Built for Every Phase of Your Growth

From first touch to long-term growth, LeadSquared’s intelligent sales software supports
every stage of your customer journey with tools designed to scale as you do.

Acquisition

Guide prospects seamlessly from first interaction to conversion with personalized, multi-channel outreach – powered by flexible sales solutions tailored to your process.

Dashboard view of multichannel lead engagement with personalized messaging in a sales platform.

Retention

Identify at-risk profiles early, take quick action, and provide the right support to keep satisfaction and retention high.

Customer retention dashboard identifying at-risk accounts and prompting timely interventions.

Expansion

Use data-driven insights to uncover upsell and cross-sell opportunities.

Manage referrals, trigger timely offers, and increase customer lifetime value with targeted automation.

Sales CRM displaying upsell and cross-sell opportunities using customer behavior insights

Sales Software Kit That Augments Your Reps

From lead generation to lifetime engagement—equip your team with
powerful tools to sell smarter, market better, and grow faster.

Outcome Driven Sales CRM

Ditch cluttered interfaces and generic CRMs. LeadSquared’s sales software puts deals at the center – organizing tasks, conversations, and next steps around what moves the pipeline forward. A smarter sales solution for teams focused on outcomes, not just activity.

CRM software dashboard displaying lead timelines, task automation, and team collaboration tools for sales, marketing, and call center teams.

Mobile CRM for Field and On-the-Go Sales

Put productivity in your team’s pocket with mobile-first sales solutions. Enable field agents to find nearby prospects, make calls, transfer leads, and close deals on the go. A flexible sales solution built for teams that move.

Mobile CRM app interface showing a field sales agent accessing nearby leads, making calls, and updating lead status while on the move

Sales Automation That Works for You

From follow-up reminders to document requests and contract triggers – LeadSquared’s sales software automates the busywork so your reps can focus on conversations and conversions.

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Integrated Communications Hub

Run multi-channel campaigns – text, email, social and more – from one dashboard. No switching tabs, no fragmented outreach. Segment your audience, personalize communication, and automate follow-ups easily. Generate prospect emails and subject lines using LeadSquared’s Gen AI for Emails.

Marketing automation platform running segmented email, SMS, and WhatsApp campaigns with real-time performance analytics.

Built-in Scheduling and Follow-ups

Let prospects book meetings and appointments on their own, trigger reminders automatically, and reduce no-shows with timely nudges. A smart sales solution that makes scheduling effortless and follow-ups foolproof.

Customer self-service portal interface allowing users to register, track progress, and engage independently with minimal support.
Customer self-service portal interface allowing users to register, track progress, and engage independently with minimal support element 1
Customer self-service portal interface allowing users to register, track progress, and engage independently with minimal support element 2

Real-Time Visibility

Track team performance, deal progress, and pipeline health in real time. Spot bottlenecks early and take action – before revenue slips away. A clear-sighted sales solution that helps you stay proactive, not reactive.

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Solutions to Supercharge Your Sales Process

Drive more conversions, streamline your sales workflows, and
empower your team with intelligent automation and real-time insights.

Lead management system

All the tools you need within your sales software to manage your leads and tap every sales opportunity.

Sales software capturing leads from digital ads, website forms, phone calls, and offline events, and mapping them automatically into the system.

Smart lead distribution

Automatically assign leads to the right sales reps using round-robin or rules based on location, interests, demographics, and other key attributes.

Lead distribution dashboard assigning incoming leads to sales reps using round-robin, location, and interest-based rules

Opportunity Management

Manage multiple products and spot upsell/cross-sell opportunities to increase your CLV.

Sales automation flow showing personalized follow-up emails, SMS, and call reminders triggered after lead inquiries

Field Force Insights

Monitor daily field activities with real-time check-ins, travel routes, and productivity breakdowns. Gain visibility into distance covered, time spent, and device details to boost efficiency and accountability.

