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Average Ratings 97 Ratings

Total
ease
features
design
support

Average Ratings 593 Ratings

Total
ease
features
design
support

Description

The all-in-one IT management platform, powered by Action AI™ Atera is the all-in-one IT management platform that combines RMM, Helpdesk, and ticketing with AI to boost organizational efficiency at scale. Try Atera Free Now!

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.

API Access

Has API Yes 

API Access

Has API No 

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Screenshots View All

Integrations

Salesforce Yes 
Acronis Cyber Protect Cloud Yes 
ADP Comprehensive Services No 
AWS AI Services No 
Celonis No 
Domotz Yes 
Emsisoft Anti-Malware Yes 
Freshdesk No 
Gusto No 
Hudu Yes 
Microsoft SharePoint No 
Microsoft Teams No 
OutSystems No 
QuickBooks Accountants No 
QuickBooks Online Advanced Yes 
ScalePad Yes 
ServiceNow Yes 
Twilio No 
Xero Yes 
Zoho CRM No 

Integrations

Salesforce Yes 
Acronis Cyber Protect Cloud No 
ADP Comprehensive Services Yes 
AWS AI Services Yes 
Celonis Yes 
Domotz No 
Emsisoft Anti-Malware No 
Freshdesk Yes 
Gusto Yes 
Hudu No 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
OutSystems Yes 
QuickBooks Accountants Yes 
QuickBooks Online Advanced No 
ScalePad No 
ServiceNow No 
Twilio Yes 
Xero No 
Zoho CRM Yes 

Pricing Details

30-DAY FREE TRIAL
Fixed cost — per technician-based pricing with unlimited endpoints.
Free Trial Yes 
Free Version No 

Pricing Details

$20 (per-user billing)
✓ Unlimited processes / Plug-n-play templates

✓ Request tracker

✓ Visual customization

✓ Unlimited users (per-user billing)

✓ Automations and Pipefy’s API

✓ Role-based access

✓ Data recovery
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Atera

Founded

2011

Country

Israel

Website

www.atera.com

Vendor Details

Company Name

Pipefy

Founded

2014

Country

United States

Website

www.pipefy.com

Product Features

Application Performance Monitoring (APM)

Baseline Manager Yes 
Diagnostic Tools Yes 
Full Transaction Diagnostics No 
Performance Control Yes 
Resource Management Yes 
Root-Cause Diagnosis Yes 
Server Performance Yes 
Trace Individual Transactions Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Asset Management

Asset Tracking Yes 
Audit Management No 
Compliance Management Yes 
Configuration Management No 
Contract/License Management Yes 
Cost Tracking No 
Depreciation Management No 
IT Service Management Yes 
Inventory Management Yes 
Maintenance Management No 
Procurement Management No 
Requisition Management No 
Supplier Management No 

IT Management

Capacity Monitoring Yes 
Compliance Management Yes 
Event Logs Yes 
Hardware Inventory Yes 
IT Budgeting No 
License Management Yes 
Patch Management Yes 
Remote Access Yes 
Scheduling Yes 
Software Inventory Yes 
User Activity Monitoring Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog No 
Service Reporting Yes 
Ticket Management Yes 

ITSM

Asset Tracking Yes 
Availability Management No 
Change Management Yes 
Configuration Management No 
Contract/License Management Yes 
Dashboard Yes 
Incident Management Yes 
Problem Management Yes 
Project Management No 
Release & Deployment Management No 
Self Service Portal Yes 

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat Yes 
Patch Management Yes 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 
Scheduling Yes 

Network Mapping

Color Codes / Icons No 
Compliance Management No 
Device Auto Discovery Yes 
Hierarchical Mapping Yes 
Location-Based Mapping No 
Map Exporting No 
On-Demand Mapping Yes 
Reporting/Analytics Yes 
Self-Updating Maps No 
Web Traffic Reporting No 

