Request Management
Standardize your requests and never miss critical information again.
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.
Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Collaborative Idea Management
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Remote Work Management
Maintain complete visibility over your team and efficiently manage each person's tasks.
Simple To-do List
Manage your day-to-day activities in a more organized and productive way.
Customer Support & Help Desk
Provide the best service experience for your customers and boost process visibility.
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
Sales Pipeline
Convert the best-qualified leads with an efficient Sales Pipeline Template.
Sales CRM
Unlock full visibility of the sales funnel, help leads during their initial steps and never …
Blank Form
Start a new form from scratch.
NDA Requests
Easily standardize and automate the NDA process in a single place.
Order to Cash
Centralize quotes, proposals and communication with customers in one place.
Lead Generation Form
Gather the exact information you want from your leads in one place.
Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Projects - General Project Development
Gain visibility over construction requirements and communicate clearly with your team.
Sales Prospecting Plan
Increase the speed of your active prospecting efforts with custom workflows.
Time Management Process
Organize, track and manage all daily activities and achieve your goals quickly.
Task Management for Ad Agencies
All of your team can keep track of their activities with this template.
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.
Sprint
You can analyze and solve the most challenging issues you could think about!
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.
Product development process
It makes easier to evaluate your team’s ideas of new products or improvements.
Warranty management
From product diagnosis to repair, establish the required time and cost for each request.
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.
Damaged or lost baggage
Designed for airline companies that want to manage their requests for luggage repairs and lost …
Cost Allocation - Product Pricing
You will be able to correctly price your products.
Marketing Strategy
Create, organize and execute an impeccable Marketing Strategy for your company.
Stock Inventory Audit
It is designed to manage an inventory.
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.
Sales and Legal Contracts
Streamline contract collection and analysis, and centralize information to close faster.
Supplier Development
Find the best supplier and solution for a product or service that you need.
Task Management for Law Firms
Categorize and assign tasks, set deadlines, and monitor the performance of your staff.
Sales Team Resources CRM
Structure and manage your sales team, tracking its progress.
Software Debugging Process
This template was created to help you manage bug correction data.
Software Testing Tutorial
This template will guide you through the process of testing any kind of software.
Screening Process
Venture Capital profit comes from a very small slice of total investments.
SWOT analysis
Do a bottom-up analysis before entering a new market.
Sales for Digital Marketing Services
Manage your client's needs and prepare a strong commercial proposal.
Request for Proposal
Save a lot of money from the release of the RFP to the proposal evaluation.
Resource Provisioning
Created to help your telecom company to improve the current services.
Reseller prospecting
Organize and coordinate your reseller prospecting process.
Service Problem Management
Service Problem Management helps you from diagnosis to problem solved.
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.
Website launch
Help your marketing agency develop some amazing websites for your customers.
Social Media Support
Organize your social media support.
Content Marketing
Create, receive requests and prioritize content for the Marketing team.
SEM Management
Manage successful campaigns based on SEM Management best practices.
Marketing Budgeting
Help you make a simple and efficient marketing budget for your clients to approve.
Research management
The Telecom industry is constantly innovating, and therefore research is a must.
RFI Management
Manage the information of companies who are partners.
Visitor pass request
For companies to manage the process of requiring visitor passes.
Real Estate Sales
Manage your sales process, from listing to contract.
Marketing Product Launch Campaign
Design and document your product launch, from audience definition to tracking results.
Media planning
Control your campaigns and keep up with all the information you need in order.
Research project submission
For university research groups that want to manage their applications of potential research projects.
Service design
Manage each project and check how every piece of information is being filled out.
School Enrollment
Designed to help in the enrollment process of any school.
Market-feasibility study and business plan
Identify the main ideas, strategies, and competitors in a specific market.
Marketing Top Down Analysis
From macro to micro perspectives, you will gather everything you need!
Launch your startup
The steps that need to be followed when you decide to launch a new business.
Sales Pitch
Keep track of your preparation and organize your tasks easily.
Lodging Requests
Lodging Requests has specific phases with inputs needed in each step.
Report Requests
There are backlog steps, prioritization, several approvals and a specific step for execution.
Real estate registration
Essential for the good management of properties for sale or rent.
Market research
This template is perfect for your organization's market research.
Kaizen Actions Management through the 5S
For those who want to implement a culture of self-discipline and continuous improvement.
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.
Legal documentation control
Control all the documents that arrive at your desk.
Market Analysis
Conducting a marketing analysis is the first step in determining if there is enough space …
Lean Startup Cycle
A highly effective approach to startup development pioneered by Eric Ries.
Medical Care (Clinic)
From scheduling to payment, this template helps you organize your medical care (clinic).
Legal Negotiation Support
Specially designed to help lawyers manage their client’s requests.
Warehouse Management
Designed to support and optimize the day-to-day operations warehouse.
Lead prioritization strategy
For marketing teams to organize the process and manage the company leads.
Logistics Strategy and Order Filling
Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.
Lease tracker
Having trouble managing your tenants? We can help you.
Marketing Campaign Pricing
A simple way to price future campaigns and manage leads.
SEO Analysis
Learn step by step on how to analyze your website SEO.
Manufacturing Management
From programming to delivered orders, this template will help you with manufacturing management.
