Leadsquared Sales Execution CRM

My main use case for LeadSquared is tracking leads, calling to leads, generating reports, taking follow-ups, and distributing the leads.

To give a quick specific example of how I use LeadSquared for tracking leads, it involves a process of six stages: primarily, it starts with saving the lead in LeadSquared database, distributing it among salespersons, and then tracking the leads—recording when we called, the current status of the lead, the activities done by the lead, and the types of calls made by the salesperson at what time. This kind of activity is what we track.

The best features LeadSquared offers in my experience include tracking the leads, distributing leads among salespersons, and generating reports, such as identifying which leads are at which stage and at what time they are moved. These three functions have been great from LeadSquared.

LeadSquared has positively impacted my organization by improving efficiency, as well as enabling better follow-ups, and it also helps to improve sales.

Regarding how LeadSquared improved efficiency or sales, it aids with the sales process; whenever we track a lead, we get to know when the customer is using the app and what kind of activity they have undertaken. This information helps us to pitch to the customer effectively. I can say that after using LeadSquared, around 10 to 12% increase in sales has been noticed.

LeadSquared is currently perfectly aligned with the sales team, and I have not found any improvement needed on the operations side.

I have been using LeadSquared for three and a half years.

LeadSquared is stable in my experience; I have encountered no downtime or issues.

LeadSquared's scalability is good as it can handle growth and more users easily.

I have not used LeadSquared's AI capabilities, so I have no comments on its governance and security. Regarding the accuracy and reliability of LeadSquared's AI output, I have not utilized any AI-related functions as they are not included in our pack, so I have no idea about that.

My main use case for LeadSquared is data importation and everything for lead management, lead assignment, lead uploading, missing lead uploading, and reviewing the data.

Every morning, as part of my day-to-day work, we need to check how many leads the customer has visited on our website and how many are missing, meaning the lead has not been moved to SBI Life call center. We need to upload it and verify that once we upload the data, it has been uploaded correctly in detail. We need to check that all the leads have been assigned to the agent and whether it has been dialed or not. If dialed, we check what the status has been updated or not.

In my experience, the best features LeadSquared offers are providing transparency and more detail of the customers. The previous CRM which we had did not allow agents to access more details of the customers because it is PI data. Now, we have options to create something new for the agent so that they get helped, such as child age, product, proposer age, and state. They can quickly get attached with the customer, making it easier to make a sale.

My team uses all the detailed views of the customer repo, meaning that if they have more transparency regarding customers, they can easily grab the customers and use that detail to get attached with the customer emotionally, which makes it easier to make a sale.

The areas that have improved include data tracking being a little bit easier. The customer details are very transparent, and the issuance has become a little bit easier because everything is updated on time, between five minutes to ten minutes.

Currently, if we face any kind of issue with LeadSquared, the LeadSquared team has provided us a specific product Spoc. If we have any kind of problem, we directly connect with them, and we have a Jira application where we are tracking the issues.

There has been improvement since LeadSquared was implemented, but it has been hardly completed recently at SBI Life. For the last four to five months, we have been using it, so I think we require almost one year to review the data because all the data which has been previously in the application has currently been imported into SBI Life. Data is moving to other agents, making it a little bit harder for us to track the details, but we are on track. We are almost seeing an improvement of about one or two percent as compared to previously.

I have been using LeadSquared for around six months.

Regarding LeadSquared's AI capabilities, it is good as per our requirement. We require that if someone is not able to use it on their phone, or if we need to restrict any IP, it is good because no one can log in then. However, the main point is that it could be more secure.

I have not seen any return on investment.

We did not spend too much time with LeadSquared. We require more time to provide more details, but until now I have already shared what I have, so I do not think that there is more for you from my end.

To be very honest, there was nothing more because it is something new for us also. We have just requested so as per that I have asked, and I think that I should share the feedback with you. But to be very honest, it is something new for us also, so there is not much more for you.

My main use case for LeadSquared involves managing leads, phone numbers, and email addresses, talking to prospects, calling them, and utilizing the perfect CRM tools.

For example, we receive a lot of leads from the company from different sources. We manage which opportunities are going to be called and the specific program. We call them, mark them as warm, and then specifically send the application as well as tests from LeadSquared.

My team uses LeadSquared in the same way by sending payment links.

LeadSquared has positively impacted my organization by allowing us to manage a lot of leads we previously could not handle effectively.

LeadSquared has helped save time and made my team's day better by consolidating everything into a single platform. For instance, we now get pop-up notifications when we need to make a call, so we can contact them at a particular time.

