Sales CRM Software
Powering sales execution for1,600+ businessesaround the world
Telephony & Calling
Exotel Ozonetel Knowlarity Tata Tele MCube Servetel +More
By the numbers
Results our customers
actually measure
How it works
Acquire. Convert. Grow.
AI across the full sales journey
This is what governed AI working across your every customer touchpoint actually looks like,
from the first inquiry to final closure.
Chapter 01
Find the right leads
Score leads on real
behavior, not
guesswork.
Your reps are working hard. They’re just not always working the right leads. LeadSquared’s AI watches every signal so your team always knows who’s ready — before they have to ask.
Key capabilities
- Win Probability
- Opportunity Nudges
- Behavioral Lead Scoring
Chapter 02
Route every lead instantly
Right lead, right
rep, every time.
Once you know who’s ready, speed is everything. Every lead gets to the rep best placed to close it, automatically — no manual assignment, no delays, no dropped handoffs.
Key capabilities
- Intelligent lead distribution
- Speed-to-Lead
- Balanced Workloads
Chapter 03
Engage before reps step in
Your fastest rep
never sleeps.
The lead is routed. Now comes the moment most teams lose it. Most leads don’t wait. They ask a question at 11pm, get no answer, and move on. LeadSquared engages every inbound lead the moment they reach out — so your reps wake up to warm conversations, not cold trails.
Key capabilities
- Conversational AI
- FAQ Handling
- Meeting Scheduling
- Invorto voice AI
- Personalized buyer microsites
Chapter 04
Guide every rep
The next move is
already decided.
Now your rep is in the conversation. What they say next determines whether it moves forward or stalls. LeadSquared gives every rep the instinct of your best closer — in real time.
Key capabilities
- Guided Selling
- Sales Playbooks
- Next Best Action
- Pitch Assistance
- Call Sentiment Insights
- Performance & incentive management
Chapter 05
Close with confidence
From first inquiry to
final closure — faster.
The lead was found, routed, engaged, and guided. All that’s left is the conversion. LeadSquared removes the last points of friction — proposals ready, data surfaced, every step clear — so the close is the easiest part.
Key capabilities
- AI Proposals
- Sales Automation
- Pipeline & Activity Tracking
- Advanced sales analytics
Chapter 06
GROW EVERY CUSTOMER RELATIONSHIP
The sale closed. The
opportunity didn’t.
Most teams stop when the sale is closed. That’s the mistake. Your existing customers are your fastest path to more revenue. LeadSquared surfaces upsell and cross-sell opportunities as they emerge, keeps your team engaged at the right moment, and makes sure no new opportunity slips through the cracks.
Key capabilities
- Renewal Alerts
- Cross-Sell & Upsell Triggers
- Customer Health Signals
- Post-Closure Engagement
- Lifecycle Automation Workflows
FIELD TEAMS
Your field reps are on their own
out there. Until now
AI-planned schedules, nearby opportunity alerts, and live manager visibility
— so every rep in the field has a team behind them
Field Teams
For the rep in the field
Most field reps start their day not knowing where to go first. LeadSquared changes that — with an AI-planned schedule, optimized visit routing, and alerts for high-potential accounts nearby. Every visit is planned before they leave the house.
AI Day Planner
Route & Visit Planning
Nearby Opportunities
Next Best Action
Check-In / Check-Out
Daily Wrap-Up
Field Teams
For the manager watching the field
And while reps are in the field, their managers see everything. Who’s checked in, where everyone is on the map, which territories are underserved, and where effort is actually going — live, not in a Monday morning report.
Field Force Insights
Activity Heatmaps
Territory Insights
Live Rep Tracking
Customer stories
Success stories, straight
from our customers
1,600+ organizations trust LeadSquared to run their revenue teams.
“As a profitable organisation, we either pay with time or money. LeadSquared helps us save both — it eliminates manual tasks and directly impacts our P&L.”
Ruhan Naqash
Head of Marketing
“Every inquiry across 6,000 dealerships, spanning brands and business units, is now seamlessly captured with LeadSquared.”
