Software platform  built to help you

Visualize how your no-code systems work together

Puzzle is the go-to platform for digital agencies and operations teams to document, visualize, and share their system workflows so everyone understands exactly how they work.

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Visualize how the whole system works at a glance, and make it better every day

Document and organize every workflow

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Marketing Operations

Plan, build, and monitor all your campaigns, workflows, and chat flows in one place.

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Email & SMS campaigns

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Automation workflows

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Live chat flows

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Customer journey mapping

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Sales Operations

Document exactly how your CRM works and how it integrates with the rest of your RevOps tools.

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Lead sequences

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CRM automations

System integrations

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Data enrichment flows

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Service Operations

Map each delivery flow for every one of your products, services, or support channels.

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Customer onboarding flow

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Escalation paths

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Product onboarding flows

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Supply chain mapping

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Financial Operations

Collaborate on complex financial procedures to ensure compliance.

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Procurement workflow

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Budget approval flows

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Payroll process

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Finance system integrations

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People Operations

Draw out the employee experience just as you would the customer experience.

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Hiring process

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Employee onboarding

Employee lifecycle mapping

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HR system automations

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No Code IT Operations

Document and monitor your no-code automations across your apps.

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Zapier automations

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Make automations

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Hubspot workflows

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Go-high-level workflows

*Product OPs, Data Ops, DevOps, DesignOps, Legal Ops not shown here.

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Let's get you started  👉

Flowcharting has never been easier.

See how every team's processes interrelate.

Consumers, customers, and employees go through your departments processes — a collection of forms, documents, no-code automation, and app interfaces. Use Puzzle to plan, build, and improve how yours work.

 

Powerful features that help you get everyone on the same page

Features made for process builders

Workflow Canvas

Plan, document, and interconnect every process with dedicated sidebars to house training & technical requirements on each step.

Team Designer

Drag  & drop role cards and see how those roles contribute across processes — finally, “wearing many hats” has a definition now.

Reusable Templates

Browse The Component Library for Business Operations, categorized by department, to get inspired to build your own scalable processes.

Team Collaboration

Comment on process steps or sections to start feedback cycles, empower teams with unified decision-making, and fuel engagement.

Public Views

Bundle sections to share with internal teams or external stakeholders who only need to understand a few pieces of your operations.

Release Reports

Get all your tools' product releases in one place and quickly make plans to improve wherever you use that tool across your operations.

Coming Soon

Training Pathways

Pull the pieces together in a linear learning pathway for specific roles to train new employees, or upskill staff.

Coming Soon

Sync & Monitor

One-click sync to connect all your automations from Zapier, Make, Hubspot, High-level, Apollo.io, and more.

Coming Soon

AI Suggestions

Your visual knowledge base gives AI the structure to provide suggestions about how to streamline your ops.

This is how you put Puzzle to work in your organization

Use cases

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System documentation

Make your automations and workflows reliable at scale

Sync and connect your workflows from your favorite systems — Zapier, Make, Hubspot, Apollo.io. Consolidate documentation and monitor your automations across apps. Get the big picture and the nitty-gritty details on a realtime canvas.

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Onboarding & Training

Empower every employee to be your best employee

Streamline how you onboard and keep your team up to speed. Puzzle makes your processes and policies instantly accessible in a visual way, so your people always have the knowledge they need to do their jobs.

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Change Management

Enable your teams to prepare and contribute to a better future

Unlock productivity and get everyone on the same page with process changes. Connecting people, processes, and knowledge makes it easy to systemize, eliminate redundancies, and make change management a breeze.

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Hear it from our users.

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Consumers, customers, and employees alike are increasingly engaging in digital experiences — a collection of forms, documents, no-code automations, and app interfaces — use Puzzle to plan how yours work.

"Puzzle rocked my world. I took time and plotted out our process for hiring and onboarding. It's so helpful realizing the root cause is our systems. I can't automate something if I don't know the steps. I jumped ten levels in efficiency!"

Andy Schelb

Studio Director at Vu Studio

"Puzzle rocked my world. I took time and plotted out our process for hiring and onboarding.

Andy Schelb

Studio Director at Vu Studio

Plans built for digital agencies or organizations

Start your free trial today

For Individuals

Invite your clients to a dedicated workspace to take your freelancer practice to the next level.

$19

.99 USD

per month

This includes

• 1 Editor
• Up to 3 hosted Workspaces
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

For Agencies

Invite your clients to a dedicated workspace and get your system builders documenting processes all in one place.

