blog Pipefy

5 ways to optimize company processes with Pipefy

Pipefy is an intuitive platform that offers numerous benefits, including optimizing the company’s processes efficiently. So, check out in this article, 5 ways to optimize company processes. As a result, you can see an increase in productivity, as well as in results.

Why optimize company processes with Pipefy?

Searching for and creating effective methods for organizing and structuring tasks within a company is not an easy task. However, thanks to technology, systems have emerged as a strategy to simplify and optimize company processes.

And Pipefy is one of those systems that aims to organize and structure processes through an easy-to-use and intuitive interface. In addition, it offers specific models for each department and for each company’s demand.

Through efficient task management, the company is able to make a more accurate measurement of data and results. As well as perform an efficient control of the various activities of the organization.

Read More: Process optimization: how to implement? 

No matter if your company is big or small, process optimization is able to reduce human and financial resources, as well as repetitive tasks through automation.

In that sense, Pipefy can be a great ally of your company. With your panel inspired by the Kanban system, structure, organize, and monitor all company processes quickly and visually. And in just a few minutes you can do an analysis of the company’s processes. In addition, you can monitor the performance of your team.

Find out more benefits and how to use Pipefy in this article.

With these points in mind, we separated 5 ways to optimize company processes with Pipefy, check below.

1. Optimize company processes: Automate your flow and process management

optimizes the flow of information

First, with Pipefy you can control and automate the flow and manage processes efficiently. So, control all demand requests from employees and even customers, no matter where they come from – email, company website, text, forms, social networks – and efficiently fulfill all demands, optimizing processes from the company.

That way, you can:

  • Decrease the large volume of tasks, simplifying them, or eliminate repetitive tasks;
  • Reduce the processes that demand several people;
  • Optimize business processes by moving information intelligently at different stages of the process, so you will never again miss deadlines or make mistakes due to communications failure;
  • Eliminate tasks that affect the performance of other tasks;
  • Organize tasks that need authorization, keep everything on the boards, and mark the people responsible for analyzing the tasks, so the process will flow more quickly and efficiently.

2. Optimize the recruitment and selection process

Optimizing and organizing the recruitment and selection of candidate processes is certainly one of the greatest challenges for professionals who working in the human resources department. The volume of information is large and, in most cases, they are difficult to examine with the attention they really deserve.

Therefore, investing in technology and in a platform to optimize the recruitment and selection process, makes the process intelligent. In this way, it’s possible to arrive faster in a hiring, and guarantee a more assertive talent attraction.

In this sense, one of the features of Pipefy is to create forms that you can include on the company’s website under the “work with us” page.

Optimize company Processes with Pipefy

Thus, whenever someone fills out the form, the data will automatically be saved in a single place in Pipefy. In this way, you guarantee a more agile and efficient recruitment and selection process.

Organize all stages of recruitment and selection practically, making all information easy to view for any queries. In addition, as Pipefy has an intuitive system, you can structure all stages of the selection process for follow-up. This will save human and finance resources, and time for the recruiting team.

3. Facilitate management of administrative processes

The administrative sector requires a lot of attention and numerous tiring tasks. However, it’s possible to facilitate the management of administrative processes through Pipefy.

Integrations Pipefy

With the system, it’s possible to integrate with other systems. That way, when the day comes when it’s necessary to pay the company’s monthly bills, all areas will be able to send their respective expenses to the finance department quickly.

By using the same system that integrates all areas, in the same panel, it’s easier for the person in charge of the financial sector to manage all deliveries, and thus, pay all bills quickly.

4. Optimize company processes with a practical and intuitive CRM

Pipefy offers a practical and intuitive model for you to create a CRM system in minutes. So, store and retrieve important information in a few clicks, such as customer, supplier, and product registration.

You can even manage your entire inventory with this method. Say goodbye to all manual spreadsheets and securely store and centralize everything in one place. That way, you avoid wasting time having to search for the information you need and increase productivity.

crm system with Pipefy

There are no rules, you can optimize company processes through an efficient CRM system. And with that, you not only improve the relationship with your customers but also increase the company’s sales and results.

Create the system and share it with the team, eliminating the repetition of information, as everyone will have access to the panel quickly. And yet, when creating a new card for a new customer, you can search the database and find out if this customer really has no registration.

Keep all information up to date and facilitate the process of the marketing, sales, and even logistics sector.

5. Automate customer support processes

Optimize company processes - customer support with Pipefy.

Sales are the engine of a company, and to make sales you need satisfied and loyal customers. However, to acquire a good list of satisfied customers, it’s necessary to invest in customer support strategies that really meet the demands of these customers quickly and efficiently.

Therefore, through the automation of customer support processes, your team works more efficiently, and the gains are numerous.

Once again you can use the forms to collect feedbacks, complaints or suggestions for improvement from your customers, and centralize all the information in the cards.

That way, answer requests promptly, and never delay a call. When a customer is well served and in a short time, he feels secure and creates a positive image of his brand, with the possibility of making an indication.

