Customer onboarding

Enhance customer onboarding experience with Pipefy CS

Make a great first impression and provide the best customer experience since day one with automated customer onboarding software platform.

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Video: Learn more about Pipefy CS

Build an onboarding operation that allows your company to grow.

Pipefy enables you to enhance customer experience and scale your operations without proportionally increasing headcount. Customize it for your needs, automate repetitive steps and focus on what matters: your customers. All in one place.

Ensure a consistent onboarding experience for every new customer

Never have an unsatisfied customer again. Customize our customer onboarding software for your needs and ensure your CS team follows all necessary steps and best practices to deliver the perfect experience for each client.

Track each customer's progress

From kick-off calls to go-live, there’s an onboarding journey. Easily visualize the status of each client, measure team's efficiency through customizable dashboards, and deliver onboardings on time.

Save valuable time to invest in customer relationships

Provide faster time to value for your clients. Integrate Pipefy customer onboarding software solution with your stack of tools, automatically schedule kick-off calls, notify account managers, and invest time in what humans are good at: building relationships.

Pipefy Caste Study

How Nibo boosted their CS with Pipefy customer onboarding software

Read the article

All you need to deliver value fast and keep up with happy customers

Focus on what really matters: your customers

Mandatory Fields

With mandatory fields, the account manager can’t move the onboarding forward without completing all required steps. Customize the onboarding workflow to collect necessary information, and assure quality for your clients.

SLA Alerts

Receive alerts when an "onboarding" is taking more time than it should. Preview bottlenecks and take actions to enhance customer satisfaction.

Automation Rules

Create rules to automate manual and repetitive tasks, such as scheduling an onboarding call or completing customer information. You'll have time to invest in what really matters: customer experience.

Integrations and Connections

Maintain service quality levels at each step of your customer journey. Integrate Pipefy with your CRM and accounting software. Connect the onboarding process with other workflows, like customer support, and deliver the best customer experience.

Labels and Filters

Categorize your new customers based on company size, industry or other criteria. With our customer onboarding software, you can filter each cluster to create the best experience for each business type.

Measure to Improve

Use data in your favor. Extract data from your workflows, create dashboards to measure your team's performance, NPS and much more. Track KPIs to continuously improve processes and customer experience.

Learn why Pipefy is trusted by CS managers all over the world

Check out our customer case studies

With Pipefy, I can improve my customer onboarding process experience on a daily basis because I have a timeline of what happened to each customer, who helped, when, etc. Now I know exactly why a client is delayed and who is responsible for what. Also, I can easily find all the history of this client. From a manager’s perspective, it's a great way of improving our customer experience.

Marcelo Bentivoglio

CEO at Banfox

We have all our clients connected with us through the tool and we receive, since new demands from corrections on our service as well. I have realized we have automated the whole process of sending e-mails.

Willian Magalhães

UX Writer at Quickks

Pipefy helps our team manage our processes with customers more effectively. It's easy to create flexible processes and assign specific people to a certain step. A feature we particularly like is being able to send an email after the card has completed its cycle so everyone involved is aware of the status.

Oscar Oliva

at G2

Pipefy allows us to make the whole team stick to a standard workflow, and reduce the overhead of managing processes. It is easy to implement and end-users in the organization can use it effortlessly once they understand the basic concept with minimal effort.

Ujjwal Singh

Coder at WCode

The automations built into the software, including automated emails to customers, has been incredibly useful and we've built a lot of operations around it.

Timothy Killeen

General Counsel at Waymark

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Enhance your process with Pipefy customer onboarding software for free

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