I have used LeadSquared for almost five years. It was primarily a CRM tool that we used for managing all lead data, call logs, and emails that would get logged into it. When new leads were generated, they would be routed to us through LeadSquared as well. LeadSquared functioned as a basic CRM for our needs. For example, if I received 10 leads or 10 prospects who downloaded our application, I would call them with all the numbers and details available in the system. In cases where calls were not connected, I would send them an email through LeadSquared. I would continue following up, booking demos, catering to their needs, and logging all the details in LeadSquared.
Team Lead at a tech consulting company with 201-500 employees
Real User
Top 20
Jun 19, 2026
My main use case for LeadSquared involves managing leads, phone numbers, and email addresses, talking to prospects, calling them, and utilizing the perfect CRM tools. For example, we receive a lot of leads from the company from different sources. We manage which opportunities are going to be called and the specific program. We call them, mark them as warm, and then specifically send the application as well as tests from LeadSquared. My team uses LeadSquared in the same way by sending payment links.
Business Analyst at a pharma/biotech company with 10,001+ employees
Real User
Top 20
Jun 7, 2026
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.
I am associated with the sales analytics team, and our primary use of LeadSquared is as a sales CRM. In previous organizations, such as BYJU'S and Physics Wallah, we had very large sales teams of around 10,000 to 15,000 users, so LeadSquared was mainly used as a sales CRM. We use LeadSquared for sales users, and LeadSquared functions as a sales CRM. All leads generated from our different sources, including online sources such as YouTube, Facebook, Instagram, and our website, or from offline modes where we conduct BTL and GTL marketing activities, are pushed to LeadSquared through various APIs and uploads. Once leads enter the system in LeadSquared, a sales user calls these leads and marks the disposition on them. LeadSquared is fundamentally a platform where we manage our leads, track how many leads are being generated, and assign generated leads to the sales team based on their product type, language preference, and location. Once a lead is assigned to a LeadSquared sales user account, the sales user calls the lead, sends WhatsApp messages, emails, and notifications. Once they call these leads, they update the stage of the lead, for example, from prospect to qualified, qualified to follow-up, follow-up to interested in product, and interested in product to buy. LeadSquared helps the sales team manage leads efficiently. We also use LeadSquared for various report automations related to sales team productivity. These automations include the number of active users per day, the number of active agents per day, the number of dials, connects, unique dials, unique connects, total talk time, number of payments received, category-wise payments received, and the lead funnel. We can see the total number of leads available by lead type and which bucket these leads are in. For example, if we have 100 leads, we can see how many are in the prospect stage, how many are in the qualified stage, and how many are ready to pay. Apart from this, LeadSquared also helps with small analytics and automation tasks.
LeadSquared is utilized to capture leads and call on the data for lead to form conversion. When a prospective candidate searches for courses at one of the Amity University campuses on the website, they are required to fill an inquiry form available on the website. This information is captured in real-time in LeadSquared and distributed to available agents via distribution automation for calling purposes. After nurturing and re-nurturing mechanisms performed by automation on LeadSquared, leads are nurtured and pushed to fill the application form for their interested program at Amity University. Lead to form conversion is counted when a lead applies for a program by filling out the application form. Various combinations of automations are used to nurture leads, and the transition from form conversion to fee conversion is also handled by LeadSquared, with the team also calling manually on the data. Leads are nurtured through automations and WhatsApp messages, along with emailers regarding placements and student achievements at Amity University to create interest and build brand awareness, targeting students who are keen to pursue admission at Amity University campuses. The next use case follows the targeting of leads from form conversion to fee conversion, which is counted as final admission.
My main use case for LeadSquared is CRM, which includes dealing with leads, contacts, companies, and accounts. For managing leads or contacts, I use LeadSquared to manage leads from various sources, capturing meta details from every source. It captures the lead side, and after that, people convert it into deals plus contacts, creating both a deal and a contact. To manage automation, I can implement a round-robin process to automatically assign leads as a round-robin. The campaign management feature is used by the marketing team to manage campaigns, determining which campaigns perform better so they can create more campaigns that are successful. This leads to increased sales. An example of how LeadSquared helps with workflow automation in our organization is the round-robin process, where whenever a lead is captured, it is automatically assigned to different people, ensuring equal distribution of leads.
LeadSquared is primarily used for lead management and loan origination system implementation. In lead management scenarios such as auto sales or real estate, when a customer submits details regarding a real estate project, LeadSquared fetches the information, allowing the sales team to contact them regarding their query. I am currently working on loan origination system implementation with LeadSquared.
Digital Marketing &Transformation Specialist at Bajaj Auto Limited
Real User
May 3, 2024
LeadSquared is our central CRM system, in which leads from across platforms are captured and stored. It's our central system for calling and collecting leads.
It's an ERP for us to manage the planning of our people and to organize all our sales, invoices, planning, holidays, and everything like that. However, it's not for big firms; it's confidential products for small companies.
