Customer Feedback Free Template
Receiving feedback from customers should be simple and objective. With this Customer Feedback template, your customer feedback will be collected in a standardized and centralized manner. Maintain full visibility and tracking of all clients’ messages, and communicate with your customers without leaving the platform.
The customer comes first
The Customer Feedback template allows you to receive messages using a Public Form or Portal, communicate with users through email templates, and send messages to the ones involved in the process without leaving the platform.
With full visibility over your process, feedback moves quickly from the information gathering phase to categorization and handover phases, ensuring that no customer inquiry is left unanswered and that all responses are made quickly.
Feedback can be tracked with the Request Tracker feature, which allows clients to easily monitor the status of their messages. Alerts and labels ensure that your team can find and manage feedback quickly. Customizable email templates guarantee the speed of communication and standardization of responses.
Centralization of Information
Centralize feedbacks in one place and enable request tracking
Customer Service Standardization
Create a standardized flow with different rules to make responses faster
Build a fast communication flow with email templates
Sending feedback has never been easier
With Pipefy, all customer feedback is centralized, standardized and traceable. The Public Form allows people who are not registered in Pipefy to send their feedback directly from an external link or via an embedded link on the company’s website.
Public Forms are totally customizable to your needs and can be linked to Portals, which allows you to centralize different forms in the same place. With the Request Tracker, your customers can follow the progress of open cards. This gives your customers visibility into any open requests and the ability to monitor them to resolution.
Communication with customers has never been easier or more traceable. Automate email templates to save your team time and standardize messaging.
Don’t let any information slip away
With a standardized process, you achieve efficiency and speed since all required information for the process’s execution is delivered through your form fields. Conditional and mandatory fields can be used to create a custom Public Form that fits the client’s needs. Protect private or personal data by applying rules about who can view certain fields or forms.
By categorizing information and automatically assigning cards to members of the team, there is always someone taking care of customers and feedback will not go unanswered. Monitor lead time, how much time a card spends in each phase and team performance with our reporting feature.
Choose the exact data you want to track
Dashboards allow you to create custom charts with the data you want to follow closely. With it, you can check information such as customer service SLAs, volume of resolved feedback, how many orders each team member processed, and much more.
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
Ensure the best onboarding experience for your new customers with this free template.
Customer Support (Helpdesk)
Provide the best service experience for your customers and boost process visibility.