Discussions Client Onboarding Software

I would like to see desktop notifications for: - account health status changed for account XYZ - renewals status for account XYZ is 123 - upsell opportunities for account XYZ

Are you currently working on some more enhancements, and is there any way we can mirror dates on multiple locations if we wish to?

like customer query solution tracking

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I am currently assigned as a CSM #2 on two clients. However, they are nowhere to be found in my client list. I still need to keep update with them just as if I was the Assigned CSM. Is there a way to place them on my client list?

Sometimes it would be better if we could change the cards for easier viewing.

I would like to know which is the best chat to integrate with Pipefy.

We need to balance the cards inside a group. We already use some automation to define the responsibilities for a ticket based on some information on the form. However, we have limited a group that will execute the activity, and we still have to distribute between our employees on these groups. I... Lire la suite

I recently found out that another team close to ours is also using Pipefy, and for a very similar goal. We'd like to, if posible, merge both Pipes, since that would save a lot of doubled work that currently happens.