As businesses evolve in complexity, they need to organize their tasks into workflows to reliably deliver results. Two popular tools in this domain are Pipefy and Tallyfy. They each offer unique features and methods to help manage your workflows, but how do they compare? This article breaks down their features, pros and cons, and provides an in-depth comparison to help you make an informed decision about which one is a better fit for your company.
Pipefy is a tool that excels in providing highly customizable Kanban boards for agile workflow management. It employs a unique system of “pipes,” representing sequences of phases that tasks move through on a Kanban-like board.
Tallyfy is a cloud-based workflow management solution that focuses on simplifying complex processes through its task-based system. It’s built to facilitate process management, automation, and collaboration.
Pros and Cons
Highly customizable Kanban boards for agile management.
Offers a feature that allows external users to create new cards in pipes.
Comes with a massive library of ready-to-use pipes for specific business cases.
Has a comprehensive help center and robust reporting capabilities, including custom dashboards.
A free plan is available, with paid plans starting at $19 per user per month.
Easy to use with a simple, intuitive interface.
Offers robust task management features with status tracking.
Excellent for process documentation and automation.
Allows user role assignments and task delegation.
Integration with popular apps through Zapier and API access for custom integrations.
A steep learning curve for those new to agile management.
No handover of processes from team to team, which means tasks stay with the same team throughout all phases.
Manual moving of cards from phase to phase; automation requires extra configuration.
The system can be overwhelming for rank-and-file employees as they are exposed to a lot of information that might not be directly relevant to their work.
Limited customization options compared to Pipefy.
Reporting capabilities are not as extensive as Pipefy’s.
No free plan is available; paid plans start at $15 per user per month.
Does not offer as much flexibility in terms of external user interaction.
Pipefy’s killer feature is that it lets users start with familiar Kanban boards and then incrementally customize them into fully-fledged, highly automated workflows on an as-needed basis. The downside of this approach is that building a fully-fledged standard operating procedure can take a long time and a lot of tweaking.
Tallyfy operates in terms of lists of tasks that can be turned into sequences of tasks via rules. Tallyfy does not hide its workflow management features behind a wall of faux familiarity. The only major downside is that users need to jump through some extra hoops to achieve sequential assignment and execution of tasks, but those hoops are not too complicated.
Tallyfy emphasizes document management as a feature in and of itself, it even offers a plan that only has document management. The idea here is to help companies organize the flow of documentation through processes and automate document management.
Pipefy simply does not have a comparable feature, you can naturally attach documents to cards and include links to documents in your cards, but there are no document management automation features included in the system.
Pipefy’s standard functionality can be limiting, as cards stay with the assigned team throughout the entire process. To automate task handovers between teams, additional steps are needed.
Tallyfy allows for easy assignment of different tasks to various teams. While tasks are assigned simultaneously by default, you can apply rules to assign them sequentially, ensuring a smooth transfer of processes between teams.
Pipefy lets external users create new cards in pipes, in addition users can mention each other and send each other messages within pipes.
Tallyfy also offers guest user interactions as well as a broad range of user role and task delegation options.
Integration and Reporting
Both tools offer integration with other apps, with Pipefy relying on Zapier and Tallyfy offering Zapier integration as well as API access.
However, Pipefy’s reporting capabilities, including custom dashboards, are more powerful than Tallyfy’s basic reporting features.
Tallyfy’s Pro plan offers workflow management features starting at $30 per member per month, at a minimum of 4 members.
Pipefy has a starter free plan, the Business plan is offered for $19 per user per month, for $32 per user per month you can get extra features in the enterprise plan
Pipefy, providing excellent value for money, potentially surpasses Tallyfy in this aspect. Its standout feature is its ability to smoothly transition users from the familiar realm of agile task management using Kanban boards into the more complex world of workflow management. It serves as an ideal platform for businesses seeking to naturally evolve their existing agile management processes into intricate workflows.
Contrastingly, Tallyfy places a significant emphasis on document management, encouraging users to structure their processes as checklists or workflows right from the start. It’s particularly well-suited for organizations that handle large volumes of documents as part of their operations, and those that lean towards more formalized procedures. While Tallyfy might come with a more substantial price tag compared to Pipefy, it offers a set of document management features that Pipefy simply doesn’t have, thereby justifying the cost.