Manik Nangia
President
“We believe this partnership can help us move closer to our goal of making housing loans easily accessible to Indian citizens.”
Tribhuwan Adhikari
CEO & Managing Director
We now have a complete patient experience platform and a single source of truth for all our key initiatives.
Ashish Anand
VP - Digital Transformation
“LeadSquared has brought structure and efficiency to our processes, enabling teams across Bajaj Capital to quickly adapt to market shifts while remaining service-ready for every customer.”
Satyanarayana Nalluri
CTO
“In 2019, there were 20 tabs open on my laptop and now there’s only one. All my teams — counsellors, quality, accounts, marketing — use one platform.”
Sarthak Garg
Co-Founder
“LeadSquared Service CRM is our secret weapon. We’ve cut resolution times, boosted satisfaction, and scaled effortlessly.”
Abbyshek Chandra
Head - Business
“Everyone knows exactly what’s on their plate when they log in. That clarity made a huge difference.”
Rohan Agarwal
Senior Program Manager
Automations helped us cut 70% of manual processes for our sales team. They can now focus just on conversations.”
Marc Irawan
COO
“LeadSquared has made it easy for me to justify marketing ROIs with advanced dashboards for leads, follow-ups, and conversions.”
Sangeetha Sethumadhavan
Digital Marketing Manager
Integrations
Works with the tools
your team already uses.
LeadSquared connects with 100+ tools across telephony, payments,
communication, and productivity — so your sales stack runs as one.
Communication
WhatsApp Business API Gmail Outlook Twilio Kaleyra +More
Payments & Finance
Razorpay PayU CCAvenue Cashfree +More
Lead Sources & Ad Platforms
Universal Data Sync Meta Google Ads Housing.com And more via Universal Data Sync +More
KYC & Bureau
CIBIL Experian CRIF Perfios Karza DigiLocker +More
Custom Connectors
REST APIs Webhooks Any tool
Security & Compliance
Your sales data is your competitive advantage. We protect it like one.
Every lead record, every call log, every customer interaction in LeadSquared is protected by enterprise-grade security — so your team sells with confidence and your customers trust you with their data.
ISO 27001:2022 certified · DPDP-ready · CERT-In audited · AES-256 encryption · Role-based access · Complete audit trails
Compliance
No black boxes
Every AI decision logged with a clear, defensible rationale.
Consent built in
Captured, stored, and traceable — aligned to DPDP by design.
Human authority, always
AI recommends. Your team decides.
Security
AWS India hosting
Secure, sovereign, always available.
End-to-end encryption
TLS 1.2 and AES-256 across every data layer.
RBI & ISO 27001
Audited to India’s regulatory and global security standards.
Industry-first
Not adapted for your industry.
Built for it.
Built around how your customers actually buy. Not around a template.
Financial Services
Financial Services
From DSA management to loan origination, built for every financial sales motion.
Explore
Education
Education
From first inquiry to final enrollment, admissions teams that close faster.
Explore Healthcare
Healthcare
From patient inquiry to appointment, every lead handled with care and speed.
Explore 
Manufacturing
Manufacturing
From distributor onboarding to channel sales, manage every partner relationship at scale.
Explore Digital Native Businesses
Digital Native Businesses
From marketplace lead to loyal customer, built for speed and scale.
Explore FAQs
What is LeadSquared and how is it different from other sales CRM software?
LeadSquared is an AI-powered sales CRM built for teams managing high volumes of leads across complex, multi-stage conversion journeys. Used by 1,600+ businesses across education, financial services, healthcare, real estate, and more — it combines lead management, sales automation, AI-driven prioritization, and field sales tools in a single platform. Unlike generic CRM software, LeadSquared is built for speed and volume, not account management.
What does "AI-powered sales CRM" actually mean in practice?
