NEX Energy doubles its customer base and reclaims 661 hours a month with Pipefy

Founded to bring clean energy to small and midsize businesses, NEX Energy grew fast and hit an operational ceiling: how to scale its customer base without compromising the quality of the journey. Sales and Customer Success ran on separate systems, and the CRM in place was rigid, missing the customization the Customer Success team needed.

That disconnect opened process gaps and piled on manual work. Customer onboarding became the main bottleneck, with no reliable way to capture critical information like consumption levels, billing data, and documentation. With no central visibility, the team burned hours reconciling sensitive data across spreadsheets and systems, and every new customer added more strain. Growth had a hard ceiling: expanding meant hiring and reworking at the same pace.

NEX replaced its legacy CRM with Pipefy’s no-code interface and standardized the customer journey on a single platform. Sales, Customer Success, HR, and Finance now run connected processes, with the team itself building and adjusting workflows as demand shifts, with no dependency on IT.

Today, nine core processes are automated, from customer onboarding to accounts payable, accounts receivable, and HR requests. An average of 8,000 automations a month handles the repetitive steps and keeps data consistent from end to end. Real-time dashboards gave leadership a clear view of every implementation in progress, so the team could get ahead of problems instead of reacting to them. By bringing together areas that once worked in isolation, NEX built a standardized foundation ready to scale.

Freed from manual, repetitive tasks, the team redirected its effort toward customer relationships and prospecting. Pipefy’s automations alone account for 450 of the 661 hours recovered each month. With the onboarding bottleneck cleared and the journey standardized, the company doubled its customer base without growing the team to match, which is what sustains the 122% ROI: the added capacity came from the platform, not from new hires.

The operation is now unified and traceable from end to end. The roughly 8,000 monthly automations keep the journey consistent, from the sale through proactive support, and back service for more than 2,300 customers across 13 Brazilian states, drawing on shared energy from 109 renewable plants. For NEX, growth no longer competes with the quality of the operation.

NEX Energy connects end consumers to renewable energy sources (solar, hydro, biogas, and biomass) to bring cleaner, lower-cost energy to small and midsize businesses. The company manages shared energy from 109 plants for more than 2,300 customers across 13 Brazilian states.