LeadSquared Sales + Mobile CRM Features

Based on 109 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 108 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 109 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 88 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 69 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 98 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 112 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

As reported in 82 LeadSquared Sales + Mobile CRM reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 39 LeadSquared Sales + Mobile CRM reviews. Syncs lead data within the sales database for consistency and accuracy

Provides analysis on lead scores, funnel insights, and both open and closed opportunities This feature was mentioned in 40 LeadSquared Sales + Mobile CRM reviews.

Based on 121 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 127 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 135 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 106 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 117 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 107 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 95 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 114 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Based on 119 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 115 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 134 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 107 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Based on 126 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 126 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 126 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 125 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 122 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 108 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 102 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 89 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 107 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 127 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 133 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 135 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 118 LeadSquared Sales + Mobile CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

As reported in 41 LeadSquared Sales + Mobile CRM reviews. Aligns lead scores with predefined lead distribution criteria

As reported in 41 LeadSquared Sales + Mobile CRM reviews. Matches and assigns leads to the correct sales representative

Determines which leads should be prioritized and then accelerates them up the pipeline 38 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Integrates with lead capture and lead intelligence tools to discover leads 41 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Creates and assigns scoring system to rank the viability of leads This feature was mentioned in 41 LeadSquared Sales + Mobile CRM reviews.

Based on 41 LeadSquared Sales + Mobile CRM reviews. Integrates with CRM or marketing automation tools to contextualize lead data

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 39 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Aligns lead scores and strategy with existing sales operations This feature was mentioned in 40 LeadSquared Sales + Mobile CRM reviews.

As reported in 57 LeadSquared Sales + Mobile CRM reviews. Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard. 64 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Helps users determine sales goals by calculating potential commission rates. This feature was mentioned in 52 LeadSquared Sales + Mobile CRM reviews.

Based on 67 LeadSquared Sales + Mobile CRM reviews. Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates. 68 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Based on 67 LeadSquared Sales + Mobile CRM reviews. Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 70 LeadSquared Sales + Mobile CRM reviews.

As reported in 68 LeadSquared Sales + Mobile CRM reviews. Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals 67 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

As reported in 65 LeadSquared Sales + Mobile CRM reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 63 LeadSquared Sales + Mobile CRM reviews.

Provides features to create and manage lists of potential customers 60 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

As reported in 61 LeadSquared Sales + Mobile CRM reviews. Monitors form’s performance and contribution to the sales pipeline

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page 57 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Records leads using different types of devices 61 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

As reported in 57 LeadSquared Sales + Mobile CRM reviews. Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels This feature was mentioned in 52 LeadSquared Sales + Mobile CRM reviews.

As reported in 58 LeadSquared Sales + Mobile CRM reviews. Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. 55 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. This feature was mentioned in 60 LeadSquared Sales + Mobile CRM reviews.

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter 59 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

Changes colors, calls to action, or form length to personalize lead capture 60 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.

As reported in 58 LeadSquared Sales + Mobile CRM reviews. Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them 58 reviewers of LeadSquared Sales + Mobile CRM have provided feedback on this feature.