CRM & Sales

The customizable CRM software to scale your sales operations

Stop losing opportunities due to error-prone processes that lack centralization. Pipefy is the best sales CRM software to build and optimize your pipeline in a matter of minutes, increasing process control and predictability from end to end.

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Improve a single process or your entire CRM operation

Lead Qualification ->

This lead qualification template can help your company to find the best business opportunities available and increase your revenue. Optimize your sales process with Pipefy tools.

Find the best opportunities
Increase your sales
Have a standardized process end to end

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Customer Onboarding ->

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

Track each customer's progress
Save valuable time to invest in customer relationships
Enhance customer onboarding experience

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Customer Service ->

Automate emails, streamline customer requests, and standardize your CS processes with an intuitive, easy-to-use, no/low-code customer success software.

Provide flawless customer support
Automate and integrate processes with an easy to deploy software
Make sure customer onboarding is perfect, every time

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Standardize your sales process to catch more customers

Increase conversions with a pipeline you can easily control

Pipefy allows you to easily standardize and optimize your sales processes in an intuitive interface with great flexibility. Create the perfect workflow to boost productivity: teams have already achieved a 300% increase in sales by adopting our CRM.

Get full visibility to deliver unbeatable customer journeys

You've had enough of late tasks and customer data losses. Pipefy unifies the customer journey from lead capture to post-sales, increasing agility by setting deadline alerts and automating administrative activities.

Monitor important performance metrics to improve your results

Build real-time reports and dashboards to monitor your operation fully. Track the progress of closed deals, lost opportunities and team performance to make better decisions and increase revenue.

Tailor your sales CRM software to your company's needs with ease

Use 360º management to improve productivity and avoid bottlenecks

Keep track of your team's work in an intuitive and simple-to-use interface. Quickly pull up the history of each client before interactions, filter tasks by team member, and create custom labels or email alerts for deadlines and activities.

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Build a structured, automated pipeline to focus on customer needs

No more struggling to cope with different channels and data sources. Use Pipefy to standardize processes, organize your pipeline and ensure end-to-end sales funnel visibility so your team can prioritize customer relationships.

Automate manual tasks in your sales funnel and boost conversions

You can sell more while saving time and resources. Apply Pipefy's CRM automation to eliminate manual tasks from your team's routine in a few clicks. Use approval flows and email templates to focus on high-level conversion strategies.

Achieve your goals by creating and changing process steps

Customize processes with no limitations, ensuring your CRM fits your team's operation as it scales. Optimize your pipeline whenever you need it in a few clicks. Modify phases, create automation rules, and collect lead data with digital forms.

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Ensure the best mobile experience and don't miss a single lead

With a top-notch user experience, Pipefy' mobile app empowers users to look up and update pipeline information anytime, anywhere. Add leads and record customer data in real-time to increase sales opportunities at events or in meetings.

Accelerate your sales by connecting tools and gathering information

Improve customer interactions and sell faster by connecting Pipefy's sales CRM software to your favorite tools. Get digital contract signatures, send WhatsApp messages, and never waste time manually transferring data again.

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

Read the case study

Pipefy is #1 in Business Process Management by G2

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