Multi-Industry
Explorar soluçãoAI unifies fragmented operations and reduces costs through end-to-end orchestration in days.
P2P AI Studio
Orchestrate and automate your purchasing process, from request to payment, with AI Agents in low-code workflows integrated with your ERP and legacy systems.
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.
Contract Review
Our AI Agents turn contract drafting and approval into a 100% digital, no-code process with no rework.
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
Recrutamento e Seleção
Employee Onboarding
Standardize and automate your onboarding process with AI Agents and no-code workflows that ensure speed, traceability, and a seamless experience for new employees.
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Coordenação de viagens
Corporate Travel Request
AI Agents analyze policies, validate itineraries, and automate decisions within no-code workflows for HR.
Suporte ao cliente
Issue Resolution
AI Agents classify urgency, apply business rules, and automate responses—accelerating your entire Customer Success & Support operation.
Entrega de Serviços de RH
Employee Self-Service Portal
Automate questions, triage, and responses with AI Agents, intelligent workflows, and a no-code approach.
Gestão de Contratos
Contract Renewal
Centralize your renewals and let AI Agents handle the heavy lifting—summarizing contracts, sending alerts, and moving the process forward for you within a no-code workflow.
Treinamento e Desenvolvimento
Employee Development Plans
Use AI Agents, no-code workflows, and smart forms to structure employee development in HR for financial services, technology, retail companies, and more.
Lead Generation
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.
Inside Sales
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.
Compras
Procurement
Centralize requests, policies, and approvals with AI Agents, workflows, and a no-code platform that connects your entire procurement operation.
Sales Operations
Territory Management
Sales Operations
Sales Reporting & Forecasting
Sales Operations
Sales Process Optimization
Resource and Tool Management
Sales Enablement
Training & Coaching
Sales Enablement
Sales Playbook Development
Content Management and Creation
Sales Enablement
Feedback Collection & Iteration
Lead Generation
Sales Cadence
Lead Nurturing
Lead Generation
Prospecting
Inside Sales
Outbound Prospecting
Inside Sales
Quote & Proposal Management
Inside Sales
Inbound Lead Handling
Field Sales
Territory Planning
Field Sales
Relationship Management
Customer Visit Management
Channel Management
Partner Selection and Onboarding
Channel Management
Channel Management Process
Channel Management
Channel Strategy Development
Account Management
Cross-Selling/Up-Selling
Account Management
Contract Renewal Management
Systems Integration
Requirements Analysis
Account Management
Account Review & Planning
Systems Integration
Post-Integration Support
Testing & QA
Systems Integration
Implementation and Testing
Software Development
Requirements Gathering
Software Release Management
Software Development
Code Review
IT Support & Helpdesk
Service Request Fulfillment
Software Development
Agile Sprint Planning
IT Support & Helpdesk
Incident Response
IT Service Management
Incident Management
IT Service Management
Problem Management
IT Service Management
Asset Management
IT Security
Vulnerability Assessment
IT Security
Access Control Management
IT Security
Security Incident Response
Project Scoping and Planning
IT Infrastructure
Server Administration
IT Project Management
Project Execution and Monitoring
IT and Infrastructure Outsourcing
Network Management
IT Infrastructure
Cloud Infrastructure Management
IT Compliance & Governance
Security Controls Implementation
IT Compliance & Governance
Policy Development and Implementation
IT Compliance & Governance
Risk Assessment and Management
Compliance Audit
Center of Excellence (COE)
Innovation Management
Center of Excellence (COE)
Process Standardization
Development Best Practices
Safety & Sustainability
Certification Management
Automation Project Management
Treinamento e Desenvolvimento
Training Management & Delivery
Feedback Training
Treinamento e Desenvolvimento
Curriculum Design & Development
Performance Review
Payroll
Tax Withholding & Compliance
Payroll
Salary Processing
Payroll
Payroll Reporting
Payroll
Payroll Audit
HR Service Request Management
Entrega de Serviços de RH
Knowledge Sharing
Entrega de Serviços de RH
HR Case Management
Employee Relations
Leave of Absence Management
Employee Relations
Workforce Planning & Administration
Employee Relations
Employee Lifecycle Management
Employee Surveys and Feedback
Employee Relations
Employee Engagement
Employee Relations
Employee Data Management
Employee Relations
Employee Communication Process
Disciplinary Action and Guidance
Diversity & Inclusion
Diversity Reporting
Employee Relations
Conflict Resolution & Mediation
Diversity & Inclusion
Diversity Recruiting
Diversity & Inclusion
Culture Design & Development
Compensation & Benefits
Salary Structure Design
Bonus and Incentive Management
Compensation & Benefits
Benefits Planning
Project Management Office
Project Portfolio Management
Capacity Planning Resource Allocation
