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 COO

Business Operations templates we love

Return to the Workplace

Ensure coworkers a safe return to the office through a streamlined workflow.

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Order to Cash

Centralize quotes, proposals and communication with customers in one place.

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Active Prospecting CRM

Increase the speed of your active prospecting efforts with custom workflows.

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Supplier and Partner Performance Management

Suppliers must be aligned with your organization’s strategy.

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Supplier Fault Notification

Easily manage quality issues notifications as soon as they are identified.

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Suppliers Market Evaluation

Boost the speed and quality of suppliers' market analysis!

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Storage control

Storage Control Template is designed for supply chain areas.

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Supplier Quality Approval

Analyze and compare suppliers and their respective performances.

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Visa Application Request and Review

From fee payment to interview scheduling, you'll organize yourself in the midst of all bureaucracy.

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Budget and Contracting Process

It is a pipe for budgeting and contract processing.

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Resources strategy

For supply chain areas that want to manage their production resources.

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Vendor Management

Easily manage, control and evaluate your suppliers.

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Meeting Schedule Confirmation

it’s a great opportunity to advance your selling agenda.

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Material Planning Purchase

It is a new way to organize your flow more effectively.

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Cost Allocation - Product Pricing

You will be able to correctly price your products.

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Stock Inventory Audit

It is designed to manage an inventory.

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Sell-side real estate management

Help to manage all the steps in selling your customer’s home.

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School year planning for franchise schools

Help schools organize their new calendar for the next class period.

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Supplier Evaluation

It was designed based on the methodology of the 10 C´s.

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Service Management & Operations

Establish, manage, and administer a Telecom’s service inventory.

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Store Safety Inspection

Keep track and manage store inspections and their results.

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Supply Chain Management

Elaborate on an annual business supply plan.

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Supplier Development

Find the best supplier and solution for a product or service that you need.

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Screening Process

Venture Capital profit comes from a very small slice of total investments.

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Resource Provisioning

Created to help your telecom company to improve the current services.

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Resource Trouble Management

Ensure that the resource infrastructure is working effectively and efficiently.

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Scheduled Vehicle Maintenance

For car maintenance shops that need to manage their scheduled vehicle maintenance services.

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Service Strategy and Planning

Help your Telecom organization to analyze launching strategies of new services.

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Service Guiding and Mediation

The perfect tool for managing the mediation sector of your Telecom company.

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Vehicle request

Designed to request a company vehicle for official use.

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Warehousing

Organize all the stuff that is coming in, then store them and ship them out.

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Tax Payment

For accounting offices that want to send their tax payment slip to their clients.

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Resource Capability Delivery for Telecom

The goal of this process is to ensure that telecom is working at full capacity.

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Service Development for Telecom

It ensures the enterprise’s ability to deliver service types according to requirements.

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Visitor pass request

For companies to manage the process of requiring visitor passes.

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Mentoring request for startups

Manage mentoring requests coming from startups.

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School Enrollment

Designed to help in the enrollment process of any school.

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Medical events planning and approval

Organize medical events and conventions with this ready to use template.

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Launch your startup

The steps that need to be followed when you decide to launch a new business.

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Real estate registration

Essential for the good management of properties for sale or rent.

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Loan Applications

You can organize the information of the applicants in a standardized manner.

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Service Capability Delivery

Plan the total capabilities required to deliver changes to your telecommunications service.

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License invoice reissuance

Control requests regarding Licenses and grab all the client's information.

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Warehouse Management

Designed to support and optimize the day-to-day operations warehouse.

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Logistics Strategy and Order Filling

Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.

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Language school enrollment

Perfect for language schools that need to manage the enrollment of new students.

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Real Estate Portfolio Management

Keep track of all your properties, their state, maintenance dates and contact information.

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Quality complaint

It is designed to manage customer quality complaints.

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Purchase process for laundries

Whatever is your purchase need for laundromats, manage it easily!

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Quarterly Business Review

It’s a chance for your company’s key stakeholders to analyze last quarter’s results.

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Property Rental Management

Control rental demands, approvals, and contracts between owners and tenants.

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Property evaluation process

If you work with real estate consulting, this template will certainly help you.

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Project scoping and budget

Manage and keep track of the scoping and budget process.

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Product Export

For companies that sell items internationally and want to manage their exports.

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Investor Pitch

Create and manage your pitch requests with this template.

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Private Classes Request

Used for companies specialized in private lessons and tutoring.

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Price Quotation

This template will help you control all your price quotations.

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Investment Portfolio Management

Easily organize an investment process and never miss a relevant opportunity

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Pet shop scheduling – grooming

For pet shops that want to manage animal bathing and shearing requests.

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Proof of Concept Monitoring

For innovation areas in large companies that want to manage concept ideas' proof.

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Inventory inbound for e-commerce

Keep your workflow and inventory controlled with this template.

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Inventory adjustment

This template includes three approvals phases and the possibility of sending an automatic email with …

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Organizational Change Management

Designed for those who want to evaluate every single risk–and consequent impacts of organizational changes.

