Who LeadSquared is best for
LeadSquared is a CRM and marketing automation company headquartered in Bengaluru, India, that says more than 1,600 organizations use it. Its healthcare CRM, marketed to U.S. providers, brings patient inquiries from web forms, calls, messages and Facebook Lead Ads into one system, routes them to intake staff and automates follow-up through scheduling and reminders.
Best for
- Hospitals, clinic chains and multi-location groups with a central intake or call center
- Behavioral health, home health, hospice and diagnostic providers that run admissions or referral pipelines
- Organizations that want marketing automation and a sales-style pipeline for patient acquisition
- Teams with field or outreach staff who need a mobile CRM app
Not ideal for
- Solo and small practices that only need reminders and online booking
- Buyers who want published healthcare pricing or a quick self-serve setup
LeadSquared pros and cons
Pros
- Healthcare edition with a business associate agreement, role-based access, audit trails and encryption
- Named EHR integrations with Epic, athenahealth, eClinicalWorks, DrChrono and Homecare Homebase, plus custom integrations
- Lead capture and automatic routing across calls, messages, email and web forms
- Workflow automation, digital forms, centralized scheduling and missed-appointment re-engagement
- Mobile CRM app for outreach teams
- ISO 27001:2022 certified and hosted on AWS
Cons
- Healthcare pricing is not published; demos are required
- A general CRM adapted with healthcare workflows rather than a clinical system, so it sits beside the EHR
- Implementation can take a few weeks, per the vendor, depending on integrations
- No SOC 2 or HITRUST attestation is published
LeadSquared pricing
LeadSquared does not publish healthcare CRM pricing and asks buyers to book a demo. Its general list prices, billed annually:
- Sales Pro: $60 per user per month
- Sales Super: $100 per user per month
- Marketing Pro: $2,000 per account, billed annually, including 2 users and 100,000 emails per month
- Marketing Super: $3,500 per account, billed annually, including 2 users and 250,000 emails per month
Healthcare deployments that need a BAA, EHR integrations or call-center features are quoted. Price usually depends on users, modules, message volumes and integration work.
Key features
LeadSquared sells several products that healthcare teams combine:
- Sales CRM and Lead Management System for patient inquiry capture, routing and pipeline stages
- Marketing Automation for email and SMS nurture, reminders and re-engagement campaigns
- Service CRM and Customer Portal for patient service requests and self-service
- Mobile CRM App for outreach and field teams
- Workflow automation, digital intake forms, centralized scheduling and reporting on patient journeys and team performance
- API and Dev Platform for custom integrations
HIPAA, security and integrations
LeadSquared markets a HIPAA-compliant healthcare CRM that it says is designed to handle PHI in line with U.S. regulations, and it offers a business associate agreement, supported by encryption at rest and in transit, access controls and audit trails. Its security page says data is hosted on AWS across multiple regions, encrypted at rest with AES-256 and in transit with FIPS 140-2 encryption, and that the company is ISO 27001:2022 certified by BSI. It does not mention SOC 2 or HITRUST. Named EHR integrations are Epic, athenahealth, eClinicalWorks, DrChrono and Homecare Homebase; it also lists Facebook Lead Ads and offers custom EHR, telephony and billing integrations.
LeadSquared alternatives
- Salesforce Health Cloud — a healthcare CRM on the Salesforce platform for larger organizations with admin resources.
- HubSpot CRM — a general CRM with a free core, useful for smaller practices and digital health companies.
- Creatio CRM — a no-code CRM and workflow platform with a healthcare edition.
- Cured by Innovaccer — healthcare marketing and CRM built on patient data for health systems.
- Freshsales — a lower-cost sales CRM that Freshworks also markets to healthcare providers.
