Build a Fail-safe Sales Management Process
Powerful sales management software, built for high velocity sales
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Dynamic Sales Process Designer
Using our drag-n-drop builder, plan and control your entire sales process with zero code.
Automate repetitive sales tasks
Lead Distribution
Set rules to automatically assign leads to salespeople as soon as they come in.
Lead Qualification
Score and qualify your leads automatically and help your salespeople prioritize their tasks.
Follow-ups and Tasks
Automatically assign follow-ups and tasks to your salespeople to help plan their day.
Sales Notifications
Set rules to alert salespeople as soon as their leads take an important action.
Sales Funnel Movement
Automatically move your leads down the funnel. Change lead stages based on activities.
Sales Tracking
Track everything automatically – conversations, activities, salespeople, and closures.
Get complete overview of your sales operations
Get a tight grip on your complete sales process. Monitor every aspect of your sales – leads, funnel, salespeople, and revenue. Know exactly where the leads are in your pipeline, track their movement down the sales funnel, sales closures, and more.
Manage your call center operations
Build proactive call center sales operations with LeadSquared. Help your agents make better conversations, enhance prospect experience, and sell more with a completely connected call center. You can check more about call center management here.
Simple mobile CRM to run your entire field sales team
With LeadSquared Mobile CRM, manage and track your complete field sales operations. Know where your field agents are at all times, using their geo-location and check-in status. Remotely track the completed meetings, outcomes, daily-route travelled, and goals achieved.
Manage your teams & define their roles
Territory Management
Define your sales territories, user hierarchies, goals and user permissions accordingly.
Role-based Access
Ensure that your agents can access only the leads and data relevant to them to ensure field-level security.
Sales Regimentation
Dynamic forms to show your agents only relevant fields to ensure high productivity and 0 manual errors.
Day Planning
Plan your salespeople’s day completely including meetings, routes, tasks, and more.
Guided Actions
Guide your sales team of the next best action based on your pre-defined sales process.
Hierarchy-based Reporting
Get hierarchy-wise insights into the performance of each region, team, salesperson and more
Sales Escalations
Notify sales managers in case of important sales activities or inaction on a salesperson’s part. For instance: Notify managers when a positive sales interaction has occurred but, there have been no follow-up actions on the lead for the past 21 days.
Real-time sales dashboards
Conversation Tracking
Keep a track of emails sent by your team, as well as the open & click rates.
Calling Reports
Keep a tab on the call volume, connect rate, and successful conversation numbers.
Pipeline Reports
Track the number of leads in each stage of the pipeline for your teams and reps.
Field Meetings
A real-time metric on the meetings your field agents have every day.
Sales Closure Reports
Keep a tab on all the deals your reps have closed against their commitment.
Activities Vs Revenue
Track the revenue contributed by each rep and shortfalls vs. the activities performed.
We know what's happening at every single step of our sales process
“We have a large team, and with it comes custom requirements. We needed a CRM that could meet our needs, solve the issues we face and help our distributed teams work together. When we implemented LeadSquared, within the first few hours, our team was able to recognize that the tool was much better than the one we used before. The adoption of the tool then became very easy to handle.”
Mrinal Mohit
Chief Operating Officer
Manage your end-to-end sales operations
Know more about LeadSquared in a 30 minute online demo
