By combining sales automation and mobile CRM, LeadSquared Sales + Mobile CRM speeds up the process of making money. It makes lead management, customer relationship management, and internal and external sales operations more streamlined. Utilizing its features and tools, you can organize leads and tasks, suggest courses of action, and steer your team toward success. Sales momentum is increased because your sales team is able to sell more products in less time.
But what makes LeadSquared stand out is its HIPAA compliance that is vital for healthcare businesses, particularly hospitals and clinics. The CRM has Business Associate Agreement (BAA) in place to ensure PHI security. Patient data is, therefore, secure as the platform adheres to government and industry standards.
This HIPAA-compliant healthcare CRM provides patient overview. Track them from admission onward. It also automatically collects leads and sends them to the right department for follow-up, thus increasing patient intake. Digital intake forms and multiplate channels for appointment confirmations, reminders, and follow-ups speed up intake. Omnichannel inquiries and self-service patient and referral portals make medical record collection easier. The platform also verifies insurance electronically.
The platform further helps you engage patients in relevant, personalized, and contextual conversations. It offers autoresponders for web inquiries and built-in dialers for click-to-call. Ultimately, your streamlined intake, communication, and overall sales processes help enhance customer satisfaction and retention.
Meanwhile, to monitor your team, this CRM allows for automatic task assignments and reminders. Create workflows for sales, marketing, operations, and new physician orientation. Your team can use the platform to call, email, and text patients without violating HIPAA. You can also document every conversation for future use.
Monitoring your staff is also easier with the mobile app. It allows for online and offline check-ins, and you can create automated day plans for your field staff. You can monitor them easily with the location history.
LeadSquared’s healthcare CRM also has pre-built integrations with third-party tools to help your practice run more efficiently. It also provides custom integrations for any specialized tools your practice requires.
Show MoreEnsure HIPAA compliance
Patient health information (PHI) should be kept confidential per the Health Insurance Portability and Accountability Act of 1996 (HIPAA). How you manage, store, and use PHI must strictly adhere to the guidelines of HIPAA. LeadSquared ensures you follow the safeguards laid out by HIPAA for the confidentiality of PHI. As such, you can rest assured that you are not violating any standard.
Identify the best leads to prioritize them
Lead quality and engagement scoring help identify appointment-ready leads. Tasks, reminders, and lead distribution can be easily set and managed. Customized lead qualification criteria assign values and high scores to lead activities and attributes. The system searches social media, websites, and online activities for target patients. The sales team is immediately notified of high-scoring leads.
Recommend actions to your teams
LeadSquared automatically collects leads and sends them to the right department for follow-up, increasing patient intake. Assign tasks to your staff automatically and let them know when they need to follow up. LeadSquared’s healthcare CRM lets them call, email, and message patients while still following HIPAA rules. Keep track of every interaction for future use.
Improve productivity
Your teams will be more productive with all the tools they need to perform their tasks, from scheduling appointments to admission. They have all the information and the right approach, which leads to pursuing, tracking, and monitoring patients’ intake. Automated and simplified processes ensure no task or follow-up is missed. Your teams receive automatic tasks and notifications after relevant events. The desktop and mobile software sync activities across all devices to keep the teams working together, whether on the field or in the hospital.
Flexible platform
The app’s flexibility and mobile capability let you take your CRM tools with you. LeadSquared integrates with over a dozen popular sales apps, marketing platforms, and social networks to help you grow and streamline patient intake. The omnichannel feature allows your teams to connect with patients on any platform. LeadSquared’s API and webhooks framework lets you create your own connectors or connect to business apps and lead generation websites.
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Knowing that companies have specific business-related wants, it is only wise that they abstain from subscribing to a one-size-fits-all, ”best” software. Nonetheless, it is difficult to try to stumble on such an app even among branded software solutions. The logical thing to do should be to list the different main factors that merit careful thought such as important features, pricing, skill levels of staff, organizational size, etc. The second step is, you should conduct the research systematically. Have a look at these LeadSquared Sales + Mobile CRM evaluations and explore each of the applications in your shortlist more closely. Such all-encompassing research ascertain you keep away from ill-fitting software solutions and subscribe to the one that offers all the function your business requires in sustaining growth.
