Transform your sales across all channels with LeadSquared Sales CRM.

Accelerate your revenue with the power of Sales Execution and Sales Automation. Manage all your products, teams and processes in one platform (digital, call centre and field sales). Never miss a sales opportunity again.

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NOW YOU CAN ALSO BUILD A HIGHLY PRODUCTIVE FIELD WORKFORCE

Empower your team to sell more. Free up their time and improve their efficiency. Automate, plan, track and monitor your agents’ daily sales routine

Get automated day plans

Let LeadSquared plan your agents’ day for them. Right from the number of meetings scheduled, the goals for the day, and the best travel route – everything is designed for them, automatically.

Get meeting recommendations

Based on the agent’s location, the mobile app will identify leads nearby. Your agents can then drop in for a quick meeting or follow-up.

Give intelligent upsell/cross-sell signals

The tool can use the customer’s activity history to look for possible upsell or cross-sell opportunities and recommend sales actions to your agents.

Know what your agents are doing

Track all their calls and messages that they receive on their mobile device and analyse their overall productivity. Use their meeting history to know if they are meeting their targets.

Geo-fence their tasks

LeadSquared will not allow your agents to complete their tasks or meetings if they are not in the correct location. This reduces falsified meeting logs.

Know the location history for your team

Get complete geo reporting of all the meetings and tasks. Know how many meetings have happened, the distance travelled, and even the locations of every meeting.

ALLOW YOUR AGENTS TO CHECK IN AND CHECK OUT AUTOMATICALLY

Your field agents can check-in to indicate that they are starting their sales route, and similarly, check out at the end of the day. In case they forget or are unable to do so manually, the tool will automatically check them in.

DETECT FAKE LOCATION CHECKINS

Stop your agents from checking in from false locations. For example, if they are in Johannesburg, they cannot check in claiming they are in Pretoria. You can also geo-fence their tasks to prevent fraudulent entries.

DISTRIBUTE LEADS TO YOUR AGENTS BASED ON PIN CODE

Automatically assign leads to your field agents based on the pin codes that they are in charge of. Send them instant notifications or assign tasks to them to follow up.

AUTOMATICALLY NAVIGATE TO THE NEXT MEETING LOCATION

Once the meeting is over, the app will automatically remind you where your next meeting is. No need to open multiple apps too because the LeadSquared app will suggest the best route to reach the next location quickly.

REMIND YOUR TEAM TO LOG MEETING NOTES

Prompt your sales agents to log meeting notes right after their scheduled meeting time by sending them an automated email. This helps will help you make important sales and business decisions.

SPEED UP YOUR DOCUMENT VERIFICATION PROCESS

Your field team may need to collect documents from your customers for verification. Your field agents can easily upload multiple documents at a time for verification, and they can be instantly approved. This reduces the wait time and improves efficiency.

KNOW EVERY MOVE YOUR AGENTS MAKE

Get real-time updates of your agents’ location and the number of meetings that they have had. Check out their sales route, the kilometres travelled and the tasks that they have completed.

Excellently Crafted CRM for Field Sales

“The mobile CRM app is intuitive and has provided continuous value to our field sales team. The team was able to easily adopt and grasp the tool in a few weeks. The app’s functionality allows us to process leads, tasks, and activities, on the go, flawlessly. It also works offline which is very crucial for…”

Abhinav Gujjar,

Co-Founder, Tricog Health

“LeadSquared is used by our retail sales managers and third-party agents who are on the field selling our products. We needed an easy way to create and track leads on-the-go, and various roles/access levels as we work with different third-party agencies, and LeadSquared does that perfectly.”

Hena Mehta

Product Manager, Ezetap Mobile Solutions Pvt. Ltd

GET HIGHER SALES PRODUCTIVITY FROM ALL YOUR TEAMS

Join over 250 000 sales, marketing, call centre and field sales users growing their businesses with LeadSquared.
If you in sales, you need LeadSquared.

Marketing Automation

Push your leads down your sales funnel faster while building meaningful relationships with prospects and customers.

Sales Execution CRM

Put your sales teams in front of sales ready leads, close more deals and make sales fun again

Customer Self-Service Portal

Allow prospects and customers to submit applications and manage their own profiles 24/7/365

Field Sales Automation

Manage your field sales team from anywhere and accelerate sales, verifications and more

CUSTOMIZE YOUR LEADSQUARED MOBILE APPLICATION

Customize your LeadSquared Mobile Application to support your sales process.