Intelligent sales automation for your unique process

Create fast and consistent sales processes by automating all back-end and low-value tasks.

sales automation

Trusted by 1000+ businesses across 24 countries

sales automation crm customers

Automation workflow designer

Using our drag-n-drop builder, create faster automations that fit into your sales process with zero code.

sales automation workflow builder

Automate lead distribution

Set rules to automatically assign leads to salespeople by geography, product type, source or a combination of criteria. You can also automatically reassign the leads to another rep in case no action has been taken by the first rep.

lead distribution using sales automation

sales automation alerts

Set tasks & alerts automatically

Set rules to automatically alert salespeople and create tasks for them as soon as something important happens e.g. Notify the sales rep and initiate a task for a follow-up when a lead spends longer than 3-minutes on the pricing page.

Notify team managers

Notify sales managers in case of an important sales activity or inaction on a salesperson’s part e.g. Notify managers when a positive sales interaction has occurred but, there have been no activities on the lead since the last 21 days.

sales automation notifications

call alerts using sales automation

Reassign missed calls automatically

Your salespeople are busy, and they might miss a few calls at one point or the other. LeadSquared will immediately capture all these missed calls as leads, and automatically assign them to another sales rep in round-robin fashion, or based on rules you define.

Automate lead prioritization

Set up rules to assign higher quality score to leads with specific attributes. The combination of quality score and lead activity scoring can be used to dynamically create lists of leads that should be chased first, making your team more efficient.

lead prioritization using sales automation

automate daily sales reports

Automate sales reports

Have the sales reports delivered to your inbox as frequently as you like. Reports for task completion, revenue targets, sales performance, and the funnel status are a few of the many sales reports you can subscribe to.

Effective sales follow up and monitoring of sales team

The LeadSquared platform is flexible, making the adoption and execution of your existing sales process very simple. We can effectively monitor sales follow-ups and track all offline and online activities. It is a very well thought out application and sometimes will surprise you in terms of the things it can deliver.

Mrinal Mohit

Chief Operating Officer, BYJU'S Classes

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