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 * Solutions
    * Customer Relationship Management (CRM) Increase process control and
      predictability for Sales CRM, Customer Onboarding, and Lead
      Qualifications.
    * Human Resources (HR) Focus on people by simplifying workflows for
      Recruiting, Onboarding, and Employee Request.
    * Service Request Management Fulfill any type of service request including
      Purchase, IT Service, Remittance, Customer Service, and Facilities.
   
    * Finance Gain control of workflows for Accounts Payable, Accounts
      Receivable, and Expense Reimbursement.
    * Procurement Automate tasks and eliminate manual work for Purchasing
      Processes and Procure-to-Pay (P2P).
    * Information Technology (IT) Empower business teams with a Low-code
      Platform, IT Service Requests, and Security & Compliance.
   
   More Solutions
    * Enterprise
    * Process Management
    * Workflow Management
    * RPA Solutions
    * Customer Service
    * SMB
    * Startup

 * Platform
    * How Pipefy works Request. Execute. Report. See how to manage your work
      with Pipefy.
    * Custom Workflow Software Build no/low code and quick to deploy workflows
      that suit your needs.
    * Workflow Management Software Automate workflows to reduce the need for
      manual work on repetitive tasks.
   
    * Why Pipefy Give anyone the power to easily automate workflows and manage
      business processes with no coding skills required.
    * Business Process Automation Integrate with existing systems and apps to
      solve process rigidity and dissolve silos.
    * Low-Code/No-Code Empower any business user with permission to design and
      build applications.
   
   More
    * Integrations
    * Partners
    * Forms

 * Resources
    * Templates Explore our business process templates that you can customize,
      use as-is or simply build your workflow from scratch.
    * Customers and Case Studies Read why some of the world's leading companies
      rely on Pipefy's platform to automate their most important processes.
    * Events Join us for customer stories, live events, Q&A sessions, and
      webinars.
   
    * Blogs Learn to manage your work efficiently with best practices, process
      tips, and relevant content written by specialists.
    * Academy Learn best practices, grow your process management skills, and
      train your team at scale with our courses.
    * Newsroom Get up to date with Pipefy announcements, events, news, and more.
   
   Learn
    * Get Started
    * Help Center
    * Community
    * Documentation

 * Pricing
 * Contact
 * Get started for free Request a demo
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Discover pipefy


HOW PIPEFY WORKS

Pipefy empowers you to quickly deploy workflows for excellent service delivery.
From request creation to execution and reporting, gain efficiency in processes
like HR case management, purchasing and customer onboarding.

Get started Request a demo

Watch how Pipefy works


RECEIVE REQUESTS THROUGH MULTIPLE CHANNELS

Pipefy makes it easy for customers, employees, and vendors to ask for what they
need and ensures you'll always receive all the necessary information to process
demands throughout your entire process. These requests can be created both
manually and automatically through:


SHAREABLE FIELDS, FORMS, AND PORTALS






INTERNAL FORMS FOR PIPEFY USERS






EMAILS TO SPECIFIC ADDRESSES






CONNECTION BETWEEN PROCESSES






INTEGRATION WITH OTHER TOOLS






CUSTOMIZED SOLUTIONS THROUGH OUR PUBLIC API






STREAMLINE YOUR EXECUTION WITH SMART WORKFLOWS

Design the entire experience and achieve error-proof execution with no-code
automation, efficient approval flows, precise communication and integrated apps
and software. Leverage a user-friendly interface to navigate through the steps
of your workflows.


CUSTOMIZE EACH STEP WITH YOUR OWN CONDITIONS

Design your process to address the uniqueness of each phase and ensure the
quality of execution every time. Require additional information, delegate tasks,
set deadlines and configure mandatory actions to build an efficient and
error-proof operation.


AUTOMATE TASKS AND INTEGRATE TOOLS

Automate activities like sending emails and updating database records without
writing a single line of code. Integrate Pipefy with tools like ERPs, accounting
software, payroll systems and SMS to orchestrate the entire operation in a
single screen.


EASILY UPDATE STAKEHOLDERS ABOUT THEIR REQUESTS

Build an efficient communication flow to deliver a high-quality service
experience and increase your team productivity. Allow your customers, vendors
and employees to follow the status of their requests even without a Pipefy
account.


BUILD YOUR OWN APPROVAL FLOWS

Gain full control over your processes and never deal with forgotten demands,
unapproved requests and unauthorized actions again. Automatically enforce
business policies, get approvers in the loop and keep stakeholders up to date at
all times.


