Request Management
Standardize your requests and never miss critical information again.
Plug-and-play free business operation templates to manage almost any process. No-code needed.
Remote Work Management: don't let productivity drop.
Centralize and control activities, and improve team communication.
Request Management: Never miss a detail with standard processes.
Centralize requests, track priorities and ensure fast, consistent deliveries.
Task Management
Manage your team's tasks easily and efficiently while maintaining complete visibility.
Collaborative Idea Management
Encourage an innovative and creative culture by enabling your team to share their ideas easily.
Remote Work Management
Maintain complete visibility over your team and efficiently manage each person's tasks.
Simple To-do List
Manage your day-to-day activities in a more organized and productive way.
Customer Support & Help Desk
Provide the best service experience for your customers and boost process visibility.
Teams across the globe love Pipefy
Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.
Uelinton Santos COOBusiness Operations templates we love
Sales Pipeline
Convert the best-qualified leads with an efficient Sales Pipeline Template.
Sales CRM
Unlock full visibility of the sales funnel, help leads during their initial steps and never …
Blank Form
Start a new form from scratch.
NDA Requests
Easily standardize and automate the NDA process in a single place.
Order to Cash
Centralize quotes, proposals and communication with customers in one place.
Lead Generation Form
Gather the exact information you want from your leads in one place.
Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Projects - General Project Development
Gain visibility over construction requirements and communicate clearly with your team.
Sales Prospecting Plan
Increase the speed of your active prospecting efforts with custom workflows.
Time Management Process
Organize, track and manage all daily activities and achieve your goals quickly.
Task Management for Ad Agencies
All of your team can keep track of their activities with this template.
Supplier Fault Notification
Easily manage quality issues notifications as soon as they are identified.
Suppliers Market Evaluation
Boost the speed and quality of suppliers' market analysis!
Storage control
Storage Control Template is designed for supply chain areas.
Supplier Quality Approval
Analyze and compare suppliers and their respective performances.
Sprint
You can analyze and solve the most challenging issues you could think about!
Budget and Contracting Process
It is a pipe for budgeting and contract processing.
Resources strategy
For supply chain areas that want to manage their production resources.
Product development process
It makes easier to evaluate your team’s ideas of new products or improvements.
Warranty management
From product diagnosis to repair, establish the required time and cost for each request.
Meeting Schedule Confirmation
it’s a great opportunity to advance your selling agenda.
Material Planning Purchase
It is a new way to organize your flow more effectively.
Damaged or lost baggage
Designed for airline companies that want to manage their requests for luggage repairs and lost …
Cost Allocation - Product Pricing
You will be able to correctly price your products.
Marketing Strategy
Create, organize and execute an impeccable Marketing Strategy for your company.
Stock Inventory Audit
It is designed to manage an inventory.
School year planning for franchise schools
Help schools organize their new calendar for the next class period.
Supplier Evaluation
It was designed based on the methodology of the 10 C´s.
Service Management & Operations
Establish, manage, and administer a Telecom’s service inventory.
Store Safety Inspection
Keep track and manage store inspections and their results.
Supply Chain Management
Elaborate on an annual business supply plan.
Sales and Legal Contracts
Streamline contract collection and analysis, and centralize information to close faster.
Supplier Development
Find the best supplier and solution for a product or service that you need.
Task Management for Law Firms
Categorize and assign tasks, set deadlines, and monitor the performance of your staff.
Sales Team Resources CRM
Structure and manage your sales team, tracking its progress.
Software Debugging Process
This template was created to help you manage bug correction data.
Software Testing Tutorial
This template will guide you through the process of testing any kind of software.
Screening Process
Venture Capital profit comes from a very small slice of total investments.
SWOT analysis
Do a bottom-up analysis before entering a new market.
Sales for Digital Marketing Services
Manage your client's needs and prepare a strong commercial proposal.
Request for Proposal
Save a lot of money from the release of the RFP to the proposal evaluation.
Resource Provisioning
Created to help your telecom company to improve the current services.
Reseller prospecting
Organize and coordinate your reseller prospecting process.
Service Problem Management
Service Problem Management helps you from diagnosis to problem solved.
Scheduled Vehicle Maintenance
For car maintenance shops that need to manage their scheduled vehicle maintenance services.