Position of LeadSquared Sales + Mobile CRM in our main categories:
LeadSquared Sales + Mobile CRM is one of the top 20 CRM Software products
LeadSquared Sales + Mobile CRM is one of the 10 Sales Tools products
Every company has different requirements and needs an application that can be personalized for their size, kind of employees and buyers, and the specific industry they are in. For these reasons, no platform can proffer perfect functionality out-of-the-box. When you search a software product, first be sure what you require it for. Read some LeadSquared Sales + Mobile CRM CRM Software reviews and ask yourself do you desire basic tools or do you require complex functionality? Are there any industry-specific tools that you are seeking? Find the answers to these questions to aid your search. There are lots of elements that you need to mull over and these include your finances, specific business wants, your company size, integration needs etc. Take your time, use a few free trials, and finally select the system that offers all that you need to improve your firm effectiveness and productivity.
LeadSquared Sales + Mobile CRM Pricing Plans:
$25/user/month
$50/user/month
$100/user/month
LeadSquared Sales + Mobile CRM Pricing Plans:
Free Trial
Lite Plan
$25/user/month
Pro Plan
$50/user/month
Super Plan
$100/user/month
The vendor offers a 15-day free trial and three pricing plans:
Lite Plan – $25/user/month
Pro Plan – $50/user/month
Super Plan – $100/user/month
We are aware that when you choose to purchase a CRM Software it’s crucial not only to find out how professionals score it in their reviews, but also to find out whether the actual people and businesses that purchased it are genuinely content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and LeadSquared Sales + Mobile CRM reviews across a vast range of social media sites. The information is then presented in a simple to understand format indicating how many people had positive and negative experience with LeadSquared Sales + Mobile CRM. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.
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LeadSquared Sales + Mobile CRM average rating:
Overall impression
Customer Support
Value for Money
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ADD A REVIEWThe most favorable review
PROS: You are able to create beautiful and powerful Landing pages with online forms and you can even customize the appearance and behavior if you need to integrate to some other page on your online site. You can also choose from landing page templates if you want to. LeadSquared helps you to track every visit in landing page with website tracking features, you have great automation and autoresponder. This platform offers wordpress integration and documentation features.
CONS: If anyone wants to start with LeadSquared I recommend they start with trial version, in my opinion the basic plan is not explicit. If you have any question you can always ask its support team.
The least favorable review
PROS: LeadSquared has intuitive and simple interface, everything is in perfect order and all the featres are useful for your marketing strategies. In addition to that, it offers great integrations with Web Chat engines and telephony. The product is easy to set up and it can be used by everyone with little to no training. The support team is one of the best, they are cool, useful and knowledgeable.
CONS: It lacks SMS automation and custom report creation. Also, the fields of automation users need some improvements. But as far as I can tell, the team behind this product constantly works on product improvements.
More reviews from 37 actual users:
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Very helpful tool for creating campaigns
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Customer Support
Value for Money
Ease of Use
PROS: LeadSquared is awesome program that is very intuitive and helpful especially when it comes to email marketing campaigns. You will immediately find a way how to create various marketing campaigns. It is easy to set up and especially useful when you have tight deadlines.
CONS: I would say that some design tools are less intuitive than others, I need some time to learn how to use it in an exact way. But, everything else is great.
Great email marketing tool with reasonable price
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PROS: On top of everything Leadsquared comes with reasonable price. I must say that this software meets all our needs and does what it’s supposed to do. The team is extremely nice and responsive to any question and request I may have. They helped me in tracking different thing directly from our website to the software.
CONS: They could work on the interface especially on the design, but to be honest this is not a problem to me as long as the product works the way I want. The email campaign requires knowledge in HTML if you need to modify something else than images or text from your emails.
Great potential
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Value for Money
Ease of Use
PROS: I love Lead squared platform, it provides with great features. I like the way I get reports because I have a full picture of how my business is going. The mailing app helps me to dispatch a pile of email and to build it to a genuine contender. I work from India and the real challenge is when I need to face with different channels of communication, but this platform integrates with many services so I have great experience in my work. Its team know how to make everything simple but at the same time they offer great features for assigning tasks.
CONS: Worth every penny. Nothing to dislike.
Uncomplicated and Useful
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Customer Support
Value for Money
Ease of Use
PROS: I love the marketing automation and landing page features! I also like the app's ability to generate leads and promptly close sales.
CONS: I hope a live chat feature rolls out soon for LeadSquared Executive.
A complete package!
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Ease of Use
PROS: This app addresses all my needs -- from multi-source lead capturing to reporting!
CONS: The reporting feature can still be improved by allowing the users to customize based on the personalized fields.
An effective tool to improve your CRM
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Ease of Use
PROS: This app is the best CRM tool for small and medium enterprises! It is easily customizable according to your teams’ needs and processes. LeadSquared has the best customer service team as well. Extremely helpful!
CONS: It's not that responsive to financial services requirements. This requires technical customization so we had to hire a programmer to integrate this to the app.
