Customer Relationship Management

The CRM software you can deploy as quickly as spreadsheets and tailor thoroughly like an ERP

Amaze customers without wasting time with rigid, expensive, and slow-to-implement systems. Pipefy helps you optimize your customer relationship processes and manage them in one place, customizing each step and eliminating disorganization and excessive manual work.

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Pipefy flawlessly suits a single process or an entire customer ops

What exactly is CRM software? CRM software is a digital platform where you can set up customer-related processes, store and update customer information, and track customer journeys and satisfaction. It’s much more efficient and scalable than spreadsheets.

 

With Pipefy, improve process visibility for all stakeholders, eliminate manual tasks, and connect existing apps and systems to unlock operational efficiency, create better customer experiences, and build lasting customer relationships.

Sales CRM ->

Increase your sales by creating efficient and fully customizable workflows in minutes. Replace spreadsheet errors and rework with pipeline control and predictability.

  • End-to-end visibility with kanban boards
  • Customization that allows constant process optimization
  • Robust metrics to improve your sales
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Customer Service ->

Resolve issues in no time and ensure good customer experiences. Turn customers into ambassadors with structured processes that prioritize customer experiences.

  • Easy-to-set automation ensuring quick responses
  • Visibility over case progress
  • Real-time SLAs and metrics
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Customer Onboarding ->

Deliver amazing customer experiences from day one. Resolve bottlenecks and centralize all the information you need to build lasting customer relationships.

  • Customizable forms to get accurate data
  • Labels and notifications to keep deadlines on track
  • Connection to other processes ensuring a high-quality customer onboarding
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Lead Qualification ->

Increase conversion rates by quickly structuring workflows in a drag-and-drop interface. Improve productivity by using automation to efficiently nurture your leads.

  • Automation to nurture your leads efficiently
  • Filters to find any info needed
  • Reports to track and improve performance
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Customize your processes to deliver best-in-class experiences

Pipefy empowers businesses to create any CRM-related workflow in minutes. Optimize processes whenever  you want in just a few clicks. Modify process steps, create automation rules, and easily collect data to ensure a flawless operation.

Keep customers up to date on all their requests to enhance their fidelity

Stop losing customers or qualified leads due to miscommunications or a lack of communication. Use customizable automated email templates, notifications, mobile messages, and more to keep customers in the loop at all times.

Connect processes to ensure outstanding customer experiences

Provide high quality service at every stage of the customer journey. Seamlessly connect lead qualification, sales, customer onboarding, feedback collection, and other customer processes to prevent mistakes or delays and improve agility and quality.

Track metrics to measure process performance and spot problems quickly

Keep a close eye on process results with customized dashboards and quickly generate performance reports. Use kanban boards to track the progress of each task, and improve overall process visibility with labels and automated emails. 

Integrate Pipefy with existing systems for higher efficiency

Gone are the days of manual data entry. Connect your workflows with the tools you already have to streamline all your CRM processes. Dissolve data silos, improve communication with customers, and automate tasks to increase efficiency.

Do more for your customers, faster and error-free

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Learn how Ti.Saúde centralized customer journeys and saved more than 100 hours using automation

Read the case study
The centralization of operational processes in Pipefy helped CTA to achieve closer contact with their customers and more agility to support responses. Even in a lean team, we were able to reduce the SLAs, and now we have more clarity on what improvements we should implement in our services and products".
Geovane Pasternak
Operational Manager
A big difference in Pipefy was the autonomy I had since the beginning. My audience is very specific, so I needed a platform that could be customized to my needs, and one that other departments could use as well. So Pipefy worked not only as a CRM but also as a process management platform.”
Tito Magalhães
Head of Sales at Ti.Saúde
Working with Pipefy has meant working in a smart, efficient, and productive way. The platform empowers us and helps to control our routines. As a business user, I know what I want to control, and PIpefy lets me do it in a simple, pleasant, and comfortable manner."
Vinicius Castro
Projects and Digital Operations Manager at Lacoste

Pipefy is #1 in Business Process Management by G2

the robust cost-effective CRM Software

Never lose a single customer again due to spreadsheet errors

Try Pipefy CRM Request a demo