LeadSquared offers customizable CRM features that integrate seamlessly with existing systems, making it a valuable tool for automation and lead management with varied pricing options. It efficiently supports tasks, enhancing workflow through automation and integration with apps like Shopify and telephony systems.LeadSquared's capabilities in lead conversion and efficiency improvement are recognized through its comprehensive CRM functionalities, providing insights into sales performance with...
I have used LeadSquared for almost five years. It was primarily a CRM tool that we used for managing all lead data, call logs, and emails that would get logged into it. When new leads were generated, they would be routed to us through LeadSquared as well. LeadSquared functioned as a basic CRM for our needs. For example, if I received 10 leads or 10 prospects who downloaded our application, I would call them with all the numbers and details available in the system. In cases where calls were not connected, I would send them an email through LeadSquared. I would continue following up, booking demos, catering to their needs, and logging all the details in LeadSquared.
My main use case for LeadSquared involves managing leads, phone numbers, and email addresses, talking to prospects, calling them, and utilizing the perfect CRM tools. For example, we receive a lot of leads from the company from different sources. We manage which opportunities are going to be called and the specific program. We call them, mark them as warm, and then specifically send the application as well as tests from LeadSquared. My team uses LeadSquared in the same way by sending payment links.
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.
I am associated with the sales analytics team, and our primary use of LeadSquared is as a sales CRM. In previous organizations, such as BYJU'S and Physics Wallah, we had very large sales teams of around 10,000 to 15,000 users, so LeadSquared was mainly used as a sales CRM. We use LeadSquared for sales users, and LeadSquared functions as a sales CRM. All leads generated from our different sources, including online sources such as YouTube, Facebook, Instagram, and our website, or from offline modes where we conduct BTL and GTL marketing activities, are pushed to LeadSquared through various APIs and uploads. Once leads enter the system in LeadSquared, a sales user calls these leads and marks the disposition on them. LeadSquared is fundamentally a platform where we manage our leads, track how many leads are being generated, and assign generated leads to the sales team based on their product type, language preference, and location. Once a lead is assigned to a LeadSquared sales user account, the sales user calls the lead, sends WhatsApp messages, emails, and notifications. Once they call these leads, they update the stage of the lead, for example, from prospect to qualified, qualified to follow-up, follow-up to interested in product, and interested in product to buy. LeadSquared helps the sales team manage leads efficiently. We also use LeadSquared for various report automations related to sales team productivity. These automations include the number of active users per day, the number of active agents per day, the number of dials, connects, unique dials, unique connects, total talk time, number of payments received, category-wise payments received, and the lead funnel. We can see the total number of leads available by lead type and which bucket these leads are in. For example, if we have 100 leads, we can see how many are in the prospect stage, how many are in the qualified stage, and how many are ready to pay. Apart from this, LeadSquared also helps with small analytics and automation tasks.
LeadSquared is utilized to capture leads and call on the data for lead to form conversion. When a prospective candidate searches for courses at one of the Amity University campuses on the website, they are required to fill an inquiry form available on the website. This information is captured in real-time in LeadSquared and distributed to available agents via distribution automation for calling purposes. After nurturing and re-nurturing mechanisms performed by automation on LeadSquared, leads are nurtured and pushed to fill the application form for their interested program at Amity University. Lead to form conversion is counted when a lead applies for a program by filling out the application form. Various combinations of automations are used to nurture leads, and the transition from form conversion to fee conversion is also handled by LeadSquared, with the team also calling manually on the data. Leads are nurtured through automations and WhatsApp messages, along with emailers regarding placements and student achievements at Amity University to create interest and build brand awareness, targeting students who are keen to pursue admission at Amity University campuses. The next use case follows the targeting of leads from form conversion to fee conversion, which is counted as final admission.
My main use case for LeadSquared is CRM, which includes dealing with leads, contacts, companies, and accounts. For managing leads or contacts, I use LeadSquared to manage leads from various sources, capturing meta details from every source. It captures the lead side, and after that, people convert it into deals plus contacts, creating both a deal and a contact. To manage automation, I can implement a round-robin process to automatically assign leads as a round-robin. The campaign management feature is used by the marketing team to manage campaigns, determining which campaigns perform better so they can create more campaigns that are successful. This leads to increased sales. An example of how LeadSquared helps with workflow automation in our organization is the round-robin process, where whenever a lead is captured, it is automatically assigned to different people, ensuring equal distribution of leads.
LeadSquared is primarily used for lead management and loan origination system implementation. In lead management scenarios such as auto sales or real estate, when a customer submits details regarding a real estate project, LeadSquared fetches the information, allowing the sales team to contact them regarding their query. I am currently working on loan origination system implementation with LeadSquared.
LeadSquared is our central CRM system, in which leads from across platforms are captured and stored. It's our central system for calling and collecting leads.
It's an ERP for us to manage the planning of our people and to organize all our sales, invoices, planning, holidays, and everything like that. However, it's not for big firms; it's confidential products for small companies.
LeadSquared is being used by our marketing team.