World’s No.1 Fintech CRM. Automate your business operations at scale.
Enable your teams to reach new levels of productivity. Diligently map your sales activities, automate redundant tasks, and onboard new customers faster.
Capture leads seamlessly via out-of-the-box integrations with multiple channels such as mobile app, Google, email, social media, organic channels, and several others. LeadSquared not only ensures zero lead leakage but also provides deep insights into each channel’s performance.
Distribute leads based on product, vintage, agent availability, location, lead application status, and more. Cut down 85% of your TAT and enable your sales teams to do faster follow-ups.
Route sales queries to the right agent and make use of LeadSquared’s workflow builder to design customized call center processes.
LeadSquared’s marketing automation allows you to create lists with intelligent segmentation and send them targeted, personalized communications at the right time on the right channel. Build highly responsive landing pages and create stunning emails with pre-built templates.
Sketch prospect and customer journeys with zero code. Design personalized experiences, identify drop-off areas, and plug the leaks. Increase goal completion rates for all your campaigns.
Enhance the efficiency of your sales teams. Empower them to sell more with highly efficient sales workflows and real-time sales tracking.
LeadSquared is easy to use and implement. The solution requires zero IT support and offers complete customizations for all your processes.
Never miss out on important leads again. Capture high quality leads from all offline and online channels into a single system.
Identify high quality leads and distribute them based on various lead and agent attributes with LeadSquared
Seamlessly connect your sales, marketing, and service teams. Ensure a seamless application process with paperless and self-serve forms.
Build highly efficient call centers. Ensure high productivity and allow your agents to make the perfect pitch at the perfect time.
From prospect to customer, set up meaningful and relevant conversations based on various triggers.
Plan the workday of all your customer-facing teams (digital, call center, or field). So, they can concentrate on doing more – thereby increasing their productivity.
LeadSquared has made our customer relationship management extremely hassle-free. The team helped with integration and reporting – making our processes more efficient!
We use the Leadsquared tool for outbound calling to enhance our tele-sales efforts. The automated lead allocation to agents enables almost a real-time touch-base with the drop-off user thereby increasing the probability of a positive conversion, and a better customer experience. Tech-support is very prompt and resourceful which ensures a near-zero downtime and no negative business impact
LeadSquared helped us understand our mechanism well and design our process better. Due to this, we achieved 4x customer onboardings and 2x collection visits per agent per day.
Talk to our CRM experts today!
Which is the best Fintech CRM?
LeadSquared is one of the best fintech CRMs in the market today. Many leading Fintechs, such as, It has several fintech clients, including Capital Float, Policy Bazaar, Mi Credit, Finance Buddha, IndiaLends, Oro, Finnable Credit, and more rely on LeadSquared for their sales execution needs.
What is CRM software?
CRM or Customer Relationship Management software is a platform that enables your business to manage all the processes involved from the time a prospect interacts with your brand till the time they convert to a paying customer. It combines high quality customer data and the processes defined in an organization to deliver the best value to the end customer.
What is Fintech?
Fintech or financial technology is an umbrella of software, applications, platforms, and other digital tools that are used to support and enable the growth of financial services such as banking and lending.
What is Fintech CRM?
A Fintech CRM (Customer Relationship Management) is a platform that supports the sales and marketing processes such as workflow management, lead capture, call center management, automation, lead distribution, and several others for a fintech business. It helps Fintech businesses streamline sales inquiries, enable teams, optimize customer communication, improve transparency, and more.