Customer Portal for Your Business

Self-serve application and referral portals for your prospects, customers and partners. Tightly integrated with your LeadSquared CRM to connect sales, marketing & service teams.

Customer portal - application portals

Why Use Leadsquared Self-serve Portal for Your Business?

  • Paperless, self-serve & fast

    Make the application processes paperless and complete with self-serve forms

  • Increase application numbers

    Self-serve application forms allow you to increase applications from all your sources

  • Private & secure

    Password-protected login interface for your customers, prospects, and partners

  • Live application tracking

    Allow applicants to see their progress, pick-up any time & download applications as PDF

  • Mobile responsive forms

    Allow users (prospects, customers, partners) to access portal and forms on mobile

  • Chatbot + payment integration

    Capture direct interactions with applicants, and reduce hassle with payment integration.

What Kind of Portals Does Leadsquared Support?

Self-serve application forms, customer profiles, referral management and more

Customer Application Portals - Industries


  • Lending Portal
  • Borrower Profiles
  • Agent Referral Portal
  • Process Automation
  • Service Portal

Real Estate

  • Portal for Brokers
  • Referral Portal
  • Aggregator Portal
  • Agent Portal
  • Process Automation


  • Patient Portal
  • Doctor Portal
  • Role-based Access
  • Service Portal
  • Process Automation

Self-serve forms to move your application process online

User-friendly, mobile-optimized application forms ensure a smooth experience for the borrowers. The application can be resumed anytime, thereby enhancing borrower experience and saving the agents’ time. Initiate call center action in case of application drop-offs at crucial steps.

Customer portal - student application portal
Customer portal - prospect profiles

Secure portal and prospect profiles

Give your prospects or customers their own portal to manage their profiles and their active, old, and new applications. For instance: The borrowers can easy-apply for loans, students can easily apply for admissions, manage their profiles, upload documents, check application status, and receive verification & approval notifications.

Secure payment integrations

Integrate your payment modules into LeadSquared portal securely. Allow the completion of the complete application online including admission fees collection or payment for other kinds of applications.

Customer Portal - application completion rates

Application completion ratios

Identify the application completion rates across your products, teams, regions, and more. You can even identify the pages or form fields where most drop-offs happen, allowing you to fix the form layouts for higher completion ratios.

Tight Integration with Your Front-end Sales Operations

Sales, marketing, call centers, services and beyond – everything is completely connected

  • Track inquiry channels

    Identify the most effective lead generation channels for new application inquiries.

  • Automate application lifecycle

    Connect all the teams and processes involved through the application lifecycle.

  • Reduce team efforts

    Initiate call center, sales, or support intervention only when needed via tracking.

  • Automate communication

    Engage prospects, customers, or partners via automated multi-channel campaigns.

  • Build custom dashboards

    Customized, hierarchy-based dashboards for your teams to reduce efforts.

  • Get complete analytics

    Track the effectiveness of your processes, teams, salespeople, products, and more.

Looking for a Customized Portal Solution?

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