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Average Ratings 593 Ratings

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features
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support

Description

Etrieve, developed by Softdocs, is an entirely web-based ECM platform that integrates document management, electronic forms, and workflow functionalities into a single, adaptable solution. With its component-based architecture, Etrieve is designed to cater to the diverse requirements of educational institutions, including both school districts and colleges. It can be deployed either on-premises or via a fully cloud-based system, representing a significant advancement towards achieving a paperless environment. By incorporating Etrieve as an additional resource for e-forms and workflow automation, you can significantly enhance the capabilities of your existing enterprise content management system. This solution facilitates the development of thorough digital records and provides secure, on-demand access to documents for students and staff alike. Furthermore, Etrieve optimizes the experience for remote employees and distance learners by simplifying and streamlining data collection processes, thereby promoting efficiency and productivity in educational settings. Ultimately, Etrieve stands out as a vital tool for modern institutions aiming to enhance their operational workflows.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS AI Services No 
AccessOwl No 
Airtable No 
Docusign No 
Dropbox No 
Gusto No 
HubSpot CRM No 
HubSpot Customer Platform No 
Latenode No 
LinkedIn No 
OutSystems No 
QuickBooks Accountants No 
ReturnPro No 
Salesforce No 
Shopify No 
Slack No 
UiPath No 
WordPress No 
Workato No 
Zoho CRM No 

Integrations

AWS AI Services Yes 
AccessOwl Yes 
Airtable Yes 
Docusign Yes 
Dropbox Yes 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Latenode Yes 
LinkedIn Yes 
OutSystems Yes 
QuickBooks Accountants Yes 
ReturnPro Yes 
Salesforce Yes 
Shopify Yes 
Slack Yes 
UiPath Yes 
WordPress Yes 
Workato Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Softdocs

Founded

1998

Country

United States

Website

www.softdocs.com/etrieve

Vendor Details

Company Name

Pipefy

Founded

2014

Country

United States

Website

www.pipefy.com

Product Features

Content Management

Audio Content No 
Customizable Templates No 
Document Indexing No 
E-forms No 
Full Text Search No 
Image Editor No 
SEO Management No 
Text Editor No 
Version Control No 
Video Content No 
Website Management No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Workflow Management

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