COMMUNICATE EFFECTIVELY AND SECURE INFORMATION

Interact with colleagues, requesters and internal and external customers without
leaving the platform. Exchange emails manually or automatically and integrate
with SMS services to keep stakeholders in the loop. Additionally, attach files
and add comments for quicker feedback and approvals.


CENTRALIZE DEMANDS AND NEVER MISS A BEAT


USE PIPEFY’S SHARED INBOX TO MANAGE ALL OF YOUR TEAM’S EMAILS FROM A SINGLE
PLACE, DELEGATING TASKS AND TRACKING PROGRESS. AND WITH PHASE FORMS, YOU CAN
REQUEST INFORMATION FROM CLIENTS OR STAKEHOLDERS AT ANY STEP OF THE PROCESS —
EVEN IF THEY DON’T HAVE A PIPEFY ACCOUNT.


MEASURE, OPTIMIZE AND REPORT YOUR RESULTS

Leverage customizable analytics to deeply understand your team's performance,
find bottlenecks and get actionable insights to continuously optimize
your processes and gain even more efficiency.


Customize your dashboards to keep track of your team's KPIs

Easily choose what data you want to pull from your workflows and translate it
into different chart formats. Never overlook metrics like time to hire, NPS,
dollars spent and billable hours again.

Use data visualization to spot improvement opportunities

Leverage Dashboards to stay on top of the operation, spot bottlenecks and
continuously improve your processes. Gain efficiency, save costs and show better
results.


NOW THINK OF WHAT PIPEFY CAN DO FOR YOU

The possibilities are endless. With a highly customizable, no/low-code platform,
you can easily streamline your workflows. We’ll help you get started with these
flexible, pre-built workflows:


RECRUITMENT & HIRING PROCESS

Keep track of your candidates and make sure no talent goes unnoticed.

Use template Preview



EMPLOYEE ONBOARDING

Standardize your onboarding process to offer the best employee experience.

Use template Preview



PURCHASE PROCESS

Standardize requests, prioritize approvals and communicate faster than ever.

Use template Preview



CUSTOMER ONBOARDING

Ensure the best onboarding experience for your new customers with this free
template.

Use template Preview



We use the portal feature to support a big pilar of our business. With portals
and forms, we can capture information without errors, and the database helps us
organize and centralize information.



Rubens Eric Godoi

Reviewer at G2

 

Pipefy gives us the control we need to ensure everyone abides by our rules and
policies. We no longer have to follow up with people to get all the information
we need to process a purchase request.



Mauricio Rizzi

Customer Service and Procurement Manager, at Samsonite

 

Pipefy is easy to use and flexible . It has a database included, reporting,
automation. A complete solution. The main problem I solve is to comply by always
getting the same results out of the process. Quality is assured.



Luis Fernando Salazar Canas

Regional Manager at Infina Financial Services

 

We were communicating with our clients by email and manually tracking the
progress of each marketing request. Nowadays, 100% of the requests that are
captured on Pipefy correctly, are executed correctly.



Devon Meerholz

Chief Creative and Operations Officer at IMImobile South Africa

 

Now, when hiring managers submit recruitment requests, they have to answer a
series of questions, such as salary and job requirements. So when we get the
requests, we don’t have to track down missing information.



Renan Souza Lima

Strategic Analyst, HR at Carglass

 


Get started today

Transform the way your team works

Try Pipefy free Request a demo
How Pipefy Works
Product
 * Why Pipefy
 * How Pipefy Works
 * Pricing
 * Security
 * Tour
 * What's new
 * Platform


Templates
Templates
 * Templates
 * Finance Process
 * Human Resources Process
 * Customer Service Process
 * Marketing Process
 * Procurement Process
 * See all templates

Solutions For teams
 * Finance
 * Human Resources (HR)
 * Customer Service
 * CRM
 * Marketing
 * Information Technology (IT)
 * Procurement

Solutions For Companies
 * Enterprise
 * Startup
 * SMB

Business Solutions
 * Process Management
 * Workflow Management
 * Service Management
 * Remote Work Management
 * Project Management
 * Task Management
 * RPA Solutions

Company
 * About us
 * Careers
 * Investors
 * Leadership
 * Newsroom
 * Ethics & Compliance


Help & Support
Help & Support
 * Help & Support
 * Help Center
 * Events
 * Contact us
 * Academy
 * Community
 * Get Started
 * Developers

Partner
 * Partner Program
 * Marketplace
 * Partnership Agreement

Resources & Content
 * Events
 * Business Process Assessment
 * Newsroom
 * Customers
 * Pipefy Glossary
 * Digital Process Excellence


Blog
Blog
 * Blog
 * Recruiting Email Templates...
 * Performance Management...
 * Check all articles from Blog

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 * Terms of use    
 * Privacy Policy





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