Name: LeadSquared
Rating: 4 (1 reviews)

Last Updated Jun 4, 2026

Overview

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.

Overall Rating

Based on 1 users reviews

All Reviews

Rating Distribution

Positive

100%

Neutral

Negative

Starting Price

$60

per seat per month

Product Snapshot

LeadSquared Specifications

Contact Management
Lead Management
Opportunity Management
Sales Forecasting
Customer Communication Tracking
Email Integration
Customer Segmentation
Deal Pipeline Management
Customer Service/Support
Social Media Integration

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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

Request a custom LeadSquared cost quote for your business.

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

Schedule a free LeadSquared demo to explore its capabilities.

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.

LeadSquared Features

End-to-End Lead Management and Distribution

LeadSquared CRM software captures and auto-qualifies leads from both online and offline channels. Once the leads are captured, they are distributed among teams to ensure quality and maintain a high revenue. The autoresponders and client management portals help in minimizing response time and increasing customer and team engagement.

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Patient Intake Management

Turn every inquiry into a confirmed appointment with automated intake workflows. Digital forms, self-service portals, and EHR-ready data capture reduce manual work and stop lead leakage right at the start.

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EHR Integration

Keep patient records, appointments, and treatment plans perfectly in sync with secure, bi-directional EHR integration. Everyone — from front desk to care teams — works from a single, accurate source of truth.

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Referral Management

Track and manage referrals with dedicated provider portals, automated updates, and status alerts. Closed-loop reporting ensures no referral is forgotten — turning your referral network into a reliable revenue stream.

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Reporting & Analytics

Monitor every step of the patient journey with real-time dashboards and detailed reports. Spot leaks, measure referral ROI, track team productivity, and optimize campaigns for better care and growth.

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LeadSquared Pricing

An overview of LeadSquared pricing plans to help you
choose the best option for your team and budget.

Sales Pro Essential tools for streamlined sales management	Sales Super Comprehensive suite for advanced sales optimization

Lead/Account/Opportunity Management Sales Management Advance Reports Mobile CRM	Everything in Sales Pro Geo-fencing Funnel Journey

Disclaimer: The pricing details were last updated on Sep 02, 2026 from the vendor's website. Please contact us for a tailored pricing list.

LeadSquared Reviews

Insights from real users on LeadSquared’s features,
performance, and overall experience.

Total 1 reviews

All reviews are from verified customers

Rating Distribution

Stars

100%

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Riya

Marketing and Advertising, 11-50 employees

4.0

May 2023

“Best CRM”

Pros

Ever since we integrated Leadsquared into our business we've been able to track all types of lead sources giving us deeper insights into which channels are more effective. With the activity notes feature in Leadsquared CRM we're able to track all followup communications with leads which in turn helps us improve our lead nurturing process and increase conversions. Lastly we'd like to acknowledge the highly responsive and friendly customer support team who've been a great help both via email and phone.

Cons

The Leadsquared tracking script is useful for tracing lead sources such as paid organic and referrals as well as tracking CTA. However since our landing pages are created using coding languages adding the tracking code to the body section of each landing page is timeconsuming requiring a developer's assistance. To save time I request that Leadsquared's team create a tracking script that can be inserted solely into the header section of the landing page similar to Google Analytics.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

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Overview

Overall Rating

Rating Distribution

Starting Price

$60

Product Snapshot

LeadSquared Specifications