Projetive Tecnologia

What Projetive Tecnologia does

Projetive Tecnologia is a privately held Brazilian technology company founded in 2009 and headquartered in Franca-SP, operating three integrated business fronts. First, it sells a Smart CRM (Projetive CRM) that is natively built around the official WhatsApp Cloud API and embeds generative AI agents for 24/7 lead qualification and customer responses; second, it delivers TOTVS Protheus ERP consulting, AdvPL customization, and Tax Reform 2026 (IBS, CBS) adaptation services across nine modules from Finance to MRP; and third, it undertakes custom software development of web systems, mobile apps, and integrations using React, Node.js, TypeScript, and AWS. The underlying technology stack is modern and proprietary — isolated multi-tenant infrastructure per client, REST APIs, webhooks, Docker, and CI/CD pipelines — augmented by an AI layer that combines third-party frontier models (GPT, Gemini, Claude) with retrieval-augmented generation trained on each client's commercial data and a predictive analytics module (Protheus Insights). The company monetizes through tiered monthly SaaS subscriptions (Start, Scale, Enterprise), professional services for Protheus implementation and customization, project-based custom development, and on-demand AI/integration add-ons, with pricing on a quote basis rather than publicly disclosed. Its go-to-market is consultative and founder-led: a free commercial diagnostic tool drives top-of-funnel leads, WhatsApp and Google Calendar scheduling handle mid-funnel demos, and a partner referral program plus Meta Ads extend acquisition. Customers are predominantly Brazilian mid-market enterprises and SMBs in manufacturing, distribution, decoration, fitness, and real estate, with named logos including RCO SITI, Natural Fitness, Esquadros, Espelhos PRIME, Endoclear, Coberchapas, and WTM Fitness.

Name

Projetive Tecnologia

Legal name

Projetive Tecnologia

Website

https://projetive.com.br

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Privately held Brazilian technology firm founded in 2009 in Franca-SP, operating a WhatsApp-native CRM with AI agents, TOTVS Protheus ERP consulting and Tax Reform 2026 services, and custom software development for mid-market B2B clients in manufacturing, distribution, and services across Brazil.

Ownership category

akta.pro rank

Product category

Business CRM Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYHDAEAFAB

Marketing Automation & Campaign Management CRM

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms

SECONDARYHDAAAGAJ

B2B SaaS & Enterprise Personalization (CRM, Sales, Support)

Hardware, Technology & Telecom/Artificial Intelligence & Machine Learning/Recommender Systems & Personalization

SECONDARYBPAFAFAG

Personalization, Testing & Conversion Rate Optimization (CRO)

Business & Public Services/Marketing, Advertising & PR Services/Marketing Technology & CRM Services

Keywords

• B2B CRM software
• WhatsApp business platform
• TOTVS Protheus consulting
• Custom software development
• AI sales automation

Headquarters

HQ city

Franca

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. CRM SaaS Subscriptions: Monthly recurring subscriptions for Smart CRM platform with tiered plans (Start, Scale, Enterprise) differentiated by user count, WhatsApp channels, and storage. All plans include full feature access.
2. Protheus Consulting Services: Implementation, AdvPL customization, integrations, training, and ongoing support for TOTVS Protheus ERP. Includes Tax Reform 2026 adaptation services.
3. Custom Software Development: Project-based custom development of web systems, mobile apps, integrations, and AI implementations. From MVP to complete SaaS platforms. One-time project fees.
4. On-Demand Features and Add-ons: Additional fees for advanced AI training, external tool integrations (ERPs, e-commerce, payment gateways), custom development, and specialized support.
5. Partner Referral Program: Non-monetary referral rewards: existing clients receive 10% discount per closed referral; external partners earn 10% of first monthly payment from referred clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Projetive Tecnologia sells three integrated offerings to B2B clients across Brazil: (1) Smart CRM, a proprietary WhatsApp-native SaaS CRM platform with embedded AI agents for 24/7 lead qualification; (2) TOTVS Protheus ERP consulting, implementation, and AdvPL customization services including preparation for Brazil's 2026 Tax Reform; and (3) custom software development services building web systems, mobile apps, and SaaS platforms on a modern React/Node.js stack with embedded AI.

Product overview

Projetive Tecnologia offers three interconnected business fronts: Smart CRM (intelligent B2B CRM with WhatsApp and AI), Custom Software Development (web systems, mobile apps, and integrations with React/Node.js), and Protheus Consulting (TOTVS ERP implementation and AdvPL customization). The ecosystem is designed so each solution reinforces the others — Protheus data feeds AI models that qualify leads and predict sales, while custom development connects systems via REST APIs and webhooks. A free commercial diagnostic tool (Diagnóstico Comercial Gratuito) serves as a lead generation entry point. The portfolio spans from sales automation to ERP compliance, unified by a shared AI infrastructure and cloud-native architecture on AWS.

