Pipefy is an enterprise management software designed to streamline processes and workflows, including task management and helpdesk support. It offers customizable templates for various business processes, such as sales pipelines and hiring, facilitating faster onboarding and adoption. With proven success across over 12,000 companies and 110 countries, Pipefy aims to enhance team productivity and focus.

1. pipefy
The easy button
for processes and workflows

2. ENTERPRISE MANAGEMENT SOFTWARE
Internal
Workflows
Task
Management
HelpdeskCRMs
Others…

3. IT Support
1x on Software licences
3x on IT support
to implement, customize and maintain
Several Months
Painful
Expensive

4. The easy button
for processes and workflows

5. Reimbursement
24545 downloads
PR Campaign
24545 downloads
Holiday Request
24545 downloads
Purchase Process
24545 downloads
Sales Pipeline
24545 downloads
Procurement
24545 downloads
Helpdesk
24545 downloads
Hiring Process
24545 downloads
Product Roadmap
24545 downloads
Bug Tracking
24545 downloads
Process
Templates
Faster onboard & adoption,
really easy to import and
customize.

6. pipefy Template Directory
This Sales Pipeline Process Template is a step-by-step workflow
that enhances your team’s focus and productivity by guiding them
through all the steps of the sale, from prospecting, to qualifying
properly hot and cold opportunities to close the deal.
Sales Pipeline Template
MARKETING & SALES
Import this template now!
Move to
Under negotiation
Move to
Lost
Move to
Won
Back to
Qualify
Choose
Next Step
Write a comment...
Now on Send Proposal
3 days in this phase
elvin
eandro
tur
s,
ue poposal
Attach here the proposal sent
ADD FILES
awesome-proposal.xls
upload date 09/10/2015
XLS
The date you sent out the proposal
Tell us the date when you sent the proposal
09/23/2015
Follow-up on ...
Choose a date and time if you need a follow-up reminder.
09/27/2015
What’s the entire amount proposed?
1.645,00

7. 6 months
12,000+ companies
110 countries
Nov Dec Jan Feb Mar Apr
May
June
Jul
Aug
Sep
October

8. Alessio Silva Alionço
Previous Successful Exit
Leandro Johann
+20 years on ERP & BPM & CRM
(Microsoft + Salesforce + TOTVS)

9. pipefy
www.pipefy.com angel.co/pipefy
Alessio Silva Alionço
CEO
alessio@pipefy.com