If you’re in sales or marketing and your leads don’t wait around, you can’t either. Juggling spreadsheets or waiting to sync data at the office is a great way to lose deals. That’s where the Leadsquared mobile app comes in—it promises to help you manage leads on the go, in real time. But not all apps deliver what they promise. This guide cuts to the chase: how to actually use the app, what’s worth your time, what’s not, and how to make it work for you—without the usual CRM headaches.
Why Bother With a Mobile CRM, Anyway?
Let’s be real: most CRMs are made by people who don’t sell for a living. They’re slow, clunky, and you spend more time updating than actually selling. The big promise of a mobile CRM like Leadsquared is simple: you’re supposed to capture, update, and follow up on leads as they happen—right from your phone.
If you’re out in the field, working events, or just hate being chained to a desk, this is a big deal. But it only works if the app is fast, easy, and reliable. Let’s see how Leadsquared stacks up.
Step 1: Getting Set Up (Don’t Skip This)
Before you can do anything, you need the app on your phone. Sounds obvious, but plenty of people skip the basics and get frustrated.
Here’s what to do:
- Download the right app. Search “Leadsquared” in the Apple App Store or Google Play Store. Don’t grab some knockoff or “lite” version.
- Log in with your company credentials. If you don’t have them, ask your admin—don’t just make a new account or you’ll get stuck later.
- Set permissions. The app will ask for things like your location, camera, and notifications. If you say no, you’ll miss out on important features (like checking in to meetings or scanning business cards).
Pro tip: Turn on automatic updates. Leadsquared pushes out bug fixes and new features regularly—don’t get left behind.
Step 2: Capturing Leads in Real Time
Here’s where the rubber meets the road. Leadsquared lets you add new leads from anywhere—no waiting until you’re back at your laptop.
The fastest ways to add a lead:
- Manual entry: Hit the "+" or "Add Lead" button, fill in the name, number, and whatever fields your company requires.
- Scan a business card: Use your phone’s camera. The app will try to grab the info and fill it in. Sometimes it gets weird with fancy fonts or glossy cards, so double-check the details.
- Import from calls or SMS: If someone calls or texts, you can often tap and add them as a lead directly.
- Web form or landing page integration: Some companies connect their web forms to the app. If so, new leads will pop up automatically.
What works: Scanning business cards is genuinely handy, especially at events. Manual entry is pretty quick once you set up your preferred fields.
What doesn’t: The optical character recognition (OCR) for cards isn’t perfect. Don’t trust it with non-English names or stylized fonts.
Step 3: Updating Lead Details and Activities
Adding leads is just the start. The real value is keeping everything up to date—calls, meetings, notes—all in the moment, not a day later.
How to stay on top of updates:
- Tap into a lead record. You’ll see all the info, plus a timeline of what’s happened so far.
- Log an activity: Choose from call, visit, email, or custom activities your admin set up. You can type notes, set next steps, or attach files/photos.
- Set reminders: If you’re the forgetful type (most of us are), use the reminder feature so you actually follow up.
- Update stage: Move leads through your pipeline right from your phone.
What works: Adding voice notes or quick photos (like of documents or site visits) is much faster than typing everything out.
What doesn’t: The more custom fields your admin adds, the slower it gets. If you’re stuck filling out a questionnaire every time, talk to your CRM admin about trimming it down.
Step 4: Using Location and Check-In Features (If You’re In the Field)
If you do on-site meetings or field sales, Leadsquared’s location tools can save you a lot of hassle.
How to use them:
- Check in and out: Log your arrival and departure at a client site. This can be useful for proof of meeting or tracking mileage.
- Map integration: Pull up leads near your current location. Handy if you’ve got some downtime and want to make extra stops.
- Geo-fencing: Some companies use this to make sure reps are actually where they say they are. (Not everyone loves this, but it’s there.)
Honest take: Location features are great for teams that actually work in the field. If you’re mostly online or remote, you can ignore this stuff.
Step 5: Managing Tasks and Follow-Ups
Letting leads fall through the cracks is the #1 reason deals die. Leadsquared’s task management isn’t fancy, but it works.
- Add follow-up tasks: For each lead, set a task—call, email, meeting, whatever.
- Get reminders: Push notifications pop up so you don’t forget.
- Mark as done: Simple, but satisfying.
What works: The reminders are persistent (some might say “annoying,” but that’s the point). You’ll actually remember to call back.
What doesn’t: If you have a ton of overdue tasks, the app can get cluttered fast. Try to clear things out daily.
Step 6: Real-Time Notifications (Don’t Drown in Them)
Leadsquared can send push notifications for just about everything—new leads, task reminders, updates from your team.
How to manage notifications:
- Customize what you get: Go into app settings and turn off stuff you don’t care about. Otherwise, your phone will never stop buzzing.
- Prioritize: Only keep notifications for things you need to act on now (like hot leads or urgent follow-ups).
- Mute group notifications: If your company loves to spam updates, mute those channels.
Pro tip: The goal is to use notifications to take action, not to get distracted. If you’re ignoring them, you’re missing the point.
Step 7: Working Offline (Yes, It Mostly Works)
You won’t always have perfect cell service. Leadsquared’s app lets you work offline—mostly.
- Add and update leads or activities. The app will sync when you’re back online.
- What doesn’t sync: Some features, like maps or real-time lead assignment, need a connection.
Heads up: Offline sync is decent, but not foolproof. If your company’s process absolutely depends on real-time updates, don’t trust a tunnel or a plane ride for critical stuff.
Step 8: Reporting and Dashboards (Keep It Simple)
You can check your numbers—lead count, tasks due, conversion rates—right from the app. But don’t expect miracles.
- Quick stats: Most useful for checking your own pipeline or task list.
- Team dashboards: Basic summaries are available, but serious reporting is still better on a desktop.
What works: It’s good for a quick gut check—are you ahead or behind today?
What doesn’t: If you want deep analysis or custom reports, use the web app.
Step 9: Syncing With Other Tools
Leadsquared plays nice with some email, phone, and calendar apps, but not all.
- Email: You can send emails from the app, but tracking replies or integrating with your main inbox is hit or miss.
- Phone/SMS: Calls and texts made from the app are logged, but if you use your phone’s regular dialer, updates may not sync.
- Calendar: Meeting sync works best with Google Calendar. Others can be clunky.
Honest take: If integrations are critical, test them with your actual setup before rolling out to your whole team. Don’t trust the marketing slides.
What to Ignore
- Social media integrations: They exist, but rarely work smoothly; skip unless you’re actually generating leads from Facebook or WhatsApp.
- Gimmicky “AI” features: Unless your company has set these up and trained them, they’re more buzzword than useful tool.
- Too much customization: The more fields and workflows you add, the slower and more painful the app gets. Stick to what actually helps your sales process.
Keep It Simple—and Keep Iterating
Here’s the bottom line: Leadsquared’s mobile app can actually help you manage leads in real time—if you stick to the basics. Add leads when you meet them, update activities as you go, set reminders you’ll actually use. Skip the stuff that slows you down or clutters your screen.
Don’t try to make it perfect on day one. Start simple, see what works, and tweak as you go. The best CRM is the one your team actually uses—on the road, in the office, or wherever the next deal takes you.