Finance & Accounting
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AI Studio
CRM AI Studio
Build pipelines, automations, and AI agents that connect Marketing, Sales, and Customer Success into a single end-to-end flow—with WhatsApp, email, voice, and integrated portals, plus real-time visibility across the entire customer journey.
AI Intelligence
Customer Order Management
Smart intake, automated payment validation, and no-code workflows to accelerate customer operations.
AI Intelligence
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
AI Intelligence
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
AI Intelligence
Lead Qualification
AI Agents automate lead triage, qualification, and lead scoring within a unified workflow—helping teams prioritize high-intent leads and shorten time-to-lead across the funnel.
AI Intelligence
Sales pipeline
Build and customize your CRM with your existing tools, unify customer engagement channels, and use AI Agents to automate proposals and accelerate deal closures.
AI Intelligence
Contas a Pagar e a Receber
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
AI Intelligence
Customer Success Management
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
