Imarticus Learning Builds a High-Velocity Admissions Engine with LeadSquared

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10 Lakh

Leads/Year

500

Counselors

Multi-City

Offline + Online
Operations

Faster

Qualification & Zero Leakage

Impact of LeadSquared:

  • Zero lead leakage across all channels
  • Predictable, fast lead assignment
  • Higher productivity of 500+ counselors
  • Reduced manual tasks across teams
  • Consolidated reporting & operational visibility
  • Faster integration during acquisitions
10 Lakh

Leads/Year

500

Counselors

Multi-City

Offline + Online
Operations

Ready to get started?

About Imarticus Learning

Imarticus Learning is one of India’s most influential education and upskilling companies—operating across finance, analytics, business, and emerging technologies. Over the last 12 years, it has built a reputation for creating industry-ready talent across the entire career spectrum, from fresh graduates to seasoned executives

Today, Imarticus is recognized for:

  • India’s largest provider of investment banking training
1 in 4 investment bankers in India is an Imarticus alumnus.
  • One of the country’s largest providers of global accounting certifications
(CFA, ACCA, CMA, CPA, FRM)
  • 3000+ freshers trained annually in data analytics
  • Prestigious academic & industry partnerships
Oxford, LBS, IIMs, ISB, KPMG, PwC, IBM, Amazon, etc.
  • 20+ offline learning centers across India, supported by large-scale online programs
  • A newly launched higher-education institution
Imarticus School of Finance & Business — India’s first finance-focused bachelor’s college (Mumbai, Powai).

Imarticus operates across a vast learner base, freshers (0–3 years), mid-career professionals, and senior leaders, with both offline and online delivery at scale.

The Challenge: Managing 10 Lakh+ Leads Across 20+ Cities

Imarticus generates 7–10 lakh leads every year (~1 lakh per month), largely through Google Search, digital campaigns, and offline initiatives.

This scale created several operational challenges:

1. Manual lead assignment across India
A lead generated in Delhi might belong to Lucknow or Pune. Before LeadSquared, routing this volume manually was slow and error prone.

2. Offline + online model needed precise coordination
With nearly 50% revenue coming from offline centers, predictable regional lead distribution was critical.

3. Existing systems couldn’t scale
Imarticus initially used internal systems that supported basic admissions processes. However, as the organisation expanded across multiple cities and learner segments, these systems were not built to handle complex lead distribution logic, automation, or rapid changes in workflows, prompting the need for a more scalable platform.

4. Their earlier CRM wasn’t the right fit

  • The team struggled with:
  • Dependency on expensive developers
  • High integration & change management costs
  • Delayed support due to offshore teams
  • Long migration timelines during acquisitions

5. No centralized pipeline visibility

Counselors and managers lacked real-time dashboards or a unified view of funnel performance.

6. BTL (on-ground) activities generated 40,000–50,000 leads/month with high leakage risk

Imarticus runs extensive on-ground (BTL) campaigns across colleges, generating 40,000–50,000 enquiries every month. These leads were typically collected through college-approved formats and stored in spreadsheets, making it difficult to track their progress, assign them quickly, or get visibility into conversion outcomes at scale.

Why Imarticus Chose LeadSquared

When evaluating CRM options, Imarticus compared a lot of CRM options.

LeadSquared stood out for four reasons:

1. No dependency on external developers
Every workflow, dashboard, and automation can be built internally with LeadSquared’s support with no need for additional developers or agencies.

2. Faster support + local presence
Being an Indian, homegrown platform meant quicker response times and even on-site support when needed.

3. Smoothest migration experience
Post acquisition of MyCaptain (which was on their earlier CRM), LeadSquared migrated the entire business in just one month. With hands-on support and flexible configuration, Imarticus was able to migrate MyCaptain’s workflows, data, and teams onto LeadSquared within a month. Despite the complexity of aligning different admission models and processes, the transition was completed with minimal disruption, allowing teams to resume operations quickly.

“Every new capability feels practical and relevant to our business, not just another
feature.”

