How Creddinv Scaled Investor Qualification to 10,000 Calls a Month with Voice AI

Two business professionals in suits sit at a glass table with a laptop, each holding a cup of coffee as they look at the screen.

Increase in Hiring Quality

Time saved by recruiters

Location

Bengaluru

Industry

NBFC

About Creddinv

Creddinv gives investors direct access to India's most promising startups, alongside curated Private Equity, AIF Category-1, and Venture Debt products. On the other side of the marketplace, it onboards revenue-stage startups and connects them with the right investors through its Launchpad program.

The platform is ISO 27001 certified, BSE certified, and recognized under Startup India. Its investor base is growing steadily across Seed Series and Premium Series programs, and every registration carries a specific risk appetite, ticket size, and sector preference that has to be understood quickly.

Industry

Private Market Investing & Startup Fundraising

Core Offering

Private Equity, AIF Cat-1, Venture Debt for Investors; Fundraising & Launchpad for Startups

CRM & Dialer

NeoDove

Pre-Rootle Setup

5 to 6 callers, 40 to 50 outbound calls/day per caller, target of 10,000 calls/month

The Opportunity

The Calling Team Couldn't Keep Up With Investor Sign-Ups

Every investor who registers on Creddinv has already shown interest. Reaching them quickly, understanding what they want, and connecting them to the right advisor is what turns that interest into a real conversation.

The client has 5-6 callers who handle around 50 calls a day. However, the target was 10,000 calls a month. Every call needed a real conversation about risk appetite and ticket size. Moreover, each call needs to be logged into their CRM.

The Volume Math

Needed Per Day ~455

Calls a day to stay on pace for 10,000 a month across a standard working month

Team's Actual Capacity 200–300

5 to 6 callers × 40 to 50 calls a day, at full stretch

Manual Coverage The Gap

Even at full stretch, the team manually covers roughly half the daily call volume the target actually requires.

The Rootle Point of View

The Constraint Was Responsiveness at Scale

Creddinv's investor qualification process was strong. The challenge was instant responsiveness. As registration volumes grew, so did the opportunity to reach every investor within the first few hours of sign-up. Rootle helps seize this opportunity while maintaining qualification quality.

This matters because investors do not wait. Most compare two or three platforms in the same sitting, and the platform that responds first typically gets the deeper conversation. Independent research shows how quickly that opportunity narrows:

5 Minutes Peak Intent

The investor is still thinking about what they just signed up for

→

30 Minutes ~21x Harder

To qualify the lead, per the MIT / InsideSales.com study

→

1 Hour ~7x Harder Again

Compared with responding in the hour before it, per Harvard Business Review

→

24 Hours ~60x Colder

Compared with responding in the first hour, per the same Harvard Business Review data

The Rootle Solution

An Outbound Voice AI Layer Inside NeoDove

Rootle calls every registered investor on Creddinv's behalf, runs a structured requirement discovery conversation, qualifies the lead, and syncs the outcome back into their CRM. The sales team's workflow does not change. Rootle absorbs the additional call volume without the team having to grow.

Use Case 01

Requirement Discovery, Every Time

Calls every newly registered investor straight from the NeoDove lead list

Runs the same structured conversation every time: ticket size, risk appetite, sector, timeline

Runs on Rootle's own calling infrastructure, not fixed dialer seats

Scales with the lead list, not the size of the calling team

Use Case 02

Qualification and Advisor Matching

Scores every call and classifies the investor by profile: Seed Series, Premium Series, AIF, Venture Debt, or early-stage retail

Routes qualified investors straight to the advisor matched to their ticket size and product interest

Attaches a full conversation summary to every handoff

Routes not-yet-ready investors to a nurture track instead of dropping them

Use Case 03

Every Outcome Synced to NeoDove

Writes every call outcome, qualified handoff, scheduled callback, or nurture tag, back into NeoDove automatically

Tags the correct status, classification, and summary on every entry

No second dashboard, no manual re-entry required

Keeps their CRM as the single source of truth, updated in real time

Integration Approach

Integrated Directly Into NeoDove

Creddinv's sales team already uses NeoDove as its CRM and dialer. Rootle reads registered investor leads directly from the tool, places each outbound call, and writes the qualification outcome back into the same system.

The rollout required no change to how advisors work. They continue to use their CRM as before, with three differences:

No new dashboard

Leads logged in NeoDove

Every lead arrives pre-qualified

How It Works

The Creddinv Call Flow, Step by Step

Every registered investor follows the same path from sign-up to advisor handoff. Rootle places the call, gathers investor requirements, classifies the investor by profile, and updates NeoDove automatically.

Call Entry Points

New Investor Sign-Up Requested Callback Program Interest Form NeoDove Lead List

NeoDove Track

Lead Pulled From NeoDove → Outbound Call Placed → Requirement Captured → Advisor Assigned → NeoDove Updated

Rootle Voice AI Connects

Rootle Voice AI

Call Connected. Conversation Begins.

Requirement Discovery Runs

Asks About

Investment Ticket Size Risk Appetite Sector Interest Deployment Timeline

Same structured discovery, every single call

Investor Profile Identified

Seed Series

Early-access seed stage, high growth potential

Premium Series

Curated revenue-stage startups, structured risk

AIF Cat-1

Pooled early-stage equity, SEBI-regulated fund

Venture Debt

Fixed returns, downside-protected structures

First-Time Investor

Exploring startup investing, needs guided onboarding

Use Case Workflow Activated

Use Case 01

Requirement Discovery

Capture ticket size and risk appetite
Identify preferred sectors and stage
Confirm deployment timeline
Score and tag investor in NeoDove

Use Case 02

Advisor Assignment

Match investor to product and advisor
Attach full conversation summary
Route not-yet-ready leads to nurture
Assign against advisor capacity

Use Case 03

NeoDove Sync

Write outcome directly to NeoDove
Tag lead status and investor profile
Log call summary for the advisor
Keep NeoDove as single source of truth

Call Outcomes

Assigned to Advisor

Qualified investor handed off with full context

NeoDove Updated

Auto-classified, zero manual entry required

Callback Scheduled

For investors who need a later follow-up

Nurture Track

Not-yet-ready investors kept warm for later

The Impact

What Changed After Rootle Went Live

Rootle now runs requirement discovery, advisor assignment, and CRM sync end to end, so the sales team can focus on conversations that need a human advisor.

10K

Calls a Month, Sustained

Running as the platform's new baseline volume

100%

CRM Entry Accuracy

Every call logged and classified automatically

Investor Profiles, One System

Seed Series to Venture Debt, each routed correctly

Zero

Manual Post-Call Logging

Advisors open NeoDove to pre-qualified context

System of Record

NeoDove stays the single source of truth

5-6

Callers, Redirected

Time freed up for high-touch advisory calls

"Our team was already good at qualifying investors on the phone, but we were spending their time reaching people, not advising them. Rootle handles the reaching and the requirement discovery inside their CRM, so every advisor now opens a lead that's already been through a real conversation."

Sales Leadership, Creddinv

Why It Worked

Balancing Call Volume With Conversation Quality

Outbound investment calling needs two things at once. It needs enough depth to understand what an investor wants. It also needs enough calls to reach every investor quickly. Doing both by hand, at scale, is hard.

Rootle keeps every conversation structured and consistent. It can also handle far more calls than the team could on its own. Creddinv didn't need to adopt any new tool. Rootle sends every result straight into NeoDove. Advisors get the same leads as before, just with more information attached.

Every registered investor gets reached, and conversation quality stays consistent.