Customer Support & Help Desk Free Template

Use Pipefy’s help desk template to receive and manage all ticket requests in a single place. Customize it according to your business needs, set standards for your customer support process, and define specific assignees for different request types.

Boost customer satisfaction

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

Try Pipefy's Help Desk Template

Improve response rate

Track your tickets simply and effectively with automatic custom emails.

 

Organize your process

Adapt Pipefy’s structure according to your business, and assign tickets to each team member.

 

Search data easily

Share ticket information between teams through connected processes.

 

Improve customer experience with the help desk template

This help desk template standardizes customer support and helps you achieve a high level of service quality.

It comes with pre-defined stages and forms that can be modified anytime. Add deadlines, set alerts, and categorize tickets with labels.

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You can also connect Pipefy to software like Zendesk to seamlessly transfer contacts from one system to another.

And add automations to eliminate manual tasks like sending emails, notifying people, moving tickets through the process stages, and more.

Standardize your customer service process

Don’t let any information slip away. Be consistent with data and communication with Pipefy forms. Create one for each process stage and use them to collect specific data.

These forms are made of fields that can be set as required, ensuring your customers will fill in all the information you need to start working on the solution.

You can also embed the form’s link in any website or share it directly with your customers to streamline ticket receiving.

You can also use the customer support template phases to maintain visibility over your end-to-end operation and quickly identify bottlenecks.
Your tickets can be categorized by labels and prioritized according to SLAs to ensure all information is noticed.

Everyone benefits from a standardized process, providing speed of execution and quality of response.

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Track your team's performance

Pipefy’s help desk template comes with suggested reports and dashboards, so you can monitor your teams’ response time and quickly build charts and spreadsheets.

Use these features to evaluate time spent per ticket, how many tickets were solved in a period, and other key metrics related to the team’s performance, and easily export this information anytime.

Pipefy offers all the tools you need to error-proof and manage end-to-end customer Support processes. Download our help desk template, and try it for free for as long as you like.

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.

Connect Pipefy to your favorite software with ease

Customer Service teams across the globe love Pipefy

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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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