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Marketing

From processing requests to running campaigns and analyzing results, build a flawless workflow for your entire Marketing operation in a single, easy-to-deploy platform.

Marketing Requests: build automated flows and leave chaos behind.
Run standardized request and approval flows, optimizing your team's deliveries.
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Campaign Briefing: optimize your strategies and deliver faster.
Collect structured briefings, track statuses and deliver impeccable campaigns.
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Marketing Requests

Standardize your requests and make data-driven process improvements.

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Campaign Briefing

Manage marketing campaign requests and provide full visibility to the team.

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Content Marketing

Create, receive requests and prioritize content for the Marketing team.

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Growth Hacking Experiments

Grow your business quickly with this process template inspired by Brian Balfour's models.

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Marketing Campaign Management

Launch marketing campaigns flawlessly with standardized execution.

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SEM Management

Manage successful campaigns based on SEM Management best practices.

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Event Planning

Manage any event, from leadership meetings to international conferences.

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Collaborative Idea Management

Encourage an innovative and creative culture by enabling your team to share their ideas easily.

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Task Management

Manage your team's tasks easily and efficiently while maintaining complete visibility.

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Marketing teams love Pipefy

When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front. I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. With Pipefy, I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Arianna Ramos Inbound / Content Marketing Analyst at EBANX

Marketing templates we love

Task Management for Ad Agencies

All of your team can keep track of their activities with this template.

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Sprint

You can analyze and solve the most challenging issues you could think about!

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Marketing Strategy

Create, organize and execute an impeccable Marketing Strategy for your company.

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Sponsored Links

Perfect for advertising and marketing companies.

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Website launch

Help your marketing agency develop some amazing websites for your customers.

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Social Media Support

Organize your social media support.

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Marketing Budgeting

Help you make a simple and efficient marketing budget for your clients to approve.

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RFI Management

Manage the information of companies who are partners.

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Marketing Product Launch Campaign

Design and document your product launch, from audience definition to tracking results.

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Media planning

Control your campaigns and keep up with all the information you need in order.

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Marketing Top Down Analysis

From macro to micro perspectives, you will gather everything you need!

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Video Creation

Never was so easy to manage the production of a video.

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Report Requests

There are backlog steps, prioritization, several approvals and a specific step for execution.

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Video Post-production

You'll go through every step to add final touches to your production projects.

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Market research

This template is perfect for your organization's market research.

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Video planning

Designed to assist video producers and YouTubers to better organize their tasks.

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Market Analysis

Conducting a marketing analysis is the first step in determining if there is enough space …

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Lead prioritization strategy

For marketing teams to organize the process and manage the company leads.

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Marketing Campaign Pricing

A simple way to price future campaigns and manage leads.

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SEO Analysis

Learn step by step on how to analyze your website SEO.

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Sales pipeline for marketing

Control your team’s workflow, and create and send proposals.

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Public Relations

After identifying your company’s issue, it'll help you look for ways to solve that.

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Process Mapping (Transformation Office)

The process mapping was designed for areas that request changes to the officer.

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Process Benchmarking

Organize your cases, analyze the data, and put your improvement plan into action.

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Preparing presentations

Create effective and awesome presentations for your stakeholders.

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Podcast Publishing

It´s important to get organized before starting to produce your podcast content.

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Onboarding SEO External Marketing Agency

For companies that want to brief external marketing agencies.

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Google Ads Management

Analyze results and conversions. Do not miss any deadlines.

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Internal marketing management

Marketing strategies that focus on a company’s internal environment.

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Facebook Ads

For marketing and advertising agencies that want to manage Facebook ads creation.

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Expense Analysis and Benchmarking

Designed to assist efficiently in the benchmarking of your expenses.

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Internal Communication Management

This template helps your company’s in-house marketing team.

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Event Request Management for Clubs

Designed to help you in Event Request Management for Clubs.

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Digital copywriting

Manage your Digital Copywriting flow with Kanban view!

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Customer targeting

The perfect steps for finding what group of people are this company’s customers.

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Landing Page Creation & Optimization

Try out our template and start building the most powerful landing page!

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Copy Management

It’s clear when a text can’t move its audience.

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Contest Management

Manage and keep track of contest subscription and contender evaluation.

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Coffee break orders

This template is designed to manage the process of coffee break orders.

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Co-marketing management

The marketing area can use this template to manage the process.

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Business events internal requests

Receive internal requests, understand the main goal of the event, and analyze them.

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Agency Project Development

From the incoming ideas to the delivery to the client, manage all your projects.

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Social Media Strategy Plan

It'll guide you through the steps of developing your social media strategy.

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Social Media Management

A practical method for boosting social media presence.

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Branding

Created to simplify the process of launching or rebranding a business.

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Strategic Planning

Designed to structure a detailed strategic plan for companies.

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Marketing Strategies for Customers

Try it and discover a new way to manage your customers’ services.

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Press Release Management

Use this template to control your press release requests and get them done quickly.

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Google Ads Optimization

Standardize an optimization routine for your search ads campaigns.

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Advertising

Designed for you to control your client’s advertising campaigns.

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Conversion Rate Optimization Process

Discover the best layout for website pages by running your new experiments.

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Marketing Product Launch Calendar

Structure your launching process to make it easier and more consistent.

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Creative Brief

The first steps of your creative process on the road to success.

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Buyer Personas

Find your ideal customer based on market research.

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Customer Case Studies

This process will guide you through each phase of developing a good case study.

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Design Thinking

Create and develop standardized strategies for solving your team's design process problems.

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Advertising Campaign

Create and evaluate amazing advertisement campaigns.

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Competitive Analysis

For you to better know your competitors. Find out their strengths and weaknesses.

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Marketing Agency Client Onboarding

Perform flawless onboardings and have satisfied long-term clients.

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Business Process Mapping

Specially designed to help you map, evaluate, and manage all your company’s processes.

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A/B Testing

Control and track your A/B test analysis to make more accurate decisions.

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