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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.

Collect requests and execute your work in one place

This template was built for teams that need to collect multiple requests in one place and get the exact information they need in hands to start working on the cases. You can automate every step of your process and collaborate with stakeholders without leaving Pipefy.

Eliminate manual labor, such as sending e-mails or dealing with spreadsheets, and boost efficiency to make clients happier.

Template preview

Check out how you can manage the Case Management process with Pipefy:

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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

Customer Service teams across the globe love Pipefy

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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

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