Service Strategy and Planning
Help your Telecom organization to analyze launching strategies of new services.
Website launch
Help your marketing agency develop some amazing websites for your customers.
Social Media Support
Organize your social media support.
Content Marketing
Create, receive requests and prioritize content for the Marketing team.
SEM Management
Manage successful campaigns based on SEM Management best practices.
Marketing Budgeting
Help you make a simple and efficient marketing budget for your clients to approve.
Research management
The Telecom industry is constantly innovating, and therefore research is a must.
RFI Management
Manage the information of companies who are partners.
Visitor pass request
For companies to manage the process of requiring visitor passes.
Real Estate Sales
Manage your sales process, from listing to contract.
Marketing Product Launch Campaign
Design and document your product launch, from audience definition to tracking results.
Media planning
Control your campaigns and keep up with all the information you need in order.
Research project submission
For university research groups that want to manage their applications of potential research projects.
Service design
Manage each project and check how every piece of information is being filled out.
School Enrollment
Designed to help in the enrollment process of any school.
Market-feasibility study and business plan
Identify the main ideas, strategies, and competitors in a specific market.
Marketing Top Down Analysis
From macro to micro perspectives, you will gather everything you need!
Launch your startup
The steps that need to be followed when you decide to launch a new business.
Sales Pitch
Keep track of your preparation and organize your tasks easily.
Lodging Requests
Lodging Requests has specific phases with inputs needed in each step.
Report Requests
There are backlog steps, prioritization, several approvals and a specific step for execution.
Real estate registration
Essential for the good management of properties for sale or rent.
Market research
This template is perfect for your organization's market research.
Kaizen Actions Management through the 5S
For those who want to implement a culture of self-discipline and continuous improvement.
Loan Applications
You can organize the information of the applicants in a standardized manner.
Service Capability Delivery
Plan the total capabilities required to deliver changes to your telecommunications service.
Legal documentation control
Control all the documents that arrive at your desk.
Market Analysis
Conducting a marketing analysis is the first step in determining if there is enough space …
Lean Startup Cycle
A highly effective approach to startup development pioneered by Eric Ries.
Medical Care (Clinic)
From scheduling to payment, this template helps you organize your medical care (clinic).
Legal Negotiation Support
Specially designed to help lawyers manage their client’s requests.
Warehouse Management
Designed to support and optimize the day-to-day operations warehouse.
Lead prioritization strategy
For marketing teams to organize the process and manage the company leads.
Logistics Strategy and Order Filling
Track all steps of your logistic process, from collecting orders to evaluating the shipping supplier.
Lease tracker
Having trouble managing your tenants? We can help you.
Marketing Campaign Pricing
A simple way to price future campaigns and manage leads.
SEO Analysis
Learn step by step on how to analyze your website SEO.
Manufacturing Management
From programming to delivered orders, this template will help you with manufacturing management.
Marketing Plan
Control your team’s workflow, and create and send proposals.
Logo Design Process
Manage and keep track of the logo design process.
Real Estate Operating Expenses
Your company will easily manage all your property’s operating expenses.
Real Estate Portfolio Management
Keep track of all your properties, their state, maintenance dates and contact information.
Quality Control
This will help your company improve supplier delivery and internal procedures.
Real Estate Acquisition
Help managers from strategic planning, through identifying/analyzing opportunities to negotiating terms.
Real estate Investment Management
Create and manage real estate investments.
Quarterly Quality Review
Manage and keep track of the idea's acceptance and results.
Real estate compliance – SSC
Essential for the good compliance management of the company’s properties.
Quarterly Business Review
It’s a chance for your company’s key stakeholders to analyze last quarter’s results.
Property Rental Management
Control rental demands, approvals, and contracts between owners and tenants.
Decision Analysis
Keep track and control all alternatives that could help you make a decision.
Project Proposal and Approval
It gives you an easy way to control and approve the new project requests.
Product & technical support
This template helps you organize all the products that need technical support.
Product return management
This is a process to manage returns, with refund or exchange options.
Product Export
For companies that sell items internationally and want to manage their exports.
Process Mapping (Transformation Office)
The process mapping was designed for areas that request changes to the officer.
Problem handling for Telecom
Designed to manage all internal problems related to telecommunications.
