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How Refrens Automated Lead Qualification at Scale with 10x Coverage Using VideoSDK AgentsHow Refrens Automated Lead Qualification at Scale with 10x Coverage Using VideoSDK

Refrens Case Study
Refrens Logo

Industry

B2B SaaS / Business Operations

Headquarter

India

Products used

AI Agent SDK

Telephony SIP

Cloud Recording

Refrens is a B2B SaaS platform serving 150,000+ businesses across 170+ countries, offering invoicing, accounting, payments, and business operations tools. Every month, tens of thousands of new users sign up on the platform. While high-intent users were actively engaged by the sales team, a large portion of new users remained unqualified not because they lacked intent, but because manual outreach could not scale. This created a critical gap: lead coverage, not lead generation. To solve this, Refrens built a low-latency, real-time Voice AI Agent using VideoSDK, enabling automated conversations that qualify users instantly after signup and route high-intent leads to sales.

CHALLENGE

Scaling Lead Qualification Without Manual Bottlenecks

  • Limited Lead Coverage: A large portion of new users remained unqualified due to manual outreach limitations, leading to missed opportunities.
  • High Operational Overhead: Sales teams could not scale to handle thousands of new signups every month.
  • Latency in Voice Automation: Traditional voice bots introduced delays (2–3 seconds), resulting in poor user experience and call drop-offs.
  • Unstructured Qualification Process: Lack of consistent data capture made it difficult to prioritize high-intent users effectively.
  • Inefficient Sales Routing: Without real-time qualification, sales teams spent time on low-intent leads.
Naman Sarawagi-Founder - Refrens

"VideoSDK helped us turn voice into a programmable, real-time system. We can now qualify thousands of users automatically and route only high-intent leads to sales something that wasn’t possible with manual workflows."

Naman Sarawagi ,

Founder - Refrens

SOLUTION

Real-Time Voice AI Qualification Engine

  • Low-Latency Voice AI Pipeline: Built using VideoSDK to enable real-time conversational interactions without delays.
  • Streaming Architecture: Integrated STT (Deepgram), LLM (Gemini), and TTS (Cartesia) in a continuous streaming loop for instant responses.
  • Automated Outbound Calling: Triggered calls immediately after user signup via Telephony SIP integration.
  • Structured Qualification System: AI agent captures intent, generates summaries, and tags leads automatically.
  • CRM Integration: Real-time updates ensure sales teams get qualified, high-intent leads instantly.
  • Scalable Infrastructure: Handles thousands of concurrent conversations without performance degradation.
  • Optimized Conversational Flow: Uses guided prompts, silence handling, and parallel processing for human-like interactions.
Vaidik-Refrens Team

"With VideoSDK, we built a low-latency Voice AI pipeline that integrates directly with our CRM and sales workflows. It allowed us to move from manual outrreach to a fully automated qualification system at scale."

Vaidik ,

Refrens Team

Refrens Success with VideoSDK

10x

Lead Coverage

Qualified 10x more leads without growing the team.

0%

Manual Effort

Fully automated outreach and lead qualification.

100%

Instant Engagement

Every signup engaged instantly via automated calls.

24/7

Availability

Always-on voice agents handling conversations round the clock.

ROI DELIVERED

Lead Qualification Boost

10x

Manual Outreach Effort

0%

Instant User Engagement

100%

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