Intelligent sales automation for your unique process

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

sales automation

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No-code 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
lead distribution using sales automation

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.

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.

sales automation alerts
sales automation notifications

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.

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.

call alerts using sales automation
lead prioritization using sales automation

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.

CRM sales automation for analytics and reporting

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.

automate daily sales reports

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.

The Best CRM for Sales Automation

World’s leading organizations use LeadSquared for sales operations automation. You’re just a click away from accelerating your sales efficiency.

Sales Automation FAQs

Which is the best CRM for sales automation, and why?

LeadSquared is the best CRM for sales automation. It allows you to create fast and consistent sales processes by automating all back-end and low-value tasks. Furthermore, it provides a no-code workflow builder so that you can create automated workflows for all your processes without any technical help. Some of the helpful features of LeadSquared are:

  • Automated lead distribution to designated sales reps
  • Set tasks and alters
  • Automated notifications to managers
  • Reassign missed calls to available sales representatives
  • Lead prioritization
  • Automated individual and team performance reports on emails
  • Email and marketing automation

What is sales process automation?

Sales process automation is using digital tools to automate manual and time-consuming tasks in the sales process so your sales team can focus less on administration and record-keeping and more on selling. It also helps individual sales reps and managers create and execute campaigns, monitor performance, generate reports, and more.

What is a sales automation system?

Sales automation system refers to the CRM and other tools that help sales teams automate manual, time-consuming tasks and work smartly. An example of a sales automation system used by many leading organizations, such as BYJU’S, Dunzo, Max Life Insurance, and more, is LeadSquared.

What do you mean by sales performance automation? Why is it important?

Sales performance determines the effectiveness of the sales teams and individuals in their ability to achieve sales goals. Sales performance automation corresponds to using digital tools for managing salesforce and improving sales performance. It is important because organizations need to streamline their selling to make them more efficient, successful, and profitable.