Case Study / Sales & SaaS

Less time chasing. More time closing.

A white-label SaaS platform that turned scattered sales processes into a guided, automated pipeline - so teams could focus on qualified opportunities instead of cold outreach.

25%

average lift in conversion rates with automated follow-ups

50%

increase in sales at 31% lower cost through automation

33%

more customers from the same traffic with 1% conversion improvement

6

channels unified into a single lead pipeline

The challenge

Sales teams were drowning in noise

The average sales rep spends most of their day on tasks that have nothing to do with selling. Manual data entry, chasing unqualified leads, switching between tools - the process was broken.

Before
Leads scattered across email, spreadsheets, and CRM notes
Manual follow-ups missed or sent too late
No visibility into which leads were ready to buy
Call notes typed up hours later, missing key details
One-size-fits-all nurture emails with low engagement
After
Unified inbox capturing every touchpoint automatically
Behaviour-triggered workflows firing within minutes
AI-scored leads ranked by buying intent signals
AI transcription with instant sentiment and intent analysis
Personalised sequences adapted to each lead's behaviour
What we built

A complete lead management engine

Every feature was designed around one question: does this help sales teams spend more time with qualified buyers?

Multi-channel capture

Leads from web forms, phone calls, SMS, email, and social channels flow into a single pipeline. No manual entry, no missed inquiries.

AI call transcription

Every sales call is recorded, transcribed, and analysed. Key moments, objections, and buying signals are flagged automatically for reps and managers.

Behaviour-driven scoring

Leads earn scores based on real actions: pages visited, emails opened, calls answered, demos requested. Sales teams see a ranked list of who to call next.

Custom workflow engine

Drag-and-drop workflows for follow-ups, nurture campaigns, and handoffs. Triggers based on time, behaviour, or lead score thresholds.

White-label ready

The entire platform can be rebranded and resold by agencies. Custom domains, logos, colour schemes, and email templates - all configurable per tenant.

Twilio-powered comms

SMS, voice, and WhatsApp messaging built in. Automated reminders, follow-up texts, and two-way conversations - all logged against the lead record.

The result

A smarter path through the sales funnel

ConvertLeads gave sales teams something they had never had before: a guided, data-driven process that showed them exactly where to focus. Instead of working through a flat contact list, reps could see which leads were actively engaged, which calls revealed buying intent, and which prospects needed more nurturing before they were ready.

The white-label model meant agencies could deploy the platform under their own brand, turning a powerful internal tool into a revenue-generating product for their clients.

“Sales automation is not about removing the human from the process. It is about removing the busywork so the human can do what they are best at - building relationships and closing deals.”

Our design philosophy for ConvertLeads

React

Frontend UI

Node.js

API layer

Twilio

Voice and SMS

AI

Transcription

Ready to convert more leads?

Whether you need a custom sales platform, a white-label SaaS product, or smarter automation for your existing pipeline, we can help.