Loved by 2000+ customers all over the world
A One Stop Solution to
Manage Everything Sales
Run your sales operations like a well-oiled machine with automated workflows, reminders, and reporting.
Manage leads, accounts, and opportunities on a unified system
Engage with prospects in under a minute! Instantly capture, distribute, qualify, and interact with all your leads.
Swift lead distribution
Set rules to automatically assign leads as soon as they come in. Distribute leads anyway you want according to user role, region, sales rep’s availability and more!
Strategic lead qualification
Focus on leads that matter. Qualify leads with pre-defined lead and engagement scores to prioritize your tasks with precision.
Timely follow-up reminders
Never let any potential buyer fall through the gaps by automatically assigning follow-ups and tasks based on your lead’s activities.
Track leads across the sales pipeline, in real-time!
Know exactly where your leads are in the sales pipeline. Our cloud-based sales management CRM will keep you updated on all lead activities, at all times.
Real-time sales tracking
Stay ahead of the competition by keeping track of everything—conversations, activities, and closures. Hit your prospects with the right engagement at the right time.
Dynamic sales funnel movement
Manual lead tracking is slow, inefficient, and well, boring! Automatically update lead stages based on their activities.
Intuitive opportunity management
Tap on every up-sell and cross-sell opportunity that comes your way. Sell multiple products and services using a single platform.
Create A Unified Customer Experience
with Omnichannel Marketing
Nurture your buyer in a more personalised and meaningful way. Record all the touchpoints and communications
with them over multiple platforms with a centralized hub.
Bulk email campaigns
Create wonderful email campaigns from pre-existing no-code templates to reach your buyers. Refine your campaigns based on analytics—subject line, open rate, time sent and more—for higher opens and clicks.
Integrated social media channels
Connect various social media channels like Facebook, Instagram, Twitter and WhatsApp. Get all the new leads instantly updated on the LeadSquared platform.
Self-serve portals
Make it easy for your buyers to reach you. Use customized customer portals track applications, inquiries, customer details, and more.
Efficient call center management
Build proactive call centre sales operations. Integrate with any telephony service provide and make your reps/agents’ work more efficient with click-to-call dialers.
Interactive chatbot
Enable live chat on your website to instantly connect with prospects. Save previous conversations to continue where you left off with your buyers.
Seamless web conferencing
Integrate with various web conferencing tools to create and add meetings within the LeadSquared application.
Get Complete Overview of
Our Sales Operations
Get a tight grip on your sales process. Fine tune your sales strategy with a
bird’s eye view of your sales operations, field sales, and thorough reports.
Optimize the path to sales goals with field sales management
Mobile CRM application allow you to manage and track your complete field sales operations remotely.
Territory management
Carve out and assign sales territories based on custom criteria like sales performance, proximity, targets etc. Restrict lead activity or meeting notes updates to designated location by geo-fencing tasks and meetings.
Day and route planning
Intelligently plan your salesperson’s day and routes based on their work hours. Set up automatic modifications in case any tasks or meetings get cancelled.
Automated attendance
With location-based attendance automatically check-in and check-out salespeople when they reach the destination.
Offline connectivity
No Internet, no problem. Update buyer information on your mobile app even in the farthest of the locations with no or low internet connectivity.
Craft your own sales process that direct you to success
LeadSquared’s drag-n-drop builder allows you to create and control your entire sales process with zero code.
Automate workflows
Focus on selling, not manual updates. Boost your team’s productivity and massively cut down on turnaround times with custom workflow automation.
Notifications and reminders
Ensure your sales team are notified on time to hit the ground running every time a lead takes an important action.
Role based access
Have a large team with multiple roles and complex hierarchies? Not a problem. Keep a fine-grained control on who has access to which leads with custom permission templates.
One connected system
No more waiting on those tedious data transfers! Integrate with 100+ of your favourite tools to get all the insights updated for all your sales and marketing needs in one place.
Navigate Through Data with Concise
Reports and Analytics
Let the numbers do the talking. Make precise data driven decisions in the right direction
with 300+ simple yet comprehensive reports at your fingertips.
Hierarchy based reporting
Skip the numbers that don’t matter to you. View only relevant insights into the performance of each region, team, salesperson, based on your role.
