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Financial CRM: Higher Efficiency For All Sales Channels & Teams

Loved by 400,000+ Users Worldwide

Integrated Set of Tools to Turbocharge Your Sales Growth

Onboarding Automation

Self-Serve Forms, Application Portals & Mobile CRM for speedy onboarding.

Lead Management

Capture, Score & Distribute Leads to the Right Rep Instantly. Track End-to-End Lead Journey.

Sales Automation

Automate Manual Sales Tasks. Help Reps Plan, Prioritize & Work More Efficiently.

Sales Management

Track & Manage performance of all your sales teams – Inside Sales, Call Center or Field.

Marketing Automation

Send Hyper-Personalized Messages Across Multiple Channels.

Workflow Automation

Design & Automate End-to-End Customer Journeys with Zero Code.

Invest in Stronger Relationships with Your Customers

Never Miss Out on Incoming Leads

Capture leads from all your channels – digital, phone calls, financial marketplaces, social media, email and more. Ensure that a lead never slips through the cracks.

Reduce Response Time with Automated Lead Distribution

Distribute leads across regions, teams and salespeople automatically. Define your own custom criteria. Drastically reduce your response time and beat your competitors.

Engage & Educate Customers on Multiple Channels

Segment & nurture your prospects with personalized messaging – via chat, email, WhatsApp, call or any other channel. Run hyper-targeted ads with Google and Facebook remarketing connectors.

Sales Execution: Enhance Your Teams’ Productivity

Eliminate your team’s manual work by creating automation to send emails, set tasks, update lead data etc. Create custom dashboards where reps can view all pending tasks – sorted by priority.

Identify & Prioritize High-Quality Leads

LeadSquared can help score leads based on quality, stage or engagement. You can also trigger an automated campaign or notify a sales rep when a lead takes an important action.

Run a Highly Efficient Call Center Operation

Easily integrate your IVR/telephony provider with LeadSquared. Set benchmarks for agent training, monitor call quality and suggest corrective actions for agents.

Execute Paperless Application & Onboarding

Ensure paperless application with self-serve forms and customer portals. Get application drop-off and progression reports to identify leakages in your current application process.

Design & Automate Your Customer Journey (With Zero Code)

Design end-to-end customer journeys on a simple visual designer. Model journeys based on your goals — Customer acquisition, dormant lead re-activation, upsell/cross-sell etc.

Top Features that FinServe Businesses Love

Lead Quality Score

Score leads based on quality, stage or engagement. Help reps identify & prioritize the best leads.

Automated Sales Alerts

Automatically notify a sales rep whenever a new lead enters the system or takes an important action.

Field Agent Tracking

Empower Your Field Agents with Mobile CRM – Plan Routes, Track Location, Assign Leads in Their Vicinity & More.

Upsell/Cross-Sell Signals

Track user behavior & get notified of potential upsell/cross-signals. Start a nurture campaign of notify a sales rep.

Landing Page Builder

Easily create beautiful & responsive landing pages from 100s of template options. You can even personalize them with merge tags.

Custom Reports & Dashboards

Measure every piece of your process with custom reports for agent efficiency, campaign ROI, channel performance & much more.

Why do businesses choose LeadSquared over other CRMs?

More Customizable than 99% of All CRMs

We believe in helping you create workflows according to your business needs, not remodelling your process for our CRM. Everything from our forms and processes, workflow builders, to employee dashboards, are designed to be fully customized as per your needs.

Cleaner, Clutter-Free User Experience

Ensure zero distractions in your sales rep’s workday. Use permission templates and smartviews to curate a simple, clean interface which helps reps focus on just the next task and getting it done.

We won’t charge you for features you don’t need

Your CRM experience shouldn’t be a couple of fancy features sitting in a corner. With LeadSquared, only use and pay for the features that matter most and drive your sales efficiency.

Lightning-Fast Implementation, Responsive Support

Every business, big or small, gets a dedicated account manager. Reach out to our team via chat, email or call and get your query resolved in minutes or hours, not in days!

Best Mobile CRM In The Market

Empower your field teams with LeadSquared’s user-friendly mobile CRM. Generate route plans, track movement, manage attendance and auto-assign leads based on location.

The Only CRM With a Sales Performance Management Suite!

Don’t just automate your sales process, help your teams perform better with ACE. Set targets for any metric, gamify performance, motivate sales users, and reward top performers.

Onboarded thousands of SMBs seamlessly Leadsquared has been a very valuable partner for us at Amazon Pay. It has helped us scale efficiently and deliver a world-class experience to field agents. This, in turn, has enabled us to smoothly onboard thousands of small and medium-sized businesses.

Vijay Rajagopal,
Head - Sales & Business Development,
Amazon Pay

Our loans sales increased by 50% With LeadSquared, we have been able to bring together all our processes and teams onto a single enterprise-wide solution. Overall, we have seen our loan sales have taken a quantum leap with significant reduction in our turn-around times.

Kandarp Kant,
Chief Technology Officer,
Poonawalla Fincorp

Improved our conversion rates by 30%. LeadSquared is a tool that I have been recommending to a lot of my peers. It is not just a CRM, it is a holistic and complete tool that can be customized to your business needs. Besides, the support team is highly responsive and helps you resolve your issues as soon as possible. With everything that LeadSquared has brought to our business, we can easily say that it has helped us improve our conversion rates by 30%.

Parth Pande,
Co-Founder,
Finance Buddha

Improved Digital Collections Efficiency and Transparency LeadSquared collections module helped us digitize our debt recovery process, building efficiencies and transparency. Also, tracking legal cases on the same module was a huge advantage.

Harvinder Gandhi,
Group Chief Information Officer,
ORIX

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