Case Study: Vindi achieves an 89% increase in customer onboarding efficiency with Pipefy

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

Vindi, an online payments fintech focused on recurring billing, faced rapid growth pains around customer acquisition and onboarding: manual, decentralized processes using spreadsheets and multiple tools caused lost data, poor visibility into onboarding stages, and an inability to measure performance. To centralize post-sales operations and speed up onboarding, Vindi implemented Pipefy as its workflow management and Sales/CRM platform in late 2019.

With Pipefy, Vindi centralized data, enforced mandatory fields, automated tasks and emails, and integrated with Salesforce to trigger onboarding automatically, while linking processes across teams. The results with Pipefy included an 89% increase in team efficiency (2021 vs 2020), a 50% reduction in accreditation lead time (from 6 to 3 days), onboarding time cut from 120 to 33 days (72.5% time saved), 3,000+ clients onboarded in two years, and 736 hours saved by automation in 2021.

Vindi

Jefferson Jean Rocha e Silva

Customer Onboarding and Accreditation Coordinator