Project Management
Ensure agility and quality of your projects with Pipefy.
Business Operations Categories
Business Operations
Plug-and-play free business operation templates to manage almost any process. No-code needed.
Remote Work Management: don't let productivity drop.
Centralize and control activities, and improve team communication.
Request Management: Never miss a detail with standard processes.
Centralize requests, track priorities and ensure fast, consistent deliveries.
Collaborative Idea Management
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
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.
Time Management Process
Organize, track and manage all daily activities and achieve your goals quickly.
Request Management
Standardize your requests and never miss critical information again.
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 COOBusiness Operations templates we love
Simple Requests Form
Create a simple form to collect requests according to your standards.
Blank Form
Start a new form from scratch.
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.
Maintenance Request Form
Capture the exact intakes you need to gauge priorities and find solutions.
Sales Prospecting Plan
Increase the speed of your active prospecting efforts with custom workflows.
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!
Storage control
Storage Control Template is designed for supply chain areas.
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.
Resources strategy
For supply chain areas that want to manage their production resources.
Vendor Management
Easily manage, control and evaluate your suppliers.
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.
Stock Inventory Audit
It is designed to manage an inventory.
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.
Supplier Evaluation
It was designed based on the methodology of the 10 C´s.
Service Management & Operations
Establish, manage, and administer a Telecom’s service inventory.
Store Safety Inspection
Keep track and manage store inspections and their results.
Supply Chain Management
Elaborate on an annual business supply plan.
Supplier Development
Find the best supplier and solution for a product or service that you need.
Screening Process
Venture Capital profit comes from a very small slice of total investments.
Resource Provisioning
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.
Vehicle request
Designed to request a company vehicle for official use.
Tax Payment
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.
Mentoring request for startups
Manage mentoring requests coming from startups.
School Enrollment
Designed to help in the enrollment process of any school.
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.
Loan Applications
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.
Warehouse Management
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.
Quality complaint
It is designed to manage customer quality complaints.
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.
Product Export
For companies that sell items internationally and want to manage their exports.
Investor Pitch
Create and manage your pitch requests with this template.
Private Classes Request
Used for companies specialized in private lessons and tutoring.
Price Quotation
This template will help you control all your price quotations.
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.
Inventory adjustment
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.
Office Cleaning
Manage and keep track of your clients’ cleaning requests.
Internal audit process
It can help you to plan an internal audit in your company.
Inquiry Opening
It optimizes the analysis process of an investigative open inquiry.
Installation service
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.
Infrastructure Management
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.
In-Company Requests
You can organize your team’s workflow quickly and effectively.
Import Process
Create good import and international business workflows.
Import of resources PPC
Designed for supply chain areas that want to manage resources.
House construction
Intended for people that are starting to build a house.
File Requests Management
Allow users to sort requests by type and guide them through all necessary steps.
Facilities management
Designed to manage requests for facilities adjustments.
Facilities delivery
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.
Database update
IT can be used whenever a user needs to request updates to its information database.
Course opening
Class formation for different courses.
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.
Company Vehicles Fuel Requests
This is a process for buying fuel!
Company internationalization
For companies that want to take their products abroad.
Clothing delivery for laundries
Manage your delivery process with a great kanban view.
Catering and food services
Manage your catering requests from date to payment.
Car rental
Manage your rentals easily.
Call center management
Designed to assist call center agents in the problem-solving process.
Cake Quotation
Designed to handle the ordering of cakes.
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.
Brokerage Pipeline
Manage your real estate selling and brokerage process.
Auction Process
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.
5S Methodology
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.
Vehicle Recall Request
Manage your Vehicle Recall process with this template.
5S Auditing
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.
DMAIC
Based on Six Sigma continuous improvement methodology.
Apartment Hunting
Analyze and compare apartments after location.
PPE (Personal Protective Equipment) Request
Manage the personal protective equipment requests in your company.
Supplier Performance
Designed to improve your Supplier Management Process.
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.
Wine Tasting
Control your requests and standardize procedures for approval and commercialization.
5W2H Analysis
Designed to help you build an action plan using the 5W2H method.
Engineering Change Order (ECO)
Help to make changes to the scope of work outlined in an original project contract.
Lease Management
Help real estate agencies manage their tenants from contract signing to turnover.
Internal Supply Order
Designed to manage the production line supply process simply.
Pricing Management
Designed for BPOs that need to determine the price for customer’s product or service.
Startup acceleration program
Designed for companies specialized in helping startups to accelerate their growth.
Patent Application
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.
Process Improvement Plan - DRIVE
DRIVE = Define, Review, Identify, Verify and Execute your process.
Wedding Planning
This template makes a lot easier for planners to keep everything on track.
8 Disciplines Problem Solving
Designed for quality control teams that want to use '8 Disciplines' to solve problems.
Want to start from scratch?
Create a customized pipe
