Zell Education saves 1,000+ hours through automation

Pratham Barot

“LeadSquared has become as reliable as the people who have been integral to our journey. There is no higher value I can assign than calling it a team member.”

zelleducation_logo
cta img

10x your sales productivity with LeadSquared.

Book your 1-1 consultation today!

55%

CSAT lift

30%

Faster first response times

90%

Reduction in
manual work

1000+

Hours reclaimed via automation

They were looking for a system that could:

  • Unify sales, support, and operations
  • Work seamlessly with their existing tools and technology stack
  • Automate repetitive tasks
  • Provide real-time visibility into processes and performance
  • Maintain consistent learner experiences at scale
  • Adapt quickly to their evolving processes
55%

CSAT lift

30%

Faster first response times

90%

Reduction in manual work

Ready to get started?

About Zell Education

Zell Education is a Mumbai-based EdTech startup that has been making waves in the Accounting and Finance space. With innovative and affordable courses, designed to bridge persisting skill gaps and empower students to crack competitive exams and land lucrative job opportunities with ease. Serving both B2B and B2C audiences, Zell balances rapid growth with high-touch learner experiences.

After evaluating category leaders like HubSpot for marketing and Kapture for support, they chose LeadSquared to bring sales, marketing, and service onto a single operating layer. Today, it underpins how Zell manages growth and delivers consistent student experiences across both B2B and B2C.

As they continue to drive positive change and scale in the highly competitive EdTech market, they’ve made it a point to distinguish themselves with superior support and seamless student journeys, powered by LeadSquared’s end-to-end solutions.

1. LeadSquared as the Operational Layer

As Zell Education expanded its programs and learner base, the leadership team needed a unified operational backbone, something that could bring together sales, student experience, support, and placements without adding complexity.

LeadSquared became that central layer where data, workflows, communication, and insights come together to power consistent, high-quality learner experiences.

2. Customization That Mirrors Zell’s Processes

A key requirement for Zell was a system flexible enough to match the way they work— not the other way around.

LeadSquared’s configurability allowed every team to run their exact processes on a single platform:

  • Program-wise custom sales journeys
  • Tailored support & CX workflows with parent–child ticketing
  • Placement flows designed specifically around Zell’s model
  • Role-based dashboards for CX, Sales, Academics & Placements
  • Automation matrices built for each learner segment

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

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


This adaptability ensures that as Zell evolves, the platform evolves with them.

3. Automation That Enables Scale (and Better CX)

With rising volumes across B2C and B2B programs, manually managing engagements, follow-ups, tasks, and tickets was no longer feasible.

LeadSquared’s automation engine now drives both operational efficiency and elevated learner experience.

How automation improves CX

  • Automated lead routing → faster first responses
  • Timely nudges for payments, classes, exams → fewer drop-offs
  • Automated follow-ups for prospects & active learners → consistent engagement
  • SLA-bound workflows → quicker issue resolution
  • Engagement scoring → better-targeted upsell conversations

These automations collectively eliminate 90% of manual work, reclaiming 1000+ hours that teams now spend on meaningful student interactions.

4. Integrations That Unify the Tech Stack

Zell operates on a diverse, fast-moving tech ecosystem—LMS, attendance systems,
WhatsApp, Zoom, telephony, payment gateways, and internal tools.
LeadSquared acts as the single source of truth that brings these pieces together.

Integrated data improves learner experience

  • LMS progress auto-updates student profiles → personalized academic support
  • WhatsApp + email + call logs → contextual conversations
  • Zoom attendance syncing → automated reminders and follow-ups
  • Payment data integrated → proactive fee nudges & compliance

This unified layer removes silos and strengthens collaboration across Sales, Support, Academics, and Placements.

5. A Connected Learner Journey

With all touchpoints flowing into one profile, teams now see the full picture:

  • Where a student came from
  • How engagement has been across channels
  • Which classes they attended
  • What support queries they raised
  • Their likelihood to upgrade or drop off

This visibility powers a connected CX engine that supports both student success and revenue opportunities.

“From how the student came in to how their journey progresses, everything is
streamlined in one system. That visibility has been transformative for us.”

-Abbyshek Chandra, VP – Customer Experience.

Support isn’t just faster; it’s more contextual. Sales isn’t just proactive; it’s more relevant.

6. Real-Time Insights for Smarter, Faster Decisions

Every team now operates on dashboards built for their daily decision-making — giving them clarity on what’s working and what needs action.

Zell’s leadership now tracks

  • Enrolment pipeline health
  • Learner engagement & attendance trends
  • Placement funnel progress
  • Open tickets, SLA status & resolution patterns
  • Team productivity in real time

This shift from reactive to real-time, insight-led operations has helped Zell scale without friction.

7. The Outcome

With LeadSquared, Zell Education now runs on a unified platform that supports their entire student lifecycle—sales, support, academic operations, and placements.

They’ve achieved:

  • Faster decision-making
  • Streamlined cross-team collaboration
  • Higher student satisfaction
  • Stronger revenue visibility
  • Reduced manual work
  • A system that scales as they scale

Zell Education now supports both B2C and B2B learner journeys on the same infrastructure, without compromising personalization or speed. What started as a CRM decision has become the operating foundation for how Zell scales, serves, and succeeds.