Case Study: Finance Buddha achieves 30% improved conversion rates with LeadSquared

How Finance Buddha Increased Their Conversions by 30% with LeadSquared

Finance Buddha, an online marketplace for retail finance offering mortgage, SME and personal loans, was limited by an in-house CRM that couldn’t scale to handle growing lead volume or reliably match customers to the right banks. They chose LeadSquared’s CRM and lead-management platform — including its lead-scoring recommendation engine — to capture leads across online and offline channels and improve tracking and vendor matching.

LeadSquared implemented a centralized CRM used by Finance Buddha’s sales and success teams to automate lead scoring and vendor recommendations, manage document collection and follow-ups, and provide customizable dashboards and real-time reporting. The result was higher sales-process efficiency, faster user adoption, clearer visibility into every lead stage, and a measurable 30% increase in conversion rates.

Finance Buddha

Parth Pande

Co-Founder