This is my favorite email marketing tool
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Ease of Use
PROS: Leadsquared has affordable price and great tools that meet all our needs. This platform does what it’s supposed to do. The support team is responsive, always willing to help and highly knowledgeable. I can track various things from our website.
CONS: They could improve the design of the Interface. Also, the email campaign requires HTML skills.
LeadSquared offers great options for launching marketing campaigns
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Ease of Use
PROS: We use Leadsquared to track performance of our emails, to track clicks on the website and to attrack new leads. This platform is great for my sales and marketing campaigns and it helps us to improve our team activity. We can set up landing pages and email templates in few hours. The support team is highly responsive and useful and they are always open to new ideas and feedback.
CONS: We use this tool for 3 months and we haven’t found something to dislike.
We are able to reach more people
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Value for Money
Ease of Use
PROS: What I like most about LeadSquared is its support team and product’ simplicity. It reduces paper work and excel sheets. I like that the tool provides individual attential and it is easy to follow. Thanks to this platform we managed to improve our workflow. We are able to reach more people and to get positive feedback from our customers.
CONS: The deleting feature and task function needs some improvements. Also, the list making option could be more inutitive and easy to manage because now it is complicated to use.
Powerful marketing automation tool
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Customer Support
Value for Money
Ease of Use
PROS: You are able to create beautiful and powerful Landing pages with online forms and you can even customize the appearance and behavior if you need to integrate to some other page on your online site. You can also choose from landing page templates if you want to. LeadSquared helps you to track every visit in landing page with website tracking features, you have great automation and autoresponder. This platform offers wordpress integration and documentation features.
CONS: If anyone wants to start with LeadSquared I recommend they start with trial version, in my opinion the basic plan is not explicit. If you have any question you can always ask its support team.
Insane software!
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Ease of Use
PROS: I love the automated email feature! The software sends out emails automatically based on the generated leads. This feature definitely takes time off our hands, since we used to send out emails manually.
CONS: There were occasional issues wherein the app fails to record voice calls.
Powerful marketing automation tool
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Customer Support
Value for Money
Ease of Use
PROS: I like that we can create powerful landing pages with online forms and to customize the appearance and behavior when we need to integrate to some other page on online site. You can always choose from landing page templates and track visit within those pages thanks to its website tracking features. There are great Wordpress integration and documentation features.
CONS: My advice to you is to start with the product’s trial version and if you have any question or concern you can always rely on its support team.
This is my favorite email marketing tool
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Customer Support
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Ease of Use
PROS: Leadsquared has affordable price and great tools that meet all our needs. This platform does what it’s supposed to do. The support team is responsive, always willing to help and highly knowledgeable. I can track various things from our website.
CONS: They could improve the design of the Interface. Also, the email campaign requires HTML skills.
Helpful productivity tool!
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PROS: One major thing I like about this app, aside from its mobile accessibility, is that it allows me to customize the whole workspace based on my processes through the Smart Views Feature. Compliments to their very helpful support team, as well!
CONS: The dashboard section is not as customizable as the main workspace.
Great marketing automation software
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Easy to set up and you can easily gain new leads and track them via sales processes. LeadSquared support team is outstanding, they are very responsive and whenever we have some suggestions about new features we are going to need they immediately work to implement those features. But, if they cannot implement some features or do something we have request they will find and suggest new alternative ways to help us with the process or solve the issue. They constantly work on their improvements and they rapidly evolve. We use the score leads feature and this help us to find new leads.
CONS: There is nothing to dislike about this platform, only I would like to see some new features that will be helpful for our business. These features would be: notification when a new lead is assigned, we would like to see tracking url feature for specific landing page instead of searching through the settings, it would be great if we could make folders for landing pages and marketing campaigns.
We are able to reach more people
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: What I like most about LeadSquared is its support team and product’ simplicity. It reduces paper work and excel sheets. I like that the tool provides individual attential and it is easy to follow. Thanks to this platform we managed to improve our workflow. We are able to reach more people and to get positive feedback from our customers.
CONS: The deleting feature and task function needs some improvements. Also, the list making option could be more inutitive and easy to manage because now it is complicated to use.
Very helpful tool for creating campaigns
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: LeadSquared is intuitive and helpful solution that works perfectly for Email Marketing Campaigns. You can create own marketing campaigns and launch them. The platform is easy to set up and highly useful when you work with deadlines.
CONS: There are some design tools that are not as intuitive as they should be. Also, it takes some time to learn how to use it.
