Case Study: myBillbook drives 3X more hand raisers and 35% higher inside sales revenue with CleverTap

myBillbook leverages CleverTap and User Micro Moments to Reinvent Engagement and Drive Growth

myBillbook, an all-in-one billing, inventory, and accounting platform for Indian SMBs, wanted to increase high-intent “hand-raiser” leads from free-trial users and improve lifecycle engagement. The company needed a way to reach the right users at the right moment with personalized messaging, so it turned to CleverTap.

Using CleverTap, myBillbook built micro-moment-based journeys across WhatsApp, in-app notifications, pop-ups, and SMS, with segmentation, A/B testing, and analytics to tailor outreach by user intent. The result was a 3x increase in hand-raiser volume, a 35% lift in Inside Sales revenue from hand-raisers, and a 15% WhatsApp reply rate, helping CleverTap drive stronger growth and engagement.

myBillbook

Snehal Samant

Vice President Growth