User-Friendly CRM with Seamless Setup
What do you like best about the product?
I had a good experience using LeadSquared Sales CRM. It was helpful for managing leads and organizing sales activities. It became easier to track customer interaction, schedule follow-ups, and ensure that no potential lead was missed. The interface is super easy and user-friendly, which makes it easy for the team to stay organized. It helps to keep all customer information in one place. The user-friendly interface of the CRM makes it easy to quickly access and manage leads without spending much time learning the system. Setup was quite smooth.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
LeadSquared Sales CRM helps me manage leads efficiently, track customer interactions, and schedule follow-ups. Its user-friendly interface keeps my team organized and customer information centralized, saving time on learning the system.
Easy-to-Use CRM That Keeps High-Volume Sales Teams Efficient
What do you like best about the product?
LeadSquared Sales CRM is easy to use and well-suited for high-volume sales operations. Its lead management, automation, and activity tracking features support frequent use and help sales teams stay efficient.
What do you dislike about the product?
Advanced customization and reporting are limited. Complex workflows often require support intervention, integrations can be rigid, and customer support response time varies during critical operational issues.
What problems is the product solving and how is that benefiting you?
It centralizes lead and activity management, automates follow-ups, and enforces sales discipline. This improves agent productivity, reduces lead leakage, and provides better visibility into pipeline and performance.
Lead management has boosted sales and automations save time in loan origination workflows
What is our primary use case?
LeadSquared is primarily used for lead management and loan origination system implementation. In lead management scenarios such as auto sales or real estate, when a customer submits details regarding a real estate project, LeadSquared fetches the information, allowing the sales team to contact them regarding their query.
I am currently working on loan origination system implementation with LeadSquared.
How has it helped my organization?
LeadSquared has created a positive impact on the organization. I have noticed a positive impact as it has increased sales and customer engagement.
What is most valuable?
LeadSquared offers many features based on the selected pricing, whether it is a standard or premium option, allowing users to capture and manage all leads, categorize them into different segments, and ensure no lead goes unnoticed.
LeadSquared helps me categorize leads by capturing them from social media or other platforms. When a lead is captured, the sales team gets in touch with the person who made the inquiry, and when they receive updates via phone call or email, they can update the lead's status automatically through automation.
LeadSquared is currently working on many features including auto WhatsApp messages, chatbot messages, and reporting functionalities, integrating AI for custom reports, and allowing users to master the data and put it into tables.
What needs improvement?
There are not many improvements needed for LeadSquared.
For how long have I used the solution?
I have been using LeadSquared for one and a half years.
What do I think about the stability of the solution?
LeadSquared is very stable.
What do I think about the scalability of the solution?
LeadSquared's scalability is highly commendable.
How are customer service and support?
The customer support is pretty good.
How would you rate customer service and support?
What was our ROI?
There is definitely a return on investment. For example, we do not need to manually update tasks since automations are configured to trigger and update the status automatically when specific conditions are met, thus saving both time and money on configurations.
What's my experience with pricing, setup cost, and licensing?
The pricing, setup cost, and licensing are in line with industry standards. Compared to other top-niche products, they are less, and it is good.
Which other solutions did I evaluate?
Before choosing LeadSquared, we evaluated a few products including Zoho lead management and Salesforce.
What other advice do I have?
LeadSquared is a must-consider product for anyone willing to buy a lead management or loan origination system. I would rate this product a 9 out of 10.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Effortless Lead Management and Automation Boost Productivity
What do you like best about the product?
What I like best about LeadSquared is how easy it is to manage and track leads in one place. The automation helps reduce manual work by assigning leads and sending follow-ups automatically. It keeps marketing and sales aligned with clear lead status and activity history. The dashboards are useful for quickly checking performance and priorities. Overall, it makes day-to-day work more organized and efficient.
What do you dislike about the product?
What I dislike about LeadSquared is that sometimes the system can be slow, especially when loading large lists or switching between screens. Some features are not very intuitive at first, so it takes time to learn them. The mobile app can feel a bit limited compared to the desktop version. A few more easy integrations with other tools would be helpful. Overall it works well, but these things can be improved.
