CS & Support Categories
CS & Support
Run efficient, productive workflows and ensure an impeccable customer experience.
Ensure the best onboarding experience for your new customers with this free template.
Customer Success Management
Improve customer engagement and increase CSAT scores with Pipefy.
Understand customer motivation and gain powerful insights for product improvements.
Customer Support (Helpdesk)
Provide the best service experience for your customers and boost process visibility.
Learn what your customers are thinking about your product and establish a direct channel of …
Organize, track and manage all daily activities and achieve your goals quickly.
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.
Customer Service teams across the globe love Pipefy
With Pipefy I can improve my customer onboarding process experience on a daily basis because I have a timeline of what happened to each customer, who helped, when, etc. Now I know exactly why a client is delayed and who is responsible for what. Also, I can easily find all the history of this client. From a manager’s perspective, it’s a great way of improving our customer experience.Marcelo Bentivoglio CEO
CS & Support templates we love
Technical repair of point of purchase equipment lease
Designed to organize technical repair of point of purchase equipment lease.
From product diagnosis to repair, establish the required time and cost for each request.
Damaged or lost baggage
Designed for airline companies that want to manage their requests for luggage repairs and lost …
Ensure that your services are scheduled as optimally and efficiently as possible.
Travel Request for Agencies
Design for agencies organize their travel requests.
Service Problem Management
Service Problem Management helps you from diagnosis to problem solved.
Order, analyze, buy, and approve the necessary tools for your company.
Lodging Requests has specific phases with inputs needed in each step.
Medical care (clinic)
From scheduling to payment, this template helps you organize your medical care (clinic).
Product & technical support
This template helps you organize all the products that need technical support.
Vital to have processes in place that make shipping as efficient as possible.
Product return: refurbish or scrap
Start to manage and control all of your customer’s product complaint requests.
Product return management
This is a process to manage returns, with refund or exchange options.
Problem handling for Telecom
Designed to manage all internal problems related to telecommunications.
Missing, lost, or damaged shipment
Organize your process for missing, lost, or damaged shipment.
Incoming Net Promoter Scores
Manage all your NPS scores, sending emails, and asking for feedback.
Check what are your new customer’s expectations and implement your solution.
Hotel booking request
Integrate your process and make your hotel booking management more efficient.
Manage your franchisee’s requests quickly and using automation.
Internal Computer Maintenance
It is a process to manage computer maintenance within a company.
External Machine Maintenance
Manage the maintenance process of machines for companies or individual clients.
Equipment repair request
From service request to repair, this template helps you to organize your process.
External Computer Maintenance
External Computer Maintenance Template is used for computer maintenance processes for external clients.
Early Check-in (Double Room)
The Early Check-in (Double Room) Template was modeled by our partner Feel The Gap.
Drug development and approval process
It helps you from development to drugs approval.
Customer loyalty and retention for telecom
It will help your team reduce churns and make your customers more satisfied.
Customer communication management
Manage all the release notes made to customers.
Coworking space rental
Receive the requests to rent spaces of the coworking and maintain effective communication with your …
Optimize and organize the company´s correspondence and mail processes.
Complaints follow-up – agroindustrial
Keep track of your complaints about the agroindustrial business.
Cargo Vehicle Insurance Claim
Handle with commercial vehicle insurance claim easily.
Bike Rental Management
Manage your Bike Rental shop, and keep track of their rentals.
Agency Project Development
From the incoming ideas to the delivery to the client, manage all your projects.
Designed to make it a lot easier for you to organize and respond to customer …
Manage and keep track of your customer’s requests when they face product malfunction or defect.
Customer Contact Log & Form
With this template it'll become an easier task to register and store data.
Identify and offer a solution to your Customer generating value for it.
Controls when the shipment was posted, en route or delivered.
Application Maintenance and Support
The Application Maintenance and Support template is the answer to all support issues.
A step-by-step process developed to help your product development team.
Allow your hotel guests to request restaurant, museum, concert, and theater reservations via the public …
Manage complaints more quickly and easily in an intuitive manner.
Helpdesk | Tracking Received Emails
Every received e-mail will create a new ticket/card in the pipe.
Customer Satisfaction Survey – Phone
A step-by-step process for application and implementation of post-sales satisfaction survey.
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