Ti.Saúde saves 134 hours per month with Pipefy CRM

Before Pipefy, Ti.Saúde used Pipedrive for sales management, but faced integration limitations. Because only the sales team used the tool, there was no connectivity with other areas of the company, which frequently led to the loss of strategic information throughout the process. The sales flow was manual and relied on individual email exchanges, making real-time tracking difficult for leadership.

Lack of standardization created critical gaps in transferring data to the Customer Success team. Information collected during the negotiation phase often didn’t arrive complete for implementation, hurting continuity of service for the new customer. The startup needed a solution that enabled technical customization for its audience and integrated the departments involved in the operation.

The solution came with migrating processes to Pipefy, which became the central system of record. The company structured dedicated pipes for Sales (BDR and Closer), Onboarding, and Customer Success, connecting them through automations that eliminate manual work. “Pipefy allowed us to build a workflow where information flows naturally from one team to the next, without losses,” says Tito Siqueira, Head of Sales at Ti.Saúde.

Beyond visual organization, Ti.Saúde used Pipefy dashboards to monitor performance in real time. The tool enabled leadership to view ROI by acquisition channel and team productivity without manual compilations. Customization capabilities allowed the healthtech to tailor the software precisely to its technical and operational needs.

Saving 134 hours per month directly reflects the reduction of manual work that previously burdened the Sales and Customer Success teams. By automating handoffs between departments and status updates, Ti.Saúde freed talent to focus on strategy and customer experience, optimizing operating cost per lead generated.

Having 100% visibility in a unified platform transformed leadership decision-making. With centralized data, the CEO and managers began identifying bottlenecks immediately, enabling fast adjustments in the sales process. This transparency ensured no sales data or success metrics were lost in the transition between spreadsheets.

A 177% ROI shows that the value generated by the platform—in productivity and efficiency—significantly exceeded the tool’s cost. By connecting the funnel end to end and ensuring access to real-time indicators, Pipefy became a foundational component for TI Saúde’s sustainable growth, paying back the investment through resource optimization.

Ti.Saúde is a healthtech company from Pernambuco that offers a complete platform for healthcare professionals and clinics, combining electronic health records, telemedicine, and management tools to improve the patient experience.