LeadSquared offers a comprehensive Sales Execution CRM and Marketing Automation Software with features like Lead Management and Marketing Suite tools. It caters to industries like Healthcare, Education, Financial Services, and more, helping organizations streamline sales and marketing processes effectively.

Feature 1: Sales CRM Software
Feature 2: Marketing Automation
Feature 3: Mobile CRM App
Feature 4: Lead Engagement

What is LeadSquared?

LeadSquared offers a comprehensive Sales Execution CRM and Marketing Automation Software that empowers businesses to streamline their sales and marketing processes. With LeadSquared, users can leverage features like Lead Management, Opportunity Management, Sales Tracking, and Door-to-Door Sales to boost their sales efficiency. The software also includes solutions for Field Sales CRM, Merchant Onboarding, and Field Force Automation, catering to a diverse range of industries.

In addition to its Sales Execution Suite, LeadSquared provides a robust Marketing Suite that includes Marketing Automation tools, Chatbot integration, Landing Pages, and Email Campaigns to drive targeted marketing efforts. Users can benefit from Lead Capture Automation, BTL Marketing Automation, and Advanced Marketing Analytics to enhance their marketing strategies. With LeadSquared, businesses can achieve higher sales productivity and better customer engagement across various channels.

LeadSquared caters to industries such as Healthcare, Education, Financial Services, Manufacturing, Real Estate, and more, offering tailored solutions for each sector. The software helps healthcare providers with Patient Intake Automation, Appointment Scheduling, and Healthcare Call Center solutions, while also providing tools for EHR Integration and Physician Empanelment. By choosing LeadSquared, organizations can transform their sales and marketing operations, improve customer engagement, and drive business growth effectively.

How to Use LeadSquared?

Step 1: Getting Started with LeadSquared
  • Visit the LeadSquared website at leadsquared.com.
  • Click on the 'Login' button located at the top right corner of the homepage.
  • Enter your username and password to log in to your LeadSquared account.
  • If you do not have an account, click on 'Book a demo' to schedule a personalized demo and learn about the features.
Step 2: Navigating the Dashboard
  • After logging in, you will be directed to the main dashboard.
  • Familiarize yourself with the various sections: Sales CRM, Sales Performance, Field Operations, Marketing Automation, Service CRM, and Self-serve Portals.
  • Use the left-hand side menu to navigate to different modules and access specific features.
Step 3: Setting Up Sales CRM
  • Click on 'Sales CRM' from the dashboard menu.
  • Navigate to the 'Lead Management' tab to view and manage your leads.
  • Use the 'Opportunity Management' section to track and manage your sales opportunities.
  • Automate your sales process by setting up workflows and using the 'Sales Process Automation' feature.
Step 4: Using Marketing Automation
  • Click on 'Marketing Automation' on the dashboard menu.
  • Set up lead nurturing campaigns by navigating to 'Email Campaigns' and creating a new campaign.
  • Use 'Landing Pages' to create custom landing pages for your marketing campaigns.
  • Integrate 'Chatbot - Website' and 'Chatbot - WhatsApp' to improve lead engagement.
Step 5: Managing Field Operations
  • Click on 'Field Operations' from the dashboard menu.
  • Navigate to 'Field Sales CRM' to manage your field sales team.
  • Use the 'Field Force Automation' feature to automate and monitor your agents' daily sales routines.
  • Track your field force with the 'Field Force Tracking' feature.
Step 6: Service CRM Functionality
  • Click on 'Service CRM' from the dashboard menu.
  • Navigate to 'Customer Support' to streamline the customer support journey from creation to resolution.
  • Monitor and manage support tickets using the built-in tools and features.
Step 7: Utilizing Self-serve Portals
  • Click on 'Self-serve Portals' from the dashboard menu.
  • Set up portals allowing prospects and vendors to complete their applications online.
  • Enable and manage profile updates through the self-serve portals.
Step 8: Integrating with Other Tools
  • Navigate to the 'Integrations' section in LeadSquared.
  • Explore available integrations and select the tools you use and love.
  • Follow the instructions to integrate LeadSquared with your existing tools and workflows.
Step 9: Monitoring Reports and Analytics
  • Click on 'Reporting Dashboard' from the dashboard menu.
  • Access comprehensive reports on sales, marketing, and field operations.
  • Use 'Advanced Marketing Analytics' to gain deeper insights into your marketing efforts.
Step 10: Optimizing Sales and Marketing Processes
  • Review your current sales and marketing processes within LeadSquared.
  • Utilize automation features to streamline workflows and reduce turnaround times.
  • Continuously monitor and adjust processes to ensure higher efficiency and productivity.

LeadSquared Features

Feature 1: Sales CRM Software

The Sales CRM software offered by LeadSquared is designed to help businesses efficiently manage their sales processes, track leads, and improve conversion rates. It serves as a central hub for all sales-related activities, providing a streamlined approach to customer relationship management.

