Case Study: Numberz (cash-flow management company) achieves streamlined customer acquisition and agent training with Exotel

A Exotel Case Study

Preview of the Numberz Case Study

Exotel helps Numberz with customer acquisition

Numberz is a cash-flow management company founded by Aditya Tulsian, Baskar Ganapathy and Rajeev Chari that helps small businesses manage invoices, bank connections and working capital. Facing a heavy reliance on phone-based customer acquisition and the need to scale outbound cold calls, inbound lead handling, training and quality tracking, Numberz adopted Exotel’s phone system (startup pack) to streamline its communication processes.

Exotel provided a cloud phone system that supports simultaneous outbound calls, records every call and exposes recordings on an easy-to-use dashboard, enabling Numberz to train new hires, transfer context to Business Development Managers and monitor agent performance. The solution improved lead handling speed and consistency, strengthened training and discipline through call review, and kept customer acquisition always available—benefits Numberz attributes directly to Exotel’s usability and support.


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Numberz

Aditya Tulsian

Numberz


Exotel

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