Start for free

Products

Industries

Financial Services Solutions for banking and financial institutions

Insurance Process automation for insurers

Consumer Goods Supply chain and sales management

Multi-industry For companies from all segments

lumen-header__mega-menu-cta

Initiatives

No-code Develop powerful workflows without any code

Low-code Fast and flexible integration

Workflow Automate workflows

BPM Business process management

BPA Business process automation

Service Management Service Management and customer support automation

Citizen Development Platform Build solutions without overloading IT

Solutions

IT Support and ticket management

HR Onboarding and routine automation

Sales Pipeline management

Purchasing Procurement process automation

Finance Approval and Budget Control

CS & Support Support and customer experience

Marketing Campaign and process management

CRM Customer relationship management and sales tools

ITSM IT Services and Integrations Management

Platform

Platform

What is Pipefy Process Automation with AI

Signature Management Create, Sign, and Manage Your Contracts

Integrations Integrate your tech stack

Platform Overview Accelerate your digital transformation

Automation Increase the efficiency of your workflows

Partners Business using Pipefy

The Total Economic Impact™ Of Pipefy Cost Savings And Business Benefits Enabled By Pipefy

Resources

Learn

Academy Certifications to transform yourself

Events and Webinars Live events, Q&A sessions, and webinars

Blog Expert-written content and best practices

Guides and Ebooks Industry trends, guidelines and helpful how-to's

Community

Community Technical and usage discussions

Success Stories Why companies around the world trust Pipefy

Templates Automation and community templates

Help Center Here is your guide to become a Pipefy expert

Develop

Developer Hub API, SDKs and coding examples

pt-br

Log in Start for free

Back to templates

Financial Risk Management

Introduction

Embrace AI-driven efficiency

Company

Success stories

Ethics and Compliance

Products

HR Service Delivery

Custom Workflows

Financial Services

Insurance Services

Platform

Pipefy for SMBs

Signature Management

Business Solutions

Process Management

Service Management

Help & Support

Pipefy Community

Resources

Guides and E-books

Events and Webinars

Process Improvement 101

Português

2025 - Pipefy Inc. All rights reserved.

Terms & Conditions

Terms & Conditions

2025 - Pipefy Inc. All rights reserved.

Português Español