“LeadSquared is a digital-first platform that gives more value than what it costs. It’s innovative, reliable, and delivers much more than what you pay for.”
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Lead-to-Client Conversion
DIY Account Openings
CPA through Automation
Stoxkart is a fast-growing, digital-first trading platform built for modern Indian traders. Designed
around speed, simplicity, and cost-efficiency, it enables users to trade smarter with minimal friction.
Launched by a legacy financial institution SMC Global in 2018, Stoxkart combines trust with cutting-
edge technology.
SMC Global is one of India’s most established financial services institutions, offering a wide range of products across broking, wealth management, and investment banking. Built on the philosophy of “One transaction, a lifetime relationship,” SMC Global has long been known for its service-led approach.
In a market dominated by high brokerage costs and complex platforms, Stoxkart focuses on one core promise: maximize trader profitability through zero brokerage and intelligent tools.
LeadSquared plays a central role in this ecosystem from the moment a prospective customer shows interest.
As Stoxkart scaled rapidly, the leadership team recognised that growth could no longer rely on manual coordination or heavy sales involvement.
Before LeadSquared, Stoxkart used a basic CRM that allowed leads to be viewed and assigned. However, as expectations evolved, this setup began to show limitations:
High manual effort: Sales teams had to manage follow-ups, notes, and schedules independently, often across spreadsheets and calendars.
Limited automation: Customer journeys were heavily dependent on human intervention, slowing down scale.
Disconnected systems: The CRM operated in isolation and did not seamlessly integrate with Stoxkart’s notification systems, EKYC flows, or communication channels.
Low DIY completion rates: A large percentage of customers required human assistance to complete account opening. At the same time, customer behaviour was changing. Users increasingly preferred self-service journeys over sales calls, and efficiency became critical for sustaining growth.
Stoxkart needed a platform that could automate journeys, reduce human dependency, and still provide complete visibility and control.
When evaluating CRM platforms, Stoxkart was not looking for just lead management, it needed a system that could integrate into its broader digital ecosystem.
LeadSquared stood out for three key reasons:
Easy integration with existing systems: LeadSquared integrated seamlessly with Stoxkart’s notification centre, EKYC processes, and other internal systems. Many integrations were plug-and-play, requiring minimal engineering effort and allowing teams to move quickly.
Automation-first design: LeadSquared enabled Stoxkart to build milestone-based journeys that automatically guide customers through the account-opening process, without requiring constant sales intervention.
A modern, value-driven platform: As a digital-first brand itself, Stoxkart saw LeadSquared as a CRM that delivered strong innovation and flexibility, offering more value than what it costs.
“It’s not that we couldn’t do the job earlier, but with LeadSquared, we can do it much better.”
-Pranay Aggarwal, Chief Executive Officer and Director, Stoxkart.
Reduced manual effort through automated journeys
When a prospective customer shows interest, the lead is instantly captured in LeadSquared and enters a predefined automation journey. Customers receive clear, milestone-based communication that guides them through account opening.
If a customer completes the process independently, no manual action is required. If they drop off, LeadSquared automatically triggers re-engagement through WhatsApp messages, demo videos, or reminders.
This significantly reduced manual coordination while improving customer experience.
Higher DIY completion with milestone-based automation
One of the biggest shifts Stoxkart achieved was reducing dependence on sales calls.
LeadSquared’s milestone-based automation ensures that customers receive the right guidance at the right time, while human support steps in only when genuinely required.
This allowed Stoxkart to scale efficiently while aligning with modern customer preferences.
Real-time visibility for leadership and teams
LeadSquared’s dashboards and Smart Views provide visibility at every level—from operations teams to leadership.
The CEO uses custom dashboards daily to:
These insights are also fed back into platforms like Meta and Google, enabling Stoxkart to target lookalike audiences based on actual converted customer profiles, improving marketing efficiency.
Smarter prioritisation through engagement signals
LeadSquared captures engagement signals such as link clicks, content interactions, and journey progress. This helps Stoxkart understand which customers are actively engaged and which require intervention.
The platform is also being extended to support:
This ensures that human effort is focused where it has the highest impact.
Stoxkart has seen clear, measurable outcomes after implementing LeadSquared:
As Stoxkart continues to grow, the team plans to deepen its use of LeadSquared by:
