BT PLATFORM

Your business has outgrownpatchwork.

BTerminal is an operational platform for growing service businesses in the United States, Brazil, and Europe. Four products to sell, bill, deliver, and grow — with Intelligence and AI as add-ons. Your operation stays under your control. No data lock-in.

Explore
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Interactive systems and demos
3
Continents served
4
Core BT products
2
Working languages
OPERATING CONTEXTS
  • Professional Services
  • Career & Immigration
  • Financial Services
  • Public Sector Data
  • Health & Wellness
  • Education
  • Real Estate
  • Distribution & Logistics
THE OPERATING GAP

Growth exposes the limits of disconnected operations.

As service businesses scale, work spreads across spreadsheets, inboxes, payment platforms, dashboards, and tools that were never designed to operate together. Information fragments. Decisions slow down. Teams compensate with manual work. Leadership loses a clear view of the operation. The problem is rarely one missing feature. It is the absence of a platform.

BT PLATFORM

Four products. Two add-ons. One connected operation.

Buy what you need. Expand when it makes sense. The operation stays under your control — without locking your data in.

Core products

01
BT PRODUCT

BT Sales

Sell.

CRM, pipeline, proposals, contracts, and commercial communication — so leads stop getting lost and the team works from one commercial view.

  • CRM and pipeline
  • Proposals and contracts
  • WhatsApp, SMS, voice
  • Commercial automation
02
BT PRODUCT

BT Finance

Collect and get paid.

Stripe Connect, invoices, subscriptions, delinquency, reconciliation, and financial BI — so cash flow stops living in spreadsheets.

  • Stripe Connect
  • Invoices and subscriptions
  • Delinquency control
  • QuickBooks and BI
03
BT PRODUCT

BT Operations

Deliver and operate.

Onboarding, tasks, SLAs, documents, service, and client or student portals — so delivery stops depending on inboxes.

  • Client portals
  • Onboarding and tasks
  • SLAs and execution
  • Documents and service
04
BT PRODUCT

BT Marketing

Generate demand.

Capture, forms, campaigns, automations, and attribution — so demand has a clear path into sales.

  • Landing pages and forms
  • Campaigns
  • Marketing automation
  • Attribution

Add-ons

05
BT ADD-ON

BT Intelligence

Executive visibility.

Executive dashboards, forecasts, indicators, and alerts over the products you run — when leadership needs one command view.

  • Executive dashboards
  • Forecasts
  • KPI alerts
  • Comparative reporting
06
BT ADD-ON

BT AI

Intelligent automation.

Voice and WhatsApp agents, call analysis, and smart automations — when the team is drowning in repeat work.

  • Voice agents
  • WhatsApp agents
  • Call analysis
  • Smart automation
HOW TO BUY

Start with what you need. Expand when it makes sense.

Choose one BT product, connect multiple products, or define an Enterprise scope for complex requirements.

One BT product

TIMELINE 5–14 business days
INVESTMENT Setup + monthly
COMMERCIAL MODEL Fixed product scope

Start with the product that resolves the most urgent operating pain. It is configured to your operation and launched with clear scope, timeline, and pricing.

BT Sales · BT Finance · BT Operations · BT Marketing

Connected BT Platform

TIMELINE Phased rollout
INVESTMENT Combined proposal
COMMERCIAL MODEL 2+ connected products

Connect the products your operation needs. Data and workflows work together, with commercial terms defined in the proposal — without mandatory bundles or tiers.

Core products · BT Intelligence · BT AI · Combined monthly terms

Enterprise by scope

TIMELINE Defined by scope
INVESTMENT Custom proposal
COMMERCIAL MODEL Dedicated engagement

For high volume, custom integrations, complex migrations, dedicated SLAs, or specific compliance requirements. Setup and monthly pricing are agreed by scope.

Custom integrations · High volume · Dedicated SLA · Compliance
CYBERSECURITY

Security is also a standalone service.

Assessments of web applications, cloud, access, and data exposure for systems we did not build. Delivered by the team that engineers payment and PII systems every week, backed by the Google Cybersecurity Certificate.

UNDER YOUR CONTROL

Not another tool. The platform that connects the operation.

BT Platform connects how your company attracts demand, sells, delivers, collects, learns, and decides. The operation stays under your control. Your data is not locked in.

PLATFORM IN ACTION

See the system before the promise.

Explore interactive demonstrations based on systems designed for commercial, financial, service-delivery, and decision-making pressure. Demo data is fictional; the operating problems and system patterns are real.

Client pipeline4 due today
Acquisition → Renewal86% on time
BT OPERATIONSops-hub

Ops Hub

Customer lifecycle, team execution, SLA visibility, and account health in one operating environment.

  • Lifecycle visibility
  • Daily action view
  • Customer data in context
Lifecycle commandSLA visibility
Revenue this month$1.24M
Executive KPI reportMargin +3.1 pp
BT FINANCEcfo

CFO Portal

Financial reporting, projections, and executive action plans presented in a system clients can understand.

  • Executive reporting
  • Projection workflow
  • Historical context
Financial commandClient clarity
Health Grant — São Bento$2.4M
Paving — Vila Nova$1.1M
Education — Monte Alto$860k
BT SALESgov-crm

Gov CRM

Complex commercial pipelines, deadlines, commissions, and delivery workflows brought under one source of truth.

  • Pipeline to delivery
  • Deadline visibility
  • Commission context
Commercial commandDelivery visibility
liveQuestion 3 / 8
Tell me about a challenge you led.
BT AImock-interview

Mock Interview AI

Real-time voice assessment and structured scoring embedded into a practical service workflow.

  • Live voice interaction
  • Structured scoring
  • Actionable feedback
Applied intelligenceStructured assessment
HOW BTERMINAL WORKS

Architecture before features.

A disciplined path from operating complexity to a platform your business can control and evolve — without locking data in.

  1. 01 Step 1

    Understand

    We study the workflows, constraints, decisions, and economics that shape the business.

  2. 02 Step 2

    Recommend

    We match the operation to the BT products that resolve the highest-value pain first.

  3. 03 Step 3

    Deploy

    We configure and ship each product on a fixed timeline, with clear scope and training at go-live.

  4. 04 Ongoing

    Evolve

    We keep the platform running and expand into the next product or add-on as the business grows.

WHY BTERMINAL

Senior architecture. Accountable execution. Operation under your control.

01

Product, not project

Fixed scope, fixed timeline, clear deliverable. What is out of scope is a new conversation — not silent scope creep.

02

Senior execution

Strategy, architecture, and delivery stay close to experienced operators and engineers from first decision through production.

03

One connected platform

Sales, finance, operations, and marketing work as one environment — not another stack of disconnected vendors.

04

Control without lock-in

The operation remains under your control. Your data is exportable and portable — we do not trap it.

CLIENT VOICE

From the people running the systems.

Before this, we had no single place to see our business. Now leads, operations, and finance work inside one platform we actually control.

CEO Career services firm · United States

We were rebuilding the same spreadsheets every week. Now the data arrives automatically and the team works from one operating view.

Operations Director Government data firm · Brazil

The system separates routine activity from what truly needs a person. Our team spends more time with clients and less time reconciling information.

Managing Partner Accounting firm · United States

The platform turned a proven methodology into a structured operation without losing the quality of the client experience.

Founder Wellness practice · Brazil
YOUR NEXT OPERATING STEP

From complexity to command.

Show us where complexity is slowing execution, hiding information, or limiting growth. We will map the operation and recommend the BT products it needs next.