Case study
How Vindi Increased Their Customer Onboarding Efficiency by 89% With Pipefy


Vindi is an online payments financial technology company focused on improving recurring charges and billing practices. Since 2013 the startup has helped thousands of services, e-commerces, subscription businesses, SaaS (Software as a Service) providers, gyms, and several other businesses to professionalize their billing using innovative and reliable technology.
Like most startups, one of Vindi’s greatest challenges is to accelerate acquiring new customers. They are faced with the obstacle of growing quickly while demonstrating value to clients and helping them get the most out of their service. This customer onboarding process is Another key obstacle to their fast growth is being able to demonstrate value to their new clients and to teach them how to make the most of their product. This process is called Customer Onboarding.
At the end of 2019, Vindi transitioned from a manually-controlled customer onboarding and accreditation process to using Pipefy as their workflow management and Sales/CRM (Customer Relationship Management) software. After a short adaptation period, Vindi’s team started seeing results with Pipefy and was able to take control of their entire post-sales operations. Pipefy is hosted on Amazon Web Services (AWS), assuring a safe and reliable information flow.
Industry: Financial Services
Company size: 51-200 employees
Departaments using Pipefy: Customer Service
Processes: Customer Onboarding, Client Accreditation
We were at a point in which we needed tools to help with high demand of new customers. And we chose Pipefy because it was a single platform in which we could centralize data, gain efficiency, and measure results.”
Jefferson Jean Rocha e Silva, Customer Onboarding and Accreditation Coordinator
Today, we’ve reached an 89% increase in efficiency inside the team, and we’ve reduced lead time in the accreditation process by 50%. As a result, people from the team stop executing only manual tasks and can also handle other demands.”
Jefferson Jean Rocha e Silva, Customer Onboarding and Accreditation Coordinator
clients completed their onboarding in two years with Pipefy in use
efficiency increase in operations during 2021 compared to 2020
reduction in accreditation process lead time: decreasing from 6 to 3 days
time saved by decreasing the average new customer onboarding from 120 days in 2019 (before Pipefy) to 33 days now
hours saved with process automation in 2021 alone
When a sale is made in Salesforce, a card is automatically created in Pipefy for Customer Onboarding.