Network Monitoring

Bandwidth Monitoring Yes 
Baseline Manager Yes 
Diagnostic Tools Yes 
IP Address Monitoring No 
Internet Usage Monitoring No 
Real Time Analytics Yes 
Resource Management Yes 
SLA Monitoring Yes 
Server Monitoring Yes 
Uptime Monitoring Yes 
Web Traffic Reporting No 

Network Troubleshooting

Alerts / Escalation Yes 
Bandwidth Troubleshooting Yes 
Change Management No 
Configuration Management No 
Connectivity Management No 
Data Visualization No 
Historical Audit No 
Mobile Network Troubleshooting No 
Network Analysis No 
Network Monitoring Yes 

Patch Management

Alerts/Notifications Yes 
Automatic Approval Yes 
Automatic Patch Deployment Yes 
Automatic Scans Yes 
Compliance Management Yes 
Custom Patches Yes 
Dashboard Yes 
Network Wide Management Yes 
Patch Prioritization Yes 
Patch Testing Yes 
Remote Access/Control Yes 
Vulnerability Scanning Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management No 
Proposal Generation Yes 
Quote Management No 
Resource Management No 
Time & Expense Tracking Yes 

Remote Desktop

Chat Yes 
Cross-Platform Access Yes 
File Transfer Yes 
Group View No 
Mobile Device Access Yes 
Multi Monitor Support Yes 
Record Remote Sessions Yes 
Remote Print Yes 
Remote Wake Yes 
User Management Yes 

Remote Support

Diagnostic Tools Yes 
File Transfer Yes 
Live Chat Yes 
Real-time Chat Yes 
Remote Control Yes 
Screen Sharing Yes 
Session Recording Yes 
Session Transfer Yes 
Surveys & Feedback Yes 

RMM

Deployment Management Yes 
For MSPs Yes 
IT Asset Management Yes 
Mobile Access Yes 
Network Monitoring Yes 
Patch Management Yes 
Real-time Alerts Yes 
Remediation Management Yes 

SaaS Management

License Management No 
Onboarding Yes 
Renewal Management Yes 
SaaS Operations Management No 
Shadow IT Detection No 
Spend Management No 
Subscription Management No 
Usage Tracking / Analytics Yes 
Vendor Management No 

Server Management

CPU Monitoring Yes 
Credential Management Yes 
Database Servers Yes 
Email Monitoring Yes 
Event Logs Yes 
History Tracking Yes 
Patch Management Yes 
Scheduling Yes 
User Activity Monitoring Yes 
Virtual Machine Monitoring Yes 

Service Desk

CMDB No 
Change Management No 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Base Yes 
Mobile Access Yes 
Procurement Management No 
Remote Control Yes 
SLA Management Yes 
Self Service Portal Yes 

System Monitoring

Alerts / Notifications Yes 
Antivirus Management Yes 
Data Backup / Recovery Yes 
Device Monitoring Yes 
Inventory Management Yes 
Patch Management Yes 
Policy-based Automation Yes 
Remote Monitoring Yes 
Reporting / Analytics Yes 
Risk Analysis Yes 
Server Monitoring Yes 
Service Configuration Management Yes 

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 Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Customer Service

Alerts / Escalation Yes 
Appointment Management No 
Call Center Management No 
Email Management Yes 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management Yes 

Customer Success

Account Alerts No 
Account Management No 
Communication Management No 
Customer Engagement No 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics No 
Win / Loss Analysis No 

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 No 
Applicant Tracking Yes 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management No 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

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 No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting No 
Ticket Management Yes 

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 No 
Availability Management No 
Change Management No 
Configuration Management No 
Contract/License Management No 
Dashboard No 
Incident Management No 
Problem Management No 
Project Management No 
Release & Deployment Management No 
Self Service Portal No 

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 No 
Budgeting / Forecasting No 
Compliance Management No 
Contract Lifecycle Management Yes 
Financial Reporting No 
Integration Management No 
Inventory Management No 
Order Management Yes 
Vendor Management Yes 

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 No 
Compliance Management Yes 
Contract Management Yes 
Inventory Management No 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management No 
Supplier Management Yes 

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

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