Customer Success Management Free Template

With Pipefy’s Customer Success Management template, the CS team has full visibility of the companies they manage and open or ongoing tasks they need to perform. Your customers are managed according to your SLAs, with efficiency and speed. Automate manual tasks to reduce human errors and give your team time back to focus on what really matters: customer satisfaction.

The customer comes first

The Customer Success Management template allows the Customer Success team to view, manage and contact their customers in a single place, providing centralized information and visibility of the whole operation.

The template has fields that allow your team to follow and create a high level of standardization. Our templates are fully customizable to meet your specific needs. From your first contact with a customer to implementation, adoption, nurturing and review phases, you have full visibility into your operation. Managers are able to check the status of clients and team members in a single place.

Labels and alerts help to categorize and remind the assigned members of pending deadlines. Automating manual tasks like sending emails and scheduled communications enables a faster workflow.

Tools to achieve customer satisfaction

Full visibility of the entire operation

Track the status of each client, prioritize activities and monitor team members in a single place.

Standardization of communication

Create various conditional and mandatory rules to establish efficient and standardized communication.

Automate manual tasks

Automate manual tasks and communications to prevent errors and free up more productive work time.

Connected and integrated processes

Gather new client information from various channels with Pipefy’s online forms or service Portals. Create connections with other teams by integrating with their processes. For example, connect directly to your Sales Funnel Pipe to extract data directly from one process to another.

Pipefy allows you to integrate directly to external platforms, such as Salesforce or Zendesk, or use our public API for an even more streamlined operation.

Standardization to ensure excellence

With conditional and mandatory request fields on your forms, you can ensure the CS team will always have the essential data to process or assist a customer. With no details left unaddressed, your customers will receive the best quality support.

As a pipe administrator, you are free to customize your process however you want. Customize your forms by creating and deleting fields such as lists, dates, deadlines, alerts, labels, checklists, text fields and more, providing a quality and consistent Customer Success Management process regardless of your company size or type.

Automate various tasks, such as sending emails to a customer in an approved template, scheduling meetings or follow-up calls.

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You cannot improve what you cannot measure

Create customized Dashboards to monitor your progress and look for ways to optimize your process. Dashboards allow you to extract and analyze the data that’s important to you, such as lead time metrics or how many customers each team member attended.

Such data makes it much easier to identify opportunities for process improvement and bottlenecks, enhancing customer satisfaction.

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

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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