Case Study: Angel One achieves 10x increase in RM productivity with LeadSquared

Angel One Increases its RM Productivity by 10x using LeadSquared

Angel One, India’s third-largest stockbroking firm based in Bangalore, faced challenges scaling digital sales and delivering personalized, efficient customer experiences as it grew. The company needed to replace a labor-intensive in-house system, unify disparate teams and data flows, prioritize leads, audit customer interactions, and reconnect its call centre with sales. After evaluation, Angel One adopted LeadSquared’s sales and lead management solution to centralize automation and analytics.

LeadSquared implemented end-to-end lead capture, automated distribution rules (by quality, language, tenure, shifts and capping), telephony and QMS integrations, marketing automation and real-time reporting. As a result, Angel One saw a 10x increase in RM productivity, 5x improvement in call centre efficiency, accounts per RM jump from ~30 to 180+, monthly lead volume grow from 50k to 600k, faster response times and higher conversion and ROI—demonstrating LeadSquared’s measurable impact.

Angel One

Prabhakar Tiwari

Chief Growth Officer