Build a Fail-safe Sales Management Process

Powerful sales management software, built for high velocity sales

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Sales Management software - complete

Dynamic Sales Process Designer

Using our drag-n-drop builder, plan and control your entire sales process with zero code.

Sales management software - process designer

Automate repetitive sales tasks

marketplace CRM - connect all teams

  • 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.

Sales operations - sales management software

Sales management software - call center management

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.

Sales management software - field force management

Manage your teams & define their roles

marketplace CRM - connect all teams

  • 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.

Sales escalations - sales management software

Real-time sales dashboards

sales tracking dashboard

  • 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

Manage your end-to-end sales operations

Know more about LeadSquared in a 30 minute online demo

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