Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Create smart Customer Service workflows
From Onboarding to Support, automate your CS operations and enhance your customer experience.
With Pipefy’s easy access to history I know what happened to each customer, when and who was responsible.
Marcelo Bentivoglio
CEO at Banfox.
Pipefy allows me to assign specific people to certain tasks in the process, so everyone involved maintains visibility.
Oscar Oliva
G2 at Reviewer
By automating emails we can stay consistently connected and engaged with our clients.
Willian Magalhães
UX Writer at Quickks
Everything you need to build a successful CS department
Maintain visibility of the status and progress of every customer. Track each new onboarding and support request and ensure they are prioritized and executed according to your SLAs.
Create execution standards to deliver high-quality services and experience. When SLAs are met, CSAT scores go up.
Increase efficiency, focus on customer needs and measure satisfaction rates to continuously improve process standards.
Invest time and effort to build client relationships. Ensure you understand your customers’ pains and be your customers’ voice within the company.
Do you still have questions?
Pricing plans vary based on the number of users and features your process(es) require. Learn more about our pricing here.
Yes. You can create up to 5 different processes for up to 10 team members free of charge. If your process required advanced features, please set up a demo to discuss your options or explore one of our paid plans.
Yes, it is. Pipefy allows you to create simple or complex processes without writing a single line of code. Customize every step in your process, apply automation and continuously improve your workflows with data and reporting! Learn how to create a Pipe here.
Yes! You can apply Admin, Member, or Guest permissions at the process level or for your overall account. Ensure a secure workflow and guarantee control of confidential information. Learn more about Pipe permissions and Company permissions.
Learn more about how Pipefy can support all of your CS needs