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Invalid Lot Exam

The process mapped goes from the product inspection to products that will be repaired or …

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Order Handling for Telecom

This process goes from the arrival of the request to the actual invoice receiving.

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New tools technical evaluation

Organize the rating of the tool’s technical specs.

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Office Cleaning

Manage and keep track of your clients’ cleaning requests.

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Internal audit process

It can help you to plan an internal audit in your company.

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Inquiry Opening

It optimizes the analysis process of an investigative open inquiry.

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Installation service

Manage implementation flow for services that receive standardized requests.

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Innovation Programs for Suppliers

Manage the processes of innovation and organize them to better suit your company´s needs.

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Infrastructure Management

Give you an overview of your telecommunication company’s infrastructure.

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Industrial Building Project Request

With this template you can manage new projects to be implemented on industrial buildings.

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In-Company Requests

You can organize your team’s workflow quickly and effectively.

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Import Process

Create good import and international business workflows.

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Import of resources PPC

Designed for supply chain areas that want to manage resources.

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House construction

Intended for people that are starting to build a house.

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File Requests Management

Allow users to sort requests by type and guide them through all necessary steps.

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Facilities management

Designed to manage requests for facilities adjustments.

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Facilities delivery

Allow the facilities team to have better control of the new installation requests.

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Effective Risk Assessment

Risk assessment is the process of identifying risks, analyzing possible actions, and measuring outcomes.

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Document Notarization for Mortgage

Follow your notarization process for mortgage documentation.

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Custom Furniture Sales

Interact and explore options to personalize the customer’s purchase.

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Database update

IT can be used whenever a user needs to request updates to its information database.

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Course opening

Class formation for different courses.

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Copyright registration procedure

Manage requests for copyrights that can be managed via the internet.

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Contract management of software integrations

Eight phases: from prospecting to final approval. You can optimize your process.

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Construction Requests Management

Organize your construction demands and facilitate communication.

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Company Vehicles Fuel Requests

This is a process for buying fuel!

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Company internationalization

For companies that want to take their products abroad.

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Clothing delivery for laundries

Manage your delivery process with a great kanban view.

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Catering and food services

Manage your catering requests from date to payment.

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Car rental

Manage your rentals easily.

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Call center management

Designed to assist call center agents in the problem-solving process.

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Cake Quotation

Designed to handle the ordering of cakes.

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Buy-Side Real Estate Management

Manage your clients' wants and needs, track listings that might be perfect for them.

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Building Maintenance Services – commercial flow

Manage your contact requests for Building Maintenance Services with this template.

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Brokerage Pipeline

Manage your real estate selling and brokerage process.

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Auction Process

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Asset and leasing management

Designed for real estate companies that want to manage their list of assets.

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5S Methodology

A system for organizing spaces so work can be performed efficiently, effectively, and safely.

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Service Configuration & Activation for Telecom

Manage your telecom requests and their progress.

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Process Mapping Template

Streamline and simplify common business processes to make them more efficient and effective.

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Vehicle Recall Request

Manage your Vehicle Recall process with this template.

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5S Auditing

Regularly conduct a 5S audit, creating a continuous improvement cycle.

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Import Customs Clearance

Created to help ports and airports organize the cargoes that arrive.

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Preventive maintenance planning

Created to assist scheduling, performing and repairs in a maintenance process.

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DMAIC

Based on Six Sigma continuous improvement methodology.

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Apartment Hunting

Analyze and compare apartments after location.

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PPE (Personal Protective Equipment) Request

Manage the personal protective equipment requests in your company.

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Supplier Performance

Designed to improve your Supplier Management Process.

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Office Ergonomics Workstation Assessment

Provide basic questions and tips to set up and maintain a healthy workspace in the …

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Supplier Negotiation and Contracting

Designed to help achieve the best contract terms for your organization.

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Wine Tasting

Control your requests and standardize procedures for approval and commercialization.

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5W2H Analysis

Designed to help you build an action plan using the 5W2H method.

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Engineering Change Order (ECO)

Help to make changes to the scope of work outlined in an original project contract.

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Lease Management

Help real estate agencies manage their tenants from contract signing to turnover.

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Internal Supply Order

Designed to manage the production line supply process simply.

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Pricing Management

Designed for BPOs that need to determine the price for customer’s product or service.

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Corrective maintenance

Developed by our partner Econotrade – Soluções Sustentáveis.

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Startup acceleration program

Designed for companies specialized in helping startups to accelerate their growth.

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Patent Application

Designed to assist inventors in filling out a patent application or request a review of …

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Business Travel Itinerary

Designed to help business trip management through clear processes.

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Enterprise Feature Request

Allow agility and accuracy in the process of qualifying requests.

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Deal Flow for Venture Capital

Designed to structure the entire process of closing a deal for venture capital companies.

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Bid pipeline for Construction

Help you to identify a bid opportunity for a project.

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DRIVE Process Improvement

DRIVE = Define, Review, Identify, Verify and Execute your process.

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Wedding Planning

This template makes a lot easier for planners to keep everything on track.

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8 Disciplines Problem Solving

Designed for quality control teams that want to use '8 Disciplines' to solve problems.

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