Leadsquared Marketing Automation Reviews & Product Details

What I like most about LeadSquared Marketing Automation is that it has allowed us to move from a largely manual admissions process to a much more automated, measurable, and consistent process.

The biggest improvement has been speed and consistency of lead follow-up. We can automatically distribute leads, trigger communications, create follow-up tasks, and move students through different nurture campaigns based on their behavior rather than relying on staff to remember every step.

From an operational standpoint, I would quantify the impact as:

- 20% faster lead response times

- 10X greater team capacity without proportionally increasing staff workload

- 40% higher referral conversions through automation

- Significantly less manual work in lead assignment, follow-up, and communication

- 100% visibility into where a lead came from, what they have done, who contacted them, and where they are in the admissions funnel Review collected by and hosted on G2.com.

Honestly, there is very little that I dislike about LeadSquared. Like any robust platform, there are always areas where we can continue to improve our processes or find ways to use the system more effectively, but I wouldn't point to any significant shortcomings with the platform itself.

One area where LeadSquared has actually exceeded my expectations is customer support. Customer support is often one of the biggest frustrations with technology platforms, particularly when you are trying to implement a system across a complex admissions, financial assistance and marketing operation. That has not been our experience with LeadSquared.

We have been extremely happy with the level of support we've received. The team has been responsive, knowledgeable, and willing to work with us to solve problems and find solutions that fit our operation. That level of partnership has made a significant difference in our overall experience with the platform.

So, if I'm being honest, I don't have a major "dislike" to point to. Our experience with both the platform and the LeadSquared team has been overwhelmingly positive. Review collected by and hosted on G2.com.

As a small business owner, I was looking for a system that could be built around the way I run my business. Most platforms I tried felt like a one-size-fits-all solution, but then I found Leadsquared. Their team helped me customize the platform so the cadence and flow of my leads worked exactly the way I wanted. They also guided me through the learning process so I could build and make changes within the platform myself. Review collected by and hosted on G2.com.

The only downside (if you can even call it that) was that their platform was always being upgraded, and the frequent changes could be frustrating at times. Review collected by and hosted on G2.com.

We've been using LeadSquared for our admissions and CRM processes, and its automation capabilities have made a tremendous difference for our team. Now, leads are automatically assigned to the right team members, follow-up reminders are generated, and email campaigns run seamlessly without constant oversight.

One of the biggest strengths of LeadSquared is its flexibility. We operate across two campuses, each with its own unique workflows and requirements, and LeadSquared has allowed us to customize the platform to fit the needs of both locations without compromising efficiency. All of our customizations are hosted and managed seamlessly, making it easy for our teams to work within processes that are tailored to their specific campus while maintaining consistency across the organization.

The automation workflows have helped us improve response times, keep prospective students engaged throughout the admissions journey, and ensure that no lead falls through the cracks. The dashboards and reporting tools also provide valuable insights that help us continuously refine our enrollment strategies.

Another standout aspect of our experience has been the exceptional customer support. Our Customer Success Leader, Poojitha, and the entire support team have been outstanding partners. Whether it's implementing new ideas, troubleshooting questions, or helping us optimize our workflows, everyone we've worked with has been incredibly knowledgeable, responsive, and genuinely invested in our success. Their willingness to jump in whenever needed has made a significant impact on our ability to maximize the platform.

Overall, LeadSquared has become an indispensable part of our daily operations. Its powerful automation, flexibility, and outstanding customer support have helped us improve productivity, increase lead conversion, and create a better experience for both our staff and prospective students. I highly recommend LeadSquared to any organization looking for a CRM that can adapt to its unique business needs while delivering exceptional automation and service. Review collected by and hosted on G2.com.

Nothing. Happy as is. We are also trying their up-to-date AI tools. Review collected by and hosted on G2.com.

Leadsquared has tremendously improved our communication with prospective students. The automated email and SMS messages have helped drive a 2% increase in school tours and enrollments. Organizing leads by enrollment stage also enables us to follow up and target each student in a timely manner. The Flostack feature has been a great addition, as it has increased the number of tours scheduled by students at the time of inquiry. Support from Leadsquared is consistently prompt and effective. Review collected by and hosted on G2.com.

Nothing specific as Leadsquared fixes most issues as they occur. Review collected by and hosted on G2.com.

I work at Healthy Young Minds, where we provide mental health / behavioral health services for people of all ages. Our intake and patient coordination run through LeadSquared day to day, so I'm in the platform regularly.

Before LeadSquared, we were managing intake across spreadsheets and disconnected tools / we had no clear view of where each referral stood. That made it hard to respond to families quickly / track referrals / see where leads dropped off.

LeadSquared changed how we operate. The implementation was consultative / built around our actual workflows, and it was set up around how a practice like ours really works rather than a generic template.

The difference shows up in the day to day:

-Referrals and new patient enquiries are captured and routed automatically, so nothing sits waiting.

-Our coordinators can see exactly what stage each family is at, so follow-up is timely and nobody slips through.

-Automated reminders and drip communication keep families engaged through intake.

For any behavioral health provider trying to manage intake and patient coordination without the process falling apart, this has made a real difference. Review collected by and hosted on G2.com.

There are some technical glitches here and there, but our dedicated consultant is always there to help solve these. Review collected by and hosted on G2.com.

Dashboard is clean and easy to navigate. Bulk texting/email sending is easy to setup, text and execute.

The integration with our internal databases has been smooth and both systems are able to communicate either each other and update statuses accordingly.

Our support team has been exceptional and always willing to dive into the issues we're seeing. Review collected by and hosted on G2.com.

Can't think of anyone that I dislike about the marketing automation. Review collected by and hosted on G2.com.

The LeadSquared microsite has been very helpful for booking appointments with our Admissions representative. The ability to pick a specific day and time, and then send a text reminder shortly before the appointment, makes a real difference for us and leads to tangible and positive results in enrollment numbers. Review collected by and hosted on G2.com.

We do not dislike anything about the automation system. Review collected by and hosted on G2.com.

They respond quickly whenever we need help with an issue. Having different fields to filter through makes my job easier and helps me stay organized. Since I started working with our school, we’ve increased our conversion rates by at least 10% over the last year. They’re consistently helpful with any changes or problems we run into, and they always get back to us fast. They are currently implementing a new integration that is going to be so beneficial in increasing our conversion rates and show rates. They perform tasks efficiently and are always looking to make adjustments and updates as needed to improve anywhere they can. Review collected by and hosted on G2.com.

I do not have any diskikes. They are always open to helping in anyway they can. Review collected by and hosted on G2.com.

Leadsquared marketing automation allows thorough customization to meet the needs of our institution and our admissions team. Leadsquared developers were instrumental in ensuring all automations performed as intended. Review collected by and hosted on G2.com.

The interface is a little difficult to understand for one not accustomed to this type of automation, but LS team members were able to provide all the guidance and assistance required and requested. Review collected by and hosted on G2.com.

I like that the UI of Leadsquared Marketing Automation is very nice. The lead bucketing process is very easy, and the activities and tasks associated with leads are seamlessly managed. It goes really well, and overall, it's very easy for us to manage. Review collected by and hosted on G2.com.

They don't have direct WhatsApp integration; it's done through WhatsApp Cloud, which has its own problems like requiring multiple users to use a single WhatsApp number. Also, a feature is missing where one salesperson can have one number and chats are automatically recorded. Review collected by and hosted on G2.com.