Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Automate emails, streamline customer requests, and standardize your CS processes with an intuitive, easy-to-use, no/low-code customer success software.
Automate and integrate your Customer Service processes with an easy to deploy, no/low-code customer success management software, so your team has more time to focus on strengthening their relationships with customers.
Automate your customer service and onboarding processes with feedback messages and checkpoint emails to improve communication with your clients.
Gain full visibility of each new onboarding and monitor every step of the process, support request status, and ensure they are prioritized and tracked according to your SLAs.
Integrate all CS processes with your existing tools, such as CRM, ERP, databases and help desk apps, to ensure information is flowing securely and precisely.
Ensure your customers get immediate value from your product or service by customizing their onboarding experience according to their specific needs. End-to-end onboarding processes in one simple, easy to deploy workflow built with a no/low-code platform.
Build the best customer onboarding experienceEnsure your team follows pre-set standards and best practices for a perfect onboarding experience.
Easily track and audit the progress of each new onboarding customer with our customer success software.
Automate your processes so you can focus on fostering strong relationships with your customers, not on manual tasks.
Automate your customer support workflow from end-to-end to lower response times. Build a continuous process by creating customized dashboards so you can track your team’s performance and customer satisfaction.
Provide enhanced and streamlined customer supportIntegrate your help desk app and other platforms to maintain full visibility into support ticket status and resolution.
Automate responses to requests to reduce support response times and improve your team’s efficiency.
Create dashboards to analyze key metrics such as time to complete onboarding, NPS rate, average resolution time, time to value and much more.
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. From a manager's perspective, it's a great way of improving our customer experience."
Marcelo Bentivoglio
CEO at Banfox
Pipefy has empowered our managers. Now, they can see exactly how teams and individuals are performing. And they can track the status of each support request and identify problems early."
Ilyana Nazirah Rozaini
Digitization Program Specialist at GE Healthcare
Pipefy helps our team manage our processes with customers more effectively. A feature we particularly like is being able to send an email after the card has completed its cycle so every part involved is aware of the status."
Oscar Oliva
at G2
Pipefy is the perfect solution for workflow automation and customization. Automation helps in reducing redundancy by 50% and I also use process flow and communication both within the team and with our clients.
Stephan Meyer-Buenau
Travel Associate at Andela
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