-Pratham Barot, CEO & Co-founder, Zell Education


How LeadSquared Powers Imarticus’ Admissions Engine

1. Reduced manual effort with automated lead capture and distribution
As Imarticus scaled to handling 7–10 lakh leads annually, manual lead handling became impractical. LeadSquared automated the entire process of lead capture and distribution, significantly reducing manual coordination across teams.

Leads generated through Google and the website were captured using LeadSquared landing pages, ensuring enquiries flowed directly into the system in real time. Automated, city-wise routing then assigned each lead to the correct centre instantly, eliminating delays and manual handoffs.

This automation helped:

  • Reduce turnaround time for first contact
  • Minimise manual intervention by managers
  • Improve operational efficiency across 500+ admissions counsellors
  • Lead scoring further prioritizes students based on engagement and quality.

As a result, teams could focus more on meaningful conversations rather than administrative tasks.
2. Real-Time Visibility for Counselors

Counselors can filter leads by:

  • Source
  • Channel
  • Product
  • Region
  • Stage
  • UTM parameters
  • Timelines

This allows them to decide: “Which 100 leads should I focus on in the next 1 hour?”

3.Built to support scale and acquisitions without operational disruption

Imarticus continues to grow both organically and through acquisitions, which brings the complexity of onboarding new teams, programs, and workflows without slowing existing operations.

LeadSquared provided a stable, flexible platform that allowed Imarticus to absorb newly acquired businesses into the same admissions framework—without disrupting ongoing processes. When teams from acquired companies were brought onto LeadSquared, workflows were quickly aligned, data visibility was maintained, and admissions operations continued seamlessly.

This ability to scale the business, across brands, programs, and teams, on a single platform has made LeadSquared a reliable foundation for Imarticus’ long-term growth strategy.

4. Higher DIY completion with automated milestone-based journeys

As customer behaviour shifted toward self-service, Imarticus needed to reduce dependency on sales calls without losing visibility or control over the admissions journey.

Using LeadSquared, the team-built milestone-based automated journeys that guide prospects through account completion and enrolment steps independently. Based on where a learner is in the journey, LeadSquared triggers the right communication—such as reminders, demo videos, or contextual WhatsApp messages—while keeping teams informed in the background.

This approach helped:

  • Significantly increase DIY completion rates
  • Reduce reliance on manual follow-ups
  • Engage learners at the right moment without intrusive outreach

As a result, DIY account completions increased from 15–20% earlier to nearly 60%, allowing teams to focus human effort only where assistance was truly required.

“As a profitable organization, we either pay with time or money. LeadSquared helps us save both. It eliminates manual tasks, improves efficiency, and directly impacts our P&L”
-Ruhan Naqash, Head of Marketing, Imarticus.

Looking Ahead: Strengthening a Unified Growth Platform

As Imarticus continues to expand, both organically and through acquisitions, the focus is on building deeper consistency across admissions, engagement, and post-enrolment journeys.

The team plans to increasingly rely on LeadSquared as a single, unified platform to support this growth. This includes consolidating more marketing and engagement workflows within LeadSquared, starting with high-impact journeys such as webinars and mid-funnel nurturing, and gradually reducing dependence on fragmented external tools.

By centralising data, workflows, and communication within one system, Imarticus aims to gain tighter control over learner journeys, improve visibility across teams, and respond faster to changing business needs, all while maintaining the flexibility required to scale across brands, programs, and cities.

LeadSquared’s ability to adapt alongside the organisation makes it a long-term platform partner as Imarticus continues to grow and evolve.

Conclusion

Imarticus Learning runs one of the most complex, multi-layered admissions engines in Indian education—spanning online programs, offline centers, corporate collaborations, BTL activities, and multiple acquired brands.

LeadSquared has become their backbone:
their lead engine, automation layer, qualification system, and strategic scaling partner.

What began as a CRM choice has evolved into an organization-wide operating platform—powering speed, intelligence, centralization, and profitable growth.