LeadSquared Sales CRM Features

Platform (10)

Customization: Based on 124 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability: Based on 123 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
User, Role, and Access Management: Based on 124 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization: Based on 102 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments: Based on 81 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Document & Content Mgmt.: Based on 111 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability: Based on 126 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 94 LeadSquared Sales CRM reviews.
Data Synchronization: Based on 46 LeadSquared Sales CRM reviews. Syncs lead data within the sales database for consistency and accuracy
Analysis: Provides analysis on lead scores, funnel insights, and both open and closed opportunities 47 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Sales Force Automation (8)

Contact & Account Management: Based on 142 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Opportunity & Pipeline Mgmt.: Based on 147 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Task / Activity Management: Based on 155 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management: Based on 125 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration: Based on 136 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management: Based on 126 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 114 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 133 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Marketing Automation (4)

Email Marketing: Based on 139 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Campaign Management: Based on 135 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Lead Management: Based on 155 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics: Based on 126 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Customer Support (5)

Case Management: Based on 145 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal: Based on 145 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
Knowledge Base: Based on 145 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features: Based on 144 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
Support Analytics: Based on 141 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Integration (3)

Data Import & Export Tools: Based on 119 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs: Based on 114 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Breadth of Partner Applications: Based on 99 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Mobile & Social (2)

Social Network Integration: Based on 126 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Mobile User Support: Based on 147 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Reporting & Analytics (3)

Reporting: Based on 153 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards: Based on 155 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting: Based on 137 LeadSquared Sales CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Attribution (3)

Lead Opportunity: Aligns lead scores with predefined lead distribution criteria 49 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Lead Assignment: Matches and assigns leads to the correct sales representative This feature was mentioned in 49 LeadSquared Sales CRM reviews.
Pipeline Acceleration: Based on 45 LeadSquared Sales CRM reviews. Determines which leads should be prioritized and then accelerates them up the pipeline

Discovery (3)

Lead Management: Integrates with lead capture and lead intelligence tools to discover leads This feature was mentioned in 49 LeadSquared Sales CRM reviews.
Scoring/Ranking: Based on 48 LeadSquared Sales CRM reviews. Creates and assigns scoring system to rank the viability of leads
Lead Context: Integrates with CRM or marketing automation tools to contextualize lead data 48 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Management (2)

Incentives (4)

Badges: Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 65 LeadSquared Sales CRM reviews.
Triggers: Automatically recognizes achievements that should be added to the leaderboard. This feature was mentioned in 73 LeadSquared Sales CRM reviews.
Commission Calculator: As reported in 61 LeadSquared Sales CRM reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards: Highlights top-performing employees to publicly reward their achievements. 76 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Personalization (4)

Profiles: Creates user profiles similar to social media pages that display private or public statuses and updates. 78 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Custom Reports: Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 77 LeadSquared Sales CRM reviews.
Dashboards: Visualizes individual and team insights such as new leads and outbound calls. 80 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Goal Setting: Allows teams to set trackable goals within the tool. 78 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Administrative (3)

Integration: As reported in 77 LeadSquared Sales CRM reviews. Integrates with CRM and financial systems to help determine goals
Employee Structure: As reported in 74 LeadSquared Sales CRM reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.
Behavior Monitoring: Based on 73 LeadSquared Sales CRM reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Lead Monitoring (3)

Features: Provides features to create and manage lists of potential customers 69 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Performance: As reported in 70 LeadSquared Sales CRM reviews. Monitors form‚Äôs performance and contribution to the sales pipeline
Identification: Based on 65 LeadSquared Sales CRM reviews. Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Data Capture (4)

Mobile: Records leads using different types of devices This feature was mentioned in 69 LeadSquared Sales CRM reviews.
Websites: Captures form submissions from existing forms on websites or landing pages 65 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Social Media: Based on 60 LeadSquared Sales CRM reviews. Captures leads across social media channels
Data: As reported in 66 LeadSquared Sales CRM reviews. Captures measurable, real customer data gathered directly from a website

Analytics (2)

Customization (4)

Forms: As reported in 67 LeadSquared Sales CRM reviews. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization: Changes colors, calls to action, or form length to personalize lead capture This feature was mentioned in 67 LeadSquared Sales CRM reviews.
Templates: Based on 64 LeadSquared Sales CRM reviews. Provides pre-configured templates that can be customized by users
Integration: Integrates with sales and marketing software solutions to transfer lead data between them 64 reviewers of LeadSquared Sales CRM have provided feedback on this feature.

Territory Mapping (3)

Route Planning (3)

Sales Performance Management (3)

Presentation and Forms (3)

Generative AI (1)

Agentic AI - Lead Scoring (4)

Agentic AI - Lead Capture (2)

Agentic AI - CRM (7)

Autonomous Task Execution: Based on 12 LeadSquared Sales CRM reviews. Capability to perform complex tasks without constant human input
Multi-step Planning: As reported in 13 LeadSquared Sales CRM reviews. Ability to break down and plan multi-step processes
Cross-system Integration: Works across multiple software systems or databases This feature was mentioned in 13 LeadSquared Sales CRM reviews.
Adaptive Learning: Improves performance based on feedback and experience This feature was mentioned in 13 LeadSquared Sales CRM reviews.
Natural Language Interaction: Engages in human-like conversation for task delegation 13 reviewers of LeadSquared Sales CRM have provided feedback on this feature.
Proactive Assistance: Based on 14 LeadSquared Sales CRM reviews. Anticipates needs and offers suggestions without prompting
Decision Making: As reported in 14 LeadSquared Sales CRM reviews. Makes informed choices based on available data and objectives