Process Benchmarking
Organize your cases, analyze the data, and put your improvement plan into action.
Investor Pitch
Create and manage your pitch requests with this template.
Price Quotation
This template will help you control all your price quotations.
Investment Portfolio Management
Easily organize an investment process and never miss a relevant opportunity
Pet shop scheduling – grooming
For pet shops that want to manage animal bathing and shearing requests.
Proof of Concept Monitoring
For innovation areas in large companies that want to manage concept ideas' proof.
Personalized gift requests
For companies that sell personalized gifts.
Inventory inbound for e-commerce
Keep your workflow and inventory controlled with this template.
Inventory adjustment
This template includes three approvals phases and the possibility of sending an automatic email with …
Outbound Marketing – Prospecting Leads
It helps your sales reps go through their outbound business development process.
Organizational Change Management
Designed for those who want to evaluate every single risk–and consequent impacts of organizational changes.
Invalid Lot Exam
The process mapped goes from the product inspection to products that will be repaired or …
Operations Quality Control
Manage the analysis and resolution of the observed process deviations.
Onboarding SEO External Marketing Agency
For companies that want to brief external marketing agencies.
New location prospecting for franchises
Prospect new partners for your franchise’s new project.
New ideas pipeline
Now you can manage new ideas inside an Innovation Team.
Missing, lost, or damaged shipment
Organize your process for missing, lost, or damaged shipment.
MVP validation process
Specially designed to help you keep track of your MVP validation process.
Merger and Acquisitions (M&A)
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Internal audit process
It can help you to plan an internal audit in your company.
Inquiry Opening
It optimizes the analysis process of an investigative open inquiry.
Infrastructure Management
Give you an overview of your telecommunication company’s infrastructure.
Industrial Building Project Request
With this template you can manage new projects to be implemented on industrial buildings.
Incoming Net Promoter Scores
Manage all your NPS scores, sending emails, and asking for feedback.
Improvement ideas
Improvement Ideas Template allows for ideas to be documented.
Google Ads Management
Analyze results and conversions. Do not miss any deadlines.
House construction
Intended for people that are starting to build a house.
Funding Request Pipeline
Are you looking for investors to fund your idea, project or startup?
Implementation
Check what are your new customer’s expectations and implement your solution.
Hotel Booking Request
Integrate your process and make your hotel booking management more efficient.
Internal marketing management
Marketing strategies that focus on a company’s internal environment.
Graphic creation process
For advertising companies that want to manage their creative processes.
Franchise lead management
For franchise owners who want to manage their prospectives.
Facebook Ads
For marketing and advertising agencies that want to manage Facebook ads creation.
Feature prioritization with roadmap
Ideal for implementing features, defining priorities, and setting steps to achieve them.
Field Service Management
Manage your field service easily with this template.
Facilities management
Designed to manage requests for facilities adjustments.
Internal communication requests
Manage your internal communications design by sending an art request to the design team.
Facilities delivery
Allow the facilities team to have better control of the new installation requests.
Exceptional pricing approval for SaaS
Manage an exception pricing approval for your Saas company.
Risk Assessment Plan
Risk assessment is the process of identifying risks, analyzing possible actions, and measuring outcomes.
Early Check-in (Double Room)
The Early Check-in (Double Room) Template was modeled by our partner Feel The Gap.
Document Notarization for Mortgage
Follow your notarization process for mortgage documentation.
Customer communication management
Manage all the release notes made to customers.
Customer Feedback
Learn your customers think about your product and establish cross-functional communication.
Database update
IT can be used whenever a user needs to request updates to its information database.
Customer targeting
The perfect steps for finding what group of people are this company’s customers.
Landing Page Creation & Optimization
Try out our template and start building the most powerful landing page!
Coworking Space Rental
Receive the requests to rent spaces of the coworking and maintain effective communication with your …
Course opening
Class formation for different courses.
Copy Management
It’s clear when a text can’t move its audience.
Contracts Renewal
View contracts that are due soon and contact your business partners.
Contract management of software integrations
Eight phases: from prospecting to final approval. You can optimize your process.
Contest Management
Manage and keep track of contest subscription and contender evaluation.
Construction Site Measurements
Manage technical measurements made in your company’s construction site.
