A Feature-packed CRM for Sales. Literally! You don’t have to spend time on operational tasks that don’t involve directly interacting with customers. Everything you need. Nothing you don’t.

Click-to-call

Call your leads in one click. Log notes. Monitor call metrics.

Email, WhatsApp, SMS

Send auto replies. Create bulk campaigns. Track messages 1-1.

Lead scoring

Qualify and prioritize. Distribute accordingly. 100% automated.

Sales workflows

No code. Create workflows for all sales processes.

Notifications

Create alerts & reminders for tasks assigned, follow-ups, meetings, and more

Dynamic forms

Single-step/multi-step forms to create leads, opportunities, activities and tasks.

Sales regimentation

Set up processes. Assign targets. Track achievements. Reward champions.

Workday planning

Assign tasks for the day, and plan meeting routes for your field staff.

Run Your Sales on Autopilot

Multiple products, teams, and sales processes—manage everything within one platform

Lead management

From capturing to qualifying, tracking activities, and routing, gain full control of your sales leads with LeadSquared’s Sales CRM. 

Sales management

Monitor every aspect of your sales process – leads, funnel, salespeople, and revenue.  Smart Views Declutter salespeople’s work area. Reps see only their tasks listed in order of priority. Process automation Plan, configure, and control your entire sales process with our drag-and-drop workflow builder. Field sales management Define sales territories, user hierarchies, and goals for your team. Role-based permission for sales reps Control who sees what and which users can edit, delete, export, or import your data.

Opportunity management

Identify and pursue lead or accounts with higher sales potential. Map multiple opportunities and increase customer lifetime value.

Communications

Enable contextual sales communications over Email, Chat, WhatsApp, SMS, and Phone.

Sell on the go with mobile CRM built for field sales

Empower your field agents to be super-productive on the go – make calls, find prospects near them, transfer leads, and sell more. Track your entire field workforce as well. Monitor their geolocation, the meetings they attend, the distance they travel, their attendance and incentives, and everything else in between.

Process automation

Build as many automated workflows as you want. No matter how many products, teams, or sales processes you have – you can manage every single one of them within one platform and sketch several different sales processes simultaneously. Flexible and 100% no-code.

Real Time Reports and Dashboards

Gain insights into all aspects of your business—product, people, and processes. Track important sales metrics in real-time. Generate role-based reports in one click. Allow salespeople to monitor their progress, managers to check team performance, marketing teams to gain insights on campaigns, conversions, and customers, and more. Ensure everyone is on track with your sales and revenue goals.

Conversation tracking

Keep track of emails, WhatsApp messages, texts sent by your team, as well as their open & click rates.

Call reports

Keep a tab on the call volume, connect rate, and successful conversation numbers.

Sales closure reports

Keep a tab on all the deals your reps have closed against their commitment.

Revenue reports

Track the revenue contributed by each sales rep, team, region, etc. Identify your best-selling products and top sellers.