I would say this has improved my team's response rate and conversion rate by roughly 50 to 60 percent.

The best features LeadSquared offers include working on leads and opportunities, and marking specific leads to the specific category that they belong to. It is useful because it is a simplified way, and everything is there. It is not a complex instance, though the recent update has presented some tougher parts compared to the previous UI, which was good.

LeadSquared can be improved in terms of UI and UX. If the recent update had a simpler interface, it would be more useful for us, as we currently struggle to track how the filters work properly.

I have been using LeadSquared for five to six years.

My advice to others looking into using LeadSquared is that you can use it. I would rate this product an 8 out of 10.

My main use case for LeadSquared involved having multiple projects ongoing. Since I worked in the growth part of it, I used LeadSquared for creating and sharing landing pages, which is the website use case. I relied on it for lead generation, assigning leads to the sales team, monitoring email campaigns, and automating WhatsApp responses using menus and CTAs, designing the flow, scheduling calls, and for email campaigns and lead churning. I also set up automation for win-back campaigns to engage users in the main CRM.

LeadSquared has positively impacted my organization by facilitating smooth communication and lead management, for which I am very grateful.

I have seen specific outcomes improve because of LeadSquared, including a noticeable response time and enhanced customer engagement. Instead of solely relying on conversions, which depend on the product itself, LeadSquared helped me engage with customers more effectively. The tool acts as a point of sales system, which significantly reduces the workload on the sales team by organizing leads efficiently.

I found the automations in LeadSquared to be really useful and the most valuable part of the tool. Once I create a segment or label of contacts, I can use the automation for that label, which significantly reduces my workload.

The simplicity of LeadSquared helps me in my day-to-day work by making tasks faster and reducing errors. With a minimalistic and clean design, I do not have to invest more time trying to figure out how to use the product. It is very evident and descriptive, allowing me to proceed quickly without spending a lot of time on understanding it. This saves time as I can identify label creations and use the sources, classifications, sorting, and filtering with ease.

I would like to see LeadSquared with more advanced features towards the website part of it. As a CRM, it is an amazing tool with lots of functionalities, even ones I have not fully explored due to my limited time at the company and operations which were restricted to a specific part of my job. Overall, I would like to explore it further to make any comments.

I would suggest improving LeadSquared by enhancing the website part of it. Right now, it is a fully functional CRM tool that I only use for landing page creation. It would be great if LeadSquared allowed hosting a complete website with front-end UI/UX integration alongside the CRM. I would love for LeadSquared to evolve into an all-in-one digital tool similar to Wix.

I have used LeadSquared throughout my work, so my entire work of two years depended on LeadSquared.

LeadSquared is quite stable. I would prefer it compared to Wix, which I am currently using, and I would choose to go back to LeadSquared.

Regarding LeadSquared's scalability, I think it should expand more internationally. Currently, it is not very common outside India or in European countries.

The customer support for LeadSquared is quite good. I had one or two interactions where I experienced an issue and, after discussing it with my managers, they suggested I contact a technical supervisor from the LeadSquared team. My issue was resolved professionally and I was very satisfied with the assistance I received.

Previously, the company used Google Sheets along with JavaScript for lead management and basic data analytics. As the company expanded, LeadSquared became an integral part of its development from the beginning.

I have seen a return on investment. At the company I worked for, there were around 200 employees, and when I joined, there were 100 on-site employees along with 100 remote workers. With just 40 to 60 salespeople using LeadSquared, the revenue we brought into the company was significant, as it reduced the need for human interactions. Every sales person handled 50 to 60 new leads daily via LeadSquared, managing follow-ups and pipelines efficiently, which saved money, time, and reduced the need for extensive human interaction.

I am not really sure about the pricing, setup costs, and licensing for LeadSquared since I was only a product user and not involved in managerial decisions regarding it.

I did not evaluate other options before choosing LeadSquared. I was only a user of the product and did not make managerial decisions regarding it.

I advise others looking into using LeadSquared to start slow, watch some YouTube videos, and explore. It is not difficult at all. The appeal of LeadSquared lies in its feasibility and ease of accessibility. I encourage new users to explore the tool independently if they have basic technical skills and knowledge of CRM workings.

I would go back to using LeadSquared. I am very satisfied with it, and I believe I have covered everything during our conversation. My overall rating for this review is eight out of ten.

