LeadSquared - The Go-To CRM for Sales
Use Cases and Deployment Scope
Pros
- Automations : LeadSquared has a very good automation tool using which I can update lead fields, send Whatsapp messages, send emails, create tasks, wait for events and many other things. Using this, we are able to completely automate the workflows.
- Smart Views : Smart Views allow us to configure a view for an agent according to our requirement. For an example, for our retail outlets we have created tabs for daily follow ups, open leads, overdue and pending tasks, etc.
- Integrations: Using the Apps marketplace, we are able to integrate LeadSquared with various other apps. In our organization, we have integrated Shopify, Telephony apps like Ozonetel, Servetel and Ameyo and Whatsapp Business Providers like Gupshup. In addition to this, there are plenty of apps for us to explore which we intend on doing.
Cons
- UI is old and clunky, overall loading time could be much better.
- The SIERRA report making tool is counterintuitive and unnecessarily complex at times.
- The advanced search mechanism is buggy at times. Telephony integrations can be more robust.
Likelihood to Recommend
2. Very suitable for call centers as lead and call tracking can be done very easily using LeadSquared.
3. Not very suitable for on field sales. Even though the mobile app does facilitate portability, the overall experience does not come close to the desktop version which is not feasible for an on field sales representative to use.
