LeadSquared CRM vs Spell CRM

LeadSquared is a versatile mobile CRM that helps your sales team run their field operations without a glitch. Your team can plan their day in advance, navigate to their meetings and automate mundane sales tasks to improve their productivity. They can also access all their leads, tasks and meetings, even with limited connectivity. The app is now available with support for multiple languages including English, Hindi, Spanish, Portuguese, Indonesian, Vietnamese, Tamil and Gujarati. Key features of LeadSquared’s field force application: Customizable navigation menu: The app comes with an easy to access navigation menu. Use it to check in/out of your workday, and to navigate anywhere within the app effortlessly. You can also customize the menu to create shortcuts to your favorite tabs. Instant notifications: The app will notify you before the start of a workday. Your team will also be instantly notified every time a new task or lead is assigned to them, so work can begin immediately. Smart lead insights: Know everything about your leads before a meeting. View important engagement activities that you can use in your pitch: such as website pages they’ve visited, links they have clicked, emails they have responded to and previous call data. Find leads nearby: Check which leads are near your location and drop in to say a quick hello. Scout for newer leads around you while you are out on the field. The app will also alert you if there is a pending task in your vicinity. Detailed sales and location reports: Sales managers and admins can keep a check on their team’s daily field performance. Know how their workday went through location history reports, performance reports, attendance reports etc. 1000+ inside and field sales teams rely on LeadSquared’s mobility sales software solution to qualify leads, capture crucial lead information, capture communications with leads, track location to drive the overarching goal – driving a best-in-class sales process. Download today and empower your team to start selling right!

Spell CRM is the mobile companion to Spell CRM Pro for authorized sales, service, and construction field teams. Plan the day, manage customer and job site activity, log visits, coordinate tasks, and keep customer activity current without opening a laptop. DAILY OPERATIONS • Review visits, calls, tasks, and workday status • One tap directions, dialer, and user initiated check in • Workday timer and weekly activity summaries ACCOUNTS AND PIPELINE • Search accounts and customer records, including offline cached data • Open contacts, deals, recent activity, calls, and notes • Review pipeline progress and customer context FIELD AND SITE OPERATIONS • Keep appointments, tasks, contacts, and job site visits together • Capture notes and photos during user initiated field workflows • Record a location stamp only while the app is open and the user is actively completing a visit, check in, route, or clock workflow • Open turn by turn directions in Apple Maps or Google Maps CALLING • In app calling through the organization’s configured Twilio service • Calls appear in the Spell CRM Pro activity log • Mute, keypad, recent calls, caller context, and duration OFFLINE FIRST • Cached accounts and planned work remain available without signal • User initiated pending changes sync when connectivity returns • Sync status remains visible to the signed in user WORKFLOW AUTOMATION • Organization configured automation can create follow up tasks, send approved communications, and notify assigned users • Rules configured by authorized administrators also apply to mobile activity BUILT FOR ORGANIZATIONS • Organization scoped data and role based access • Integrates with the Spell CRM Pro web app, help desk, reporting, email, calendar, telephony, and Spella • Account deletion is available in app LOCATION PRIVACY The iOS app requests When In Use location only. It does not declare the location background mode, request Always authorization, or perform persistent background employee tracking. REQUIREMENTS Spell CRM is available only to users invited by an organization using Spell CRM Pro. Public self registration is not offered. Contact your organization administrator for access. ABOUT SPELL SOLUTIONS Spell Solutions delivers cloud, software engineering, managed services, marketing automation, and enterprise systems across North America and the MENA region. Contact info@spell.solutions.