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Customer Case Studies Free Template

Pipefy’s Free Build a Customer Case Studies Template is a step-by-step process, specially developed to help you improve the way you manage the customer case studies you’re producing with your clients.

This process template will guide you through each phase of developing a good case study, starting from the right questions you should always ask all the way to copywriting the piece.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

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

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