Customer Success Management Free Template

The Customer Success Management template allows the Customer Success team to view, manage and contact their customers in a single place, providing centralized information and visibility of the whole operation.

The template has fields that allow your team to follow and create a high level of standardization. Our templates are fully customizable to meet your specific needs. From your first contact with a customer to implementation, adoption, nurturing and review phases, you have full visibility into your operation. Managers are able to check the status of clients and team members in a single place.

Labels and alerts help to categorize and remind the assigned members of pending deadlines. Automating manual tasks like sending emails and scheduled communications enables a faster workflow.

Gather new client information from various channels with Pipefy’s online forms or service Portals. Create connections with other teams by integrating with their processes. For example, connect directly to your Sales Funnel Pipe to extract data directly from one process to another.

Pipefy allows you to integrate directly to external platforms, such as Salesforce or Zendesk, or use our public API for an even more streamlined operation.

With conditional and mandatory request fields on your forms, you can ensure the CS team will always have the essential data to process or assist a customer. With no details left unaddressed, your customers will receive the best quality support.

As a pipe administrator, you are free to customize your process however you want. Customize your forms by creating and deleting fields such as lists, dates, deadlines, alerts, labels, checklists, text fields and more, providing a quality and consistent Customer Success Management process regardless of your company size or type.

Automate various tasks, such as sending emails to a customer in an approved template, scheduling meetings or follow-up calls.

Create customized Dashboards to monitor your progress and look for ways to optimize your process. Dashboards allow you to extract and analyze the data that’s important to you, such as lead time metrics or how many customers each team member attended.

Such data makes it much easier to identify opportunities for process improvement and bottlenecks, enhancing customer satisfaction.