Learn all you need to know to get started with our short videos
Build Reports, dashboards, track team performance, and turn your CRM data into actionable business insights.
Automate repetitive tasks, trigger workflows, and engage leads at the right time, automatically.
Control data access, manage permissions, and stay compliant with privacy regulations effortlessly.
Design dynamic forms and end-to-end processes to capture data, payments, and signatures seamlessly.
Capture, qualify, and route leads efficiently to keep your sales pipeline moving every day.
Manage leads, log activities, and close deals on the go from your mobile device.
Run email campaigns, landing pages, and nurture journeys to engage prospects at scale.
Track tickets, manage SLAs, and deliver consistent customer support across every channel.
From this webinar, you’ll learn – Why do we need Opportunity Management Major use cases across industries Opportunities on LeadSquared, to manage potential deals Duplicate detection rules Managing opportunities against a lead Opportunity forms for seamless data capture Smart views to help users focus on only important opportunities Opportunity reports and automation What next in […]
In this webinar, we’ll show you how to – Seamlessly capture leads and convert them to your paying customers through engaging LeadSquared Portals, without writing a single line of code! Capture a variety of lead information including documents, signatures, images, and payments through portals. Build fast and mobile responsive portals that work with your existing […]
In this webinar, you’ll learn how to – Increase ROI from Facebook Ads & capture leads in real-time from multiple pages & accounts with our latest Facebook Lead Ads & Facebook Retargeting integrations Improve your remote sales team productivity by tracking & recording calls, with Mobile Cloud Calling Boost your Field Sales team’s performance with […]
In this webinar, we’ll cover – Understanding the LeadSquared Developers platform, and how it can help achieve custom requirements Detailed discussion on BatchJobs How a powerful “managed background task processor” can help you generate complex & time-consuming reports, automate tasks that take hours to complete, execute critical tasks on time, and analyze every execution. Mavis […]
From this webinar, you’ll learn about – Enhancements across Leads, Users, Activities, Tasks & Platform Settings Additional user fields, more options to create teams, user/activity restrictions & flexible task filtering options Improvements to Automation Limits on lead distribution & single automation triggers that replace the creation of multiple ones All the latest from Forms & […]
From this webinar, you’ll learn how to use – Opportunities on the LeadSquared iOS and Android apps, to manage potential deals Opportunity forms for seamless data capture Opportunity lists for different product/service offerings Managing opportunities against a lead Smart Views to help users focus on only important opportunities The following quick actions to improve efficiency […]
From this webinar, you’ll learn – What are Tasks & how to use them Configuration of Task Types & creation of new Tasks in user accounts Automating repetitive tasks – a few Automation examples from different industries Using Smart Views & Reports for better task management How to set up Calendar View for Tasks & […]
From this webinar, you’ll learn – How to set up email campaigns How to use templates, lists and split testing How to personalize your email content Detailed reports on click rate, open rate, device open rate and more Advanced email analytics to improve your campaigns Learnings from sending over 5 million emails You can also […]
