My main use case for LeadSquared involves client management and customer tracking systems for registration and property registration tasks, especially with Xanadu realty, which is proprietary-based and uses the Xanadu lead management system directly linked to LeadSquared. In the Xanadu lead management system, I track the voice and KPIs of clients, noting how many projects each customer has visited, and then I track it in LeadSquared to document all the details of customers who have registered properties on the Kumars project, regardless of their location in East Pune, West Pune, South, or North. Based on this data, I mark the track on particular customers and different customers who can help me predict which projects they might choose, why, and how much they are willing to spend—all thanks to LeadSquared.
I track the KPIs from the first entry of the customers because a single customer may visit properties using different numbers, but I already have a record in my system by the single number. Sometimes outsourcing channel partners may influence customers to purchase properties with big discounts, yet they lose the existing offers I presented during their first visit. The first entry of the customer into the Xanadu lead management system and subsequent tracking in LeadSquared allows me to track their KPIs using their preferences and needs, such as preferred locations, property types, investment duration, purchase purposes, and desired floors. I track all similar customers using these KPIs, and I find that almost seventy to eighty percent of customers share the same preferences, so that is how I effectively track key KPIs.
LeadSquared is a user-friendly application that is easy to use for those from non-IT backgrounds, and it only requires providing one-time training so that they can catch up and utilize it. Initially, newcomers find it challenging to use LeadSquared and the Xanadu lead management system together, but after one or two uses, they become accustomed to it.
LeadSquared positively impacts my organization mainly through lead tracking, as it prevents anyone from misrepresenting their leads or managers about the leads, allowing me to easily track the progress, see where it stands, and identify any deficits, which are the specific outcomes and improvements I have noticed.
LeadSquared can improve by enhancing its dashboards to be more creative, as the current look is very simple and not visually appealing. I suggest introducing colors to make the dashboard more user-friendly, helping users remember information quickly since people often prefer colors over words.
In terms of LeadSquared's AI capabilities, I think it is working well, and I have heard some reviews from friends who are using it; it seems fine as it is, but I believe updates should be provided monthly rather than weekly since frequent updates can interfere with the work process. It is better to schedule updates every fifteen or twenty days or once a month with new features.
I have used LeadSquared for almost two years.
I am not recalling all the features right now, but I can definitely say that LeadSquared is best for managing contacts and managing leads.
Actually, I have not used LeadSquared for a long time, so I am not recalling any features or specifics about the dashboard or reporting at the moment.
I do not have any thoughts on integration improvements right now, but I will share any feedback on that soon.
I would advise others considering LeadSquared to utilize it, especially if they are starting a startup, as it will provide knowledge on managing leads and how it can be linked with their applications or other tools they may need. I provide this review with a rating of eight out of ten.