Pipeline
Orchestrate people inside & outside your organization to accelerate work.
Pipeline is a workflow orchestration platform for creating, executing, and tracking structured processes, called flows, across teams, departments, and companies. It addresses scattered communication and inconsistent execution by collecting required data upfront through forms and validations, assigning steps to internal and external users with embedded instructions, and automating hand-offs and notifications as steps complete. Changes to files, form fields, conversations, and progress are tracked for transparency.
Core modules include Flows, Asks, Bundles for grouping and sharing work, Forms, and a Marketplace of pre-built flow templates organized by business function. Analytics cover team, step, and flow performance with metrics and KPIs to review trends and identify bottlenecks, while version comparison supports refining flows over time. Integrations include Zapier for connecting to other applications, email integration, and SSO via Google, Microsoft, and SAML. Playbooks cover customer, developer, and sales onboarding.
Pipeline is aimed at organizations standardizing cross-company processes, including those involving clients, contractors, and partners, who can be added as free third-party users. It is packaged in Small Business and Enterprise editions, with third-party users free and a 30-day money-back guarantee; Enterprise adds custom storage, branding, infrastructure, integrations, security options, direct API access, and a guaranteed SLA. Paid service add-ons cover managed integrations and digital transformation consulting.
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