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“We saw 10X increase in our RM productivity.”
“Helped improve our registrations by 2X.”
Feature-rich Lead Management System
Find all the tools you need to manage your leads and convert every sales opportunity.
Lead capture automation
Capture leads from all sources – website, Facebook, Google, lead providers, referrals – onto one platform with zero leakage.
Quality & engagement scoring
Auto-qualify leads based on pre-defined rules. Assign scores based on actions they take. Like – website visits, email opens, link clicks, inquiries, etc.
Lead distribution
Easily track and distribute leads between your teams based on requirements or other dynamic criteria.
Sales & Marketing automation
Automate sales processes. Communicate with leads across various channels - WhatsApp, SMS, Email, Phone, and more.
Built-in dialer
Call prospects in just one click. Track and record conversations to ensure high compliance and productivity.
Real-time dashboards & reports
Over 135+ reports help you measure every piece of your process – from campaign spending to sales closure rates.
Reduce Lead Leakage
to ZERO!
With LeadSquared’s lead management
solution, easily capture:
- Online leads (website forms, chatbots, ads, social media, etc.)
- Offline leads (list import, phone calls, voicemails)
- Leads from third-party websites and lead aggregators.
Manage Leads and Accounts Without Any Hassle
No more information discrepancies. Get one view of leads for all.
Lead profiles
Know your leads:
- Their contact details
- Their location
- How they came to know about you
- Their requirements
- Where they are in the sales funnel
- Past interactions they had with your brand
Track activities
Understand the interactions the lead has with your people and brand assets.
- Ads clicked
- Phone calls
- WhatsApp, SMS conversations
- Email opens, link clicks
- Website page visits
Use this lead tracking information to intervene if necessary and reduce the sales cycle.
Find leads in one click
Use advanced filters to find leads based on:
- Lead created date (predefined or custom date range)
- Source
- Type of sales activity
- Sales pipeline stage
- Industry
- Region
- Lead score, and many more
Lead-account mapping
Are you juggling with multiple leads from the same company? The account management tool in LeadSquared’s lead management system simplifies it for you.
It maps all the leads with the same organization name (can be extracted automatically via email domain) into one account. Making it easy for sales managers to track the follow-up activities with the right POC.
Sales Lead Management Made Easy
Translate your efforts into revenues. Track what’s happening to the leads. Ensure your people follow the sales process thoroughly.
Lead qualification and prioritization
Ensure only qualified leads enter the sales pipeline. Prioritize leads with higher revenue potential. Qualify leads based on their:
- Demographic details
- Geography
- Product interested in
- Lead source
- Activities on your website and other brand assets, and more
Distribute leads
Assign leads to your team based on a round-robin manner or:
- Requirements posted by leads
- Agent/sales rep’s expertise
- Agent availability
- Location, and more
Sales notifications
Never miss a sales opportunity. Send timely notifications to reps for:
- Task assignment
- Follow-up reminders
- Lead stage change
- Overdue tasks
Manage people and process
The best sales tracking software to know where your leads are in the sales pipeline. Analyze data and devise strategies to reduce your sales cycle.
Ensure your team pays full attention to leads assigned to them. You can:
- Track their target vs. achievement
- Give role-based access to SDRs, BDRs, Sales Managers
- Allow lead access for a definite time
- Transfer the lead to another rep if the current rep isn’t able to build rapport with them
Automate Marketing Campaigns for Your Leads
If the lead isn’t ready to buy your product/service yet, nurture them till they’re ready.
Manage lists
Create dynamic lists:
- whenever a new, potential customer sign up
- for when a lead moves from one stage of the sales funnel to another.
Send targeted content to these lists with a gentle nudge to try your product/service.
Omnichannel communication
Use Chatbot, WhatsApp, Email, SMS, Phone, and more to talk to your prospects.
Personalize conversations with the details you have like their names, location, requirements, etc.
Use pre-built templates or create your own!
Campaign enablers
LeadSquared’s lead management system has just the right tools to run a successful sales and marketing campaign.
- Landing page builder for ads and website forms
- Email campaign builder with beautiful email templates
- Website widgets like a top bar or slider notification
- Website chatbot
Out-of-box Integrations with Popular Sales and Marketing Tools
Connect your WhatsApp business API, analytics, chat, telephony, payment gateways, meeting schedulers, and more with our lead management system.
