LeadSquared

What LeadSquared is

LeadSquared is an AI CRM for sales, service, marketing, and field teams. Its lead-management tools include scoring, distribution, bulk import, opportunity management, and activity tracking. The platform also offers dynamic forms, process design, and workflow automation; unlimited workflow automation is included with Sales Super. Marketing plans add segmentation, social media connectors, website event tracking, dynamic landing pages, and email tools. LeadSquared is available on the web, Android, and iOS, with API access, email sync, marketing automation, and AI features. Its integrations directory covers 162 apps across categories including analytics, CRM, email, messaging, payments, and verification.

The maker lists industry-specific solutions for financial services, education, healthcare, real estate, and high-volume B2C businesses. Sales Pro and Sales Super both include unlimited contacts, with different storage, email inclusion, permission-template, report, and webhook allowances. Marketing Pro and Marketing Super each include two users and unlimited contacts, with different chatbot-session, email, storage, and report allowances. The product has a 15-day trial and no free plan. LeadSquared says its applications and data are hosted on Amazon Web Services across multiple regions, and describes its security as ISO 27001:2022 certified, with encryption for data at rest and in transit.

Who it suits

LeadSquared suits sales, service, marketing, and field teams that want lead management and automation in one CRM. Its industry-specific solutions may fit organizations in financial services, education, healthcare, real estate, or high-volume B2C businesses.

Limits

There is no free plan; the free trial lasts 15 days. Sales Pro includes 2GB plus 20MB per user storage, 50,000 email inclusions, seven permission templates, two BYOR reports per user, and three webhooks. Marketing Pro has 1,000 chatbot sessions, 100,000 emails per month, two users, and 25 BYOR reports.

Getting started

1. Visit the LeadSquared website.
2. Start the 15-day trial.
3. Choose a sales or marketing plan for your needs.
4. Use the web, Android, or iOS platform, or connect through the API.

Verdict

Choose LeadSquared if your team needs sales and marketing CRM capabilities, mobile access, and workflow automation. Look elsewhere if you need a free plan or require more of the allowances included in Sales Super than Sales Pro provides.