What is our primary use case?
My main use case for LeadSquared is building automations and development of new processes.
We received data from our backend website and posted those details while keeping track of all the prospects' journey in LeadSquared.
We have worked on building an automation for posting of data to a dialer platform for automated calling process and receiving the details of the post-call status in the lead details and updating it on different levels.
What is most valuable?
The best feature that LeadSquared offers is Universal Data Sync that allows you to call any API, any third-party API within the platform on any of the trigger points. There could be different triggers like updation of a record or any activity performed on that record.
Universal Data Sync has helped me in posting the details of a record to a different software, and it was very quick and very reliable.
The automation development process is very easy with drag and drop options available, and anyone can easily develop automations with the multi if-else and if-else cards.
LeadSquared has helped my organization to reach out to the prospects in lesser time, and the data maintenance is 100% correct and reliable. All the information stays safe in the CRM.
I have seen better outcomes of the reactivation process, where we moved the prospects' details from the sales representative accounts and assigned them in a common pool and conducted reactivation on those records. That has helped in increasing the conversion, with the overall numbers including 15% of the reactivation bucket.
The API structure of LeadSquared is very open. Open documentation is available on the web, and anyone can use those API links.
What needs improvement?
The report feature of LeadSquared needs to improve. It takes a lot of time to fetch data from the backend, and the automation reports need to be improved.
The security keys and access keys can be improved.
Overall, LeadSquared is a great platform, and there are just some improvements that can be done.
For how long have I used the solution?
I have been using LeadSquared for 4.5 years.
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
LeadSquared's scalability is good. If your account is on a public server, then there could be some challenges that you can face, but 95% of the time the system is scalable. If you are working on a private cloud, then that is the best thing LeadSquared offers. It comes at a higher cost, but it is very smooth.
How are customer service and support?
Customer support is great. They try to solve the problems as soon as possible and explain the new features. They provide an account manager in addition to customer support that helps to build new automations or different processes or new integrations.
Which solution did I use previously and why did I switch?
I have worked on LeadSquared only for the past 4.5 years. Recently, we switched to Salesforce, and I have been working on the Salesforce platform for the last three months. I can say it is very complex as compared to LeadSquared, which was very easy.
How was the initial setup?
My experience with pricing, setup cost, and licensing was good. The sales team and pre-sales team are very helpful and they guide our team very easily. Pricing depends on the account size, and the setup cost was quite minimal and it was a reasonable charge for the setup that they have done.
What about the implementation team?
We purchased LeadSquared directly from LeadSquared organization, not through the AWS Marketplace.
What was our ROI?
It helped in increasing the conversions of the sales.
What's my experience with pricing, setup cost, and licensing?
Pricing depends on the account size, and the setup cost was quite minimal and it was a reasonable charge for the setup that they have done. The licenses cost is also very less as compared to other CRM platforms.
Which other solutions did I evaluate?
We evaluated HubSpot and Zoho before choosing LeadSquared.
What other advice do I have?
My advice to others looking into using LeadSquared is that it is easy to use and the development can be done very quickly. There are no complexities. If you have basic knowledge of CRM system and your logics are correct, it can be very helpful in increasing your conversions and keeping track of all your prospects. I rate LeadSquared an eight.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Disclosure: My company does not have a business relationship with this vendor other than being a customer.