What problems is the product solving and how is that benefiting you?
LeadSquared helps solve the problem of losing track of leads and follow-ups. It keeps all lead information in one place and reminds me to take action on time. Because of this, our team doesn’t miss important touchpoints and can respond faster. It also helps us see which campaigns are working, so we can focus on what brings better results. Overall, it has made managing leads much easier and more organized.
User-Friendly CRM with Room for Improvement
What do you like best about the product?
I find LeadSquared Sales CRM very easy to use, even for someone who might not be very tech-savvy, they can pick it up quickly. The best part is you can easily undo updates, which is a handy feature. The interface is nice, and even though it might seem overwhelming at first, as you keep working on day-to-day activities, it becomes easier and more comfortable to use. I like that there's a reminder feature for follow-up calls, which helps in managing leads efficiently. I also appreciate that the initial setup was quite easy, and everything worked perfectly.
What do you dislike about the product?
I couldn't find data availability and call recordings on LeadSquared, which Salesforce offers. It would be nice to have email tracking as well, like in Salesforce.
What problems is the product solving and how is that benefiting you?
I use LeadSquared Sales CRM for managing sales calls and lead updates. It's easy to use, even for beginners, and allows quick learning. The platform is excellent for follow-up reminders and tracking leads efficiently.
Empowers Sales Tracking
What do you like best about the product?
I like that LeadSquared Sales CRM offers different lead status options, which help keep a lead organized based on the work done. It helps in separating hot leads from other leads efficiently. The reports dashboard is another feature I appreciate as it provides a clear picture of performance and helps in planning further steps. I also found the initial setup to be easier, which was a pleasant surprise.
What do you dislike about the product?
The interface can be improved like it should look easy to navigate and catchy. By easier to navigate, I meant that the new user should be able to perform tasks efficiently from day one.
What problems is the product solving and how is that benefiting you?
I use LeadSquared Sales CRM to manage leads, track progress, and monitor the sales team. It simplifies lead tracking, updates lead status based on activities, and provides a clear sales pipeline picture. The reports dashboard helps me understand performance and plan further steps.
Centralized Lead Management and Smart Routing Boost Client Trust
What do you like best about the product?
Centralized lead management which is the big advantage also smart lead routing and also proof and reportingfor clients which is beneficial for business client trust.
What do you dislike about the product?
Initially setup is complexwhich takes time and also requires CRM expertise and also high maintainance needed so dedication requires and costly andcomplex for early stage enterprise.
What problems is the product solving and how is that benefiting you?
It scattered leads everywhere which solves problems like lead lost ,confusion and complexity and also due to it's auto reminders we are able to replied on time and also automation and integration also saves lot of time and cost.
Sleek UI and Great User Experience
What do you like best about the product?
The user interface and overall feel of both the app and the web version are good.
What do you dislike about the product?
At times, the app or site can become laggy and takes a bit longer to load, but aside from that, everything else works well.
What problems is the product solving and how is that benefiting you?
Reaching out to potential clients, organising client data
Customised Workflows and Seamless Integrations Make It a Standout
What do you like best about the product?
Customised Workflow, Easy to use, Easily integrates with other software using UDC, lead distribution.
What do you dislike about the product?
If the automation is bigger, then it takes time to open the automation to edit it. Speed issue, sometimes it is very slow. Reports limitations and the maximum time it is showing a timeout error.
What problems is the product solving and how is that benefiting you?
It helps us lead nurturing, track sales team performance, and identify any missed follow-ups. Then, we can easily churn those leads using automations.
Adaptable CRM, Slight Learning Curve
What do you like best about the product?
I like LeadSquared Sales CRM for its adaptability and flexibility. It solves the agent's daily activities effectively, allowing me to add any condition for daily chase bases at an agent level. Being able to make my own condition and store the data is quite beneficial.
What do you dislike about the product?
I find the initial setup a little bit difficult for understanding. I think there could be improvements or additions in terms of changes and simplicity.
What problems is the product solving and how is that benefiting you?
LeadSquared Sales CRM solves agent daily activity problems. It's adaptable and flexible, allowing me to add conditions for daily tasks and store data.
