Investment Strategy Free Template
Pipefy´s Investment Strategy Template enhances the company´s ability to control investments and keep track of their progress.
Your portfolio can now be arranged in a practical and useful way to maximize speed and viability.
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.
It is a lot easier for companies to control franchise openings.
Gratifications Payment Request and Approval
You may manage and approve gratifications requested by your team.
Units Management Tasks
Create and assign tasks to your team regarding the units that are under management.