Case study
How Ti.Saúde Automated Sales and Onboarding Processes with Pipefy as CRM


Ti.Saúde is a Brazilian startup bringing a digital transformation to health institutions by safely broadening medical care for Brazilians. Their mission includes transforming online scheduling, telemedicine and remote monitoring, implementing digital prescriptions and electronic medical records, plus helping hospitals, clinics, government institutions and health plans to manage patients and businesses more easily.
Based in northeastern Brazil, this company is present in all of the country’s states, and has begun its internationalization process by currently supporting businesses in Panama and Honduras.
Founded in 2016, Ti.Saúde went through an accelerated growth period in 2020 mainly caused by the COVID-19 pandemic. With the sudden surge in demand for their products and services, they quickly saw the need for a tool to help their sales team scale their operations in a sustainable way.
At the time, the sales team used Pipedrive’s basic plan which only allowed them to manage phases, without customizations. Because they were the only team in the company using Pipedrive, the process wasn’t integrated with other departments, leading to a lot of information falling through cracks in communication. And since their tool didn’t help them to automate processes, the team needed to complete tasks in a manual way over and over, such as inputting data sent over email.
In October 2020, Tito Magalhães, leader of TI.Saúde’s Sales team, started looking for alternatives to improve this process. After mapping out workflows, he began implementing Pipefy which allowed his team to design unique workflows for every type of customer that Ti.Saúde caters to. After standardizing and centralizing their sales flow, they were now able to start automating processes and tracking performance indicators.
As of 2021, more teams at Ti.Saúde have also implemented Pipefy, such as Customer Success, Finance, and Human Resources. Pipefy is hosted on Amazon Web Services (AWS), ensuring a safe customer journey, from the sales process, until the client onboarding, and upsell.
A dentistry office, for example, has to go through a different process than a beauty clinic. Using conditional logic, we can support all our customers in a single flow”
Tito Magalhães, Head of Sales at Ti.Saúde
A big difference in Pipefy was the autonomy I had since the beginning. My audience is very specific, so I needed a platform that could be customized to my needs, and one that other departments could use as well. So Pipefy worked not only as a CRM but also as a process management platform.”
Tito Magalhães, Head of Sales at Ti.Saúde
hours saved with process automation
departaments using Pipefy
When a lead becomes qualified, a card is automatically created in Pipefy with the lead’s information.