Installation service Free Template
Manage implementation flow for services that receive standardized requests, confirm the visit day for implementation, and assign a team.
In the end, follow up on the completed implementations by sending an automatic satisfaction survey.
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.
Teams across the globe love Pipefy
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
Investment Portfolio Management
Easily organize an investment process and never miss a relevant opportunity