Pipefy is a Strong Performer in the 2026 Gartner® Peer Insights™ Voice of the Customer for Business Orchestration and Automation Technologies

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Industry leaders trust us to innovate and scale

From 20 days of manual work to minutes

Unstructured

20 days

160 hours

  • Manual spreadsheets, forgotten leads, unreliable data.
-65%

Structured

7 days

56 hours

  • Rigid CRM, fragmented channels, IT dependency
-71%

Automated

2 days

16 hours

  • Email automation, but metrics and context are scattered.
-98%

Agentic

Minutes

With Pipefy

  • AI agents execute tasks, analyses, and decisions.

Your AI team, agent by agent

Seven experts working on your funnel

24 hours a day, 7 days a week. Each agent accelerates decisions and keeps the team focused on the right leads.

Marketing & Sales
CRM AI Studio

Lead Nurturing Agent CRM AI Studio

It enriches the lead information with internal and external data.
Marketing & Sales
CRM AI Studio

Lead Scoring Agent CRM AI Studio

Analyzes variables to score leads according to the Ideal Customer Profile (ICP) and prioritize them.
Marketing & Sales
CRM AI Studio

Commercial Proposal Agent CRM AI Studio

It automates the creation, pricing, and sending of proposals, ensuring compliance with commercial policies and direct integration with digital signatures.
Marketing & Sales
CRM AI Studio

Sales Co-pilot Agent CRM AI Studio

It assists the SDR with context and suggestions based on historical data and ICP.
Marketing & Sales
CRM AI Studio

Automatic Activities and Follow-ups Agent CRM

Ensures that onboarding steps and deadlines are met, eliminating operational errors and lack of follow-up.
Marketing & Sales
CRM AI Studio

Coaching Agent CRM

Evaluates interactions between the service agent and the customer, provides feedback, and suggests more effective approaches.
Marketing & Sales
CRM AI Studio

Customer Service Co-pilot Agent

It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.

Create your own agent

No-code studio. Configure, test, and publish custom AI agents in days.

How it works, end to end

The entire sales operation and partner areas in a single workflow

1 From first touch to finish

Automatic enrichment, ICP-based scoring, and instant routing of qualified leads.

Enrichment
2 Enrichment sales funnel

Copilot suggests an approach; CPQ automatically generates the proposal and contract. Interactions are logged in real time.

Copilot
3 Approval workflow

Validation of out-of-authority discounts, electronic signature routing, and post-approval notifications.

Proposal
4 Customer onboarding

Automated Sales-to-CS handoff featuring AI-generated scope, implementation tasks, and delivery tracking.

Support

CRM AI Studio · Agentic AI

75%

Faster qualification — screening and enrichment from days to minutes.

53%

Shorter sales cycle — from 3 months to 42 days.

3× More sales

Centralized processes tripled the volume.

“When we sought out the platform, we had an annual revenue of 12 million. This year, we’ll hit 150. That result stems from a solid foundation that was able to keep pace with us, even as we grew tenfold over the last four years. Today, my company wouldn’t exist without Pipefy.”

Diogo Paiva

CEO, Delta Group

Pipefy Academy

Master the creation of AI agents

Build, automate, and scale your end-to-end processes—in practice

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FAQ

If you need help, we are here to guide you and provide all the support you need

How does Pipefy automate sales and partner-facing areas?
AI agents execute tasks and make decisions across the entire funnel—from lead qualification to onboarding and quota tracking—keeping operations connected and predictable.
Can AI automatically prioritize approaches?
Yes. Agents classify leads based on profile, engagement, and history, and suggest next steps and a personalized approach.
Does it work for after-sales and Customer Success?
Yes. CRM AI Studio automates handoffs, onboarding, and follow-ups so that no delivery or deadline is missed.
Can I integrate it with my current channels and CRM?
Yes. It is omnichannel—covering WhatsApp, email, voice, portals, and forms—as well as Salesforce and ERPs via integrations.
Does CRM AI Studio replace my current CRM?
It can replace or complement existing systems. Add Pipefy’s AI and automation capabilities to your current workflows without migrating everything at once, or opt for a full migration.
How long does it take to see results?
Agents are configured in the no-code Studio in days. On average, use cases deliver measurable impact in weeks.

The AI ​​that becomes real in your daily life

Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.

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