Build an onboarding operation that allows your company to grow.
Pipefy enables you to enhance customer experience and scale your operations without proportionally increasing headcount. Customize it for your needs, automate repetitive steps and focus on what matters: your customers. All in one place.
Save valuable time to invest in customer relationships
With mandatory fields, the account manager can’t move the onboarding forward without completing all required steps. Customize the onboarding workflow to collect necessary information, and assure quality for your clients.
Receive alerts when an "onboarding" is taking more time than it should. Preview bottlenecks and take actions to enhance customer satisfaction.
Create rules to automate manual and repetitive tasks, such as scheduling an onboarding call or completing customer information. You'll have time to invest in what really matters: customer experience.
Integrations and Connections
Maintain service quality levels at each step of your customer journey. Integrate Pipefy with your CRM and accounting software. Connect the onboarding process with other workflows, like customer support, and deliver the best customer experience.
Labels and Filters
Categorize your new customers based on company size, industry or other criteria. With our customer onboarding software, you can filter each cluster to create the best experience for each business type.
Measure to Improve
Use data in your favor. Extract data from your workflows, create dashboards to measure your team's performance, NPS and much more. Track KPIs to continuously improve processes and customer experience.