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 * Solutions
   Solutions
   
   Pipefy’s solutions put the power of automated and centralized processes at
   your fingertips. Customize standardized and integrated workflows in a matter
   of minutes.
   
    * Customer Operations CRM, Customer Onboarding, Lead Qualifications, and
      more.
    * HR Operations Recruiting, Employee Onboarding, Employee Requests, and
      more.
    * Service Request Management Purchase Requests, IT Service Requests,
      Remittance Requests, Customer Service Requests, Facilities Requests and
      more.
   
    * Finance Operations Procurement, A/R, A/P, Purchasing, Reimbursement, and
      more.
    * IT Operations Low-code Platform, RPA Orchestration, Security and
      Compliance, and more.
   
   More Solutions
    * Enterprise
    * Process Management
    * Workflow Management
    * RPA Solutions
    * Customer Service
    * SMB
    * Startup

 * Platform
   Platform
   
   Accelerate digital transformation with the Pipefy Platform. Customize,
   integrate and build a fully digital experience for all your stakeholders.
   
    * How it 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 Pipefy accelerates digital transformation process
      orchestration.
    * Business Process Automation BPA integrates with existing systems and apps
      to solve process rigidity and dissolve silos.
    * Low-Code/No-Code Low-code allows almost any business user with permission
      to design and build applications.
   
   More
    * Automation
    * Portals
    * Integrations
    * Features
    * Partners

 * Templates
   Templates
   
   Plug-and-play customizable workflows for your unique needs. Code-free
   implementation for quick time-to-value. Built to Pipefy's best practices for
   some of the most requested business operations.
   
   Customer Operations
    * Customer Onboarding
    * Sales CRM
    * Lead Generation
    * Customer Feedback (NPS)
    * Sales
   
   HR Operations
    * Recruiting
    * Employee Onboarding
    * HR Requests
    * Careers
   
   Finance Operations
    * Purchase Process
    * Expense Reimbursement
    * Purchase Requests
    * Billing
   
   IT Operations
    * Maintenance Requests
    * Contact
    * Support
   
   All Templates All Templates
 * Resources
   Resources
   
   All you need to be empowered to manage your work efficiently. Product best
   practices, process content and help tips to extract maximum value from
   Pipefy.
   
    * Blogs Best practices, process tips and relevant content written by
      specialists.
    * Newsroom Pipefy announcements, events, news and more.
    * Customers and Case Studies Some of the world’s leading companies use
      Pipefy to automate their most important processes. Learn why they rely on
      our low-code platform.
    * Events Customer stories, live events and Q&A sessions. Watch all webinars.
   
   Learn
    * Get Started
    * Help Center
    * Community
    * Documentation
    * Certification

 * Pricing
 * Contact
 * Try Pipefy for free Request a demo
 * Log in
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 * Contact
 * Try Pipefy free
 * Log in

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 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
 * Features
 * Pricing
 * Security
 * Tour
 * What's new
 * Platform


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

Solutions For teams
 * Finance
 * Human Resources
 * Customer Service
 * Marketing & Sales
 * IT

Solutions For Companies
 * Enterprise
 * Startup
 * SMB

Business Solutions
 * Process Management
 * Workflow Management
 * Request 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
 * Webinars
 * Contact us
 * Certification Program
 * Community
 * User guide
 * Developers

Partner
 * Partner Program
 * Marketplace
 * Partnership Agreement

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


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

Português | Español |
 * Terms of use    
 * Privacy Policy



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