How to Accelerate Lead Response and Maximize Agent Productivity? 

ClearTax aimed to ensure every inbound lead received a timely, personalized first contact to drive engagement and avoid missed opportunities. With high volumes of sign-ups and marketing leads, delayed responses—up to 24 hours—harmed conversions and customer satisfaction. Manual dialing, inefficient outbound campaigns, and prolonged wrap times slowed their business. Without call automation or integration between telephony and CRM, customer data remained fragmented, forcing agents to spend excessive time looking for information. The company sought a flexible architecture and unified system to shrink response times, automate workflows, and boost campaign effectiveness. 

Automating Lead Contact and Workflow Efficiency

Ozonetel’s integration with LeadSquared automated lead outreach, reducing first contact time from 24 hours to just 10 minutes for customers and 15 minutes for marketing leads. Progressive dialing removed manual efforts, ensuring quicker callbacks while brand recall remained high. Agents could now focus on meaningful conversations instead of managing Call Detail Records. By streamlining lead workflows, ClearTax amplified its conversion potential and ensured customers received timely, professional responses. The automation improved service levels, prevented missed opportunities, and enabled the company to scale responsiveness without increasing resources. 

Enhancing Agent Productivity & Campaign Success 

Earlier, manual dialing slowed outbound operations and extended wrap times. With Ozonetel’s click-to-call embedded within LeadSquared CRM, agents could initiate calls directly from lead pages or activity streams—saving time and minimizing effort. As a result, agents spent more time engaging with customers, driving both productivity and campaign success. Integrated call recordings within the CRM provided instant access to past interactions, supporting informed follow-ups and seamless communication continuity. This synchronization between telephony and CRM empowered agents to manage marketing campaigns and inquiries efficiently—boosting conversions and elevating customer satisfaction. 
Ozonetel’s Screen-pop functionality displayed complete caller details instantly, allowing agents to greet customers personally and deliver contextual support. Combined with click-to-call outbound features, agents could address needs quickly and accurately. Ozonetel’s seamless data sync automatically pushed call details and recordings back to LeadSquared, maintaining a unified customer history across campaigns. This enabled ClearTax to deliver tailored communication at every touchpoint—strengthening customer trust and promoting webinars, consultations, and training sessions with precision. Faster responses and context-aware interactions enhanced satisfaction scores, deepened loyalty, and improved CRM engagement—all without compromising efficiency. 

Driving Engagement Through Smart IVR Campaigns

ClearTax used Ozonetel’s intuitive drag-and-drop IVR builder for large-scale marketing outreach—promoting webinars, tax-filing guidance, and compliance sessions. Thousands of customers received automated onboarding updates and payment confirmations through IVR blasts. The campaigns achieved zero resource wastage, while self-service options reduced resolution time and generated new inbound leads. This proactive engagement reinforced ClearTax’s position as a trusted fintech brand, improved operational outcomes, and kept its services top of mind during peak tax cycles and regulatory changes.