#1 most frequent
India
70.8%497 installations of 702
What is LeadSquared?
LeadSquared is a marketing automation and CRM platform. It includes landing pages, email marketing, lead management, analytics, connectors, and WordPress Plugins.
Categories & Use Cases
Media
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Screenshot of Lead Capture
Top Performing Features
Lead nurturing automation
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
Category average: 8.1
Automated sales alerts and tasks
The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.
Category average: 7.9
API
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 5.8
Areas for Improvement
Email deliverability reporting
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
Category average: 7
Custom reports
Users can create custom reports.
Category average: 4.6
Calendaring
The software helps users maintain a calendar of all marketing activities.
Category average: 7.5
Who Buys & Uses LeadSquared
#2 most frequent
United States of America
17.7%124 installations of 702
#3 most frequent
Canada
1.6%11 installations of 702
LeadSquared - The Go-To CRM for Sales
Use Cases and Deployment Scope
We mainly use LeadSquared for driving our sales process. We use LeadSquared for both B2B and B2C purposes. Using the lead and activity model, it allows us to track our leads and follow up with them. We use the Lead + Activity API to capture a bunch of lead sources into LeadSquared. We have also integrated Telephony and Whatsapp messaging features (Converse) with LeadSquared which allow us to track calls and messages from within LeadSquared. The tasks feature is very useful making it easy to track followups. Using smart views, we look at the open leads, pending tasks and track them effectively. We also use a bunch of forms and automations to create our workflows which help for more effective effort on leads.
Pros
- Automations : LeadSquared has a very good automation tool using which I can update lead fields, send Whatsapp messages, send emails, create tasks, wait for events and many other things. Using this, we are able to completely automate the workflows.
- Smart Views : Smart Views allow us to configure a view for an agent according to our requirement. For an example, for our retail outlets we have created tabs for daily follow ups, open leads, overdue and pending tasks, etc.
- Integrations: Using the Apps marketplace, we are able to integrate LeadSquared with various other apps. In our organization, we have integrated Shopify, Telephony apps like Ozonetel, Servetel and Ameyo and Whatsapp Business Providers like Gupshup. In addition to this, there are plenty of apps for us to explore which we intend on doing.
Cons
- UI is old and clunky, overall loading time could be much better.
- The SIERRA report making tool is counterintuitive and unnecessarily complex at times.
- The advanced search mechanism is buggy at times. Telephony integrations can be more robust.
Return on Investment
- Overall, it has helped us track leads and capture leads very effectively. Ever since going forward with LeadSquared, we have gone from 50,000 leads/month to 110,000 leads /month and growing, all owing to the vast variety of lead sources which can be integrated using the Lead + Activity API
- The Converse tool has helped us to reach out to 200% more customers via Whatsapp approved templates.
- The Shopify integrations allow us to track abandoned checkouts, which we couldn't do before. This has turned out to be our highest converting lead source with a conversation rate of 37%.
Usability
Alternatives Considered
Freshdesk
Other Software Used
Freshdesk, Gupshup, Ozonetel, Ameyo by Exotel
LeadSquared the best CRM tool
Use Cases and Deployment Scope
We are using LeadSquared as a CRM tool in our organization, we manage all the customer data and its relevant details, communication history, our performance funnel, Attendance history, Call reports with the help of this CRM tool. All required fields of the customer such as name, mail id, contact number, source campaign, usage history are recorded in the LeadSqared for reaching them with clear data. It helps us in getting the deals done with better lead optimization.
Pros
- Call history is recorded like dialed calls, connected calls, total talktime in a daily, weekly, monthly, yearly, and on a custom basis.
- The activity history of both customers, and employees are shown clearly, which help us a lot in understanding the interest of the customer, and their communication history with the organization.
- Daily attendance history and man-days management can be done.
- Sales performance and their values are mapped clearly.
Cons
- Need to improve the stability of the portal.
- Sometimes, it delayed in catching the call histories.
- Customer service and their response time for query resolving need to improve.
Return on Investment
- It improves my sales performance
- It helps me a lot in building a strong sales pipeline
- It keeps a record of my productive business time.
Other Software Used
Ameyo, MindTickle, ProcedureFlow
LeadSquared is your go to platform for CRM, LMS
Pros
- Flexibility and eagerness to update and customize as per client requirements.
- Support & Service.
- New age tools and technologies integration.
- Easy to use interface.
- Reports and Data Management.
Cons
- Landing Page Feature can be improved.
- Inbuilt Calling System/integration can be added.
- Can look to extend features like Chatbots in the offering.
Return on Investment
- Lead leakage stopped, positively impacting the CPL.
- Customized Lead Stages helped the sales team to have a better follow up thus improving the conversion rates.
- Automations and Drip implementation helped in drawing direct/indirect conversions from dormant leads - Adding to LTV of a customer.
Alternatives Considered
Sendinblue, SmartKarrot, Keap (formerly Infusionsoft) and SalesBabu CRM
Other Software Used
Sendinblue, SmartKarrot, WordPress
Usability
A must have tool for every sales and marketing team
Pros
- LeadSquared is doing a great job in providing a detailed dashboard of all the campaigns and these dashboards are very informative and easy to understand, like open rate, bounce rate, click rate, etc.
- LeadSquared is great when it comes to 100% inbox delivery rate and I can say that this is one of the best features in it.
- LeadSquared's user interface is very easy to understand and easy to use as well.
Cons
- LeadSquared is a little bit expensive compared to other slimmer products, so they need to think about it.
- Sometimes LeadSquared gets stuck when I use it to run a large campaign, I would like them to improve this.
- LeadSquared creates a problem in slow internet connections, so I guess this is also an improvement area for them.
Return on Investment
- After using LeadSquared, now we are able to generate more quality leads for our services and this is a positive impact.
- LeadSquared provides us a complete report of our particular campaigns like click rate, bounce rate, etc. and this is also a positive impact on our business.
- LeadSquared is very easy to use and needs no training, so it saves our time too, this is also a positive impact on our business.
Alternatives Considered
Mailchimp and MailTrack
Other Software Used
Pardot, HubSpot, Zoho CRM
LeadSquared, a good platform
Pros
- Other platform sync.
- Short and sweet notifications and reminders.
- Location accuracy.
- Overall lead updating.
Cons
- Tab shuffling.
