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 TemplateHow this template will make your work easier
This is why thousands of companies are choosing Pipefy
No more messy emails and spreadsheets
Centralize customer requests in on place and gain full visibility on what’s being worked on. Avoid angry customers follow-ups and provide great service.
Enforce process standards to ensure excellency
By clearly communicating what’s expected, your customer success team will make sure the steps are being followed and customer expectations met.
Increase Customer Satisfaction
By not leaving customer requests unattended or wasting time searching for information, your support team will deliver more and faster, yielding happy customers.
Best practices for a flawless customer support process execution
From receiving to resolving requests, Pipefy automates support services to lower response time and cut costs
1
Screening
New customer requests arrive here. Assign a team member to attend and classify them given level of urgency to aid prioritization.
2
Solving
Request resolving takes place here. Fill in an expected delivery date to follow deadlines and automatically inform progress to customers.
3
Escalation
A customer request should only move here if its resolution requires third party assistance. Log new steps and activities here.
4
Paused
A request moves here if it’s on hold. Justification is required. Check pipe report to find possible recurring bottlenecks.
5
Done
The support tickets that have been successfully completed go here.
6
Archived
Requests that did not reach completion go here.
Start processing your Customer Support requests with Pipefy today
Use this TemplateYou’ll be in great company
Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:
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:
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 moreStart processing your Customer Support requests with Pipefy today
Use this Template