The wait is over. Join our experts as they unveil the newest drops, show you how to make them yours, and help you unlock performance like never before.

In this webinar, we covered –

1. AI Propensity Scoring: Your pipeline’s personal GPS. It reads behavior, conversations, and CRM signals to surface the hottest leads first, and then displays a clear speedometer-style score so your sales team always know where to hit the gas.
2. Object Types: Everyone in their lane, everything in one view. From distributors and manufacturers to patients and students, create every stakeholder type distinctly and untangle complex, multi-entity sales in your CRM.
3. Lead 360 (Mobile): Your field rep’s mission control. Lead 360 lets you customise your Lead Details page on Mobile CRM so field reps see only the layouts, details, and actions that matter on the go: no clutter, just clean, fast execution.
4. AI Agents: The support heroes that don’t sleep. Trained on your data, they evaluate, respond to, and resolve tickets with confidence letting your team focus on tough calls and priority issues.
5. Auto Quality Assurance: QA that never clocks out. Every call, every email, checked by AI against your chosen parameters, so you upgrade from manual sampling to always-on, objective performance tracking.

The wait is over.
The next generation of LeadSquared is here – sharper, faster, and smarter than ever (with a side of powerful AI)
Join our experts as they unveil the newest drops, show you how to make them yours, and help you unlock performance like never before.

• LeadSquared’s New Web Experience: Marvin hit the gym, got a new wardrobe, and now runs faster than ever. A fresh take on speed, simplicity, and scale.
• AI Chatbot: The newest overachiever on your team is here! Smarter conversations, sharper replies, intuitive flows and more. Come experience the limits of AI.
• Casa for Web: Already personalizing your mobile CRM with Casa? You can now do the same on web. Choose your modules, dashboards, themes, and more.
• My Teams: All eyes on the floor. In real time. Designed for Sales Managers, My Teams brings you real-time insights into team performance, field activity, and daily progress—right on your mobile.
• Forms & Processes: Start Now. Finish Later. Whether you’re mid-call or mid-commute, don’t lose progress- save your forms as drafts. Available only on LeadSquared NextGen.

You can access the presentation here.

Our experts have condensed all the hows and whys of LeadSquared’s Core features into a 2-day masterclass.

Here’s what we covered on day 2:

• Activities: Adding, scoring, and updating activities, decoding forms & processes, configuring permission templates & automation.
• Tasks: The A to Z of creating and managing tasks.
• Smart views: Creating, editing, hiding, and deleting tabs, subscribing to reports, and everything else you must know to unlock maximum efficiency.

Master all the core features and get certified with LeadSquared’s Admin Certification Program.

In this webinar, we walk you through the major features we’ve recently released –

• Lead Management: Marvin just got a makeover – now managing leads feels like a day at the spa!
• Workflow Management: From document designer to workflow automator, let us do the hard work. Your to-do list is now on autopilot.
• Chatbot: Our Chatbot just got a PhD in understanding your customers, you can’t miss the graduation ceremony of your AI wingman!
• Sales Performance Management (Ace): It’s time to shine bright on the sales stage with our Leaderboard’s spotlight because a little healthy competition never hurts.
• Reporting (SIERA): It’s like having your own personal data butler – creating reports and dashboards at the flick of your finger.
• Integration And Apps: Your app ecosystem was solid; now we’re enriching it with a whole new flavour! From Google to Facebook, you asked and we’re ready to deliver.
• Field Sales Management (Mobile CRM): You’ve rocked the field sales game with the Mobile CRM, now let’s add some jet fuel to the fire because CASA and My Trips are finally here!

To learn more about the webinar, you can refer to the presentation.

In this webinar, learn how to navigate LeadSquared Reports seamlessly, gain fine-grained control over visibility, and empower your team with precise report access control. To know more, refer to the presentation.

