Case Study: Uni achieves 4x customer onboardings and 2x daily collection visits per agent with LeadSquared

New-Age FinTech Uni Achieves 4x Customer Onboardings Using LeadSquared

Uni is a Bengaluru-based new-age FinTech in the lending space that outgrew Excel-based sales and collections processes as it scaled. To stop lead leakage, enable accurate source attribution, prioritize and distribute leads, integrate IVR, digitize field collections, and replace manual reporting, Uni chose LeadSquared to build a streamlined sales and collections pipeline.

LeadSquared implemented out-of-the-box integrations across lead channels, intelligent lead scoring and automated distribution, a call-center app with IVR and WhatsApp, robust automation for stage updates and notifications, a mobile solution for paperless field collections, and 150+ configurable reporting dashlets. As a result, LeadSquared helped Uni achieve 4x customer onboardings, 2x field collection visits per agent per day, more efficient sales operations, and higher process transparency.

Uni

Siddharth Gupta

Associate Director - Growth