Instead of adapting your process to the CRM, now the CRM adapts to you.
Pipefy’s CRM AI Studio lets you build a fully customized sales and customer success operation, powered by automations and agents that handle every stage of your funnel.
The result: fewer spreadsheets, fewer lost leads, and sales cycles up to 3x shorter.
How it works
The studio offers pre-validated market modules (lead qualification, sales funnel, proposals, and post-sales) — or you can create your own from scratch.
Agents automate every stage: a nurturing agent enriches the lead; a lead scoring agent sets priorities; a sales copilot prepares context; and a proposal agent generates and sends the PDF automatically via PipeSign.
Everything is integrated with WhatsApp, email, and VoIP, centralizing your communication channels.
Why it matters
Managers gain predictability and control, sales reps gain time to focus on selling, and customers enjoy a smooth, personalized experience.
Best of all: it’s no-code and powered by Pipefy’s intelligent platform.
💡 Talk to your CSM or try the CRM AI Studio here to see how to build a CRM that reflects your process — not the other way around.