End-to-end Merchant Lifecycle Management

Onboard more merchants, keep them engaged and increase revenue - all with a single mobile app

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merchant lifecycle management software

helping TOP MARKETPLACES transform their merchant lifecycle operations


How can you Become the Marketplace of Choice for Top Merchants?

Fast & hassle-free onboarding experience, timely engagement and best possible return from your seller platform!

 fast onboarding - merchant lifecycle management

Fast Onboarding

Ensure zero delays in new merchant onboarding – automated merchant-agent mapping, one-click merchant addition, day planning for your agents, and more.

 merchant lifecycle management - paperless verification

Paperless Verification

Ensure paperless and hassle-free verification. Documents are uploaded and transferred for verification digitally, which can be instantly approved or rejected.

 Merchant lifecycle management - timely engagement

Timely Engagement

Engage your prospective + active merchants with relevant insights. Share performance data with onboarded merchants to help improve their performance.

Enlist More Merchants from Every Single Channel

Ensure zero lead leakage, maximum merchant coverage and fast turnaround time

Capture merchant inquiries from all your channels

Attract high-quality merchants faster than your competition. Capture leads from all your merchant recruitment campaigns – digital, referral, phone calls, email, social media, events, and more. Automated quality screening ensures a high-quality funnel, so your team never wastes a moment on non-serious merchants or low-quality inquiries.

Merchant lifecycle management - new merchant inquiry capture

portal for merchant life cycle management

Increase merchant self-listing rates on your portal

While running online merchant recruitment campaigns, improve merchant self-listing rates by directing drop-offs to your call center instantly. Call Center intervention at the right time would ensure that the merchants are encouraged to finish their profiles, which can then be transferred to the merchant onboarding team.

Instantly map merchants to the right agents

Map your merchants/sellers to your onboarding agents based on different criteria – location, product category, years in business, size of operations, agent availability, expertise, experience, performance and more. This increases the chances of closure with high-quality conversation and instant response by the merchant onboarding agent.

merchant lifecycle management - distribution

Merchant lifecycle management - leads near me

Auto plan and suggest your agents which merchants to meet next

Empower your agents by telling them of all the merchants in their vicinity, if they have time to spare between meetings. Merchants-near-me feature allows them to access the merchant details, their locations, and any conversations that might have happened in the past. This would help your agents make the most of each day.

Make merchant onboarding fast, easy and completely connected

Easy to use, easy to adapt - across teams and hierarchies

Add and verify new merchants easily

Allow your merchant onboarding teams to add new vendors with one click. Plus, they can collect, upload and sync documents digitally and paperlessly – while on the field. Route these new merchants to the verification team instantly. Integrate with verification systems in real-time.

Merchant lifecycle management - merchant onboarding

merchant lifecycle management - dynamic forms

Customize forms for category-based merchant addition

Your merchant onboarding team might be divided by the product category or verticals they handle. Dynamic forms make their work easy by displaying only the fields necessary for them. This gives your team a clutter-free experience when they onboard a new merchant, reduces the chances of manual error and speeds up onboarding.

Available in Portuguese & Spanish

You and seamlessly allow people from all Americas region to use LeadSquared. Share leads, customize objects and events inside the platform according to your choice in no time.

multilingual crm

Actively engage your merchants to build long-lasting relationships

Engage with right content at the right time

Merchant lifecycle management - merchant engagement

Keep your merchants engaged

As soon as a merchant meeting is over, you can automatically send meeting details, onboarding steps, tips to improve an existing merchant’s performance, and more based on the disposition and purpose of the meeting.

Suggest corrective actions based on performance tracking

Track your merchants’ performance and suggest corrective actions accordingly. You can measure the performance of one merchant against others. Accordingly, trigger messages for merchants with tips to improve performance, and for account managers to take relevant action. Set tasks automatically for merchant account managers as well.

Merchant lifecycle management - corrective actions

Connect all your teams involved in merchant lifecycle management

Communicate between teams for seamless merchant lifecycle management

Merchant lifecycle management - connected teams

Merchant lifecycle management - upsell

Identify and act upon up-sell/cross-sell opportunities

Allow your merchant account managers to identify and act upon upsell opportunities, using digital signals + manual activity addition.

For instance: Agents can add activities straight from their mobile app if they identify the need for a loan, insurance or a premium plan (if you offer such services to your merchants); tasks are then automatically created for the respective teams or the merchant account managers to connect with them.

Track all your feet-on-street teams from miles away

track merchant lifecycle in mobile app

Get performance insights throughout the complete merchant lifecycle

Merchant performance, team, agent and category performance, revenue attribution and more

We have reduced document filing time for our merchants by 90%

Where an individual salesperson took around 8-10 mins to fill in the required details of a prospective supplier, with LeadSquared it just takes a minute. The best part – not only are our suppliers engaged, but the onboarding process have become much easier for our team. The productivity is up 70%.

Saurabh Sudhanshu Tripathi

Saurabh Sudhanshu Tripathi

Manager - Inside Sales, Meesho

Complete Merchant lifecycle management!

Onboard, engage and increase revenue per agent easily