Capture contacts from all your sources online, field, referrals and distribute them to the right agent automatically. Notify the agents on assigning them the lead so they can act on it right away and close it before your competition does.
Enable your sales reps to see all pending tasks and activities in one single place. Send emails, SMS, or WhatsApp directly from LeadSquared to engage your prospects. Track user behaviour like website visits, email opens, form submissions etc.
Ensure that the managers have complete visibility on all the leads assigned, follow-ups completed, calls made, etc. Use LeadSquared to get notified every time your sales rep misses a follow-up. Set up your own rules and ensure strong control on engagement quality by auditing emails & calls.
Track all deals in the pipeline and ensure you meet your sales targets. Stay on top of every deal, potential revenue. Adjust your forecasts and take proactive action to stay on top of your targets. Track individual contribution to pipeline and revenue generated per employee.