Leadsquared Sales Execution CRM

I have used LeadSquared for almost five years. It was primarily a CRM tool that we used for managing all lead data, call logs, and emails that would get logged into it. When new leads were generated, they would be routed to us through LeadSquared as well.

LeadSquared functioned as a basic CRM for our needs. For example, if I received 10 leads or 10 prospects who downloaded our application, I would call them with all the numbers and details available in the system. In cases where calls were not connected, I would send them an email through LeadSquared. I would continue following up, booking demos, catering to their needs, and logging all the details in LeadSquared.

The filters that came with LeadSquared were the best features. We were typically able to filter down a couple of leads, which was finding a needle in a haystack. The filter feature was invaluable for segmenting leads.

LeadSquared is an easy tool to adopt and get going with, as it is plug and play. My organization has stuck with it for more than five years and has not changed to any other CRM. From day one, I used LeadSquared. It was not a case of using another tool before and switching back to LeadSquared. I started my journey with LeadSquared only, so it was the first CRM tool I had my hands on.

It has an easy user interface and is a simple tool, not complicated unlike other tools such as Salesforce. All the activities are logged, you can select the filters, and the homepage is sufficient where you get all the details about the lead. It is a pretty easy tool to understand and to have.

Everything is good and perfect with LeadSquared.

I have been using LeadSquared for seven to eight years.

There have been a couple of times when LeadSquared was down, but it was not something that hampered the business from a point of view.

LeadSquared's scalability was easy to handle.

I never reached out to customer support for LeadSquared.

From day one, I used LeadSquared. It was not a case of using another tool before and switching back to LeadSquared. I started my journey with LeadSquared only, so it was the first CRM tool I had my hands on.

LeadSquared is an easy tool to adopt and get going with, as it is plug and play. My organization has stuck with it for more than five years and has not changed to any other CRM.

We did not evaluate other options before choosing LeadSquared.

I would say it was easy, and from a point of view of ROI, it was money-efficient given the number of employees we had.

I remember it was around 100K for a year, which boils down to approximately 1500 to 1600 rupees, or maybe 2000 rupees per month per user for LeadSquared. I believe it was pretty sufficient and an easy tool to have, and not so expensive.

We did not evaluate other options before choosing LeadSquared.

I would advise to stick with LeadSquared, as it is an easy and best tool in the market to have. I would rate this product a 9 out of 10.

My main use case for LeadSquared is automations and email campaigns. By automations, I mean lead nurture campaigns. For instance, when I work with LeadSquared, I create campaigns for B2C users. Whenever a B2C user lands on a website, I capture their details when they sign up. Based on their actions, steps taken on the website, and how they have interacted with the product, I capture the events and send them into different nurture campaigns. These nurture campaigns include email campaigns and sales-led campaigns as well, such as assigning newly created leads to the sales team so they can follow up and convert them into paid subscribers.

The second use case is for email automation, where I utilized the campaign module, particularly the email campaign module, extensively for one-time and automated communication. It is quite easy to create email templates with a drag-and-drop option, using different placeholders for personalization. For example, for a promo coming up, I had a 14-day cadence for that promo, where I sent email campaign announcements and promo announcement emails. Depending on whether the user interacted with the email or replied, I forwarded them to different nurture campaigns, either sales-led or organic campaigns, all handled through LeadSquared email automations.

Another thing I used LeadSquared for is LeadSquared apps. Every CRM has its own integrations and third-party applications for seamless integration. I integrated LeadSquared with several apps such as Zapier to ensure good communication across third-party integrations. Zapier was especially useful for integrating tools that did not have native integrations. I also used webhooks to ensure that data and events I captured—such as the creation of new leads or lead qualification, status changes for leads—were updated in real-time in my system. This helped different platforms synchronize without manual updates. Operationally, I typically integrated the CRM with internal systems, synchronized my marketing platform, triggered notifications, and app notifications for different use cases of paid users. Whenever I required real-time communication and flexible API-based integrations, I extensively used webhooks.

With LeadSquared, I was dealing with a B2C SMB operation catering to a niche audience, where retention is crucial. By building out automations, I was able to create cancellation and refund triggers, ensuring I retain users canceling for unknown reasons. Previously, I could not assist or address concerns before cancellations due to the lack of insights into user dissatisfaction. I designed automations for refunds and cancellations based on user engagement and identifying users at risk of churn. My closed conversion rate increased from 14% to approximately 27% through these efforts, which I initially tested before broader implementation.

The best features of LeadSquared, and its biggest strength, is how everything works together. Every feature is good; email campaigns and marketing automations are tailor-made features particularly useful for SMB organizations. When managing a large volume of B2C, it is essential that campaigns and automations remain simple, avoiding complications. Knowledge transfer is straightforward, being a see-and-tell transformation rather than requiring cumbersome documentation for minor changes. Ease of access stands out, especially in terms of creating email campaigns. Even a non-experienced individual, such as a tech person, can create visually appealing emails thanks to the drag-and-drop and other creative opportunities provided by LeadSquared.

The ROI was multiple-fold. I leveled up with my initial LeadSquared investment within months thanks to new nurture and lead automation campaigns driving conversions. I previously required three team members for tasks but streamlined that to one individual, yielding significant ROI as my retention and cancellation rates improved from 12% to 27%.