Complaints Follow-up – Agroindustrial
Keep track of your complaints about the agroindustrial business.
Company internationalization
For companies that want to take their products abroad.
Cargo Vehicle Insurance Claim
Handle with commercial vehicle insurance claim easily.
Commodities Strategy
Traders can never have enough data for forecasting the market’s future.
Cold Calling
Help your sales team perform perfectly and close some big deals.
Co-marketing management
The marketing area can use this template to manage the process.
Client's Equipment Maintenance
Manage your clients’ repair requests easily.
Class scheduling
Manage your class schedule.
Change in scope
Control adjustments to the cost, budget, timeline, or other features.
Case Management
Manage requests effectively and streamline your work to make clients happier.
Car rental
Manage your rentals easily.
Call center management
Designed to assist call center agents in the problem-solving process.
Cake Quotation
Designed to handle the ordering of cakes.
Buy-Side Real Estate Management
Manage your clients' wants and needs, track listings that might be perfect for them.
Brokerage Pipeline
Manage your real estate selling and brokerage process.
Bike Rental Management
Manage your Bike Rental shop, and keep track of their rentals.
Auction Process
Register each item and its SOB, set the auction date, and keep track of the …
Asset and leasing management
Designed for real estate companies that want to manage their list of assets.
App Development Process
Centralize your customer requests as well as the project's cycle.
Agency Project Development
From the incoming ideas to the delivery to the client, manage all your projects.
5S Methodology
A system for organizing spaces so work can be performed efficiently, effectively, and safely.
Business Contract Analysis
Get approvals easily and run your business' contract management process like an expert.
Social Media Strategy Plan
It'll guide you through the steps of developing your social media strategy.
Service Configuration & Activation for Telecom
Manage your telecom requests and their progress.
Contact Inbox
Designed to make it a lot easier for you to organize and respond to customer …
Ideas Evaluation and Implementation
Designed to help you manage and keep track of valuable project ideas.
Vehicle Recall Request
Manage your Vehicle Recall process with this template.
Warranty Claim
Manage and keep track of your customer’s requests when they face product malfunction or defect.
Legal Contract Drafting
Manage information in one place and run a streamlined creation process.
Feature Release
Organize your feature launches phase by phase so you never miss a step.
5S Auditing
Regularly conduct a 5S audit, creating a continuous improvement cycle.
Customer Contact Log & Form
With this template it'll become an easier task to register and store data.
Medical Appointment Scheduling
Automatize your medical appointment schedule.
Shipment tracking
Controls when the shipment was posted, en route or delivered.
Franchise Opening
It is a lot easier for companies to control franchise openings.
Social Media Management
A practical method for boosting social media presence.
Branding
Created to simplify the process of launching or rebranding a business.
R&D proposal structure
Control your team’s workflow with an intuitive and effective design.
Porter's five forces analysis
Be able to analyze everything that surrounds your business industry.
Strategic Planning
Designed to structure a detailed strategic plan for companies.
Medical Care (Hospital)
Manage your patients, from triage to their discharge.
Preventive maintenance planning
Created to assist scheduling, performing and repairs in a maintenance process.
DMAIC
Based on Six Sigma continuous improvement methodology.
Document Management
Request and manage documents in one single tool.
Apartment Hunting
Analyze and compare apartments after location.
PPE (Personal Protective Equipment) Request
Manage the personal protective equipment requests in your company.
Supplier Performance
Designed to improve your Supplier Management Process.
Marketing Strategies for Customers
Try it and discover a new way to manage your customers’ services.
Office Ergonomics Workstation Assessment
Provide basic questions and tips to set up and maintain a healthy workspace in the …
Product Development
Execute a streamlined development process and deliver impeccable solutions.
5W2H Analysis
Designed to help you build an action plan using the 5W2H method.
Web Design Project Management
Designed for website developers to manage their design project requests.
Engineering Change Order (ECO)
Help to make changes to the scope of work outlined in an original project contract.
Lease Management
Help real estate agencies manage their tenants from contract signing to turnover.
Commercial Proposal for Services
Define all involved expenses, allocate your team, it’s tasks and working hours.
Application Maintenance and Support
The Application Maintenance and Support template is the answer to all support issues.
PDCA
Improve your process gradually using Pipefy’s PDCA Template.
