Customer Support Free Template

#CS & Support #public form #visibility

With the Customer Support (Helpdesk) template, your team can receive new tickets in different ways. Establish a smart workflow to set deadlines and alerts for the Support Team so that no client is left without a quick response, creating a positive relationship with your customers.

Boost your customers' satisfaction

With the Customer Support (Helpdesk) template, your clients always come first. Standardize your customer service to achieve a high level of quality, set deadlines, gather all of the necessary information in one place and boost customer satisfaction as a whole.

Power-up your process to the maximum

Centralization of Information

Gather all requests in one place to unlock full visibility.

Establish Process Standards

Create standards to make sure that each step of the process is followed.

Increase Customer Satisfaction

Set deadlines and alerts so customers aren’t left waiting.

An easy way to receive requests

Receiving requests from your customers is easy with Pipefy. Simply embed a Public Form link on any website and make it available directly to your customers.

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You can also provide the link to a Portal, which consolidates all of your forms in one place.

Don't let any information slip away

Standardization is the key to an efficient process. Through screening, solving, escalation and paused phases of the process, you maintain visibility over your end-to-end operation and can easily identify bottlenecks. Labels help to categorize what is relevant and SLAs make sure that no information is overlooked.

Conditional and mandatory fields ensure that the team will receive the exact information they need to perform the best service. Everyone benefits from a standardized process, providing speed of execution and quality of response.

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Choose the data you want to track

Pipe Reports allow you to check data such as time spent per ticket and how much time each card spends in each phase, providing great insights for your company.

In addition to the reports, you can create customized Dashboards with the information you want to track. Dashboards allow you to create charts and view data in a variety of ways, such as Customer Support metrics and how many orders each team member has solved.

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.

No/low-code

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

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Customer Support (Helpdesk) Template

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