1. Feature Overview Tasks and reminders in LeadSquared are appointments and to-dos that help users convert leads into customers. They make it easy to track deadlines, manage records, and understand user efficiency. The system includes pre-configured appointments such as meetings and phone calls, and supports creating custom Appointments (for example, doctor consultations or insurance renewal […]
1. Feature Overview LeadSquared’s Report Management is aimed to help admins configure appropriate reports for their users. Each team/group/individual has their own requirements, goals, and KPIs to track. This creates a need for their own set of reports and dashboards for analysis and insights. While some reports may be common and may be needed by […]
1. Feature Overview CallGear is a cloud-based VoIP (Voice over Internet Protocol) phone system. Once you integrate your CallGear account with LeadSquared through the Universal Telephony Connector, you can – Make calls and automatically track the calls in Lead Activity History. Utilize the Agent Popup to store or view lead information during phone calls. Automatically […]
1. Feature Overview Airtel’s WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Airtel facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article helps you set […]
1. Feature Overview 3CX is an open-platform, VoIP (Voice over Internet Protocol) phone system that works on-premise or in the cloud. Once you integrate your 3CX account with LeadSquared, you can – Make calls and automatically track the calls in Lead Activity History. Open lead details automatically when an inbound call is received. Automatically create new […]
1. Feature Overview The Google Reviews Connector captures and syncs customer reviews from your business’s Google page to your LeadSquared account. From LeadSquared, send personalized responses to customers based on their review sentiment (Positive and Negative) using predefined templates or Chat GPT. Additionally, you can invite leads to share their reviews, boosting your business’s visibility […]
1. Feature Overview Opportunities represent potential deals. You can add opportunities for leads who’ve shown interest in different products (such as different loans, insurances, etc.) that your business offers. These opportunities within LeadSquared can be exported and sent to you via email. This article will help you understand how you can export these opportunities. For […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities (like Email Bounced, Website Page Visited, Lead Captured, etc.). You can also create custom activities to accommodate your own unique use cases (like Site Visit, Attended Webinar, etc.). These activities can be exported from LeadSquared into a CSV file. For example, […]
1. Feature Overview Phone calls activities made/received on the LeadSquared mobile app are automatically posted against the relevant leads (on the Lead Details page). With the opportunity tracking feature, you can track phone call activities against the relevant opportunities (instead of leads) in your LeadSquared account. Note:Â Opportunity Call Tracking is not supported on iOS mobile […]
1. Feature Overview LeadSquared lets you export lead data by exporting the list that contains those leads. This is useful when you need offline access to data or want to share lead information with external systems or teams. For example, if you want to export details of all leads located in Mumbai, you can first […]
1. Feature Overview Before you deactivate or close your account, make sure you back up your data by exporting it from your LeadSquared account. This article details how you can export data from LeadSquared. Note: To export larger data sets of lead, activity, and opportunity data, refer to Large Exportable Reports. If the value of […]