Sales forecasting
Future-proof your sales strategy. Set precise sales goals based on historical data + real-time visualisations about the length of your sales cycle, funnel stages and more.
Dashboards
A single-view, customizable dashboard allows you to monitor the important metrics without searching through multiple reports.
Unlock a World of Possibilities with Our
Powerful Suite of Tools
Snappy personalisation with CASA
Build your mobile application to be uniquely you. Tailor the app to your brand with custom themes and features that revolutionize user experience.
Homepage builder
Meaningful insights at a glance, right on your homepage. Build a user-centric homepage for sales reps with all the upcoming tasks, actionable insight, and shortcuts to most used features.
Menu builder
Customise menus to suit your requirements with role-specific features, custom apps, and external URLs. Your options are limitless!
Lead 360
Stop the guesswork. Gain crystal-clear clarity on what to do next with intelligent suggestions and data-driven insights:
- Lead progression tracking
- Lead journey overview
- Engagement metrics
- Lead behaviour timeline
- Proactive suggestions and more
Robust reporting with SIERA
Fast, flexible reports that guide your next move. Select from 50+ templates or build your own reports in a snap.
Curious about a data point? Click on it to dive deeper on it at an opportunity, activity or task level.
Custom and secure access
Get granular control over data access, all without spreadsheet headaches.
Visualise the data
Make your data stand out by creating eye-catching charts. Bar, column, donut—you name it, we chart it!
Gamified sales with ACE
Take control of your sales game with Ace! Unlock your team’s potential with Ace’s goal setting and performance monitoring.
Ace goals
Track your team’s performance in real time. Navigate your team to success with real-time goal tracking and clear, actionable insights.
Incentives and payouts
Boost productivity with rewards and incentives. Create multi-level incentives based on use-cases along with a payout flow.
Performance reports
Get a full picture of your team’s performance in one powerful dashboard. Drill down into their performance with in-depth metrics and laser-focused target reports.
Centralized conversations with CONVERSE
Quick and contextual conversations for faster conversions. Converse puts your WhatsApp, SMS, and chatbot chats all in one place.
Tailored interactions
Want to build deeper relationships with your customers? Converse lets you personalize every interaction, across every channel with contextual conversations.
Faster response times
No more missed messages! Notify your reps instantaneously on their preferred channels (Slack, Teams, Converse, you name it!) to respond to prospects faster than ever.
5x
Increase in IPD conversions
Improved
Patient communication
2x
More registration
50%
Increase in loan sales
100%
Drop-off elimination
90%
Reduction in cost per lead
5X
Increase in process efficiency
Increased
Admissions
Faster
Turnaround time
Want to Claim Your Ticket to Effortless Sales Management?
Sales Management FAQs
What is a sales management software?
A sales management software helps you oversee and optimize the sales processes. It can be used for lead tracking, contact management, opportunity management, and performance analytics, to enhance overall sales effectiveness.
What does a sales management system do?
A sales management system enables organisations to streamline sales processes by helping them:
- Track sales activities
- Manage customer information
- Facilitate pipeline management
- Automate processes
- Generate reports and analytics
- Enable team collaboration
- Monitor performance
- Integrate with other tools in your tech stack
What is the best sales management software?
By providing all sales tools in one platform, LeadSquared is the best sales management software for enterprises and startups alike. It offers the following features:
- Customer relationship management
- Lead management & prospecting
- Analytics & reporting
- Sales process management
- No code sales automation
What are the benefits of sales management software?
A sales management platform streamlines all your sales-related operations and helps manage customer relationships. It also helps:
- Managers evaluate individual’s and team’s performances
- Conduct sales forecasting
- End-to-end lead and opportunity management
- Align sales and marketing teams
- Improve sales efficiency by automating repetitive tasks.
What do you mean by sales management?
Sales management refers to the planning, coordination, direction, and control of sales activities within an organization. It involves overseeing the sales team, setting targets, and implementing strategies to increase sales and revenue. A sales management software can be used to optimize and streamline these activities.
What are the functions of sales management?
Sales management involves planning, implementing, and overseeing activities related to a company’s sales efforts. The core functions of sales management include:
- Setting objectives and goals
- Organizing the sales teams
- Assigning tasks
- Monitoring and performance evaluation
- Sales forecasting