Project Management Office
Project Performance Monitoring & Reporting
Project Knowledge and Best Practice Management
Production Management
Production Planning
IT Project Management
Resource Allocation
Production Management
Capacity Management
Product Development
Product Formulation
Process Improvement
Demand Management
Process Improvement
Process Mapping & Review
Process Improvement
Continuous Improvement Initiatives
IT Service Management
Change Management
Maintenance
Corrective Maintenance
Maintenance
Preventive Maintenance
Equipment and Asset Management
Inventory Management
Warehouse Management
Inventory Management
Inventory Level Monitoring
Inventory Management
Inventory Reporting
Category Management
Category Performance Analysis
Inventory Audit
Category Management
Assortment Optimization
Trade Investment Optimization
Trade Marketing
Retailer Relationship Management
Trade Marketing
Trade Promotion Planning
POS Materials Development
Trade Marketing
Activation Management
Relações Públicas
Press Release Management
Product Marketing
Product Positioning & Messaging
Media Relations and Press Office
Product Marketing
Product Launch Planning
Merchandising
Merchandising Design
Product Marketing
Go-to-Market Strategy
Digital Marketing
Social Media Marketing
SEO Management
Content Marketing
Performance Tracking & Reporting
Digital Marketing
Email Marketing Campaigns
Content Marketing
Content Strategy & Planning
Content Marketing
Content Distribution & Promotion
Brand Messaging and Positioning
Brand Management
Brand Strategy Development
Communication and Branding Planning
Mergers & Acquisitions
Post-Merger Integration
Mergers & Acquisitions
Regulatory Approval Management
Mergers & Acquisitions
Integration Planning
Litigation Management
Trial Preparation
Litigation Management
Discovery Process Management
Litigation Management
Settlement Negotiations
Case Screening and Assessment
Data Privacy
Privacy Impact Assessments
Data Privacy
Privacy Policy Management
Data Privacy
Data Subject Rights Management
Risk Management
Risk Mitigation Planning
Gestão de Contratos
Contract Approval Workflow
Risk Management
Risk Identification & Assessment
Regulatory Compliance
Policy & Procedure Development
Treasury Management
Investment Management
Treasury Management
Debt Management
Treasury Management
Cash Flow Management
Tax Compliance
Tax Return Preparation
Tax Compliance
Dispute Resolution
Tax Filing and Payment
Internal Audit
Audit Reporting
Internal Audit
Audit Planning & Execution
Account Reconciliation
Monthly Close
Journal Entry Recording
Financial Statement Preparation
Financial Reporting
Regulatory Reporting
Financial Planning & Analysis (FP&A)
Financial Planning Process
Financial Planning & Analysis (FP&A)
Financial Modeling
Financial Planning & Analysis (FP&A)
Financial Performance Management & Reporting
Budget Planning and Forecasting
Expense Reimbursement
Reimbursement Policy Compliance
Payment Vendor Management
Expense Reimbursement
Expense Validation and Approval
Billing & Payment Processing
Contas a Pagar e a Receber
Expense Reporting
Tax Services
Contas a Pagar e a Receber
Credit Management
Accounting Services
Accounting Audit
Accounting Services
Accounting Management
Supplier Management
Supplier Offboarding
Retail Buying
Supplier Selection
Strategic Sourcing
RFP/RFQ Management
Strategic Sourcing
Spend Analysis
Strategic Sourcing
Market Research
Strategic Sourcing
Contract Negotiation
Compras
Invoice Reconciliation & Payment Processing
Compras
Receiving & Inspection
Gestão de Armazém
Order Picking & Packing
Receiving and Storage
Gestão de Armazém
Inventory Tracking
Transportation Management
Shipment Tracking
Transportation Management
Route Planning & Optimization
Packaging
Packaging Design and Development
Transportation Management
Carrier Selection & Management
Packaging Execution Process
Merchandising
Display Management
Merchandising
Planogram Development
Inventory Level Monitoring
Inventory Cycle Management
Inventory Cycle Management
Obsolete Inventory Management
Distribution Planning
Reverse Logistics Management
Distribution Planning
Cross-Docking Management
Logistics Network Design and Optimization
Distribution Planning
Capacity Planning
Demand Planning
Seasonal Demand Modeling
Logistics Planning
Demand Forecasting
Sales & Operations Planning (S&OP)
Satisfaction Survey
NPS and Feedback Collection
Suporte ao cliente
Escalation Handling
Client Advocacy Program
Suporte ao cliente
Case Management
Customer Success Management
Churn Prevention Process
Account Review
Travel Expense Report Processing
Coordenação de viagens
Travel Policy Compliance
Office Management
Reception & Visitor Management
Office Supplies Management
Administrative Supplies Management
Health & Safety
Occupational Health Program Management
Safety Inspection and Audit
Emergency Response and Planning
Executive Support
Meeting Coordination
Executive Support
Travel Arrangement
Executive Support
Calendar Management
Document Management
Document Digitization
Document Management
Document Retention & Archiving
Document Management
Document Creation & Editing
Building Maintenance
Preventive Maintenance Scheduling
Service Order Management
Building Maintenance
Equipment Repair & Replacement
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.
