LeadSquared

Trial

leadsquared.com

Manytools

CRM Management Tools

LeadSquared

Trial

leadsquared.com

LeadSquared is a dynamic toolset tailored to boost sales and business operations through automation. Offering data-driven sales strategies, it revamps CRM, marketing, and service tasks, escalating business performance.

Popularity

28% people use it

Features

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Web

Android

Price$25

Free

Go To Site

Unleashing Potential with LeadSquared

LeadSquared is a powerful set of tools tailor-made to turbocharge sales and optimize business operations. Utilizing automation for greater efficiency and sales velocity, it transforms the performance levels of teams in any industry. Field operations are streamlined with automated planning and monitoring, drastically increasing the productivity of your agents. The software bids adieu to guesswork and introduces sales strategies that are backed by data. Transforming not just the sales, but also the marketing and service customer relationship management (CRM), it takes your business operations to the next level.

Empowering Teams Across Platforms

LeadSquared presents a unified platform for all stakeholders - inside sales agents, center call agents, feet-on-street (sales, partner onboarding, and service), operations, and marketing teams. The portal's wide array of tools empowers the teams to maintain a tighter grip over leads and convert every sales opportunity. Its mobile CRM feature is particularly noteworthy, enabling field agents to be super-productive on the go. Features for lead management, sales tracking, and successful onboarding make it a comprehensive solution for modern businesses in fields such as healthcare, education, financial services, automotive, real estate, and many more.

Revolutionizing Performance Optimization

LeadSquared's unique sales performance suite is a game-changer. It allows sales leaders to track team performance, inspire their users, and reward top performers. The software's flexibility allows goal-setting in different cycles, be it daily, weekly, monthly, quarterly, or yearly. Additionally, it makes designing a structured reward system easier with customizable incentive programs. Automating payout management and defining diverse reward structures, your sales teams are continually motivated to perform better.

Marketing and Support - Streamlined and Efficient

LeadSquared's advanced marketing automation ensures relevant, timely, and personalized conversations across all channels, creating deep-rooted relationships with prospects. The service CRM takes ticket management to a whole new level, ensuring a seamless and efficient customer support journey. Its outstanding features of task automation for productivity, unified ticket overview, and integrated call handling make it an invaluable companion for your business. With LeadSquared, your team is set up for success, your customers are assured of unparalleled service, and your business is well on its way to scaling new heights.

Pros & Cons

Pros

LeadSquared provides a comprehensive suite of tools for sales CRM, marketing automation, and service CRM.

Allows for automation of daily tasks, boosting sales efficiency and productivity.

Offers gamification features to enhance sales team motivation and performance.

Provides detailed insights and data-driven decision making with custom dashboards.

Enables seamless onboarding and lifecycle management for merchants.

Cons

Customization of metrics and incentives can be complex, potentially steepening the learning curve.

The emphasis on automation may not appeal to businesses that prefer a more personalized, hands-on approach.

Could potentially be overwhelming for small businesses that don't need the full range of offered features.

Requires integration with multiple tools which might be time-consuming.

The platform may require technical know-how to fully exploit.

Frequently Asked Questions

Find answers to the most asked questions below.

What is the main purpose of LeadSquared?

LeadSquared is a comprehensive CRM solution designed to increase sales velocity and improve conversion rates. It offers a range of features to help improve sales efficiency, sales performance, field operations, marketing automation, and customer service.

How can LeadSquared help improve sales performance?

LeadSquared allows you to define sales targets, measure progress, and gamify results. It helps salespeople increase their productivity and efficiency, provides tools for scoring and pursuing best-fit prospects, and helps reduce turnaround times and improve engagement.

What features does LeadSquared offer for marketing automation?

LeadSquared offers powerful features for lead nurturing, pushing leads down the sales funnel faster. It also provides tools for omnichannel communication, lead management, sales automation, and reporting among others.

Can I integrate other tools with LeadSquared?

Yes, LeadSquared can integrate with all the tools you use and love. This means you can extend LeadSquared to build purpose-driven solutions with ease.

What benefits does LeadSquared provide for field operations?

LeadSquared helps you build a highly productive field team by automating, planning, and monitoring your agent's daily sales routine. It also offers features for mobile CRM, field force automation, and sales tracking.

How does LeadSquared's Service CRM improve customer support?

LeadSquared's Service CRM streamlines the customer support journey from creation to resolution. It offers features for omnichannel customer support, ticket management, advanced analytics, and more. This allows to provide personalized support, eliminating data silos, and automating routine tasks.