All-in-One Home Improvement CRM

Everything you need to run your sales, marketing, D2D and business operations.

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all-in-one home improvement crm

Proudly serving  250,000+ users worldwide

Connect Your Call Center, Field,
Marketing and Operations Teams

leadsquared home improvement crm - complete solution

Top Features That Home
Improvement Companies Love

lead-generation

Lead Generation

  • Integrate all your lead generation sources, including referrals, ads, social media, phone, chat, and more.
  • Run effective campaigns on web, text, social, and offline channels.
  • Track campaign efficacy by channels. (self-sourced or campaign generated).
  • Track leads by source, stage, and conversion time.
  • Automatically schedule meetings based on your chosen criteria.

Prospecting

  • Empower reps to find leads near them while on the field.
  • Locate partners and merchants in your vicinity using your mobile phone.
  • Auto-sync leads on desktop and mobile app.
  • Create digital business cards for your teams.
prospecting
user location history tracker

Lead Management

  • Capture your teams’ check-ins and checkouts daily.
  • Track activities and interactions in both call center and on-field scenarios.
  • Assign leads to reps based on zip code, product line, availability, or other criteria.
  • Omnichannel sales engagement with built-in call center, text, email, and social media capabilities.
  • Create custom fields and filters with ease.
  • Record and parse all meetings with prospects.

Sales Workflow Automation

  • Automate boring and repetitive tasks with powerful automation (e.g., one-click calling).
  • Engage prospects with autoresponders and omnichannel communication.
  • Make your reps smarter by sending notifications to their mobile app.
  • Capture documents digitally and pass them instantly to the verification team.
  • Create digital contracts, quotations, payment links, and invoices.
  • Manage incentives accurately.
  • Add gamification to motivate your teams with scoreboards, rewards, and recognition.
sales-workflow-automatio
field and territory management

Field and Territory Management

  • Carve territories for your on-field teams.
  • Enhance on-field team efficiency with day planner and geo-tagging.
  • Present bucketed and auto-refresh views for their convenience.
  • Assign leads to on-field reps based on zip code, product line, availability, or other criteria.
  • Enable them to collect and process information on-site (forms, scans, OCR, etc.).
  • Map all customers in your rep’s territories.
  • Automatically send the day’s summary to the manager.

Analytics and Reporting

  • Create and deploy custom dashboards across all teams.
  • Break down complex reports into actionable insights. (Drag-and-drop report builder).
  • Explore 360 views of your prospects, leads, customers, and teams.
  • Receive daily meeting, task, travel route, and activity summary reports.
  • Break down your sales performance and tracking reports to a granular level.
analytics and reporting
meenaz-amreliwala
Meenaz Amreliwala
Head of Marketing

“Earlier, almost 70% of bookings came from channel partners, and 30% came directly through walk-ins, site brandings, and digital channels. With LeadSquared, more bookings started coming in, making it 70% from direct sources and only 30% from channel partners.”

harvinder-gandhi-olfs-scaled
Harvinder Gandhi
Group Chief Information Officer

LeadSquared collections module helped us digitize our debt recovery process, building efficiencies and transparency. Also, tracking legal cases on the same module was a huge advantage.”

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