As a result, you increase not only the company’s customers but also profits and motivate your team to work harder and more towards the company’s goals.

Finally, learn in the video below how to optimize company processes with Pipefy, in practice. 

What did you think about this content? Leave your opinion in the comments and share this material with other companies and managers. 

Reference material

  1. Create your Pipefy account here
  2. YouTube – Personal and Business Productivity    
  3.  Zapier – How to Automate your Business and Gain Efficiency     
  4. Set a productivity routine – Google Calendar + Evernote + Calendly  
  5. Organize na Pratica – Courses 

blog Process

How to organize customer support processes

Do you have difficulties in organizing customer support processes? Do you receive frequent complaints due to this lack of organization and the delay in answering calls? Don’t worry! In this article, you will learn how to organize customer support processes effectively, check it out.

What is customer support?

The customer support system is a place where people can ask questions, make complaints or make suggestions for improvement.

Good customer support can greatly increase consumer satisfaction. And it can help your company stand out in the midst of great market competition.

In this sense, to guarantee a good service, an organized system is needed to avoid communication failures.

Optimize and automate your customer support processes

optimize processes

An excellent customer service values ​​communication and an aligned team. For this, your work team must know exactly that the goal of good service is customer satisfaction.

In addition, having an efficient system that makes it possible to distribute, classify and organize important customer requests is extremely necessary.

After all, if the customer has an issue that requires quick service, but waits a long time before being served, he will certainly be dissatisfied. Consequently, it will bring significant losses to your company.

Therefore, a good attendance management system will eliminate outdated spreadsheets, unnecessary papers and prevent you from including all tickets manually, wasting time.

And everyone knows: in business “time is money”.

Gathering all the information you need for good service, in one place, with easy access and quick recovery of the necessary data is the best way to optimize and automate the customer support processes.

With this in mind, check the next topic about how to organize these processes effectively and intelligently by an easy-to-use app.

How to organize your customer support processes effectively

If you have already researched a customer support system, you know that the market offers numerous solutions to make processes faster and more practical.

But, what I want to offer you today is an effective way to organize your customer support system processes through a single application.

A quick and practical method so that you as an entrepreneur or manager can have a broader view and can assess how the processes are, according to the demand of your business.

This way, you guarantee that no email or support is lost. Consequently, you will be able to serve your customers better.

What is the strategy?

Pipefy is an application for organizing and optimizing processes. With it, you will save time, increase productivity and, never again, delay an important customer ticket.

With the platform, you will manage all your customers’ requests in one place and in an agile way, and with the guarantee of excellent service.

It’s an intuitive and flexible system. You can organize your customer support processes and manually add information, or you can automate to make the processes even easier.

With your support created, delegate requests to the people on the team who are responsible for customer service.

Drag and drop

Easily drag and drop requests across the board. That way, when analyzing, you will have an illustrative view of how customer requests are being answered. As well as, if there are any late calls.

Go through the different stages of the process quickly and efficiently. And with just one click you have access to all information about a specific customer’s request.

Centralizing requests

pipefy - customer support

In addition, another feature of this system is that it’s possible to centralize all requests in one place. By creating your customer support board, you can create a form.

Let’s imagine the following situation: customer “X” sent a request by a message on WhatsApp, and the customer “Y” sent the request through the company’s website.

To centralize all tickets, send the form link to the customer, and as soon as he fills it out, that ticket will automatically open in your customer support board in Pipefy.

This way, you will centralize all requests in one place and you will not need to include all information manually.

In addition, Pipefy allows you to include files in this form. In this sense, the customer can send screenshots, contracts, proposals, and everything that is necessary to efficiently support.

Incredible, isn’t it? 

Email requests are automatically saved in Pipefy

Another amazing feature of this platform is: when registering your support email, it’s possible to automatically save customer request emails in Pipefy.

That is, if you received a support request by email, in a few seconds Pipefy will open a new ticket.

That way, you will never again lose requests or fail to serve a customer due to a lack of organization.

In conclusion, define a service process that does not take unnecessary turns. The central idea is to eliminate unnecessary tasks and promote agility in service.

After all, often what your customer wants is something that can be easily resolved. Therefore, there is no need for too many steps to complete the request.

Learning in practice

What about learning how to organize your customer support processes effectively, and in practice?

This way, just watch the video below and take your notes.

Are you tired to waste time managing information from one system to another? Don’t worry! I have a great solution for you.

Click here and learn how to automate your business processes with Zapier.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends and another entrepreneur

Take the opportunity to follow incredible videos of Organize na Pratica on Youtube

Reference material    

  1. Create your Pipefy account here
  2. Youtube – Personal and Business Productivity    
  3. Zapier – How to Automate your Business and Gain Efficiency    
  4. Set a productivity routine – Google Calendar + Evernote + Calendly  
  5. Organize na Pratica – Courses 
blog Process

Pipefy: what is it and how to use

Standardizing and optimizing are the needs of current organizations, which aim at a considerable increase in productivity and in the organization of processes. In this way, we brought in today’s article an intelligent system that promises to end your company’s spreadsheets and forms, as well as solve inefficient processes. Get to know Pipefy and how to use it.

