The Problem

Inkle.io, a top-tier accounting and tax service for startups, was hitting a wall with their event strategy. Even though they used HubSpot and hustled at events to gather leads, only 30% of those leads actually made it into their CRM. This was $100k of qualified pipeline not making it into their CRM each month PER REP.

They tried to manage all connections on LinkedIn and only move them into HubSpot when deals were nearly closed. This made tracking connections, keeping up with consistent follow-ups, and nurturing relationships nearly impossible. As a result, leads were slipping through the cracks and the leadership team had little visibility into sales metrics.

This was a big problem for Inkle’s highly seasonal business; prospects needed nurturing, not just to be sitting in a reps LinkedIn DMs. Then when employee turnover occurs, undocumented pipeline leaves with the reps, leaving valuable prospects and details behind.

The result? Inkle.io was losing potential clients, and their sales pipeline was feeling the pain.

The Solution

Then Leadbeam stepped in and flipped the script. Set up took less than a day, with all their custom fields and workflows.

Instead of leads falling through the cracks, the Inkle.io team started scanning LinkedIn profiles and business cards—handwritten notes included—in real-time.

Instantly, HubSpot was filled with accurate and complete info. Leadbeam’s Voice to CRM functionality allowed reps to capture personalized notes about each interaction on the spot, preserving crucial details for follow-ups and reporting. 

Then with one click, they could send context-aware follow-ups right from their phones.

This meant Inkle.io could focus on having more conversations at events without getting bogged down by admin tasks or losing track of key details.

The Impact

The turnaround was dramatic.

Before Leadbeam, Inkle.io captured only about 30% of their qualified leads in HubSpot. After implementing Leadbeam, CRM lead capture shot up to 80%—a 167% increase. Driving $100K+ of new pipeline per month!

This didn’t just lead to more short-term closed-won business; it also allowed them to nurture thousands of additional leads. As new products roll out and busy season returns, Inkle.io is set to be top-of-mind for prospects.

Leadbeam didn’t just solve a problem—it propelled Inkle.io’s long-term growth strategy.