Customer Support & Help Desk
Provide the best service experience for your customers and boost process visibility.
Run efficient, productive workflows and ensure an impeccable customer experience.
Customer Onboarding: track each step of your clients' journey.
Control customers' progress and ensure an impeccable experience.
Customer Support: build an error-proof helpdesk system with ease.
Track support request details in a single place and boost customer satisfaction.
Customer Onboarding
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.
Churn Management
Understand customer motivation and gain powerful insights for product improvements.
Customer Feedback
Learn your customers think about your product and establish cross-functional communication.
Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
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 CEOCS & Support templates we love
Technical repair
Designed to organize technical repair of point of purchase equipment lease.
Warranty management
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 …
Service Scheduling
Ensure that your services are scheduled as optimally and efficiently as possible.
Service Problem Management
Service Problem Management helps you from diagnosis to problem solved.
Tool Management
Order, analyze, buy, and approve the necessary tools for your company.
Lodging Requests
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.
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.
Implementation
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.
Field Service Management
Manage your field service easily with this template.
Early Check-in (Double Room)
The Early Check-in (Double Room) Template was modeled by our partner Feel The Gap.
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 …
Complaints Follow-up – Agroindustrial
Keep track of your complaints about the agroindustrial business.
Cargo Vehicle Insurance Claim
Handle with commercial vehicle insurance claim easily.
Client's Equipment Maintenance
Manage your clients’ repair requests easily.
Class scheduling
Manage your class schedule.
Case Management
Manage requests effectively and streamline your work to make clients happier.
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.
Contact Inbox
Designed to make it a lot easier for you to organize and respond to customer …
Warranty Claim
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.
Medical Appointment Scheduling
Automatize your medical appointment schedule.
Shipment tracking
Controls when the shipment was posted, en route or delivered.
Medical Care (Hospital)
Manage your patients, from triage to their discharge.
Application Maintenance and Support
The Application Maintenance and Support template is the answer to all support issues.
Customer Interviews
A step-by-step process developed to help your product development team.
Concierge Services
Allow your hotel guests to request restaurant, museum, concert, and theater reservations via the public …
Complaint Management
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.
Marketing Agency Client Onboarding
Perform flawless onboardings and have satisfied long-term clients.
Customer Satisfaction Survey - Phone
A step-by-step process for application and implementation of post-sales satisfaction survey.
Customer Satisfaction Survey Form
Share your survey using a public URL or embedding it to your own webpage.
Want to start from scratch?
Create a customized pipe
