Business Operations Categories
Gain full control over your business workflows and centralize key data to drive operational excellence.
Collaborative Idea Management
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Team Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Simple To-do List
Manage your day-to-day activities in a more organized and productive way.
Production planning and control
Organize project requirements and allocate resources quickly.
Projects - General Project Development
Gain visibility over construction requirements and communicate clearly with your team.
Remote Work Management
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.
Teams across the globe love Pipefy
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.
Order to Cash
Centralize quotes, proposals and communication with customers in one place.
Active Prospecting CRM
Increase the speed of your active prospecting efforts with custom workflows.
Supplier and Partner Performance Management
Suppliers must be aligned with your organization’s strategy.
Supplier Fault Notification
Easily manage quality issues notifications as soon as they are identified.
Suppliers Market Evaluation
Boost the speed and quality of suppliers' market analysis!
Supplier Quality Approval
Analyze and compare suppliers and their respective performances.
Visa Application Request and Review
From fee payment to interview scheduling, you'll organize yourself in the midst of all bureaucracy.
Budget and Contracting Process
It is a pipe for budgeting and contract processing.
For supply chain areas that want to manage their production resources.
Meeting Schedule Confirmation
it’s a great opportunity to advance your selling agenda.
Material Planning Purchase
It is a new way to organize your flow more effectively.
Cost Allocation - Product Pricing
You will be able to correctly price your products.
Sell-side real estate management
Help to manage all the steps in selling your customer’s home.
School year planning for franchise schools
Help schools organize their new calendar for the next class period.
Service Management & Operations
Establish, manage, and administer a Telecom’s service inventory.
Store Safety Inspection
Keep track and manage store inspections and their results.
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.
Resource Trouble Management
Ensure that the resource infrastructure is working effectively and efficiently.
Scheduled Vehicle Maintenance
For car maintenance shops that need to manage their scheduled vehicle maintenance services.
Service Strategy and Planning
Help your Telecom organization to analyze launching strategies of new services.
Service Guiding and Mediation
The perfect tool for managing the mediation sector of your Telecom company.
Organize all the stuff that is coming in, then store them and ship them out.
For accounting offices that want to send their tax payment slip to their clients.
Resource Capability Delivery for Telecom
The goal of this process is to ensure that telecom is working at full capacity.
Service Development for Telecom
It ensures the enterprise’s ability to deliver service types according to requirements.
Visitor pass request
For companies to manage the process of requiring visitor passes.
Medical events planning and approval
Organize medical events and conventions with this ready to use template.
Launch your startup
The steps that need to be followed when you decide to launch a new business.
Real estate registration
Essential for the good management of properties for sale or rent.
You can organize the information of the applicants in a standardized manner.
Service Capability Delivery
Plan the total capabilities required to deliver changes to your telecommunications service.
License invoice reissuance
Control requests regarding Licenses and grab all the client's information.
Designed to support and optimize the day-to-day operations warehouse.
Logistics Strategy and Order Filling
Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.
Language school enrollment
Perfect for language schools that need to manage the enrollment of new students.
Real Estate Portfolio Management
Keep track of all your properties, their state, maintenance dates and contact information.
Purchase process for laundries
Whatever is your purchase need for laundromats, manage it easily!
Quarterly Business Review
It’s a chance for your company’s key stakeholders to analyze last quarter’s results.
Property Rental Management
Control rental demands, approvals, and contracts between owners and tenants.
Property evaluation process
If you work with real estate consulting, this template will certainly help you.
Project scoping and budget
Manage and keep track of the scoping and budget process.
For companies that sell items internationally and want to manage their exports.
Private Classes Request
Used for companies specialized in private lessons and tutoring.
Investment Portfolio Management
Easily organize an investment process and never miss a relevant opportunity
Pet shop scheduling – grooming
For pet shops that want to manage animal bathing and shearing requests.
Proof of Concept Monitoring
For innovation areas in large companies that want to manage concept ideas' proof.
Inventory inbound for e-commerce
Keep your workflow and inventory controlled with this template.
This template includes three approvals phases and the possibility of sending an automatic email with …
Organizational Change Management
Designed for those who want to evaluate every single risk–and consequent impacts of organizational changes.
Invalid Lot Exam
The process mapped goes from the product inspection to products that will be repaired or …
Order Handling for Telecom
This process goes from the arrival of the request to the actual invoice receiving.
New tools technical evaluation
Organize the rating of the tool’s technical specs.
Internal audit process
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.
Innovation Programs for Suppliers
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.
Industrial Building Project Request
With this template you can manage new projects to be implemented on industrial buildings.
You can organize your team’s workflow quickly and effectively.
Import of resources PPC
Designed for supply chain areas that want to manage resources.
File Requests Management
Allow users to sort requests by type and guide them through all necessary steps.
Allow the facilities team to have better control of the new installation requests.
Effective Risk Assessment
Risk assessment is the process of identifying risks, analyzing possible actions, and measuring outcomes.
Document Notarization for Mortgage
Follow your notarization process for mortgage documentation.
Custom Furniture Sales
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.
Copyright registration procedure
Manage requests for copyrights that can be managed via the internet.
Contract management of software integrations
Eight phases: from prospecting to final approval. You can optimize your process.
Construction Requests Management
Organize your construction demands and facilitate communication.
For companies that want to take their products abroad.
Clothing delivery for laundries
Manage your delivery process with a great kanban view.
Call center management
Designed to assist call center agents in the problem-solving process.
Buy-Side Real Estate Management
Manage your clients' wants and needs, track listings that might be perfect for them.
Building Maintenance Services – commercial flow
Manage your contact requests for Building Maintenance Services with this template.
Register each item and its SOB, set the auction date, and keep track of the …
Asset and leasing management
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.
Service Configuration & Activation for Telecom
Manage your telecom requests and their progress.
Process Mapping Template
Streamline and simplify common business processes to make them more efficient and effective.
Regularly conduct a 5S audit, creating a continuous improvement cycle.
Import Customs Clearance
Created to help ports and airports organize the cargoes that arrive.
Preventive maintenance planning
Created to assist scheduling, performing and repairs in a maintenance process.
PPE (Personal Protective Equipment) Request
Manage the personal protective equipment requests in your company.
Office Ergonomics Workstation Assessment
Provide basic questions and tips to set up and maintain a healthy workspace in the …
Supplier Negotiation and Contracting
Designed to help achieve the best contract terms for your organization.
Control your requests and standardize procedures for approval and commercialization.
Engineering Change Order (ECO)
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.
Internal Supply Order
Designed to manage the production line supply process simply.
Designed for BPOs that need to determine the price for customer’s product or service.
Developed by our partner Econotrade – Soluções Sustentáveis.
Startup acceleration program
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 …
Business Travel Itinerary
Designed to help business trip management through clear processes.
Enterprise Feature Request
Allow agility and accuracy in the process of qualifying requests.
Deal Flow for Venture Capital
Designed to structure the entire process of closing a deal for venture capital companies.
Bid pipeline for Construction
Help you to identify a bid opportunity for a project.
DRIVE Process Improvement
DRIVE = Define, Review, Identify, Verify and Execute your process.
This template makes a lot easier for planners to keep everything on track.
Want to start from scratch?Create a customized pipe