If you work in B2B sales, you know the drill: leads come in, reps chase them, deals get stuck, and you end up buried in spreadsheets or wrestling a CRM that feels like it was built in 2005. There’s a ton of hype around “go-to-market” (GTM) software promising to fix all this. Most of it is just noise. But some tools are actually worth your time.
This review cuts through the fluff and digs into how Leadsquared performs for real B2B sales teams in 2024. Whether you’re a sales manager looking for better pipeline visibility, or a rep who just wants software that doesn’t slow you down — this guide’s for you.
What Is Leadsquared (and Who Actually Uses It)?
Leadsquared is cloud-based sales and marketing software that tries to be your all-in-one GTM platform: CRM, marketing automation, lead management, and even a bit of workflow automation. The company’s been around for a while, and while they’re big in India and Asia, they’ve made steady inroads into Western B2B markets lately — especially with mid-sized teams that have outgrown spreadsheets, but don’t want to pay Salesforce prices.
Typical users: - B2B sales teams (from 5 to 100+ seats) - Agencies and consultancies - SaaS companies and service providers - Anyone tired of switching between five different tools to track leads, automate follow-up, and report on pipeline
It’s not built for huge enterprises with heavy customization needs, but it’s a step up from basic CRMs and marketing tools.
Core Features: The Good, The Bad, and The “Meh”
Let’s break down what matters, starting with what actually helps B2B sales teams — and what’s just window dressing.
1. Lead Management (The Heart of the Platform)
What works: - Lead capture from everywhere. Web forms, emails, LinkedIn, landing pages — it all pipes in pretty smoothly. - Custom lead scoring. You can set up automatic scoring based on activity, source, or just about any data point. - Segmentation. Easy to slice and dice your database for targeted outreach.
What’s “meh”: - UI can feel a bit clunky compared to modern CRMs, especially when you’re managing lots of custom fields. - The mobile app is decent, but still lags behind desktop workflows.
Pro tip: If you’re already using marketing automation tools, you’ll want to turn off some duplicate notifications — otherwise, your reps will drown in alerts.
2. Sales Automation (Where You Save Time)
What works: - Task automation. Simple workflows (like auto-assigning leads, sending reminders, or moving deals based on triggers) are easy to set up. - Bulk actions. Update, assign, or follow up with groups of leads — helpful for outbound teams. - Sequences. You can automate follow-ups, but don’t expect full-blown sales engagement (like Outreach or Salesloft).
What’s “meh”: - Automation builder isn’t as visual or intuitive as some competitors. There’s a learning curve. - Some “advanced” automation features are locked behind higher pricing tiers.
Watch out for: Automation can get messy fast. Keep it simple at first, or you’ll spend hours untangling workflows.
3. CRM (Not Just a Buzzword)
What works: - Pipeline view is clear. Drag-and-drop deals, filter by rep, see stuck deals at a glance. - Custom fields and stages. You can adapt it to your actual sales process, not the other way around. - Email integration. Works with Gmail, Outlook, etc. — logging emails and tracking opens is pretty seamless.
What’s “meh”: - Reporting is better than basic CRMs, but it’s not super customizable. If your execs live in Excel dashboards, you’ll still be exporting. - Search and filtering can get slow with large databases (think: 50k+ leads).
4. Marketing Automation (Jack of All Trades)
Leadsquared tries to be both a sales and marketing tool. Sometimes this works — sometimes it’s just “okay.”
What works: - Email campaigns. Decent for basic newsletters or nurturing sequences. - Landing page builder. Templates are fine for lead gen, but don’t expect stunning designs.
What’s “meh”: - If you’re already using Mailchimp, HubSpot, or another dedicated marketing tool, Leadsquared won’t replace them. - Advanced segmentation and analytics are limited.
Reality check: Good enough for simple campaigns and nurturing, but power marketers will want more.
5. Integrations and API
What works: - Zapier support makes it easy to connect Leadsquared with other sales/marketing tools. - Native integrations with common services like Google Ads, Facebook, and webinar platforms.
What’s “meh”: - API documentation is improving, but it’s not the most developer-friendly. - Some integrations (especially with niche tools) require manual setup or paid add-ons.
Getting Started: What to Expect (and What to Skip)
If you’re considering a switch, here’s how most B2B teams get rolling with Leadsquared:
- Import your leads and contacts.
- CSV import is simple, though mapping fields takes patience.
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You’ll want to clean your data first, or you’ll be fixing issues for weeks.
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Map out your sales process.
- Define deal stages, lead sources, and assignment rules.
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Don’t overcomplicate — start with your real-world process and tweak as you go.
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Set up lead capture and scoring.
- Connect your web forms, email, and (if you’re ambitious) landing pages.
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Lead scoring is powerful, but keep the model basic at first.
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Build your automations.
- Start with reminders, auto-assignments, and basic follow-ups.
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Test everything on a small segment before rolling out to your team.
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Train your team (but don’t expect miracles).
- Most reps can pick up the basics in a day.
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Power users will want to dig into automation and reporting.
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Monitor, tweak, and check your pipeline daily.
- The real value is in daily pipeline hygiene — not fancy dashboards.
What to skip: - Don’t try to use every feature on day one. You’ll just burn out your team. - Avoid migrating every historical lead. Start with your active pipeline and warm leads.
Honest Pros and Cons
Pros
- Affordable compared to Salesforce/HubSpot.
- Lead capture is flexible (handles web, email, social, and third-party sources easily).
- Decent automation for small and mid-sized teams.
- Good support (especially in Asia and EMEA time zones).
Cons
- UI feels dated compared to slicker modern CRMs.
- Reporting is “good enough,” but not a replacement for real BI tools.
- Some features are hidden behind higher pricing.
- Not ideal for super-complex sales cycles (think multi-region enterprise deals).
Ignore the Hype
- It won’t “revolutionize” your sales. But it will save you time and hassle if you set it up right.
- Don’t expect AI magic — most “AI” features are just automated triggers and basic analytics.
How Leadsquared Can Actually Boost Your B2B Pipeline (If You Use It Right)
Here’s where Leadsquared will actually move the needle for most B2B sales teams:
- Faster lead response times. Automated assignment and reminders mean nobody sits on inbound leads.
- Cleaner pipelines. Daily visibility into stuck deals and follow-up tasks keeps things moving.
- Less manual work. Automations reduce admin work, freeing up reps to sell.
- Better segmentation. You can target the right prospects with the right messaging, instead of spray-and-pray emails.
But — and it’s a big but — these benefits only show up if you: - Keep your sales process simple - Actually use the automation and lead scoring features - Train your team (and hold them accountable) - Regularly clean your data
Most teams get tripped up by overcomplicating things. Start with the basics — pipeline, lead capture, follow-up automation — and build from there.
Should You Use Leadsquared for B2B Sales in 2024?
If you want a CRM that’s more flexible than Pipedrive or Zoho, but doesn’t cost Salesforce money, Leadsquared is worth a closer look. It’s especially solid for B2B teams managing lots of leads, who care about response times and don’t need a ton of customization.
Skip it if: - You need enterprise-level reporting or integrations - Your sales process is super complex or highly regulated - You already love your current CRM and just need better automation (in that case, bolt on a sales engagement tool instead)
Final Thoughts: Keep It Simple, Iterate Often
No GTM software is a silver bullet. The best way to boost your B2B pipeline is to keep your process simple, automate the boring stuff, and actually use the tool every day. Leadsquared won’t magically fix broken sales habits, but it can help you spot problems and move faster — if you set it up right.
Try it, keep what works, toss what doesn’t, and don’t be afraid to change things up as your team grows. Simple, honest, and direct — just like good sales.