Function Detail

  • The Sales CRM software allows users to store and organize customer information, track interactions, and manage sales pipelines effectively.
  • Users can set up automated workflows for lead nurturing, follow-ups, and communication, ensuring no potential sales opportunity slips through the cracks.
  • The software also offers reporting and analytics tools to track sales performance, identify trends, and make data-driven decisions.
  • Integration with other tools and platforms allows for seamless data flow and improved overall efficiency.

Feature 2: Marketing Automation

LeadSquared's Marketing Automation software is a powerful tool to drive lead generation, nurture prospects, and accelerate the sales process. It enables businesses to automate marketing campaigns, engage with leads effectively, and track their interactions throughout the customer journey.

Function Detail

  • Users can create and launch automated email campaigns, set up lead scoring mechanisms, and track the effectiveness of marketing initiatives.
  • The software offers features like chatbots for website and WhatsApp, landing pages, and advanced analytics for optimizing marketing strategies.
  • Integration with the Sales CRM software ensures seamless data transfer between marketing and sales teams, improving lead management processes.
  • Personalization capabilities allow businesses to tailor their marketing efforts based on customer preferences and behavior.

Feature 3: Mobile CRM App

LeadSquared's Mobile CRM App is designed to empower sales teams on the go by providing access to critical sales information and tools from their mobile devices. It extends the functionality of the Sales CRM software to ensure seamless connectivity and productivity for remote sales professionals.

Function Detail

  • Users can access customer data, update lead statuses, and manage sales pipelines from anywhere, enabling them to stay productive even while away from the office.
  • The app offers real-time notifications for new leads, follow-up reminders, and upcoming scheduled tasks, keeping sales reps informed and organized.
  • Integration with communication channels like calls, messages, and emails allows for quick and easy interactions with leads and prospects.
  • Offline access features ensure that sales teams can continue working even in areas with limited or no internet connectivity.

Feature 4: Lead Engagement

LeadSquared's Lead Engagement feature is designed to help businesses interact with leads in a personalized and timely manner, increasing the chances of conversion and customer satisfaction. It enables users to automate lead nurturing, respond to queries promptly, and foster relationships with potential customers.

Function Detail

  • Users can set up automated responses to leads based on predefined triggers, ensuring quick follow-up and engagement.
  • The feature allows for personalized communication through targeted messages, offers, and content, tailored to the needs and preferences of each lead.
  • Integration with communication channels like chatbots, emails, and SMS facilitates multi-channel engagement with leads, improving response rates and conversion.
  • Lead scoring and tracking functionalities provide insights into lead behavior and engagement levels, allowing for more targeted marketing and sales efforts.

LeadSquared Pricing

  • Basic

    Convert more leads and build lasting relationships.

    25,000 per month billed annually | 400 USD per month billed annually

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    10,000 CONTACTS

    Responsive Landing Pages

    Web Forms

    Google ReCaptcha in Forms

    Facebook Lead Ad Connector

    Google Adwords Connector

    Website Integration

    Website Widgets

    Responsive Email Campaigns

    SMS Campaigns

    Ad Retargeting

    Conversation Tracking

    Engagement Tracking

    List Segmentation

    Email Tracking

    Multi-channel Engagement

    Email Personalization

    Marketing Automation

    Visual Workflow Builder

    Prospect Journey Tracking

    Email Campaign Reports

    Lead Source Attribution

    Marketing Automation Reports

    API Framework

  • Standard

    Convert more leads and build lasting relationships with additional CRM capabilities.

    75,000 per month billed annually | 1200 USD per month billed annually

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    50,000 CONTACTS

    Everything in Basic

    CRM Integration

    Lead Management

    Lead Distribution

    Sales Tasks

    Sales Signals

    Sales Automation


    Forms and Processes

    Lead Scoring

    Engagement Scoring


    Account Management

    Advanced Reports

    Ad Retargeting

    Webinar Connector

    Permission Templates

    Dedicated IP

    Multiple Domain Support



  • Enterprise

    Comprehensive automation suite for larger teams and enterprises.

    150,000 per month billed annually | 2500 USD per month billed annually

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    200,000 CONTACTS

    Everything in Standard

    Contact Center Integration

    Custom Web Events

    Split Testing

    Developer Support

    Custom Reports

    Dedicated Account Manager

  • Custom

    Need HIPAA instance or have more than 200,000 contacts? Get a Custom Quote

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LeadSquared Frequently Asked Questions

What industries does LeadSquared cater to?

How does LeadSquared help in increasing sales efficiency?

What are some of the key features of LeadSquared's Sales CRM?

How does LeadSquared enable better field operations management?

What marketing automation solutions does LeadSquared provide?