LeadSquared is utilized to capture leads and call on the data for lead to form conversion. When a prospective candidate searches for courses at one of the Amity University campuses on the website, they are required to fill an inquiry form available on the website. This information is captured in real-time in LeadSquared and distributed to available agents via distribution automation for calling purposes. After nurturing and re-nurturing mechanisms performed by automation on LeadSquared, leads are nurtured and pushed to fill the application form for their interested program at Amity University. Lead to form conversion is counted when a lead applies for a program by filling out the application form. Various combinations of automations are used to nurture leads, and the transition from form conversion to fee conversion is also handled by LeadSquared, with the team also calling manually on the data. Leads are nurtured through automations and WhatsApp messages, along with emailers regarding placements and student achievements at Amity University to create interest and build brand awareness, targeting students who are keen to pursue admission at Amity University campuses. The next use case follows the targeting of leads from form conversion to fee conversion, which is counted as final admission.

LeadSquared is easy to use from the client's perspective, and automations are straightforward to build. If you follow the mechanism and are clear about end goals, you can easily create automations. It is cost-effective for the organization and provides a wide range of features including integrations with various vendors offering communication platforms such as Gupshup and LimeChat. Creating automation setups is simple, and the follow-up procedure for leads is easy to implement with timely task reminders for prospective leads.

LeadSquared has positively impacted the organization in that data is called on a real-time basis. The average turnaround time is now approximately 12 to 14 hours, enabling the first call on a lead to be made promptly, and there is no data leakage as every lead is addressed appropriately. Leads are nurtured rigorously through LeadSquared based on defined lead stages, with automation created to easily follow up with leads. When a lead is unreachable, a different set of automations and communications are sent. If they are in an opportunity state and ready for conversion, a different type of conversation is sent to prospective candidates. This process has increased the ROI rate for lead to form conversion. For fee collection, connectivity issues were a major challenge when calling candidates one-on-one; however, through automations, this goal is achieved. Although connectivity remains an issue with prospective candidates, the target audience is easier to reach through various WhatsApp, SMS, text, and emailer messages. LeadSquared provides a bot facility that sends leads in real-time, which are considered hot leads because students directly land on the website to search for programs at Amity University, leading to high conversion chances. LeadSquared provides an overall platform that significantly helps reach candidates through phone calls and follow up with them, thereby raising ROI for customers.

LeadSquared can be improved on various parameters. The platform should onboard various other vendors, such as a voice bot, which is a crucial requirement in the current market. LeadSquared is currently in the development phase of a voice bot, which is essential for connecting with prospective leads in a short duration. Improving the Converse feature, which is currently complex, will impact costing; however, if Converse is implemented, there would be no need to associate with other life or chatbots. Converse would suffice the requirement for voice and chatbots, and the voice AI could also replace the voice bot currently sought in the market.

Regarding reporting, it has become easier with the new UI platform, but the reporting section can still be improved by providing an easier view for the analytics section. The current setup is slightly complex for a normal sales user to access and understand reports pulled from LeadSquared. The analytics section needs improvement, and there are filters that also require work. Triggering the number of leads that have not been connected after multiple dialing attempts requires multiple combinations through advanced filter options to pull out that data, which is complex for sales users. Certain tabs based on customer requirements and customization should become more accessible for the calling team to help them achieve connected call goals.

I have been using LeadSquared for more than five years.

LeadSquared is stable, and there are currently no thoughts of replacing it with any other service provider.

LeadSquared's scalability is high. Plans are in place to move to the application portal and consider other services such as voice bot or chatbot available on LeadSquared, reducing the headache and costs of integration involved when using services provided by the main service provider itself.

Customer support is good, with support received within a few hours, and it is easy to reach the team over a call if needed.

Previously, no CRM was used; it was all manual calling and manual data setup with no engagement metrics. There were no services to engage with candidates or leads through SMS, WhatsApp, or emailers. Reliance was placed on one-on-one emails or SMS sent manually, and everything was maintained on Excel or Google Sheets.

The pricing and setup cost were challenging to negotiate; LeadSquared provided high pricing but this was managed through negotiation. However, the basic problem with LeadSquared is that they tend to project pricing on the higher side and want to compensate by getting clients to take additional services that are required.

Return on investment has been seen. Specific data cannot be shared, but the cost to lead conversion cost has improved due to the ability to reach out to leads in a timely manner. In previous years, lead cost was increasing because of lower conversion rates, requiring more leads to be acquired to achieve targets. Connectivity was the main issue observed in the EdTech industry, but with LeadSquared implementation and the reach it allows through automations, click-to-call, and other built-in features, connectivity rate with leads has increased, leading to higher conversion rates for lead to form.

