The Challenge
FinEdge Capital, a financial services firm in Delhi, had a manual, inefficient sales process. Their team was spending 40+ hours per week on data entry, lead qualification, and follow-ups — time that could be spent closing deals.
Our Approach
We built an end-to-end pipeline automation system using MarketifyDigiAI, integrating their CRM, WhatsApp Business API, email marketing, and analytics platforms into a unified, intelligent workflow.
- Automated lead scoring based on 15+ behavioral signals
- AI-powered WhatsApp chatbot for instant lead qualification
- Intelligent routing to the right rep within minutes
- Multi-touch nurture sequences for each segment
- Real-time pipeline dashboards and forecasting
The Results
The automation platform generated ₹2Cr in qualified pipeline in its first quarter. The sales team reclaimed 40 hours per week, and their lead response time dropped from hours to under 5 minutes.