LeadSquared CRM Features

Explore what LeadSquared offers — from day-to-day workflows to advanced capabilities.

6 features

Streamlined Patient Onboarding

Automatically convert inquiries into scheduled appointments  with less follow-up work. LeadSquared system ensures that every potential patientis captured, nurtured, and guided through the intake process seamlessly.

EHR and Data Synchronization

Connect directly to EHRs and other health care systems so that patient and customer information is always updated.

Comprehensive Referral Tracking

Monitor referrals from submission to conversion. Through LeadSquared CRM you can track referral sources, nurture referred patients and track your referral program performance.

Multi-Channel Patient Engagement

Engage patients on SMS, email, WhatsApp and web chat, all with a single platform. Customized messaging leads to better patient engagement, keeping appointments and satisfaction.

Lead Management System

Collect leads from a variety of sources, qualify those leads according to your criteria and distribute them to the right teams. . With LeadSquared LeadSquared ensures no opportunity is lost and optimizes conversion rates.

Advanced Reporting and Analytics

Monitor lead-to-lead conversion rates, pipeline momentum, team productivity and campaign ROI to drive data-driven decision making.

What Is LeadSquared?

LeadSquared is a SaaS based marketing automation and lead management CRM software, it has been designed to help organizations capture leads automate workflows, and enhance customer engagement. It serves the healthcare, financial, education, real estate and e-commerce sectors, as well as hospitality.It offers features such as lead scoring, marketing insights, landing pages, segmentation, role-based access and integrates your data with tools like Super-Receptionist,Ozonetel,LiveChat,Zopim and GoToWebinar.

LeadSquared CRM system is available on all the popular web browsers, and also has special Android and iOS apps, providing mobile access to sales and support teams.LeadSquared

LeadSquared Pricing

LeadSquared has a subscription model pricing. Plans include:

  • Lite: $25/user/month (billed annually)
  • Pro: $50/user/month
  • Super: $100/user/month
  • Ultimate: Custom quote for enterprises

LeadSquared Users

LeadSquared CRM is a software platform commonly utilized by small and medium business enterprises (SMBs) as well as enterprise companies. It is used in healthcare, education, real estate, EdTech, financial services and online market places.

LeadSquared Integrations

LeadSquared CRM integrates with a vast number of tools and third-party software to assist workflows:

  • Telephony apps: Super-Receptionist, Ozonetel
  • Live chat: LiveChat, Olark, Zopim
  • Webinars: GoToWebinar
  • Accounting: Zoho Books
  • Messaging: WhatsApp Business
  • API framework: Integration into own applications

These integrations enable teams to handle leads, sales and customer activity all from a single source.

Choose LeadSquared for Seamless Sales Automation and Lead Management

It offers :

  • All-inclusive lead management for  marketing channel
  • Automated marketing and sales tasks
  • Mobile CRM
  • Specific analytics to optimize conversion and ROI
  • Scalable processes in healthcare, educational, and real estate marketplaces
Contact Management Included
Lead Management Included
Opportunity Management Included
Sales Forecasting Included
Customer Communication Tracking Included
Email Integration Included
Customer Segmentation Included
Deal Pipeline Management Included
Customer Service/Support Included
Social Media Integration Included

Pros

5
  • Lead Management Complete end-to-end lead generation and management from online and offline channels
  • Great Automation for campaigns and workflows
  • High Customizability for industry-specific needs
  • Qualified for Integration with telephone, WhatsApp and other tools
  • Analytics and Reporting for evidence-based decision-making

Cons

3
  • Learning Curve for the advanced customization
  • Issues with larger campaigns or slow connections
  • Inconsistent Customer Support

LeadSquared Reviews

Overall Rating

4

6 Review(s)

Rating Distribution

5

(0)

4

(6)

3

(0)

2

(0)

1

(0)

Share your experience
Niharika P

Manufacturing

Ease of use
9
Value for money
8
Customer Support
8
Functionality
9

User-Friendly but Costly for Small Teams

Pros

User-friendly; customization & flexibility; security & compliance; lead engagement & monitoring; customer support; analytics and reporting.

Cons

Expensive; complex for small teams; overlapping features.

Shailesh S.

Retail

Ease of use
6
Value for money
8
Customer Support
8
Functionality
9

Marketing Integration Made Easy but Lead Disposal

Pros

Proper lead disposition helps counselors move forward.

Cons

Lead disposition process is time-consuming.

Faizan S.,

Finance

Ease of use
8
Value for money
9
Customer Support
8
Functionality
9

LeadSquared Paid but Not Working

Pros

Nothing yet as access not received.

Cons

Not working properly; paid but unable to use for over 2 weeks; uploaded leads lost.

Frequently Asked Questions (FAQs)

LeadSquared is a comprehensive and complete cloud-based CRM solution that combines sales execution, marketing automation and lead conversion options.

It integrates with Email , SMS , WhatsApp and Telephony apps.

SMBs rely on it for its affordability, leads’ handling and process automation.

Mobile app is responsive and allows  sales teams to utilize all features.

LeadSquared provides onboarding, documentation webinars live training our previous topic with expert account managers and community forums for peer to peer learning.

Plans range from $25/user/month (Lite) to Ultimate (custom quote). Annual billing applies.