Leadsquared Sales Execution CRM

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.