Case Management Free Template
With Pipefy’s Case Management Template, it is very easy to receive requests through the public form, enabling the user to quickly analyze the information and get in touch with the requester through automated emails.
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.
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 CEO
Vital to have processes in place that make shipping as efficient as possible.
Product & technical support
This template helps you organize all the products that need technical support.