LeadSquared
106 Case Studies
A LeadSquared Case Study
Ditto, an India‑based insurance advisory that explains policy details over 30‑minute call and WhatsApp consultations, faced unorganized lead capture and distribution, difficulty scaling high‑quality advisory calls, poor visibility into buyer stages, and advisors missing daily tasks. To address this, they implemented LeadSquared’s CRM and automation platform to manage lead capture, distribution, call tracking, and advisor workflows.
LeadSquared automated lead capture and routing, added conversation tracking and call recording, provided advisor dashboards and daily agendas, and integrated dialer and WhatsApp/LinkedIn channels. As a result, Ditto reported error‑free operations, faster follow‑ups, reduced lead leakage and improved conversions — achieving around a 30% increase in leads while saving time and enabling scalable, high‑quality advisory calls with LeadSquared.
Lokesh Gurram
Co-founder