LeadSquared

What is LeadSquared?

LeadSquared is a SaaS platform that provides end-to-end sales and marketing automation solutions. With it, you can manage all your products, teams, and processes on one platform and never miss out on an opportunity. It offers sales intelligence tools to the education, finance, healthcare, real estate, hospitality, and travel sectors.
The CRM stores client information and tracks customer interaction for managing sales touchpoints. It supports workflow automation to improve the existing sales processes and enhances the lead-to-sales ratios. LeadSquared marketing automation tool offers a single unified platform for building efficient sales workflows, undertaking B2C and B2B account management, and real-time tracking of sales pipelines.

Why Use LeadSquared CRM System?

• Building workflows: The software is a flexible tool for building multiple sales workflows simultaneously without coding.
• Intelligent lead management: Use different agent attributes for managing leads and customizing the distribution criteria.
• Opportunity/account management: B2Cs and B2Bs can effectively use the CRM system for managing multiple customer opportunities and effective client relationships.
• Real-time sales tracking: Get access to reports on the pipeline, sales closure, and calls for monitoring all the sales-related activities.
• Customer portal: Referral self-serve app portals for connecting service, sales, and marketing teams.
• Integrating Payment System: Securely integrate payment module with the LeadSquared portal to receive payments.
• Tracking prospects: LeadSquared CRM tracks prospects' activities like the web pages viewed, phone conversations, interacting campaigns, etc.
• Segregating Leads: The CRM platform helps segregate leads based on demographic profiles, products, activities, and interests for campaign communication offers.
• Responsive Landing Page Creation: provides thousands of pre-set templates and a visual builder for preparing landing pages according to the campaign and industry type.
• Automated Lead Task Allocation: LeadSquared automatically assigns teams or agents to a lead when captured.
• Route Day Planning: The software helps leads allocate tasks to teams and determine sales workflow accordingly for better workflow productivity.

Solutions offered by LeadSquared CRM

• Field Force Automation: The lead management system offers route day planning options besides geo-tracking and field attendance payment management tools for improving the team's overall productivity.
• End-to-end Marketing Automation: LeadSquared CRM system offers spot signals and prescriptive insights to visualize user journeys, capture leads, and trigger engagement.
• Customer Portal: Referral and self-serve app portals for partners, prospects, and customers help track live applications, provide mobile-responsive forms, and increase the total number of applications.
• Sales Execution: The software offers a unified platform for managing all processes, teams, and products. You can also use the module to distribute leads intelligently, build sales workflows, and access intelligent views.

Benefits of Using LeadSquared CRM Software

• Captures leads automatically from multiple channels with zero lead leakage
• Automates lead prioritization and qualification distribution for quick turnaround times
• Allows users to build sales processes for flexible workflows without any coding
• Enables omnichannel communication for collaborating with teams on different channels
• Developer platform and robust API for third-party integrations
• Secures customer/partner/client login interface with a password and role-based logins.
• Provides a secured portal for managing prospect profiles
• Analytics with custom dashboards to track lead generation channels
• Cross-sell signal captures for triggered campaigns, engagement, and re-engagement
• Easy options for personalizing emails for campaigning, etc.
• Easy to set up, use, and adopt
• Day planner for task, route, and meeting planning
• Offline connectivity to help you continue with the work offline

Who can use LeadSquared?

It specializes in solving sales challenges for high lead-volume, high-velocity SMB businesses with multiple sales channels and teams. Industries they are well known to come up with solutions for are:

• Financial Services
• Education
• Marketplaces
• Healthcare
• Real Estate
• Automotive
• Travel

How Does LeadSquared Work?

The latest version of LeadSquared is primarily used for sales management. It has an intuitive interface and is simple to use. LeadSquared can easily integrate your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take an online LeadSquared demo at Techjockey.com.

How to Use LeadSquared?

Get started with LeadSquared in 5 simple steps:

• Step 1: Buy the LeadSquared installation key from techjockey.com
• Step 2: Directly login through the official website
• Step 3: Sign up. Create your account
• Step 4: Add users assign permissions
• Step 5: Get started with LeadSquared

What is the Price of LeadSquared?

LeadSquared CRM software price details are available on request at techjockey.com. LeadSquared pricing may vary based on factors like customization, additional features required, the number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.