Don’t suffer with messy spreadsheets and dozens of emails
Centralize information, collaborate among your team
and increase reliability in your work with Pipefy.
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When you manage your workflow through email and Excel, it’s easy to lose track of everything you’re doing.
If you suffer from
• Messy spreadsheets that end up being trivial;
• Lots of workarounds, post-it notes and copy-and-pastes;
• Fear of making a mistake or overlooking an important task;
• An email inbox so full you spend hours a day sorting through it.
Pipefy is the right tool for you!
Centralize all your work in one place, from the first request until the final output. With Pipefy, you’ll know what you have to take care of, which phase each activity is in and what the next steps are.
85% of our customers struggled with the mess created by using email and spreadsheets to manage their work before meeting Pipefy.
Pipefy is perfect to organize your processes
Learn more about some of our best use cases:
Don’t waste more time with Excel and email.
Improve your workflow with Pipefy.
Use Pipefy today
See how Pipefy manages your work better than email and spreadsheets
Standardized inputs
When your demands arrive by email or Excel, it’s hard to guarantee a standard: you can use conditional formatting, but a red square won’t stop someone from fill out the line incorrectly. With Pipefy, you not only choose which information you want but how you want it and what is and isn’t mandatory. This way, you receive correct requests and avoid loss of time with rework.
Error-proof processes
If you use email and spreadsheets to manage your work, you probably have already lost information, deleted something accidentally or made a typo that was only discovered when the numbers at the end of the month didn’t match. Pipefy helps you maintain secure, reliable information throughout the entire process.
Collaborative tool
Pipefy allows your entire team to see what’s going on and access the information they need instantly and simultaneously. Instead of having to forward an email or wait until someone finishes editing a file, your team can be all on the same page, with full visibility and control. Anything anyone does within the platform is logged on the activities log, so you can tell who made a change or completed a task.
Don’t waste more time with Excel and email.
Improve your workflow with Pipefy.
Use Pipefy today
See how Pipefy manages your work better than email and spreadsheets
Email Inbox
If you’re used to receiving requests by email and believe your clients won’t adapt to our start form, you can use Pipefy’s Email Inbox. With this feature, when you receive an email, a task is automatically created in your kanban board.
Email Template
If your problem is the need to answer all the requests, Email Template is the Pipefy feature for you. You can set up pre-determined emails and easily program an automation. For example, every time a demand is complete an email is sent.
Email Client
Pipefy also has an Email Client feature that encompasses all the power of a traditional email client. You can respond to email requests from a demand (card) in Pipefy and all email communication is then threaded back into that same card to ensure that all email communication is auditable.