We have great experience with LeadSquared
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PROS: Simple interface with great functionalities, such as: email automation, landing pages, website widgets, autoresponders and many others. You are even allowed to use your own design for email campaigns and landing pages. The LeadSquared works as CRM and marketing automation system. I am amazed how this system works, for e.g. when client clicks on an email link all his browsing history on our site is automatically send to our Leadsquared account. This is very helpful because when a prospect starts conversation our sales team know exactly what the user needs.
CONS: I hate to say dislikes, I would say things that need improvements, such as: Tracking accounts is difficult to use, also there is no integration with SalesForce (we had to move all our data manually from SalesForce to Leadsquared), also the click/open charts doesn’t show data correctly. These are the things I think they need to improve, everything else works fine.
LeadSquared is perfect tool for improving the workflow
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: LeadSquared has intuitive and simple interface, everything is in perfect order and all the featres are useful for your marketing strategies. In addition to that, it offers great integrations with Web Chat engines and telephony. The product is easy to set up and it can be used by everyone with little to no training. The support team is one of the best, they are cool, useful and knowledgeable.
CONS: It lacks SMS automation and custom report creation. Also, the fields of automation users need some improvements. But as far as I can tell, the team behind this product constantly works on product improvements.
LeadSquared offers great options for launching marketing campaigns
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: We use Leadsquared to track performance of our emails, to track clicks on the website and to attrack new leads. This platform is great for my sales and marketing campaigns and it helps us to improve our team activity. We can set up landing pages and email templates in few hours. The support team is highly responsive and useful and they are always open to new ideas and feedback.
CONS: We use this tool for 3 months and we haven’t found something to dislike.
I recommend to everyone who needs their work done
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Value for Money
Ease of Use
PROS: LeadSquared provides with clean and intuitive interface and there you can find very useful and powerful features as well. Great integrations with web chat engines and telephony which is important for every kind of business. Easy to set up and intuitive CRM tool, everyone in my team is using this platform with minimum training. Its support team is great and very useful.
CONS: I would like to see SMS automation, custom report creation. They need to improve the fields of automation users. The good thing is that everyone behind LeadSquared is working on improvements and they are open to new suggestions.
Leadsquared is simple and easy to use solution for email marketing campaigns
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Customer Support
Value for Money
Ease of Use
PROS: Leadsquared is intuitive and simple solution that offers thorough reporting tools and it measers customer contact enagagement. We are able to expand our marketing and business sights. This is both CRM and Automation platform. Its support team is second to none, responsive and helpful. They helped us to customize the wordpress plugin without extra charge.
CONS: There are some issues with Linkedln but this is not Leadsquared’s fault, because Linkedln’s API is locked down. In addition, I’d like to see IP lookup feature, A/B split testing for email subjects and more landing page tools added.
Straightforward software for any type of business
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PROS: This is a pretty straightforward app -- very easy to use and configure. The quality justifies the price. LeadSquared's customer service team is extremely helpful, as well!
CONS: I hope the team develops a feature where it can be integrated with emails and other communication platforms.
An innovative tool for businesses!
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Ease of Use
PROS: Neatly organizing data is the strongest suit of this software. Users can easily customize the data filters making it easier for us to manage our data. I love the advanced search feature, too, because it makes us more efficient and finishes tasks more quickly.
CONS: It's a good tool overall but I wish there's an option to organize tabs per user requirements. It's also a bit pricey for small businesses.
Best solution on the market today
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Ease of Use
PROS: Intuitive and easy to use platform, it offers detailed reporting tools and automatically measures customer contact engagement. Helps us to expand our marketing and business sights. Leadsquared is both CRM and automation platform. Their support is fantastic, helpful and responsive, they even customized the wordpress plugin at no extra charge because we needed this one. The pricing compared to other platform is amazing.
CONS: I think the problem in integration with Likedln is not LeadSquared’s fault, because Linkedln’s API is locked down, this is a problem with almost all platforms. I need IP lookup feature, A/B split testing for email subjects and landing pages tools.
Probably the most efficient tool for marketing out there!
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PROS: This app is a dynamic tool that automates marketing and leads to flow processes. It is a pretty simple app that anyone can customize to make it their own.
CONS: It's an excellent software, but if it's possible, I hope they add graphics to the pipeline management.
What I exactly needed!
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PROS: I love how the fields are easily customizable, making it more responsive to my processes. I can also access it by using my mobile phone. Overall, the interface is really user-friendly! I would definitely recommend this.
CONS: The dashboard needs improvement as it lacks some information that needs to be displayed.
Functional and helpful
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PROS: The app's main advantage probably is its interface. User experience is optimized because of the software's neat data organization, filters, and fast server.
