LeadSquared

LeadSquared empowers healthcare organizations with a robust, fully-featured CRM that seamlessly integrates with Electronic Health Records (EHR) systems to unify patient data and engagement workflows. Its secure, HIPAA-compliant platform centralizes appointment scheduling, multichannel communications, self-serve patient portals, and mobile access—helping care teams manage patient relationships more efficiently and drive better outcomes at scale. By bridging the gap between EHR and CRM, LeadSquared ensures that practices unlock deeper insights, streamline operations, and deliver a smoother patient experience.

What Is LeadSquared?

Overview

LeadSquared is a secure, HIPAA-compliant solution that helps healthcare organizations never lose a new patient, turn referrals into revenue, and personalize at scale — all while integrating seamlessly with your EHR.

LeadSquared: Core Features

Patient Intake

Capture every patient inquiry from calls, forms, ads, or walk-ins and turn it into a booked appointment automatically. Digital forms, self-serve portals, and instant routing ensure no lead leaks through, while EHR-ready workflows cut manual data entry. 

EHR Integration

LeadSquared connects bi-directionally with major EHR systems to keep patient records, appointments, and treatment updates perfectly in sync. This creates a single source of truth so your clinical and engagement teams always work with the latest data. 

Referral Management

Manage referrals end to end with dedicated provider portals, automated follow-ups, and real-time status updates. Closed-loop reporting ensures every referral is tracked, nurtured, and converted into revenue without drop-offs. 

Omnichannel Communication

Engage patients where they are — SMS, email, WhatsApp, phone, or web chat — all tracked in one place. Automated reminders, behavior-based journeys, and compliance-ready templates make personalized outreach easy, with no extra admin burden. 

Reports & Analytics

Monitor every stage of the patient journey with real-time dashboards and custom reports. Get clear visibility into intake performance, referral ROI, communication impact, and team productivity, so you can improve outcomes and grow faster.

LeadSquared Pricing

Reviews 

Multiple positive reviews can be found about LeadSquared CRM on several online platforms. The software inhibits the need for hardcore coding through different tools and provides a way to increase platform capabilities with ease. Users can easily communicate with agents, patients, clients, and teams in a secure and timely manner. You can easily find more reviews about LeadSquared in our review section.  

LeadSquared Demo

Our Thoughts 

LeadSquared CRM Software is an innovative business tool that helps its users to create a dynamic workflow with numerous helping features for multiple industries including education, healthcare, solo practices, real estate, and more. Its competitive lead management, customer engagement insights, automated functions, and cloud management makes it software worth using. Contact our support staff at (661) 384-7070 for further assistance.