What is Pipefy?

benefits of Pipefy

One of the most fantastic workflow tools, Pipefy was launched with the promise of resolving inefficient processes and increasing team productivity in minutes.

Using the Kanban methodology to monitor the execution of activities systematically, Pipefy was created by the Brazilian entrepreneur Alessio Alionço.

It’s an intelligent management tool that helps your business to organize and execute all the important company processes in one place.

Pipefy main objective is to allow companies to become more organized and productive, making it possible to execute and monitor day-to-day processes and activities in a practical and intuitive way.

With Pipefy you can manage the processes of any department: Human Resources, Marketing, Finance, Customer Service, including IT and Help Desk.

Even more comprehensively, with the platform it’s possible to analyze metrics and sales leads, make content marketing planning, sales funnel, among many other possibilities.

That way, you can abandon inefficient strategies like forms, spreadsheets, and even the excess of emails, for example.

Free plan

In summary, even on the free plan, Pipefy offers countless possibilities.

That is, start your organization from scratch using templates that can be customized.

In this plan, Pipefy offers:

  • Up to 5 processes and 10 users, facilitating teamwork.
  • Customizable templates or option to start your processes completely from scratch.
  • Online forms to share with the team or send by email.
  • Email templates to communicate with your customers without the need to leave the platform.
  • Integration with dozens of applications through Zapier.
  • Ability to create up to 50 cards every 30 days.

Click here to start your Pipefy trial.

Advantages of Pipefy 

Certainly, Pipefy offers countless possibilities, and with them countless advantages.

Now that you know what Pipefy is, check below the advantages of using the platform as a business strategy.

Activity tracking


When using the platform, you can structure a process in a few minutes using the Kanban methodology.

All activities to be performed, in progress or completed are visible in cards that can be moved easily between the phases of the process. It’s like a simulation of a production line.

This means more productivity and efficiency in performing tasks.

In summary, with Pipefy, it’s possible to create cards to monitor the evolution of all projects under development, for excellent visual management.

With this, control all demand requests, regardless of where they come from (email, text, form).

Cost reduction

With a simple and intuitive platform, Pipefy gives you the autonomy to automate business processes without depending on the hiring of a person responsible for the IT area, and without needing technical knowledge.

Increases productivity and task efficiency

When the company is very small, activities are usually coordinated by the owner himself.

However, from the moment that demands increase and becomes more complex, it’s necessary to rely on more effective strategies.

This way, using the Kanban methodology to monitor and analyze the execution of activities, Pipefy allows visual management so that everyone is aware of the processes’ progress.

Thus, gaining an increase in productivity and efficiency in the execution of tasks.

Share important documents and files in Pipefy

Pipefy makes it possible for you to share important files, information, and data to facilitate the execution of tasks, as well as to create checklists.

There is no restriction on format or file size.

This avoids the delay in the tasks since all the information necessary for a well-done job will be in one place, visible to all members of the team.



Pipefy offers numerous benefits even with a free plan.

With this, your team will work in a more organized way with gains in productivity and quality.

Therefore, in the free plan, it’s possible to work with a team of up to 10 users, including templates for e-mail, form, among others.

Integration with Pipefy


Finally, one of the numerous advantages that Pipefy offers is the possibility of integration with other tools to optimize tasks.

One example is to integrate with the ERP system to control the cash flow.

Thus, all processes and controls will be in one place.

Read more: Process optimization: how to implement? 

How to use Pipefy

Standardizing the way you work is very simple and can only take a few minutes with Pipefy.

Then, check below a simple and quick step by step on how to use the platform.

First step

To benefit from all the advantages of Pipefy, you need to create a completely free account.

Just go to this link and fill the form.

Second step

Next, you will start to create your account.

To do this, simply include the information that is requested on the screen. Like the image below.

pipefy create an account - how to use

Third step

Finally, to create your account you will include information about your company and the purpose of your process. As in the image below.

how to use Pipefy

Very simple, isn’t it?

Then, after starting the account, you will be ready to create cards and get your business up and running quickly and conveniently.

At the beginning, Pipefy already offers numerous templates to start according to your demand.

templates Pipefy

And yet, when you click on the template, a screen appears with all the information about it. So you will be sure that is the best model for your business.

Did you choose your template? Time to get your hands dirty and pass all the important details of the project to the platform.

In conclusion, as you can see, creating an account is simple and easy. The platform itself is very intuitive and you can start projects from scratch and automate your processes in minutes.

Finally, what did you think about this content? Leave your opinion in the comments and share this material with your friends.

Take the opportunity to follow incredible videos of Organize na Pratica on Youtube.

Reference material   

  1. Create your Pipefy account here.
  2. Youtube – Personal and Business Productivity   
  3. Zapier – How to Automate your Business and Gain Efficiency   
  4. Set a productivity routine – Google Calendar + Evernote + Calendly 
  5. Organize na Pratica – Courses