Customer Needs Free Template
Pipefy’s Customer Needs template was created to help to identify what are the customer’s needs which may be preventing their evolution, causing lost revenue and/or clients.
With this template, you can identify the needs and effectively offer a solution, generating value for the client.
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.
Marketing Agency Client Onboarding
Perform flawless onboardings and have satisfied long-term clients.
Ensure the best onboarding experience for your new customers with this free template.
Customer communication management
Manage all the release notes made to customers.