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.
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
Product return management
This is a process to manage returns, with refund or exchange options.