Pipefy vs. TeamDesk

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

TeamDesk is a phenomenal service for our practice. Each legal practice area has unique characteristics that are important to successful practice. Generalized practice management services do address those unique elements because they are created for a mass audience. What makes TeamDesk so helpful is that it can be customized to account for any unique issue that we confront. We use TeamDesk for matter management. It can handle general issues like billing, matter notes, etc.; but it also allows us to track specific details unique to our practice area across each matter and make comparisons that are useful to our practice. Additionally, we have been able to customize it to facilitate our client development efforts.

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• The ease of customization has been very helpful. As we use the system longer and decide what works for us and what needs changed, it's a matter of moments to be able to make any desired changes. Much more flexible than anything else we've used in the past.
• The customer service has been excellent. Any issues that have arisen have been quickly and fully addressed.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

• The only down side that I see, is that you have to be willing to spend some time creating your database. You start with a blank canvas and all the tools you need to design a custom database. But, you have to take the time to do it. If you take that time, it is well worth it.

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

They are simply amazing. Very fast, like I have a personal support person standing by for me and always solves my problem in one go.

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

Prior to Teamdesk we used Excel, an Access database, an online time and expense tracking system, and Dabble DB. Excel and Access had limitations with simultaneous access on the LAN, the online T&E system did only that and was not flexible, and Dabble was flexible, but how can you rely on a company whose goal is to exit, when you want to run your business on their platform. Teamdesk has everything we need.

• We were able to register and manage over 5 thousand transactions in the first 2 years of our startup.
• It compiled more than 5,000 contacts for present and future campaigns.
• It's the back office for our startup.

Incentivized

• We are just starting, but I believe it will help to manage our projects more effectively and organize our documents better.