Insurance Field Sales Software
Run your entire field sales operations on mobile crm
Make your mobile a lead capture machine
Automatically add incoming calls as leads on your mobile. All the conversation – calls, emails, text messages are automatically synced in LeadSquared field sales app
Alert your field sales team on important events
Notify your field sales reps on all important events such as on lead assignment, meeting reminders and when the lead does any important activity such as visits policy pricing page
Live Geo Tracking
Get a bird’s eye view of field sales team from your office – The places they travel, the distance they traveled, the people they meet, the tasks they miss and much more
Instantly sync your meetings notes
All the meeting notes, emails, messages, calls are automatically and instantly synced in one central data repository which can be accessed from mobile or desktop
Leads near me
Optimize your route better leads near me feature. While in a particular location for a meeting, the field sales app can provide a recommendation of leads existing in the same location.
Works offline
LeadSquared is the world’s only CRM that syncs crucial sales activity data like calls and messages even when they are without internet connectivity
