Pipefy
59 Case Studies
A Pipefy Case Study
HYFN, a full-service digital advertising agency, faced fragmented presales and partnership workflows that were handled by email threads and spreadsheets, leaving the team with poor visibility, inconsistent data entry, and weak accountability. After trying other tools that lacked required-field enforcement and an intuitive interface, HYFN selected Pipefy to support and standardize their sales and presales processes.
Pipefy’s workflow platform let HYFN create phases with required fields, automate card creation and feedback, and centralize all sales information in a single, transparent system—implemented in just a few days using Pipefy’s resources. As a result, HYFN reduced response times across most activities, improved knowledge sharing and team alignment, and saved time by better organizing and making sales processes visible.
Lauren Ancy
Integrated Marketing Supervisor