Gabriel Francotti speaks Portuguese, for a better experience, please turn on English subtitles.
The Problem
Broken flow, firefighting team
Neofin is a Brazilian SaaS for financial intelligence — collections and receivables — serving mid-market and enterprise companies. When you sell into that segment, a single lost opportunity isn't a lost month; it's a lost year. The funnel has to run clean on both ends.
Gabriel Francotti's team was trying. A growing operation of almost seven people, responsible for every KPI across the top and middle of the funnel — from acquisition to opportunity qualification. And every day, the same pattern: the calendar that was supposed to hold strategy work filled up with triage. Qualifying leads one by one. Chasing internal handoffs. Making sure the flow didn't break.
"We were wasting a bit of time. A lot of time, actually — putting out fires."
The tooling was fragmented. The team was fast but human — and the inbound never paused. Quality leads were dropping at the exact moment a response would have closed them.
The Moment
An agent, live in three weeks
Patagon AI showed up with something the Neofin team hadn't seen before: real business expertise, not just a tool. The conversations moved fast. The tech infrastructure was there. The pricing was aligned with how Neofin thought about growth.
Two or three weeks later, the agent was ready. Neofin's scope was understood end-to-end. They started testing. Within a month, the full operation was running on WhatsApp 24/7 — qualifying inbound and routing the best opportunities straight to sales.
"In a matter of weeks, we already had the agent up and ready. In about a month we were fully operational."
From a team of almost seven people trying to hold the funnel together, to two people running a cleaner operation with better numbers.
The Results
5x more closings, 80% of meetings scheduled by AI
The primary number Neofin watches: leads that get the agent's fast response close five times more than everything else. Response speed, measured in seconds, now sits inside their commercial math as a controllable variable — not a variable they chase.
The secondary numbers tell the rest: 70% qualification rate inside the pipeline (above market average), 80% of the meetings that sales takes are scheduled by the AI agent, and the operation runs with a tighter team — from almost seven people to two. Media investment scaled from "very low" to a monthly three-digit figure because the downstream unit economics finally justified it.
And there are unexpected benefits: cleaner ICP inside the pipeline (the leads the agent filters in match the target customer profile), better ROI and better CAC across the funnel, and a team that spends its time on strategy instead of firefighting.
"The best ROI, the best profit, the best CAC — from the top of the funnel to the bottom."
How They See Things Now
An incredible partnership that brought confidence
"It's been an incredible partnership that brought us more and more confidence, more certainty."
What Gabriel returns to isn't the technology — it's the partnership. Urgent requests get answered fast, with efficiency and proactivity. Behind every automated conversation, there's a team making sure the technology runs productively, organized, and measurable.
"With all the intelligence and everything behind it, there are still people in charge of all of this, making the technology work productively."
What's Next
From qualification to full-funnel intelligence
Neofin's expectation for the partnership going forward: deeper lead scoring, more natural conversations, and a smoother path for the best marketing-generated opportunities to flow all the way down to the point of sale. Not a new tool every quarter — a compounding intelligence layer that gets sharper with every conversation.
For any B2B SaaS team selling into mid-market and enterprise, the takeaway from Neofin is concrete: response speed and qualification quality aren't features anymore. They're the commercial operation. And they can run with a team of two.