Overall, LeadSquared is a solid platform, but there are things that could improve. The UI feels a bit dated in some modules, particularly in advanced reporting, which requires some learning. Introducing more versatile features for advanced learning is necessary. Managing large automation workflows can become complex without proper documentation, leading to confusion among leads, opportunities, and accounts. The same user can fall into multiple categories. For complex automations and nurture campaigns, maintaining certain documentation by the CRM handler is essential despite the drawbacks, as flexibility and automation capabilities outweigh these issues.

While using LeadSquared, I was not utilizing many AI capabilities since the landscape was still developing at that time. LeadSquared's recent advances focus on improving sales and service workflows rather than being a general-purpose AI assistant. It shows productivity improvements through automating conversations and prioritizing leads, but it still requires enhancements in predictive analysis and custom AI workflows. Governance is one of its strengths, especially for regulated industries. I have relied on role-based controls, API access controls, and audit logs, reinforcing the platform's design with governance in mind. Security measures are also robust, including ISO certifications, which influenced my choice of LeadSquared as a CRM.

I used LeadSquared for around a year during my tenure at Thinkster Math, working as a customer success manager for acquisition and sales. I took care of company-wide LeadSquared CRM, which included creating all the automations, user flows, and nurture campaigns.

LeadSquared is generally stable, with minimal downtime compared to other platforms.

It proves quite scalable, especially with API and integrations, but I remain cautious about its performance in extensive B2B clientele usage.

Customer support is good, available via chat with scheduling options and responsiveness. I rate customer support an eight.

Before LeadSquared, I used Salesforce. The switch stemmed from moving to a different organization, leading to a need for a CRM suitable for a different audience and workflow.

I did not evaluate many options since I had a recommendation for LeadSquared from a colleague, making it my first CRM choice.

The ROI was multiple-fold. I leveled up with my initial LeadSquared investment within months thanks to new nurture and lead automation campaigns driving conversions. I previously required three team members for tasks but streamlined that to one individual, yielding significant ROI as my retention and cancellation rates improved from 12% to 27%.

Regarding pricing, it is quite favorable for companies targeting B2C and B2B and SMBs. LeadSquared provides significant ROI in tight budget scenarios as it balances functionality with ease of use. The cost is decent compared to competitors, offering essential features without overwhelming users with unnecessary options.

My advice is to ensure transparent categorization of leads before creating automations, as the success of LeadSquared hinges on clarity in lead categorization. Being clear about categorizing leads simplifies the process.

Overall, LeadSquared strikes a good balance between functionality and usability. Its automation capabilities remain a significant differentiator, with AI features evolving to enhance sales and productivity. I encourage not to stress over potential difficulties, as segmentation and personalization challenges can be efficiently managed. The tool is structured to answer your inquiries if you know how to ask, making it effective for lead management and efficiency despite a few drawbacks regarding reporting and UI. I recommend this tool to anyone looking to scale their operations in B2C or B2B outreach. I rate this product a seven overall.

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.

My main use case for LeadSquared involves client management and customer tracking systems for registration and property registration tasks, especially with Xanadu realty, which is proprietary-based and uses the Xanadu lead management system directly linked to LeadSquared. In the Xanadu lead management system, I track the voice and KPIs of clients, noting how many projects each customer has visited, and then I track it in LeadSquared to document all the details of customers who have registered properties on the Kumars project, regardless of their location in East Pune, West Pune, South, or North. Based on this data, I mark the track on particular customers and different customers who can help me predict which projects they might choose, why, and how much they are willing to spend—all thanks to LeadSquared.

I track the KPIs from the first entry of the customers because a single customer may visit properties using different numbers, but I already have a record in my system by the single number. Sometimes outsourcing channel partners may influence customers to purchase properties with big discounts, yet they lose the existing offers I presented during their first visit. The first entry of the customer into the Xanadu lead management system and subsequent tracking in LeadSquared allows me to track their KPIs using their preferences and needs, such as preferred locations, property types, investment duration, purchase purposes, and desired floors. I track all similar customers using these KPIs, and I find that almost seventy to eighty percent of customers share the same preferences, so that is how I effectively track key KPIs.

LeadSquared is a user-friendly application that is easy to use for those from non-IT backgrounds, and it only requires providing one-time training so that they can catch up and utilize it. Initially, newcomers find it challenging to use LeadSquared and the Xanadu lead management system together, but after one or two uses, they become accustomed to it.

LeadSquared positively impacts my organization mainly through lead tracking, as it prevents anyone from misrepresenting their leads or managers about the leads, allowing me to easily track the progress, see where it stands, and identify any deficits, which are the specific outcomes and improvements I have noticed.

LeadSquared can improve by enhancing its dashboards to be more creative, as the current look is very simple and not visually appealing. I suggest introducing colors to make the dashboard more user-friendly, helping users remember information quickly since people often prefer colors over words.

In terms of LeadSquared's AI capabilities, I think it is working well, and I have heard some reviews from friends who are using it; it seems fine as it is, but I believe updates should be provided monthly rather than weekly since frequent updates can interfere with the work process. It is better to schedule updates every fifteen or twenty days or once a month with new features.

I have used LeadSquared for almost two years.

I am not recalling all the features right now, but I can definitely say that LeadSquared is best for managing contacts and managing leads.

Actually, I have not used LeadSquared for a long time, so I am not recalling any features or specifics about the dashboard or reporting at the moment.

I do not have any thoughts on integration improvements right now, but I will share any feedback on that soon.

I would advise others considering LeadSquared to utilize it, especially if they are starting a startup, as it will provide knowledge on managing leads and how it can be linked with their applications or other tools they may need. I provide this review with a rating of eight out of ten.