- Telephony: Ringcentral, CallTrackingMetrics, SuperReceptionist, Ozonetel, and more
- Chat: LeadSquared Converse, Tawk.to, LiveChat, and more
- Meetings: Zoom, Calendly, Google Meet, and more
- Payment gateways: Razorpay, PayU, Cashfree, and more
- Ads: Google, Facebook, Instagram, and more
Analyze and Act!
Create your own dashboard or select from 100+ sales and marketing reports that matter to you.
Some of the commonly used reports are:
- Field sales tracking
- Lead stage analysis
- Opportunity management
- Sales and revenue
- Customer analysis
- User activities
- Account (company) insights
- Marketing reports (email, lead source, and more)
Discover Why LeadSquared is the Go-To CRM and Lead Management Solution
Unlike other lead management solutions, we have just the right tools to help you get going from DAY 1!
LeadSquared is BSI ISO 27001:2013 certified, SOC, HIPAA, and GDPR compliant—ensuring your customers’ data security and integrity at all times.
Many users chose LeadSquared over Zoho, Freshsales, Saleforce, HubSpot. Hear from them.
LeadSquared: A Simple Lead Management System. Loved by 2000+ Customers
Want to See LeadSquared
in Action?
Frequently Asked Questions about Lead Management and CRM Software
What is a lead management system?
A lead management system is a software to track and manage leads throughout the sales funnel. It typically includes lead capture, qualification, scoring, nurturing, and distribution modules. It helps businesses improve their sales process, increase conversion rates, and generate more revenue.
How to manage sales leads
Here are the steps on how to manage sales leads:
- Define your lead qualification criteria
- Set up a lead management system
- Capture leads from all sources
- Define criteria to qualify leads and set up your lead management software for it
- Assign leads to the right sales team members
- Nurture leads with relevant content
- Track sales activities on qualified leads.
By responding to leads within 5-10 minutes of inquiry and personalizing communication, you can increase the chances of conversion to a great extent
What is lead in sales management?
In sales, a lead is a person interested in your product/service, is actively looking for it in the market, and has a budget to buy it.
What is the cost of a lead management system?
It depends on the features and service providers. To give you an idea, a simple lead management system, like LeadSquared, costs about INR 1250 per user per month
What is lead management in CRM? Is lead management part of CRM?
CRM software helps manage relationships with customers. However, as you may know, the customer journey starts much before they buy your product/service. Precisely, from the time they came to know about you or dropped a business inquiry. That is, when they are just a lead.
That’s why lead management is an important part of a CRM system.
Lead management in CRM covers activities like lead capture, assignment, nurturing, follow-ups, etc.—until they become a paying customer.
Which is the best lead follow-up software?
LeadSquared’s lead management system is the best lead follow-up software. It lets you create follow-up sequences over email, text messages, WhatsApp, and chats to follow-up with your prospects.
Which software is used to organize leads?
A lead management system is the dedicated software used to organize leads.
What are the benefits of lead management software?
A good lead management software ensures:
- Leads are captured from all channels
- Higher sales productivity and efficiency
- Smooth sales processes
- Personalized interactions
- Automated routine and redundant tasks
What are the features of a lead management system?
The following are some of the key features of a lead management system:
- Lead capture from different sales and marketing channels.
- Lead qualification based on defined customer profile.
- Sending leads relevant content and information (nurturing).
- Lead scoring to help companies prioritize their sales efforts.
- Lead distribution to assign leads to the right sales team members based on their expertise and availability.
- Calling facility with built-in dialers. Tracking calls for training and quality purposes.
- Reporting to track important sales KPIs.
- Automation of sales processes to save time and reduce errors.
- Collaboration to allow sales and marketing teams to access up-to-date lead information.
- Integrations with other tools like email marketing, social media management, telephony platforms, etc.
- Mobile app to allow remote access to the lead management system.
- Security mechanisms to protect sensitive customer data.
Can you place a call from your lead management CRM?
Yes, LeadSquared offers Lead management CRM with a calling facility.
Which is the best lead management system for enterprises?
Trusted by leading organizations like AmazonPay, Kotak Securities, NIIT, Manipal Hospitals, and many others, LeadSquared is the best lead management system for enterprises.
