Customer Support Template
Use this plug-and-play template to get started with Pipefy for Customer Support and customize anything you want along the way.Use this Template
New customer requests arrive here. Assign a team member to attend and classify them given level of urgency to aid prioritization.
Request resolving takes place here. Fill in an expected delivery date to follow deadlines and automatically inform progress to customers.
A customer request should only move here if its resolution requires third party assistance. Log new steps and activities here.
A request moves here if it’s on hold. Justification is required. Check pipe report to find possible recurring bottlenecks.
The support tickets that have been successfully completed go here.
Requests that did not reach completion go here.
Global Wireless Service Operator
Manages internal and external requests inside Pipefy.
Why they chose Pipefy:
- To maintain standardized, automated forms for information capture;
- Because the entire process is centralized in one tool;
- To ensure quick, independent implementation;
- Because it’s easy to use, which generates great team adoption.
Companies that reap the benefits of implementing Pipefy:
More Customer Success templates
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Integrate Pipefy with your favorite tools and apps
Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.Read more