CONS: The team still needs to improve the mobile app because it has a lot of bugs. The whole lead triggering process can still be further simplified.
Best software for automated marketing!
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Ease of Use
PROS: LeadSquared's user-friendly interface optimizes our marketing tasks. I love that it can be connected to our existing channels which completes the whole automated marketing process.
CONS: I don't see anything wrong with the software. Well, there are some issues but it was immediately resolved. Thanks to the customer service team!
Leadsquared offers great user experience
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Customer Support
Value for Money
Ease of Use
PROS: The interface of this product offers great functionality like email automation, landing pages, website widgets, autoresponders and etc. You can use own design for email campaigns and landing pages. This is both CRM and Automation platforms and it works perfectly. Whenever client cliks on an email link all his browsing history on our site is automatically send to LeadSquared account. This is great things because our sales team know what our clients needs.
CONS: The tracking accounts is complex feature. Also, there is no Salesforce integration. In addition, the click and open charts doesn’t show the data correctly.
Makes our work easier and effective
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Customer Support
Value for Money
Ease of Use
PROS: Great support and simple to use platform. Thanks to LeadSquared we’ve achieved great results. No more paper work and excel sheets. It provides individual attention and the system is easy to follow and improves the workflow. The good thing is that we can reach more people at the same time. We get great feedback from our customers and this helps us to find new opportunities to improve our product and optimizing the product lifecycle.
CONS: Everything works great with this platform. They could only improve the deleting feature and task function. Also, they could make the list making easier to manage, because it’s a little complex for us to learn how to use this feature.
Leadsquared is simple and easy to use solution for email marketing campaigns
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Leadsquared is intuitive and simple solution that offers thorough reporting tools and it measers customer contact enagagement. We are able to expand our marketing and business sights. This is both CRM and Automation platform. Its support team is second to none, responsive and helpful. They helped us to customize the wordpress plugin without extra charge.
CONS: There are some issues with Linkedln but this is not Leadsquared’s fault, because Linkedln’s API is locked down. In addition, I’d like to see IP lookup feature, A/B split testing for email subjects and more landing page tools added.
Very helpful tool for creating campaigns
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: LeadSquared is intuitive and helpful solution that works perfectly for Email Marketing Campaigns. You can create own marketing campaigns and launch them. The platform is easy to set up and highly useful when you work with deadlines.
CONS: There are some design tools that are not as intuitive as they should be. Also, it takes some time to learn how to use it.
Leadsquared offers great user experience
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: The interface of this product offers great functionality like email automation, landing pages, website widgets, autoresponders and etc. You can use own design for email campaigns and landing pages. This is both CRM and Automation platforms and it works perfectly. Whenever client cliks on an email link all his browsing history on our site is automatically send to LeadSquared account. This is great things because our sales team know what our clients needs.
CONS: The tracking accounts is complex feature. Also, there is no Salesforce integration. In addition, the click and open charts doesn’t show the data correctly.
LeadSquared is perfect tool for improving the workflow
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: LeadSquared has intuitive and simple interface, everything is in perfect order and all the featres are useful for your marketing strategies. In addition to that, it offers great integrations with Web Chat engines and telephony. The product is easy to set up and it can be used by everyone with little to no training. The support team is one of the best, they are cool, useful and knowledgeable.
CONS: It lacks SMS automation and custom report creation. Also, the fields of automation users need some improvements. But as far as I can tell, the team behind this product constantly works on product improvements.
Powerful marketing automation tool
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: I like that we can create powerful landing pages with online forms and to customize the appearance and behavior when we need to integrate to some other page on online site. You can always choose from landing page templates and track visit within those pages thanks to its website tracking features. There are great Wordpress integration and documentation features.
CONS: My advice to you is to start with the product’s trial version and if you have any question or concern you can always rely on its support team.
LeadSquared offers great solution
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Great tool for tracking the activity of clicks and open in the emails, clicks on the website, acquiring the leads. I was searching for tool that will help me with my sales and marketing campaigns and tool that will help me to improve team activity. Our team is using the platform and I can say they all love this tool. We are ready with our landing pages and email templates setupM in few hours. This tool helps us to track the emails across LSQ and our own servers as well. The support team is especially useful and responsive, when we made some requests they immediately implement some new options to support our marketing campaigns.
CONS: It is difficult to find a flaw of the platform. But, I’m using it for 3months by now.
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Very helpful tool for creating campaigns
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Great email marketing tool with reasonable price
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Great potential
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Customer Support
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Uncomplicated and Useful
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Customer Support
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A complete package!
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Customer Support
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