Case Study: Uni Cards achieves 40% higher sales conversions with LeadSquared

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Preview of the Uni Cards Case Study

Uni Cards boosts sales conversions by 40% with LeadSquared

Uni Cards, a new-age fintech company, faced challenges in tracking customer intent, streamlining lead and application management, and optimizing sales processes at scale. To address this, they implemented the LeadSquared sales CRM and automation platform to unify their tools and create a structured, data-driven back-end.

Using LeadSquared, Uni Cards automated customer onboarding via WhatsApp, structured lead capture and distribution, and gained real-time activity insights. The platform's API-friendly architecture integrated their other daily tools. As a result, LeadSquared helped Uni Cards achieve a 40% increase in sales conversions while enhancing operational efficiency and collaboration over three years.


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