
Project Management
Ensure agility and quality of your projects with Pipefy.
Plug-and-play free business operation templates to manage almost any process. No-code needed.
Ensure agility and quality of your projects with Pipefy.
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Manage your day-to-day activities in a more organized and productive way.
Organize project requirements and allocate resources quickly.
Gain visibility over construction requirements and communicate clearly with your team.
Maintain complete visibility over your team and efficiently manage each person's tasks.
Organize, track and manage all daily activities and achieve your goals quickly.
Standardize your requests and never miss critical information again.
Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.
Uelinton Santos COOCreate a simple form to collect requests according to your standards.
Start a new form from scratch.
Ensure coworkers a safe return to the office through a streamlined workflow.
Centralize quotes, proposals and communication with customers in one place.
Capture the exact intakes you need to gauge priorities and find solutions.
Increase the speed of your active prospecting efforts with custom workflows.
Easily manage quality issues notifications as soon as they are identified.
Boost the speed and quality of suppliers' market analysis!
Storage Control Template is designed for supply chain areas.
Analyze and compare suppliers and their respective performances.
From fee payment to interview scheduling, you'll organize yourself in the midst of all bureaucracy.
It is a pipe for budgeting and contract processing.
For supply chain areas that want to manage their production resources.
Easily manage, control and evaluate your suppliers.
it’s a great opportunity to advance your selling agenda.
It is a new way to organize your flow more effectively.
You will be able to correctly price your products.
It is designed to manage an inventory.
Help to manage all the steps in selling your customer’s home.
Help schools organize their new calendar for the next class period.
It was designed based on the methodology of the 10 C´s.
Establish, manage, and administer a Telecom’s service inventory.
Keep track and manage store inspections and their results.
Elaborate on an annual business supply plan.
Find the best supplier and solution for a product or service that you need.
Venture Capital profit comes from a very small slice of total investments.
Created to help your telecom company to improve the current services.
Ensure that the resource infrastructure is working effectively and efficiently.
For car maintenance shops that need to manage their scheduled vehicle maintenance services.
Help your Telecom organization to analyze launching strategies of new services.
The perfect tool for managing the mediation sector of your Telecom company.
Designed to request a company vehicle for official use.
For accounting offices that want to send their tax payment slip to their clients.
The goal of this process is to ensure that telecom is working at full capacity.
It ensures the enterprise’s ability to deliver service types according to requirements.
For companies to manage the process of requiring visitor passes.
Manage mentoring requests coming from startups.
Designed to help in the enrollment process of any school.
Organize medical events and conventions with this ready to use template.
The steps that need to be followed when you decide to launch a new business.
Essential for the good management of properties for sale or rent.
You can organize the information of the applicants in a standardized manner.
Plan the total capabilities required to deliver changes to your telecommunications service.
Control requests regarding Licenses and grab all the client's information.
Designed to support and optimize the day-to-day operations warehouse.
Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.
Perfect for language schools that need to manage the enrollment of new students.
Keep track of all your properties, their state, maintenance dates and contact information.
It is designed to manage customer quality complaints.
Whatever is your purchase need for laundromats, manage it easily!
It’s a chance for your company’s key stakeholders to analyze last quarter’s results.
Control rental demands, approvals, and contracts between owners and tenants.
If you work with real estate consulting, this template will certainly help you.
Manage and keep track of the scoping and budget process.
For companies that sell items internationally and want to manage their exports.
Create and manage your pitch requests with this template.
Used for companies specialized in private lessons and tutoring.
This template will help you control all your price quotations.
Easily organize an investment process and never miss a relevant opportunity
For pet shops that want to manage animal bathing and shearing requests.
For innovation areas in large companies that want to manage concept ideas' proof.
Keep your workflow and inventory controlled with this template.
This template includes three approvals phases and the possibility of sending an automatic email with …
Designed for those who want to evaluate every single risk–and consequent impacts of organizational changes.
The process mapped goes from the product inspection to products that will be repaired or …
This process goes from the arrival of the request to the actual invoice receiving.
Organize the rating of the tool’s technical specs.
Manage and keep track of your clients’ cleaning requests.
It can help you to plan an internal audit in your company.
It optimizes the analysis process of an investigative open inquiry.
Manage implementation flow for services that receive standardized requests.
Manage the processes of innovation and organize them to better suit your company´s needs.
Give you an overview of your telecommunication company’s infrastructure.
With this template you can manage new projects to be implemented on industrial buildings.
You can organize your team’s workflow quickly and effectively.
Create good import and international business workflows.
Designed for supply chain areas that want to manage resources.
Intended for people that are starting to build a house.
Allow users to sort requests by type and guide them through all necessary steps.
Designed to manage requests for facilities adjustments.
Allow the facilities team to have better control of the new installation requests.
Risk assessment is the process of identifying risks, analyzing possible actions, and measuring outcomes.
Follow your notarization process for mortgage documentation.
Interact and explore options to personalize the customer’s purchase.
IT can be used whenever a user needs to request updates to its information database.
Class formation for different courses.
Manage requests for copyrights that can be managed via the internet.
Eight phases: from prospecting to final approval. You can optimize your process.
Organize your construction demands and facilitate communication.
This is a process for buying fuel!
For companies that want to take their products abroad.
Manage your delivery process with a great kanban view.
Manage your catering requests from date to payment.
Manage your rentals easily.
Designed to assist call center agents in the problem-solving process.
Designed to handle the ordering of cakes.
Manage your clients' wants and needs, track listings that might be perfect for them.
Manage your contact requests for Building Maintenance Services with this template.
Manage your real estate selling and brokerage process.
Register each item and its SOB, set the auction date, and keep track of the …
Designed for real estate companies that want to manage their list of assets.
A system for organizing spaces so work can be performed efficiently, effectively, and safely.
Manage your telecom requests and their progress.
Manage your Vehicle Recall process with this template.
Regularly conduct a 5S audit, creating a continuous improvement cycle.
Created to help ports and airports organize the cargoes that arrive.
Created to assist scheduling, performing and repairs in a maintenance process.
Based on Six Sigma continuous improvement methodology.
Analyze and compare apartments after location.
Manage the personal protective equipment requests in your company.
Designed to improve your Supplier Management Process.
Provide basic questions and tips to set up and maintain a healthy workspace in the …
Designed to help achieve the best contract terms for your organization.
Control your requests and standardize procedures for approval and commercialization.
Designed to help you build an action plan using the 5W2H method.
Help to make changes to the scope of work outlined in an original project contract.
Help real estate agencies manage their tenants from contract signing to turnover.
Designed to manage the production line supply process simply.
Designed for BPOs that need to determine the price for customer’s product or service.
Designed for companies specialized in helping startups to accelerate their growth.
Designed to assist inventors in filling out a patent application or request a review of …
Designed to help business trip management through clear processes.
Allow agility and accuracy in the process of qualifying requests.
Designed to structure the entire process of closing a deal for venture capital companies.
Help you to identify a bid opportunity for a project.
DRIVE = Define, Review, Identify, Verify and Execute your process.
This template makes a lot easier for planners to keep everything on track.
Designed for quality control teams that want to use '8 Disciplines' to solve problems.
Want to start from scratch?
Create a customized pipe