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Description

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

Description

Enhance your business's security, obtain valuable insights about your team members, and tailor their access to the POS, Dashboard, and Team app, allowing you to relax and take a hands-off approach. As your business expands and your workforce grows, Square Advanced Access enables you to fine-tune team members' permissions in the Dashboard, POS, and Team app through unlimited custom permission sets and robust monitoring tools, facilitating the delegation of important tasks. Additionally, by utilizing team member badges, you can further bolster security—these badges enable team members to clock in and out, process transactions, and more, while you can effortlessly oversee activities through the team member activity log. Ideal for sellers utilizing any Square POS and/or Square Staff products, Square Advanced Access provides a streamlined way to manage your growing operations and enhance accountability. With these tools at your disposal, you can focus on strategic growth while ensuring that your business remains secure and well-organized.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Anantya.ai
Axis LMS
Brightcall
Clari Copilot
Cloud Dial
Facebook
Freshdesk
InboxCRM by AppEQ
Kixie PowerCall & SMS
Lytics
NeverBounce
Shopify
Stackreaction
Teldrip Insights
Truto
Unbounce
Vitrify IVF Software
Wufoo
Zendesk
astTECS

Integrations

Anantya.ai
Axis LMS
Brightcall
Clari Copilot
Cloud Dial
Facebook
Freshdesk
InboxCRM by AppEQ
Kixie PowerCall & SMS
Lytics
NeverBounce
Shopify
Stackreaction
Teldrip Insights
Truto
Unbounce
Vitrify IVF Software
Wufoo
Zendesk
astTECS

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

$35 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

LeadSquared

Founded

2012

Country

India

Website

www.leadsquared.com

Vendor Details

Company Name

Block

Founded

2009

Country

United States

Website

squareup.com/us/en/staff/advanced-access

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

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