LeadSquared - The Go-To CRM for Sales
Use Cases and Deployment Scope
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%.












