Case Study: Ti.Saúde achieves automated sales and onboarding and saves 134 hours with Pipefy

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

Ti.Saúde is a Brazilian health‑tech startup that digitizes scheduling, telemedicine and patient management across Brazil and into Latin America. After a surge in demand in 2020 their sales team needed to scale but was constrained by Pipedrive’s limited customization, manual email-driven tasks, and poor cross-team integration — so Head of Sales Tito Magalhães evaluated and implemented Pipefy as a CRM and process management platform.

With Pipefy, Ti.Saúde built conditional, customer‑specific workflows, centralized the entire client journey, automated handoffs to Accounts Receivable and Onboarding, and integrated with RD Station and email templates for follow-ups. As a result, Pipefy helped the company save 134 hours through automation and expand usage to four departments (Sales, Customer Success, Finance, and Human Resources), while enabling internal performance tracking like conversion rates and average sales time.

Ti.Saúde

Tito Magalhães

Head of Sales