Case Study: Phoenix Business Advisory achieves 1.5X conversions with LeadSquared

How Phoenix Business Advisory Achieved 1.5X Conversions with LeadSquared

Phoenix Business Advisory, a fast-growing end-to-end business migration consultancy for Australia, was struggling with poor reporting, manual lead capture, and inconsistent documentation as its marketing and lead volumes grew. The team evaluated solutions and chose LeadSquared for its Automation, Integration, Reporting, Lead Management, WhatsApp integration and no-code Sales Workflows to address same-day contact needs and unify lead data across online and offline sources.

LeadSquared implemented a unified lead database, automated capture and marketing workflows, WhatsApp integrations and real-time sales tracking, enabling instant follow-up and 60–90 minute first-call SLAs. As a result Phoenix saw conversions rise from about 4–5% to 6–7% (a 1.5x / ~50% increase), better sales productivity with fewer manual tasks, improved reporting and documentation, and the ability to manage their large lead volumes and 100k+ database more effectively.

Phoenix Business Advisory

Trishal Rao

General Manager India