How EzoBooks lifted lead conversion by 70% with agentic AI
Scaling Lead Qualification & Onboarding with Agentic AI
- 50 → 70% Same-Day Customer Connection Rate
- 25 → 8 min Onboarding Time Reduced
- 22-23% Incoming Leads Qualified via AI
EzoBooks is a billing and invoicing platform built for small and medium retail, distribution, and
wholesale businesses across India - best known for its simple, image-based billing machine
that lets shopkeepers generate bills, track sales, and manage inventory without needing to type.
Co-founded by Makarand Kate, Gaurav Kumar Kate, and Rishikesh Sakarkar, the company has
scaled rapidly, with sales and support operations now serving thousands of customers monthly.
With AI positioned at the core of its operations strategy, EzoBooks set out to close a productivity
gap across its sales and onboarding teams.
Challenges
•Untimely Prospect Engagement - The team struggled to engage leads quickly enough
as incoming volume grew.
•Wasted Effort on Manual Dialing - Agents spent significant time manually dialing
unqualified leads instead of focusing on prospects likely to convert.
•Untouched Lead Segments - A portion of leads were never dialed or contacted at all,
representing lost business opportunity.
•Onboarding Bottlenecks at Scale - As daily sales volume grew into the thousands,
human agents couldn't keep pace and call efficiency dropped. Training new onboarding
agents was also slow and resource-intensive.
Convin's Solution
•AI-Driven Lead Qualification -Convin engages and qualifies incoming leads through
purely AI-driven conversations, including previously untouched lead segments, before
proactively connecting qualified prospects with human agents.
•Omnichannel Outreach - With most leads originating from app installs, Convin
qualifies leads across defined parameter buckets and routes them appropriately.
•Agentic AI for Onboarding - Rather than training large teams of human onboarding
agents, EzoBooks trains a single AI bot to handle customer onboarding conversations in
real time.
•Data-Driven Insights - EzoBooks downloads and analyzes conversation data at scale
(1,000–2,000+ customers), filtering out noise to surface actionable insights for product improvement.
Business Impact
•Same-day customer connection rate improved from ~50% to 65-70%
•Onboarding time cut from 20-25 minutes to 8-12 minutes
•22-23% of incoming leads now qualified purely through AI-driven conversations
•Reduced training burden - one bot replaces the need to train large onboarding teams
•Freed up agent time to focus on qualified, high-intent prospects instead of manual
dialing
EzoBooks plans to explore more use cases with Convin, continuing to build on a partnership
they describe as proactive, helpful, and patient throughout implementation - even while
running two dialers simultaneously.
Industry
Billing and invoicing software
Use Case
Billing and invoicing
Team Size
121+
Solution
Omnichannel Agentic AI - lead qualification, sales outreach, and customer onboarding
Transform Customer Conversations with Convin’s AI Agent Platform
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