AI-driven Sales, Marketing, and Services Platform
Powering better
outcomes inEducationFinanceHealthcare
Loved by 1600+ organizations worldwide
Powering better
Why organizations choose
LeadSquared
We connect marketing, sales, and service so teams move faster, stay compliant,
and never miss a critical inquiry.
BEFORE
What teams fight every day
Slow first response and silent inquiries
AFTER
What changes with governed Al
Respond in seconds, with verified answers
BEFORE
What teams fight every day
Staff weighed down by manual processes
AFTER
What changes with governed Al
Automate key processes to reduce overload.
BEFORE
What teams fight every day
Missed appointments and melt
AFTER
What changes with governed Al
Auto-schedule, remind, and confirm
BEFORE
What teams fight every day
Fragmented channels and systems
AFTER
What changes with governed Al
One surface for chat, SMS, email, and calls
BEFORE
What teams fight every day
Heavy compliance requirements
AFTER
What changes with governed Al
FERPA and HIPAA aligned controls baked in
Outcomes you can measure
10X
Higher team capacity without
overwhelm
40%
Higher referral conversions through automation
20%
Faster lead response TAT with quicker, real-time engagement
All results are drawn from real LeadSquared customer outcomes.
Built for high-volume, high-speed
human journeys
Intake and Admissions
Build stronger relationships
Keep new contacts engaged and moving forward through the process, tracking them through every part of their journey.
Marketing Tools
Boost your outreach
Run all your campaigns—emails, text messages, and more—from one central hub. Use advanced segmentation to deliver the right message to the right people, every time.
Automation
Streamline workflows
Built-in automation streamlines staff workflows while delivering personalized outreach that fuels growth.
Analytics
Learn from experience
Pull data from all your tools into a single source of truth. Turn it into insights with ready-made reports or build custom ones tailored to your needs.
Administration
No coding skills
required
Hit the ground running with an interface that’s easy for anyone to pick up and use, ensuring teams stay fast and responsive from day one.
Our comprehensive product suite
Manage everything from one place—with the flexibility to keep some of your tools if you want, or replace them with ours as needed.
Extended capabilities that go
beyond the core suite
Built for education,
healthcare, and finance
Industry-specific capabilities designed for real-world complexity.
Education
24% lower cost-per-enrollment 
Healthcare
40% higher referral conversions 
Finance
3x faster processing Education | 24% lower cost-per-enrollment
Capture interest, route it to the right advisor, and remove friction at every step.
- Respond instantly on web chat and SMS.
- Score and route leads to the best rep.
- Nudge applications and document tasks.
- Schedule appointments and send reminders.
- Track conversion to class start.
Healthcare | 40% higher referral conversions
Lead with care. Let us handle the rest.
- Respond to new patients instantly everywhere.
- Auto-triage and route every inquiry.
- Prevent referral leakage with real-time tracking.
- Automate intake for faster patient onboarding.
- Reduce no-shows with smart reminders.
- View the complete care funnel easily.
Finance | 3x faster processing
Streamline lending from application to funding.
- Capture and qualify leads instantly across channels.
- Auto-route applications by product or priority.
- Speed up underwriting with automated document checks.
- Integrate with KYC, bureaus, payments, and LMS.
- Provide real-time status updates to customers.
- Track the full loan funnel end-to-end.
Works with your stack
Connect your SIS/EHR/LMS, scheduling, and analytics tools in minutes.
Trusted by over 1600 institutions worldwide
We specialize in streamlining workflows and boosting engagement.
LeadSquared’s implementation has transformed our operations completely, surpassing all other platforms we’ve used at Tandem.”
The LeadSquared solution enabled us to nearly double our referral coordinator productivity.
The system is so easy to learn and allows our admissions team to focus on supporting the student experience.
Since moving to LeadSquared, the average response time has improved to just 2.7 minutes. This has accelerated our contact rate and increased conversions.
Frequently asked questions
How does “governed AI” differ from basic AI features?
Governed AI ensures every AI action follows your organization’s rules, permissions, compliance needs, and data boundaries. Unlike basic AI, which generates insights without oversight, governed AI is controlled, auditable, role-based, and aligned with your internal policies—so teams get the benefits of AI without security or compliance risks.
Is LeadSquared FERPA and HIPAA aligned?
Yes. LeadSquared follows strict data-handling, access-control, and security practices aligned with FERPA and HIPAA requirements. This includes encrypted data storage, role-based access, audit trails, and secure sharing protocols to support institutions that manage sensitive student or patient information.
How quickly can we go live?
Most teams go live within a few weeks, depending on complexity, data migration, and integrations. LeadSquared provides guided onboarding, best-practice templates, and prebuilt workflows to help you launch faster and start seeing value immediately.
Do we need to replace our existing tools?
Not at all. LeadSquared integrates with your existing systems—SIS/CRM, EMR, telephony, payment gateways, LMS, marketing tools, and more. You can keep using the tools you prefer and simply connect them to create a unified workflow.
What data does Smart Answers use?
Smart Answers uses the data already available in your LeadSquared account—your records, activity history, workflows, communication logs, and configured fields. It does not use external or customer-identifiable data outside your controlled environment.
Can we customize workflows for our teams?
Yes. Every workflow—whether for admissions, sales, service, patient intake, or routing—can be customized without code. You can tailor processes by team, department, location, or business rule, ensuring each group works the way they need to.
Use real Al to make busy teams faster
and more consistent
We help you automate, personalize, and track every journey so your teams
stay informed and nobody falls through the cracks.
