LeadSquared - The Go-To CRM for Sales
December 03, 2024

LeadSquared - The Go-To CRM for Sales

Rishit Upadhyay | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with LeadSquared

We mainly use LeadSquared for driving our sales process. We use LeadSquared for both B2B and B2C purposes. Using the lead and activity model, it allows us to track our leads and follow up with them. We use the Lead + Activity API to capture a bunch of lead sources into LeadSquared. We have also integrated Telephony and Whatsapp messaging features (Converse) with LeadSquared which allow us to track calls and messages from within LeadSquared. The tasks feature is very useful making it easy to track followups. Using smart views, we look at the open leads, pending tasks and track them effectively. We also use a bunch of forms and automations to create our workflows which help for more effective effort on leads.

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.
  • Overall, it has helped us track leads and capture leads very effectively. Ever since going forward with LeadSquared, we have gone from 50,000 leads/month to 110,000 leads /month and growing, all owing to the vast variety of lead sources which can be integrated using the Lead + Activity API
  • The Converse tool has helped us to reach out to 200% more customers via Whatsapp approved templates.
  • The Shopify integrations allow us to track abandoned checkouts, which we couldn't do before. This has turned out to be our highest converting lead source with a conversation rate of 37%.
1. The learning curve is not too steep; it is fairly simple. The UI albeit old looking, is fairly simple.
2. It has a lot of integrated apps using which you can directly access other systems under a single umbrella.
3. Processes and permission templates allow for role based access, thereby further simplifying the system by removing unnecessary element with respect to a specific group
LeadSquared is a dedicated Sales CRM. Earlier we were using Freshdesk for sales following a ticket based model which was highly inconvenient as all customer activity used to get created as a separate ticket and overall effort tracking was a mess. With the Lead and Activity model, tracking became much easier and yes, Freshdesk is a support tool and Freshsales does exist but LeadSquared fulfilled our usecase at a much lesser price.

Do you think LeadSquared delivers good value for the price?

Yes

Are you happy with LeadSquared's feature set?

Yes

Did LeadSquared live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of LeadSquared go as expected?

Yes

Would you buy LeadSquared again?

Yes

1. Very suitable for an omnichannel business, as it can capture both online and offline lead sources and allows for follow ups.
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.

LeadSquared Feature Ratings

7.8
Dynamic content
7
Email deliverability reporting
5
List management
9
Triggered drip sequences
10
9.7
Lead nurturing automation
10
Lead scoring and grading
9
Automated sales alerts and tasks
10
Campaign Management ()
Not Rated
6.0
Dashboards
6
Standard reports
8
Custom reports
4
9.3
API
10
Role-based workflow & approvals
8
Customizability
10
CRM Project Management ()
Not Rated

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