The pricing and setup cost were challenging to negotiate; LeadSquared provided high pricing but this was managed through negotiation. However, the basic problem with LeadSquared is that they tend to project pricing on the higher side and want to compensate by getting clients to take additional services that are required.

Before choosing LeadSquared, Merito and Salesforce were evaluated.

LeadSquared is deployed in the organization on a private cloud using Amity's own cloud as the cloud provider. The data is stored on the private cloud, which is Amity's cloud, and LeadSquared was purchased as a third-party solution to provide CRM services. The organization directly approached LeadSquared to provide CRM facilities to Amity University. There is a wide scope for improvement in LeadSquared to meet customer requirements and become market leaders in CRM cloud-based support for the EdTech industry. LeadSquared has only recently started with the EdTech industry, so improvements are needed according to EdTech industry requirements. With the implementation of new education policies and changes within the Indian education system, updates are particularly needed regarding the application portal. The current setup is being improved by opting for the application portal, ensuring the end-to-end journey remains intact with LeadSquared from lead to form to fees, all synchronized on the platform. LeadSquared is definitely recommended to others because it is economical compared to other CRM platforms reviewed during onboarding. Tremendous improvements have been seen in the platform from both client and product perspectives, along with enhanced user-friendliness. The customer support provided is easily accessible, which is crucial in the EdTech industry, especially during system collapses due to integration failures, requiring immediate support from vendors. This review has been rated an 8 out of 10.

My main use case for LeadSquared is to manage the leads, set up priorities, and maintain hygiene when it comes to sales conversion.

Usually, a lead comes to us through our CRM, and then I adjust that same lead in LeadSquared while making calls also from LeadSquared to ensure all possible notes and action items are captured properly. Through this process, we maintain hygiene, and we have seen better qualification in leads, with leads that were getting lost in the earlier stages now being addressed at the first stage with proper maintenance through LeadSquared.

The best features I have seen in LeadSquared include its capability for managing leads properly, as lead management and lead tracking capture multiple sources, track every interaction, and provide complete visibility. Additionally, automated lead assignment is one of its strongest capabilities, allowing leads to be automatically assigned based on geography, source, or product. The sales automation features enable us to automate follow-up tasks, creation, alerts, reminders, and escalations all from one platform. Lead scoring and prioritization stand out because they automatically score leads based on engagement and behavior, helping the sales team focus on conversion-ready prospects. The real-time dashboard and reporting capabilities are very helpful for me as a project manager, providing live visibility into the lead funnel, sales performance, and assisting in calculating conversions and revenue as well.

For me, the most used features are automated lead assignment and workflow automation, along with real-time reporting and dashboards. It stands out because, from my team's perspective, workflow automation transforms LeadSquared from a simple CRM into an automation platform, eliminating manual work. Without automation, the sales team would have worked manually on tasks such as assigning leads and creating follow-up tasks, which would have cost us more time. It also ensures no lead is missed, addressing a common problem of lead leakage, and has improved SLA compliance, alerting managers if leads are not contacted within fifteen minutes. It is highly customizable, and for me, workflow automation stands out by automating repetitive sales and operational activities, ensuring leads are acted upon within SLA timelines and reducing lead leakage. From a business perspective, it improves efficiency, accountability, and conversion rates, making it one of the most valuable capabilities in LeadSquared.

LeadSquared has positively impacted my organization by bringing greater visibility and control over the lead life cycle. Earlier, lead tracking and manual follow-ups were dependent on individual ownership and involved significant manual effort. With LeadSquared, the lead capture, assignment, and follow-up process became standardized and automated, turning it into a process-driven system. From a business perspective, it has improved response times, reduced the risk of lead leakage, and provided management with real-time reporting on pipeline health and team performance. The workflow automation capability has reduced manual efforts for sales and operations teams, allowing them to focus more on customer engagement rather than administrative tasks. The biggest positive impact, in my view as a project manager, is the value in reporting and dashboard capabilities, which provided clear visibility into KPIs, bottlenecks, and overall process effectiveness, thus enabling better stakeholder communication and decision-making, resulting in better operational efficiencies and stronger conversion management.

One area for further enhancement is advanced analytics and predictive insights. While the platform provides robust reporting, deeper AI-driven recommendations such as lead conversion predictions, risk identification, and next-best-action suggestions could help the sales team prioritize opportunities more effectively. Improving user experience is another area; as organizations scale and workflows become more complex, simplifying configuration and creating more customizable dashboards could enhance adoption across business users. Additionally, expanding native integrations and reducing reliance on custom configurations for certain enterprise systems could streamline implementation further.

Regarding support, I feel it should be more proactive, with spontaneous responses. Whenever I raised queries, I experienced longer wait times and had to wait for proper responses that were sometimes passed between multiple people. I believe when I ask a question, it should be assigned to the right person at the right time to reduce time consumption on both ends.

LeadSquared automates many sales and marketing processes effectively, and there is an opportunity to strengthen its AI capabilities in areas such as predictive lead scoring, conversion forecasting, and next-best-action recommendations. AI-powered conversion analysis from calls, emails, and WhatsApp interactions could help identify customer intent, sentiments, and common objections, providing valuable insights for both the team and managers. For compliance and governance, a proper API should be created and integration should be structured to prevent lead leakage and data manipulation, which needs to be addressed by LeadSquared.

I have noticed that it often does not provide accurate data and relies more on human intervention. When AI is integrated into any kind of software, it is expected to deliver the right outcomes and analyses. However, I have seen many cases where it provides only sixty-five to seventy percent accuracy, which I believe can be significantly improved.

I have been using LeadSquared for three years.

LeadSquared is stable, though I have experienced some downtime while downloading reports and creating workflow automation, but those issues are resolved quickly. I can consider it a stable platform.

Regarding scalability, I feel LeadSquared has enough potential, having already helped the organization, and if they continue taking feedback and implementing it, I believe it can become the best tool.

Regarding support, I feel it should be more proactive, with spontaneous responses. Whenever I raised queries, I experienced longer wait times and had to wait for proper responses that were sometimes passed between multiple people. I believe when I ask a question, it should be assigned to the right person at the right time to reduce time consumption on both ends.

Initially, my experience with customer support was quite poor, with long wait times, fuzzy responses, and the right person not being assigned to handle specific questions, often leading to time lost transferring chats. However, over time, I feel it has improved, though there is still significant room for improvement, particularly regarding execution times. Earlier, responses sometimes took up to twenty-four hours, but currently they are replying much faster.

I have not used any other solution in the last three organizations; we have been using LeadSquared throughout. The integration may differ as some integrated LeadSquared through HubSpot and others through Salesforce, but LeadSquared itself was used consistently.

For us, LeadSquared is typically deployed as a cloud-based SaaS CRM platform. The deployment starts with understanding our sales and marketing processes, lead journeys, and stakeholders. Based on the requirements, we implement lead stages, workflows, user roles, and permissions. After configuration, if data migration is necessary, it is performed, followed by user acceptance testing, training sessions, and going live. Post-deployment, we monitor adoption, optimize workflows, and implement enhancements based on business feedback.

We use on-premises for LeadSquared; we do not utilize any cloud services, it is on-premise.

We have seen a return on investment with LeadSquared because earlier we needed many more employees due to significant manual intervention. Time was a crucial aspect for that; for B2B conversions, it used to take an average of fifty days, but it is now down to thirty days, which is a good sign. Therefore, I definitely observe a return on investment, which is why the company continues with LeadSquared since the past four years, and I hope it will continue for many years to come.

I do not have any idea about pricing, setup costs, or licensing because it was onboarded much before my time; however, in Indian currency, I think we are paying forty-five lakhs per year.

I believe they evaluated other options before choosing LeadSquared, specifically looking at Zoho CRM and Microsoft Dynamics 365. I was not directly involved in the initial vendor evaluation process, which usually focuses on business requirements, ease of implementation, customization, and cost. They ultimately switched to LeadSquared after exploring options such as Zoho CRM and Microsoft Dynamics 365.

I have mentioned everything about the features of LeadSquared that was possible. I would appreciate understanding the immediate priorities for this, such as what immediate changes LeadSquared can bring and how we can implement those for a customer delivery project.

While I do not have the exact organization-wide figure, based on team observations, we have noticeably improved lead response time and follow-up compliance. Lead assignment used to take two days, but now it is done within seven to ten minutes after we receive the lead. Operational efficiencies regarding tracking and conversion have also improved, with follow-ups that used to take at least two working days now reduced to twelve hours through automated emails, which I believe is a significant impact.

I advise organizations looking to automate manual tasks that are costing significant time and affecting conversions to consider LeadSquared, especially if they lack visibility as leadership on data and dashboards. Using LeadSquared can ease their job, reduce tracking time, and greatly improve sales conversion. I would rate my overall experience with this solution as eight out of ten.