Pipefy highlighted in 2026 Gartner® Emerging Tech

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Industry leaders trust us to innovate and scale

From 20 days of manual work to minutes

Unstructured

20 days
160 hours
  • Manual spreadsheets, forgotten leads, unreliable data.
-65%

Structured

7 days
56 hours
  • Rigid CRM, fragmented channels, IT dependency
-71%

Automated

2 days
16 hours
  • Email automation, but metrics and context are scattered.
-98%

Agentic

Minutes
With Pipefy
  • AI agents execute tasks, analyses, and decisions.

From first touch to completion

Seven experts working on your funnel

24 hours a day, 7 days a week. Each agent accelerates decisions and keeps the team focused on the right leads.

Human Resources

Profile summary agent

It automatically consolidates experiences, performance, feedback, and career expectations.
Insurance

Commercial Agent

Supports the broker in monitoring and closing the deal.
Procurement
Procurement

Proposal Analysis Agent

It reads quotation documents, interprets data, and automatically recommends the best supplier based on configurable criteria.
Risk and Compliance

Proposal Generation Agent

Create complete business proposals and personalized emails ready to send.
Risk and Compliance
Customer Onboarding

Customer Service Co-pilot

It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.

Create your own agent

No-code studio. Configure, test, and publish custom AI agents in days.

From first contact to completion

The entire sales operation and partner areas in a single workflow.

1 From first touch to finish

Automatic enrichment, ICP-based scoring, and instant routing of qualified leads.

Enrichment
2 Enrichment sales funnel

Copilot suggests an approach; CPQ automatically generates the proposal and contract. Interactions are logged in real time.

Copilot
3 Approval workflow

Validation of out-of-authority discounts, electronic signature routing, and post-approval notifications.

Proposal
4 Customer onboarding

Automated Sales-to-CS handoff featuring AI-generated scope, implementation tasks, and delivery tracking.

Support

CRM AI Studio · Agentic AI

75%

Faster qualification — screening and enrichment from days to minutes.

53%

Shorter sales cycle — from 3 months to 42 days.

3× More sales

Centralized processes tripled the volume.

“When we sought out the platform, we had an annual revenue of 12 million. This year, we’ll hit 150. That result stems from a solid foundation that was able to keep pace with us, even as we grew tenfold over the last four years. Today, my company wouldn’t exist without Pipefy.”

Diogo Paiva

CEO, Delta Group

Pipefy Academy

Master the creation of AI agents.

Build, automate, and scale your end-to-end processes—in practice.

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FAQ

If you need help, we are here to guide you and provide all the support you need

How does Pipefy automate sales and partner-facing areas?
AI agents execute tasks and make decisions across the entire funnel—from lead qualification to onboarding and quota tracking—keeping operations connected and predictable.
Can AI automatically prioritize approaches?
Yes. Agents classify leads based on profile, engagement, and history, and suggest next steps and a personalized approach.
Does it work for after-sales and Customer Success?
Yes. CRM AI Studio automates handoffs, onboarding, and follow-ups so that no delivery or deadline is missed.
Can I integrate it with my current channels and CRM?
Yes. It is omnichannel—covering WhatsApp, email, voice, portals, and forms—as well as Salesforce and ERPs via integrations.
Does CRM AI Studio replace my current CRM?
It can replace or complement existing systems. Add Pipefy’s AI and automation capabilities to your current workflows without migrating everything at once, or opt for a full migration.
How long does it take to see results?
Agents are configured in the no-code Studio in days. On average, use cases deliver measurable impact in weeks.

The AI ​​that becomes real in your daily life

Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.

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