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Best CRM + Marketing Automation Tool for Small Businesses
September 29, 2016

Best CRM + Marketing Automation Tool for Small Businesses

Imran Baig | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with LeadSquared

LeadSquared is being used as a CRM and marketing automation tool across multiple business units in our organization. We have more than one businesses hosted on multiple websites. If we have to go with other automation tools we should purchase multiple instances. Also all other tools work on the concept of active users which is expensive and difficult to manage especially with a large contact database. LeadSquared provides 100,000 contacts for enterprise and beyond that they allow purchasing on a prorated basis.
  • Easy to implement and configure
  • Syncs well with wordpress websites
  • Email Templates are adequate
  • CRM is very user friendly
  • Value for money if you are looking for a CRM + marketing automation, especially worth it if you have multiple businesses hosted on different domain names.
  • Needs improvement on drip email functionality. One example of a basic drip campaign - email campaign sent, now you might want to send another email to the opens and the ones who did not open. Right there it stops - functionality won't support setting up a drip to the ones who did not open the email, for opens it can go further. This is a major stuck.
  • Cost saving
1. It is best suited if you want a CRM + automation tool - you don't have to worry about syncing the two systems
2. If you are not worried much about having the best tool to run drip campaigns, it works on a simple drip.
3. Suits small businesses very well.
4. If you have multiple businesses hosted on various domain names, LeadSquared can let you use the same instance for upto 5 different domain names.

LeadSquared Feature Ratings

6.2
WYSIWYG email editor
6
Dynamic content
5
Landing pages
7
Mobile optimization
Not Rated
Email deliverability reporting
7
List management
7
Triggered drip sequences
5
6.7
Lead nurturing automation
6
Lead scoring and grading
7
Automated sales alerts and tasks
7
Campaign Management ()
Not Rated
7.3
Dashboards
7
Standard reports
7
Custom reports
8
6.0
API
6
Role-based workflow & approvals
6
Customizability
6
CRM Project Management ()
Not Rated

LeadSquared Support

Never faced any problems with LeadSquared's support team.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes