Request Management Free Template

#Business Operations #request tracker #service management

Tired of receiving requests on different platforms? Wasting a lot of time answering the same questions for different clients? No matter your industry, the Request Management template will help you easily organize, centralize, and manage all your requests in one place.

Less work for your team, better service for your clients

Streamline your process, eliminate repetitive work, and provide a high-level service to your customers.

With the free Request Management template, you will have everything you need to organize and efficiently manage your clients’ requests and orders. Stop toggling between tools and collect them in a centralized way, by sending your internal or external clients an online Public Form.

No more wasting time answering clients’ questions about their request status and notifying them when it moves to the next process phase. With Pipefy’s Request Tracker, every client will get a unique link that enables them to track the status of their request.

Keep your clients satisfied and improve communication

Standardize and centralize your requests

Create an online form that will gather all of the information needed to get the process started. Set mandatory fields, conditionals, and attachments, and receive all of it in the same place.

Keep track of all deadlines and statuses

You can set different dates for each phase of your process, making it easier to control your team’s work. Keep track of statuses and never miss a deadline again.

Improve your communication

Centralize interactions with the team and their clients by providing a link where they can track their request status.

No matter where they came from, all requests in a single place

With the Request Management template you will have access to a customizable form that you can either share publicly with clients or internally with other Pipefy users. Personalize this form so that it will capture all of the information necessary to get your process started.

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This way, you will not only centralize all demands but will also set the tone for the requests your team receives by using mandatory and conditional fields. You can also customize your template and create a Portal for different types of requests or integrate other tools such as SMS, Telegram, Slack, and more.

No more toggling between tools and databases for more information. You’ll receive complete request forms from any channel, in a single place.

Streamline your process to create an error-proof operation

Besides collecting requests more efficiently, Pipefy also helps you streamline your delivery process to keep all of your clients happy.

Build an error-proof operation by setting standards for your team’s execution and customize the template’s phases according to your own rules. Assign requests to your team’s members, implement SLAs, and track statuses. Get full visibility so you will never miss a deadline again.

Make your process even more efficient by using the Request Tracker and keep your clients updated and in control of their requests. Less work for your team, better service for your customers.

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Keep improving your process and deliver a high-level service

Leverage the pre-built Dashboard that comes with the Request Management template to build custom graphs and charts, and use your own data to make your process even better by tracking and analyzing metrics.

You can review the number of requests received, orders executed on time, or not finished. Working with Pipefy, you can examine your team’s performance and manage your resources more efficiently to improve your process and keep your customers satisfied.

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.

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

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