Activities Reports
Our reports were build to make your life easier. You can easily check all important information in a dashboard and create strategic reports to your daily track
Activities Kanban View
In our Kanban view it is possible to keep track of all yours and your team opportunities. This way you have all important informations such as opp amount, customer email and company name in a single view
Email Messaging
With email messaging it is possible to send and received emails from a card in a easy way. It is so practicle and you don’t need to open your email inbox to send your clients and collegues emails.
SLA Tracking
Pipefy’s alerts feature exist to help you keep track of your processes standard level agreements. You can control how much time a card can stay in one phase or go through the entire process.
Database
The database is Pipefy’s information storage system where you can store and retrieve important information for your company’s processes, such as customer, supplier and product records.
No-code Automation
No more paper work and repetitive tasks. Use Pipefy no-code automation to gain efficiency on your operations. Set up your automations with a few clicks.