A CRM your sales team uses because it does the chasing for them
Lead management breaks at the handoffs: web form to CRM, CRM to field agent, agent to follow-up. We implement LeadSquared so those handoffs are automated, measured and escalated when they stall.
Our LeadSquared practice serves banks and lenders, universities and ed-tech, hospital groups and real estate developers that run thousands of leads a month across inbound, outbound and partner channels.
What you get
- Every lead captured from web, landing pages, WhatsApp, calls and partners into one funnel
- Scoring and distribution rules that get hot leads to the right person in minutes
- Automated nurture journeys on email, WhatsApp and SMS with attribution
- Field sales mobile app with check-ins, tasks and offline capture
- Funnel reporting from first touch to closed deal
What a LeadSquared CRM engagement includes.
Funnel design
Lead stages, qualification criteria, scoring model and ownership rules.
Capture & distribution
Web forms, landing pages, API capture, round-robin and skill-based distribution with SLAs.
Automation
Journeys, drip campaigns, task automation, escalations and re-engagement.
Integrations
Telephony and dialers, WhatsApp, chat, ERP, LOS or core banking via middleware.
Adoption
Role-based training for sales leaders, inside sales and field teams, dashboards for managers.
How we deliver it.
Discover
Channels, lead volumes, team structure and current conversion metrics.
Design
Stages, scoring, distribution and journey design.
Build
Configuration and integrations.
Launch
Training, go-live and hypercare.
Optimise
Conversion review and automation tuning.
LeadSquared CRM: common questions.
Often delivered together.
Ready to talk about LeadSquared CRM?
Tell us what your IT, support or sales teams are wrestling with. We will come back with an approach, a timeline and the people who would deliver it.