Pipefy
Pipefy is a low-code business process automation platform that enables you to design, deploy, and manage secure digital workflows to streamline operations and improve efficiency across your entire organization.
Way We Do
Way We Do is a cloud-based operations manual software that helps you document processes, automate workflows, and ensure team compliance with interactive checklists and recurring task management.
Quick Comparison
| Feature | Pipefy | Way We Do |
|---|---|---|
| Website | pipefy.com | waywedo.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $100/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2015 | 2011 |
| Headquarters | San Francisco, USA | Brisbane, Australia |
Overview
Pipefy
Pipefy is a powerful low-code platform designed to help you take control of your business processes without needing a team of developers. You can build custom workflows for everything from HR onboarding and procurement to customer service and finance. The platform uses a visual interface that lets you move tasks through different stages, ensuring that no request falls through the cracks and every team member knows exactly what to do next.
You can eliminate manual data entry by setting up smart automations and connecting your existing tools into a single, cohesive system. Whether you are a small team looking to organize your daily tasks or a large enterprise needing to standardize complex operations, Pipefy provides the structure and visibility you need to scale. It helps you identify bottlenecks in real-time so you can constantly refine your processes for better results.
Way We Do
Way We Do is a modern operations platform that turns your static office manuals into active workflows. Instead of burying your standard operating procedures (SOPs) in dusty binders or forgotten PDFs, you can create a living knowledge base that your team actually uses every day. You can build interactive checklists that integrate directly into daily tasks, ensuring that every process is followed consistently across your entire organization.
The platform helps you bridge the gap between knowing what to do and actually getting it done. You can assign recurring tasks, track completion rates, and receive alerts when procedures are updated or require review. It is particularly effective for growing businesses and franchisors who need to maintain high standards while scaling their operations across multiple locations or remote teams.
Overview
Pipefy Features
- Visual Workflow Builder Design your ideal process using a drag-and-drop interface to map out every step of your team's journey.
- Smart Forms Collect standardized information from stakeholders using conditional logic forms that show only the fields you actually need.
- Process Automation Set up triggers to automatically move cards, send emails, or update fields, saving you hours of manual work.
- Service Portals Centralize all your request forms in one place so your colleagues can find and submit what they need easily.
- Custom Reporting Track your team's performance with real-time dashboards that show you exactly where bottlenecks are occurring in your process.
- Shared Inbox Manage all your process-related emails directly within the platform to keep communication organized and visible to the whole team.
Way We Do Features
- Interactive Checklists. Transform static SOPs into dynamic checklists so you can track progress and ensure every step is completed correctly.
- Activated Checklists. Launch specific process instances for team members to follow, providing a clear audit trail of who did what and when.
- Recurring Tasks. Schedule daily, weekly, or monthly procedures to appear automatically in your team's dashboard so nothing ever falls through the cracks.
- Role-Based Permissions. Assign specific manuals and tasks to specific job roles so your team only sees the information relevant to them.
- Acceptance Tracking. Require team members to sign off on new or updated policies to maintain compliance and verify everyone is informed.
- Revision Control. Manage document versions easily and track changes over time to ensure your team always accesses the most current version.
Pricing Comparison
Pipefy Pricing
- Up to 10 users
- Up to 3 active pipes
- 100 automation cards per month
- Basic reporting
- Public forms
- Everything in Starter, plus:
- Unlimited active pipes
- 50,000 automation cards per month
- Advanced reporting and dashboards
- Email templates and shared inbox
- Role-based access control
Way We Do Pricing
- Includes up to 10 users
- Unlimited manuals and SOPs
- Activated checklists
- Recurring task engine
- Acceptance tracking
- Standard support
- Everything in Entry, plus:
- Custom user volumes
- Single Sign-On (SSO)
- Dedicated account management
- Advanced security features
- Custom training sessions
Pros & Cons
Pipefy
Pros
- Highly customizable interface fits almost any business process
- Easy to set up automations without writing any code
- Centralizes communication by linking emails directly to specific tasks
- Visual Kanban boards provide excellent clarity on project status
Cons
- Mobile app functionality is limited compared to the desktop version
- Initial setup of complex workflows can take significant time
- Reporting tools have a slight learning curve for new users
Way We Do
Pros
- Intuitive editor makes documenting complex processes simple
- Checklist automation significantly improves team accountability
- Excellent for maintaining compliance in regulated industries
- Centralizes all company knowledge in one accessible place
Cons
- Initial setup requires significant time investment
- Mobile web experience could be more fluid
- Limited native integrations compared to larger platforms