The key discussion points in this webinar were –

• Take LeadSquared with you wherever you go: Access your lead’s information on the go, including all their activities from first contact to purchase and beyond, even when you’re offline!
• Find the most efficient route to complete your tasks: The mobile app intelligently plans the most convenient route for you to maximize your productivity and close more deals.
• Save time with audio recording: Don’t waste time manually typing out your meeting notes. Directly store voice notes in LeadSquared for future use.
• Don’t lose track of important phone calls: The mobile app automatically links phone calls to your deals, and also records them for reference and quality control.
• Document collection and KYC processes made easy: Avoid manual errors by scanning documents (like passports, PAN and Aadhaar cards) to directly capture data against leads and opportunities.

Sales Intelligence and Efficiency through Report and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. With SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Join this webinar to learn how SIERA can help you generate insightful reports for your business.

Here’s what we’re covering -​

• How to use filters to build highly-customized reports?
• Use SIERA to create pivot tables and alter dimensions.
• Generate and save multiple reports for your teams.

You can also find a link to the presentation deck here.

In this webinar, we’ve covered –

• Ace Goals Set-up
  • How to set up daily, weekly, biweekly, monthly, quarterly and yearly goals for your teams in minutes.
• Business Impact
  • ACE ensures reduced inefficiency and increased operational efficiencies that are as high as 30%.
• Use Cases across Industries
  • How industries can boost sales by measuring & improving metrics like revenue targets, lead funnel targets & more.
• Walkthrough of the ACE Module
  • The ACE module delivers sales performance monitoring and real-time achievement tracking, among other powerful features.

You can also find a link to the presentation deck here.

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 opportunity?

You can also find a link to the presentation deck here.

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 personalized Nudges via Automation or Nudges on mobile
• Close more deals with automated notifications on various Opportunity triggers on WhatsApp Business
• Improve your sales team’s efficiency with help from Carter, LeadSquared’s AI-powered Personal Sales Advisor

You can also find a link to the presentation deck here.

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 & Processes
  • Forms performance optimization, dependent dropdown rules, & your own database with Mavis DB
• Updates to Smart Views
  • Smart Views as your home-page, transparency in filtering tabs within sales groups, & a powerful Tasks Advanced Search

You can also find a link to the presentation deck here.

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 & Recurring Tasks
• Geo-fencing Tasks on Mobile – ensuring users complete tasks only within the task location

You can also download a copy of the presentation.

The topics covered in this webinar were –

• Basic security features in LeadSquared
  • IP whitelisting, 2-factor authentication, session management, etc.
• Managing access rights and permissions to users
• Securing landing pages from cyber threats
• Protecting the privacy of your leads
• Review audit logs
• Securing API calls in LeadSquared

You can also download the presentation deck.

The key takeaways from this webinar are –

• Identify which reports are relevant to which user or role
• Get performance reports for each step of your marketing campaigns
• Monitor every aspect of sales – funnel, people and revenue
• Know the sources & salespersons driving revenue for your business

You can also download the presentation deck.

In this webinar, you’ll learn to –

• Monitor your remote teams working from home
• Track phone calls/meetings/messages
• Ensure customer engagement continuity
• Get insights into the productivity of your teams
• Ensure work carries on despite bad/no connectivity

You can also download the presentation.

This webinar explores the new ‘Portal’ feature that lets you build self-serve application portals –

• How to make the application process seamless & paperless
• Decoding the enquiry to admission journey
• LeadSquared platform capabilities – admission process, counselor smart views, counselor & publisher dashboard
• Why your college or university needs an integrated platform to engage students.

There’s a lot on offer in this sales webinar. Learn how to –

• Simplify the lead management process with –
  • Lead & Engagement Scoring – Know how engaged they are with your marketing activities.
  • Quality Scoring – Focus your efforts on leads that meet your quality criteria.
  • Smart Views – Manage & monitor leads, marketing activities & sales tasks in real time.
• Automate sales funnel movement with workflow automation –
  • Push your leads down the conversion path with the right message at the right time.
• Control actions and access of your sales reps –
  • Give your sales agents restricted access to prospective leads via Permission Templates.
• Customize LeadSquared for your business –
  • Customize dashboards, dashlets, sales tasks, sales actions & more.
• Automate and simplify retargeting tasks with –
  • Facebook Retargeting.
  • Google Retargeting.