Sales Workflow
Reduce your sales cycle by converting your best-qualified leads quickly with a CRM.
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New & Trending
Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.
Purchase Process: never lose sight of your purchase requests
Gain full visibility of requisitions, track deadlines and get approvals faster.
Human Resources Pack: connect all your HR processes
Boost talent acquisition, team engagement, and your employer brand with a single tool.
Sales CRM Pack: integrate all steps of your sales funnel
Ensure your team gets updates intakes at all times and save time to focus on closing deals.
Expense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Recruitment Process
Keep track of your candidates and make sure no talent goes unnoticed.
Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Marketing Requests
Standardize your requests and make data-driven process improvements.
Customer Support
Provide the best service experience for your customers and boost process visibility.
Remote Work Management
Maintain complete visibility over your team and efficiently manage each person's tasks.
Campaign Briefing
Manage marketing campaign requests and provide full visibility to the team.
Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Finance & Procurement
See all Finance & Procurement templatesExpense Reimbursement
Standardize your expense reimbursement process to avoid misalignment and poor communication.
Purchase Process
Standardize requests, prioritize approvals and communicate faster than ever.
Accounts Payable
Organize and track payment deadlines to ensure the end of late fees.
Human Resources
See all Human Resources templatesRecruitment Process
Keep track of your candidates and make sure no talent goes unnoticed.
Employee Onboarding
Standardize your onboarding process to offer the best employee experience.
Employee Requests
Standardize your HR requests in a single place with Pipefy.
CS & Support
See all CS & Support templatesCustomer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Customer Feedback
Learn your customers think about your product and establish cross-functional communication.
Customer Support
Provide the best service experience for your customers and boost process visibility.
Marketing
See all Marketing templates
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