Contact profile displaying messages from email, SMS, WhatsApp, and phone, enabling

AI Lead Propensity

Predict how likely a lead is to convert using machine learning trained on historical data and behavior. Prioritize leads by conversion potential (hot, warm, cold), get insights on key attributes, and receive next-best-action suggestions to optimize your sales strategy.

Analytics dashboard showing real-time sales funnel metrics, rep performance, and AI-driven insights for campaign optimization.

Process Designer

Use elegant drag-and-drop forms to design entire customer journeys – whether it’s student applications in education, patient intake in healthcare, or more. No matter how complex the workflow, the experience remains effortlessly simple.

Online appointment booking interface with auto-reminders and calendar integration for reps and prospects.

Simple, Integrated, and Secure

Get started quickly, connect everything you need, and stay fully compliant.

Get up to speed in record time

Cloud-based and fully customizable, our software gets you up and running in record time. Our promise—no long setup cycles or IT headaches.

Build a truly connected ecosystem

Connect your SIS, LMS, EHR systems, marketing and sales apps, and more with out-of-box integrations and custom APIs.

Ensure data security and privacy

We’re FERPA, GLBA, and SOC2 compliant. Your data is protected with enterprise-grade security, always.

Integrate with all the tools you
use and love

Helpful Resources to Build a
Stellar Sales Team

Value Selling
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10 Practical Ways to Reduce Lead Response Time
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Field Sales 101: 3x Your Teams Efficiency in 2025

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Boosting Customer Experience through CRM and Martech

Explore how CRM and Martech can transform customer experience for D2C brands by improving interactions, leveraging data for personalization, and driving business growth.

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The Future of Call Centers: Navigating the Shift to Remote & Hybrid Work Models

Join our experts as they dive into the pressing issues that are shaking up contact centers and reveal strategic solutions to future-proof your operations.

FAQs

Is it scalable if our team or business grows?

Yes. LeadSquared is built to scale.You can easily expand from small teams to large, multi-location setups with the flexibility to customize processes for different teams, departments, or regions.

Does my team need training to use the software?

LeadSquared’s interface is intuitive and built for non-technical staff. Most teams are fully onboarded in under a week.

Is this secure and compliant with data privacy standards?

Yes. LeadSquared is SOC2, GDPR, FERPA compliant and HIPAA-ready, with stringent user access controls and encryption.

Does it integrate with our SIS, LMS, email, and calling tools?

It supports integration with common student information systems, learning management systems, communication platforms, and others through third-party APIs.

What kind of uptime and support SLAs do you offer?

We maintain 99.9% uptime and provide priority support with optional dedicated success managers.

Will it align with our compliance and record-keeping needs?

Yes. All interactions are time-stamped and archived. You can export reports or audit logs as needed for accreditation or internal audits.

Can we control access by role and limit data visibility?

Yes, LeadSquared provides role-based permissions to ensure each user sees only what they need to, maintaining data privacy and security.

Can this software reduce the amount of manual follow-up work we do?

LeadSquared is designed with the goal of reducing manual workload. Automated workflows, reminders, and templates cut down on repetitive tasks so your team can focus on personal outreach.

Can we track which channels bring the most ROI?

Yes. LeadSquared maps leads to source campaigns and gives full-funnel visibility into sales, pipeline, and revenue.

Does it support lead capture from events, landing pages, social media, and phone calls?

Along with all digital channels, LeadSquared also captures leads through phonecalls, voicemails, and business cards and logs them into CRM with complete source details.

Can we personalize communication based on leads’ interests?

Yes. You can segment audiences and trigger email/SMS based on interest, location, or program.

Can I track my team’s performance and follow-ups in real time?

Yes, LeadSquared’s sales software allows you to track your team’s performance and follow-ups in real time. You get detailed dashboards showing lead status, reps’ productivity, response times, and conversion rates.

Does the system help with call logging, follow-up scheduling, and reminders?

Yes. All calls are logged, and follow-ups are automated through smart reminders and workflows.

Will this help reduce no-shows and improve appointments?

LeadSquared’s automated reminders (SMS/email), calendar syncs, and confirmations reduce no-show rates significantly.