipefy resources

• Demo request
• Guides
• Developer resources
• Pipefy Academy
• Blog