Case Study: Docon achieves 2X pre-sales productivity with LeadSquared

How Docon Improved Pre-Sales Productivity 2X Using LeadSquared

Docon, an innovative practice‑management app that helps pediatricians track vaccinations and full patient histories, faced productivity problems when their previous CRM (HubSpot) failed to integrate with telephony and required many manual steps and tab‑switching. To solve this, Docon chose LeadSquared CRM, integrating it with Ozonetel and Zendesk to unify lead and patient data across presales, field, and customer success teams.

LeadSquared delivered a single platform with smart views, automated activity logging and a built‑in dialler so agents can call leads directly and field teams receive daily tasks automatically. As a result, Docon saw presales productivity improve 2X (a 200% increase in calls) and customer success productivity rise by 300%, with all onboarding and usage data consolidated for faster interventions.

Docon

Linish Theodore

Senior Business Manager