Proudly serving 250,000+ users worldwide
Connect Your Call Center, Field,
Marketing and Operations Teams
Top Features That Home
Improvement Companies Love
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.
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.
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.
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
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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