It means the system does the thinking your reps shouldn’t have to do. LeadSquared scores every lead on real behavior — pages visited, forms filled, calls answered — and tells each rep who to contact, when, and what to say. It flags at-risk leads, surfaces the next best action at every stage, and generates AI-drafted proposals and outreach messages. The result: faster response times, fewer missed opportunities, and reps who always know what to do next.
Is LeadSquared built for inside sales, field sales, or both?
Both. Inside sales teams get AI-prioritized lead queues, automated follow-up across WhatsApp, SMS, and email, call intelligence, and full pipeline visibility. Field sales reps get an AI day planner, GPS check-in, route optimization, and nearby opportunity alerts — from their phone. Managers get live visibility across both — who’s checked in, which territories need attention, and where the quarter is heading.
Which industries does LeadSquared’s sales software work best for?
LeadSquared is purpose-built for industries with high inquiry volumes and long conversion journeys — education (admissions, edtech, coaching), financial services (lending, insurance, NBFCs, wealth management), healthcare (patient acquisition, diagnostics, hospitals), real estate, and B2B sales. It’s used by teams ranging from 10-rep startups to 10,000-rep enterprise deployments.
How does LeadSquared handle lead distribution and routing?
LeadSquared’s distribution engine routes every incoming lead automatically — by geography, team, product, skill set, availability, or performance. For organizations with multiple branches, DSAs, or specialist teams, every lead reaches the right rep within minutes. No manual assignment, no spreadsheet handoffs, no leads lost in the queue.
Can LeadSquared replace our existing CRM?
Yes — and many customers migrate to LeadSquared from Salesforce, HubSpot, or legacy in-house systems because they need a platform built for volume and speed. LeadSquared handles the full sales workflow: lead capture, routing, engagement, pipeline tracking, and analytics. If your existing CRM is a system of record for enterprise accounts, LeadSquared integrates with it so both can run in parallel.
What sales automation capabilities does LeadSquared include?
LeadSquared automates the manual work that slows sales teams down: lead assignment, follow-up sequences, drip campaigns, missed-call callbacks, WhatsApp and SMS outreach, document generation, and pipeline stage progression. Automation rules are no-code and can be configured by your ops or marketing team without engineering support.
Does LeadSquared integrate with the tools we already use?
Yes. LeadSquared integrates with telephony platforms (Exotel, Ozonetel, MyOperator), payment gateways (Razorpay, PayU), marketing tools (Meta, Google Ads), LMS platforms, ERP systems, and enterprise tools like Salesforce and Microsoft Teams. A full integration directory is available, and custom integrations can be built via the API.
Is LeadSquared secure and compliant?
LeadSquared is SOC 2 Type II certified and built to meet the data protection requirements of regulated industries. For teams operating in India, it is aligned with DPDP (Digital Personal Data Protection Act) requirements. Role-based access controls, audit logs, and 256-bit encryption are standard across all plans.
How long does it take to implement LeadSquared?
Most teams are live within 2–4 weeks for a standard deployment. Enterprise rollouts with complex integrations, custom workflows, or multi-branch configurations typically take 6–10 weeks. LeadSquared has a dedicated implementation team that manages the process end to end — data migration, workflow setup, and rep training included.
How does LeadSquared’s pricing work?
LeadSquared is priced based on users and modules. Plans are available for inside sales, field sales, and enterprise deployments across all verticals. Pricing is available on request — book a demo and our team will build a proposal based on your team size, industry, and workflow.
How is LeadSquared different from Salesforce or HubSpot?
Salesforce and HubSpot are built for B2B account management — pipeline-heavy, deal-centric, and expensive to configure. LeadSquared is built for high-volume inquiry management, where speed, automation, and AI prioritization matter from the very first touch. It’s faster to implement, easier to configure without a dedicated admin, and purpose-built for the verticals it serves.
Can we see LeadSquared in action before committing?
Yes. Book a demo and we’ll show you LeadSquared running in your industry — not a generic product tour. Ask our team about a pilot if you’d like to evaluate it hands-on with your own data.
Get started
Your team closes.
AI makes sure they close more.
See how LeadSquared works for your team — in 30 minutes.