$99

.99 USD

per month

This includes

• Up to 10 Editors
• Unlimited hosted Workspaces
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

For Organizations

Collaborate with internal team members to visualize and improve all your processes across teams.

$199

.99 USD

per month

This includes

• Up to 50 Editors
• 1 hosted Workspace
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

For Individuals

Invite your clients to a dedicated workspace to take your freelancer practice to the next level.

$199

.99 USD

per year

This includes

• 1 Editor
• Up to 3 hosted Workspaces
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

For Agencies

Invite your clients to a dedicated workspace and get your system builders documenting processes all in one place.

$999

.99 USD

per year

This includes

• Up to 10 Editors
• Unlimited hosted Workspaces
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

For Organizations

Collaborate with internal team members to visualize and improve all your processes across teams.

$1999

.99 USD

per year

This includes

• Up to 50 Editors
• 1 hosted Workspace
• Unlimited Steps
• Unlimited Sections
• Unlimited Views
• Unlimited Roles
• Unlimited Teams
• Unlimited Guests
• Access to Templates

Frequently Asked Questions

Answers to your common queries about Puzzle's platform. This section is designed to offer information to help you understand how Puzzle can help your teams build towards a more scalable future.

You only pay one flat fee, and you can invite as many team members as you'd like within your organization.

If you're an agency, you only pay one flat fee, but you'll be capped at 10 Editors across your clients' workspaces.

Any user using Puzzle to build their process maps would be an Editor. Editors can add objects to the canvas.

Any user who wants to view process maps and interact with the content is a Guest. Guests are not able to add objects to the canvas.

A hosted Workspace is one paid for under your subscription payment where each hosted Workspace has all the features included in your plan.

If you've reached the limit of available hosted Workspaces for your plan, you will need to either purchase a plan that enables hosting more Workspaces (i.e For Agency) or transfer ownership of an existing Workspace to a user who has available hosted Workspaces (i.e transfer ownership to an organization).

For example, if you're a Freelancer or Agency who builds process documentation for an organization and you're ready to hand off your documentation, you would transfer the Workspace ownership to a contact within that organization — and they would subscribe to Puzzle under their own plan — making available a hosted Workspace in your plan, and maintaining your editor access to that organization's documentation under their plan.

Yes — our Views feature allows you to bundle specific Sections to share with internal teams or external stakeholders who only need to understand a few pieces of your operations.

Lucidchart and Miro are "everything whiteboards," enabling you to collaborate visually across almost any personal or work use case — the objects you use on a Miro canvas have no structured data. For example, a process map in Miro is text, lines, and basic shapes.

While Puzzle is built specifically for teams to document how their process, systems, and teams work together across human-in-the-loop processes in a detailed and visual way — the objects have structured data to enable you to document technical requirements, embed training videos and Scribes, and create a visual playbook for your business.

Zapier is an automation tool that helps you connect data across your apps — it does work for you when you configure it correctly.

Puzzle is an operations observability platform helping you plan, build, and monitor how tools like Zapier work across your business — because when you zoom out from Zapier, there is a collection of human steps to trigger those Zaps.

And if you zoom out more, there are likely other automations in other tools — like Hubspot workflows, Monday.com automations, Asana rules, Mailchimp Journeys, Klaviyo flows — Puzzle allows you to document how all your human steps and system steps work together to create a playbook for your operations across teams so everyone can work together to improve it every day.

Puzzle sits one level above the rest of your tools — it's a view that shows how all your tools work together across workflows — for example, Puzzle is launching a Zapier integration where users can "sync & connect" their Zaps into the Puzzle canvas to orient their connected Zaps into the rest of their process map. We're working on integrations for you to sync and monitor your Make automations, Hubspot workflows, and Apollo.io sequences. Puzzle is your air traffic control for all your automations across systems!

Much more to come in 2024!

The Operations Observability category is a broad category that Puzzle's product vision best fits within.

However, given Puzzle's feature set today, it is more accurately categorized in IT & Operations monitoring — Puzzle sits one level above the rest of your processes & systems — built for teams to plan, build, document, and monitor how their people, processes, and tools work together across teams.

The key benefit is that a map enables teams to continuously improve their work together while maintaining alignment on how work gets done.

Yes! We love giving demos of Puzzle. Click on "Watch a demo" at the top of the website.

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Start visualizing your processes today!

Work together with the big picture in mind.

The future of how organizations operate is System-Led™. Puzzle is where you plan, build, visualize, and improve your System-Led operation every day.