Marketing Campaign Management
Launch marketing campaigns flawlessly with standardized execution.
Press Release Management
Use this template to control your press release requests and get them done quickly.
Google Ads Optimization
Standardize an optimization routine for your search ads campaigns.
Internal Supply Order
Designed to manage the production line supply process simply.
Strategic Planning Process
Strategic Planning is a process conducted by companies that aim to reevaluate their values, plans …
Sales promotion management
Help to monitor your actions to increase sales.
Conversion Rate Optimization Process
Discover the best layout for website pages by running your new experiments.
Pricing Strategy and Cost Analysis
Designed for BPOs that need to determine the price for customer’s product or service.
GUT Matrix
Facilitate the segmentation of your company’s problems using GUT criteria.
Startup acceleration program
Designed for companies specialized in helping startups to accelerate their growth.
Bug Tracking and Reporting
Identify and prioritize software bugs all while providing complete visibility to the IT team.
Campaign Briefing
Manage marketing campaign requests and provide full visibility to the team.
Web Design Process
Specially developed to help web designers better manage and organize their projects.
Patent Application
Designed to assist inventors in filling out a patent application or request a review of …
Marketing Product Launch Calendar
Structure your launching process to make it easier and more consistent.
FMEA - Failure Mode and Effects Analysis
A systematic method consisting of 10 steps used to develop and manage the FMEA doc.
Churn Management
Understand customer motivation and gain powerful insights for product improvements.
Marketing Requests
Standardize your requests and make data-driven process improvements.
Product lifecycle management
Control how to act in each of the product cycle’s four steps.
Creative Brief
The first steps of your creative process on the road to success.
Business Travel Itinerary
Designed to help business trip management through clear processes.
Double Diamond Design Process
Apply the famous British methodology to analyze and execute your design workflow.
Enterprise Feature Request
Allow agility and accuracy in the process of qualifying requests.
Customer Interviews
A step-by-step process developed to help your product development team.
Deal Flow for Venture Capital
Designed to structure the entire process of closing a deal for venture capital companies.
Bid pipeline for Construction
Help you to identify a bid opportunity for a project.
Process Improvement Plan - DRIVE
DRIVE = Define, Review, Identify, Verify and Execute your process.
Buyer Personas
Find your ideal customer based on market research.
Concierge Services
Allow your hotel guests to request restaurant, museum, concert, and theater reservations via the public …
Customer Success Management
Improve customer engagement and increase CSAT scores with Pipefy.
8 Disciplines Problem Solving
Designed for quality control teams that want to use '8 Disciplines' to solve problems.
Customer Case Studies
This process will guide you through each phase of developing a good case study.
Construction planning
Organize your construction demands and facilitate communication with your clients.
Complaint Management
Manage complaints more quickly and easily in an intuitive manner.
Design Thinking
Create and develop standardized strategies for solving your team's design process problems.
Production planning and control
Organize project requirements and allocate resources quickly.
Advertising Campaign
Create and evaluate amazing advertisement campaigns.
Helpdesk | Tracking received emails
Every received e-mail will create a new ticket/card in the pipe.
Product Design
Streamline your product design process, from brainstorming ideas to performing tests.
Product Pricing
One of the secrets to succeeding in business is correctly pricing your products.
Product Roadmap
Organize roadmap planning in a single place and provide complete visibility to all stakeholders.
Competitive Analysis
For you to better know your competitors. Find out their strengths and weaknesses.
Marketing Agency Client Onboarding
Perform flawless onboardings and have satisfied long-term clients.
Business Process Mapping
Specially designed to help you map, evaluate, and manage all your company’s processes.
Growth Hacking Experiments
Grow your business quickly with this process template inspired by Brian Balfour's models.
Sales Lead Qualification
Streamline your lead qualification process and never lose a sale again.
A/B Testing
Control and track your A/B test analysis to make more accurate decisions.
Customer Satisfaction Survey - Phone
A step-by-step process for application and implementation of post-sales satisfaction survey.
Customer Satisfaction Survey Form
Share your survey using a public URL or embedding it to your own webpage.
Event Planning
Manage any event, from leadership meetings to international conferences.
Project Management
Ensure agility and quality of your projects with Pipefy.
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