What is our primary use case?
My main use case for LeadSquared is for CRM purposes; it's a CRM tool that I use for the lead journey and also for the dashboard.
Whenever I get a lead from any source, I import all the leads into LeadSquared, and then whatever the task lead is there, I assign it to my salesperson. The salesperson basically calls the lead, and then the activities go along as a CRM; that person is doing. Suppose they close the deal, they have to update the status and everything they have, so everything is managed in a very structured way.
What is most valuable?
The best features LeadSquared offers include the lead activity; the activities we are doing such as sales CRM and the dashboard stand out most for me. I would say this is a good one.
The dashboard feature provides valuable insights; whenever any salesperson is calling any lead, they understand in a better way. We see how many times they call, the talk time, and the exact duration they have spoken. We can recognize if they have updated the notes or not, what needs to be done, and if it's a hot, warm, or cold lead. So this information is clearly visible in the dashboard.
This dashboard feature is essential because we can create reports; we can pull reports that are also good and can be shared with the team. It may seem small, but it's effective for me.
LeadSquared has positively impacted my organization; my company has been using LeadSquared for quite a long time, but I just started using it about one and a half years ago. It is good and definitely gives me positive results. Earlier, we used to do CRM with Google Sheets, but now we integrate LeadSquared, and it is really good. We can understand what the lead stages are and which leads we need to call, all in one place. I really appreciate LeadSquared.
What needs improvement?
LeadSquared has areas for improvement; it has good features, but we could work more on the automation part, such as building workflows. I think we have workflows, but they are lacking compared to platforms such as GHL and others. If we could create a more robust workflow, that could be beneficial.
For how long have I used the solution?
I have been working in my current field for more than a year.
What do I think about the stability of the solution?
LeadSquared is stable overall, but I have faced downtime a couple of times, usually during rain or similar events, lasting for two to three minutes. Other than that, it's good, and I have not encountered reliability issues.
What do I think about the scalability of the solution?
Scalability is excellent; for businesses with a sales team wanting a full sales solution, I highly recommend LeadSquared.
How are customer service and support?
Customer support for LeadSquared is responsive and helpful; I have found them to be quite satisfactory.
Which solution did I use previously and why did I switch?
I previously used Google Sheets only, not any other product.
What was our ROI?
I can speak a lot about the return on investment; earlier with Google Sheets, we couldn't measure productivity. Now that we're using LeadSquared, we can measure the activities of the salesperson and their talk time. Based on talk time, we mark attendance, and productivity has significantly increased. The conversion rates, too, are better; they used to be lower, but they are now up by 30 to 35%. This monitoring has been crucial for us.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing was smooth; one person connected with me and handled everything. He is a business development consultant from LeadSquared, and he responded quickly, onboarding us as per our requirements. The pricing was good; we negotiated, and since we are a small business, he understood our needs and provided good pricing.
Which other solutions did I evaluate?
Before choosing LeadSquared, I explored other platforms such as GoHighLevel and Zoho, but I appreciated the activity capturing features in LeadSquared the most, such as measuring talk time and salesperson activity, which led me to decide to move to LeadSquared.
What other advice do I have?
I'm focused on the dashboard; so whatever the salesperson is calling and they are working on the leads, we can understand in a better way. It's really good, and we can understand properly, such as if the salesperson is calling or not calling, and what is the activity of the lead, if they are moving that particular stage to another stage or not. All these things we can understand in the dashboard, which is good for the manager and good for the salesperson too. So I would say it optimizes the work.
Since switching from Google Sheets to LeadSquared, I have seen significant outcomes; while using Google Sheets, we didn't get insight into what the productivity was. Once we moved to LeadSquared, we have visibility. We understand which salesperson has how many leads and what the conversion rate is. We can measure all these things in LeadSquared, and this improved our decision-making. The conversion rate increased by about 30 to 35% after moving to LeadSquared.
LeadSquared is deployed in my organization on a public cloud, and we use AWS as the cloud provider. We did not purchase LeadSquared through the AWS marketplace; we got some referrals from someone who called and suggested it to us, and based on that, we made the purchase.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)