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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.

No/low-code

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

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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