Case Study: Profectus Capital achieves 70% improvement in funnel quality with LeadSquared

How Profectus Capital Improved Funnel Quality by 70% using LeadSquared

Profectus Capital, a non‑banking financial services firm providing lending and supply‑chain finance to manufacturing and high‑turnover sectors, faced a scaling challenge: Excel sheets and notebooks couldn’t support field operations, lead prescreening or a good customer experience. They selected LeadSquared’s CRM and mobile sales automation tools to digitize field verification, document collection, lead capture and sales monitoring.

LeadSquared was configured and integrated in about 14–15 days and provided features such as mobile verification, geotagging, automation, LOS integration, email/OTP/CIBIL prescreening and configurable dashboards. As a result, Profectus Capital increased funnel quality by 60–70%, eliminated lead leakage, sped up onboarding (from months to weeks) and improved sales productivity and accountability, with support issues typically resolved within an hour.

Profectus Capital

Vaibhav Maheshwari

AVP