Differentiator

Problem solved

Functional benefit

Brands

• Projetive CRM: Smart CRM platform with integrated WhatsApp, AI agents, funnels and digital proposals for B2B sales teams.
• Protheus Insights

Products and services

• Smart CRM Intelligent B2B CRM SaaS platform with integrated WhatsApp (Meta official Cloud API), AI agents qualifying and responding to leads 24/7, customizable sales funnels, digital proposals with ZapSign e-signature, geolocation, dashboards and goals, lead rotation, automations, and Meta Ads integration. Available in Start, Scale, and Enterprise monthly subscription tiers. Built for B2B sales teams that rely on WhatsApp for customer engagement.
• Protheus Consulting TOTVS Protheus ERP implementation, AdvPL customization, integrations, training, and ongoing support across all major modules (Financial, Tax, Inventory, Billing, Purchasing, MRP/Production, HR, Accounting, Quality). Includes full preparation for Brazil's 2026 Tax Reform (IBS, CBS, Selective Tax, Split Payment), eSocial S-1.2, Digital FGTS, and EFD-Reinf. Delivered by a TOTVS-certified team with 15+ years of ecosystem experience.
• Custom Software Development Project-based custom development of web systems, mobile apps, REST APIs, integrations, AI implementations, and complete SaaS platforms using a modern React, Node.js, and TypeScript stack with embedded AI (GPT, Gemini, RAG). From MVP to production with weekly deliveries, Docker/CI/CD, and full source code ownership transferred to clients.
• Protheus Insights Predictive AI tool integrated with TOTVS Protheus ERP to support strategic decisions, providing automated analyses, cash flow forecasting, smart MRP, churn/sales/inventory forecasting, and intelligent process automations for Protheus users.

Quantifiable outcome

• Companies using AI in customer service increase response speed by up to 3x
• +2 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability10 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• TOTVScoreTechnology or Integration · 1 January 2009TOTVS-certified consulting partner specializing in Protheus ERP implementation, AdvPL customization, and integration. Over 15 years of experience with TOTVS ecosystem and 10,000+ Protheus clients across Brazil. Deep expertise in all major Protheus modules from Finance to MRP. Team certified in AdvPL development.
• WhatsApp (Meta)coreTechnology or IntegrationOfficial WhatsApp Cloud API integration built natively into the CRM platform. Provides official WhatsApp integration with multiple agents on same number, complete conversation history, and AI auto-responses. Not a workaround or third-party solution.
• Amazon Web Services (AWS)coreTechnology or IntegrationCloud infrastructure provider for all systems. Data stored in South America region with encryption in transit (TLS) and at rest. Provides 99.9% uptime, 24/7 monitoring, and automatic backups.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Omie: Brazilian cloud ERP/management SaaS for SMBs covering financial, sales, and inventory modules. Direct competitor to Projetive's Protheus Consulting and adjacent to its CRM offering.
• Conta Azul: Brazilian management SaaS for SMBs including financial, sales, and CRM-like functionality. Targets the same Brazilian SMB/mid-market segment as Projetive.
• Bling: Brazilian ERP/inventory SaaS for SMBs and e-commerce, with integrations to marketplaces. Comparable to Projetive on ERP integration depth for small Brazilian businesses.
• RD Station: Brazilian marketing automation and CRM platform serving SMB and mid-market B2B companies. Direct competitor to Projetive's Smart CRM front for WhatsApp-led sales teams in Brazil.
• Take Blip: Brazilian conversational platform offering WhatsApp Business API, chatbots, and contact-center automation. Competes head-on with Projetive's WhatsApp-native CRM and AI agent layer.

Broad incumbents

• Salesforce: Global CRM leader expanding in Brazil, particularly with enterprise and AI-driven CRM (Einstein). Competes with Projetive's CRM front for larger accounts and AI-equipped sales workflows.
• HubSpot: Global CRM, marketing automation, and sales engagement platform with growing presence in Brazil. Competes with Projetive's CRM front on inbound/outbound sales automation features.
• TOTVS: Brazil's largest ERP vendor and owner of the Protheus platform. Both a Core partner of Projetive (Protheus Certified) and a broad incumbent whose product decisions shape the market Projetive serves.
• Pipedrive: Global sales CRM focused on SMB/mid-market pipeline management. Comparable to Projetive on sales-funnel automation and lightweight CRM use cases.

Regional players

• Senior Sistemas: Brazilian ERP and management software vendor competing with TOTVS in mid-market and manufacturing verticals. Comparable to Projetive on ERP consulting for Brazilian manufacturers and distributors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/projetive
• Facebookfacebook.com/projetive
• LinkedInlinkedin.com/company/projetive

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Projetive Tecnologia