How we helped 7Pay expand in less than 50 days with B24 Club Tech and Bitrix24

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The challenge: structuring internal processes and leveraging the use of Bitrix24
Before becoming a member of B24 Club Tech, 7Pay was using Bitrix24 but struggled to get the most out of the tool. Without mentoring or access to the community, the company was dealing with fragmented internal processes and was unable to replicate best practices in other businesses.

According to José Henrique, Chief Operations Officer at 7Pay, “With the company’s rapid growth, we identified the need for a platform that would organize our processes and improve customer service. We tested several renowned tools, but none of them fully met our expectations. We needed an omnichannel system that would integrate external and internal communication, eliminating our dependence on WhatsApp and offering clear data on our operations.”

Additionally, the learning demand was more technology-focused than business-focused, and the initial plan was not meeting the specific needs of the team.

Although implementing Bitrix seemed complex and the budget was limited, the company decided to train an employee internally to become an expert in the tool. However, the process revealed challenges: standard support did not south korea telemarketing data respond to more technical questions, especially those involving API integrations.

The solution: B24 Club Tech and personalized mentoring
Realizing 7Pay’s difficulties, Account Manager Aline Campigotto introduced the client to B24 Club Tech and technical mentoring sessions were held on Mondays and Wednesdays. According to José Henrique, “this personalized support was a game-changer, providing the necessary knowledge for our employee to master Bitrix24 and enable the migration of all our operations to the platform.”

By migrating to B24 Club Tech+ , 7Pay received:

Access to the B24 Club community: connecting with other professionals and companies helped resolve doubts and align strategies.
Personalized weekly mentoring: With 8 hours of monthly hands-on sessions, the team was able to develop essential technical skills in Bitrix24.
Structured courses: the content available on B24 Club Tech made it possible to resolve queries quickly and independently.
Therefore, Br24’s support was crucial in identifying the company’s specific needs and offering the ideal solutions.

Results: growth and autonomy in less than 50 days

According to José Henrique, “in just over 30 days, we implemented automated pipelines for personalized service, with account managers monitoring calls and tasks in an organized and agile manner. We optimized internal processes, such as the technology team’s sprints and task distribution. In addition, we automated the lead funnel, connecting field consultants’ registration information directly to the system.”

Another significant advance was the integration with tools such as ClickSign , which allowed the automatic sending of contracts filled out by Bitrix24, eliminating the need for manual monitoring by the accreditation team.

Thus, after joining B24 Club Tech and counting on the support of Br24, 7Pay achieved:

Finalization of all internal processes in Bitrix24: in less than 50 days, the company had already completed all the necessary configurations and adjustments.
Increased organizational maturity: with the support of mentoring and the community, 7Pay defined clear internal processes that can be replicated in other businesses.
Reduction in calls: previously, the team dealt with many calls per month; now, this number has dropped, demonstrating greater autonomy in problem-solving.
Expansion with confidence: 7Pay not only organized its operation, but also gained autonomy to scale its business without relying on constant support.
Lessons learned and differences of B24 Club Tech
Impact network: interaction with other community members enabled the exchange of ideas and creative solutions.
Autonomy: Access to knowledge empowered the team to utilize Bitrix24 to its fullest.
Personalized mentoring: the 8 monthly hours of practical support ensured fast and effective learning.
Conclusion: 7Pay’s transformation in record time

Today, Bitrix24 is a key part of 7Pay’s structure. It not only organizes and automates its operations, reducing human errors, but also provides clear metrics for analysis and decision-making. “We are taking it even further, transforming the tool into part of our backend, integrating dashboards and automations that support everything from customer tracking to visit logistics,” says José.

7Pay’s experience is a testament to how access to the right tools and expert support can transform a business in a short space of time. With Br24 and B24 Club Tech, they not only solved their internal challenges, but also built a solid foundation for continued expansion and success.

According to José, “the support of the Tech group, Amanda Konrad, Community Manager at B24 Club, and the entire team, with their dedication and availability, was essential to our success. Bitrix24 is, without a doubt, a pillar in our growth and an indispensable tool for building robust and efficient processes.”