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Top Free Lead-to-Account Matching and Routing Software

Check out our list of free Lead-to-Account Matching and Routing Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Lead-to-Account Matching and Routing Software to ensure you get the right product.

View Free Lead-to-Account Matching and Routing Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
20 Lead-to-Account Matching and Routing Products Available
View all Lead-to-Account Matching and Routing Software
View all Lead-to-Account Matching and Routing Software
Apollo.io
(9,263)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Apollo.io
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 67% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a sales intelligence platform that combines a database of verified contacts with advanced outreach tools for efficient prospecting and lead generation.
    • Reviewers like the platform's AI integration, large contact database, filter options, and the ability to generate fresh leads, with some users praising its user-friendly interface and accurate data.
    • Users reported issues with the login procedure, data accuracy, user interface, and the need for improvement in AI-based research tools and certain features in the free version.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apollo.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    8.5
    Priority Matching
    Average: 8.7
    8.0
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is a $1.6B AI-powered sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data — all in one place. Known for its industry-leading B2B data

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 67% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a sales intelligence platform that combines a database of verified contacts with advanced outreach tools for efficient prospecting and lead generation.
  • Reviewers like the platform's AI integration, large contact database, filter options, and the ability to generate fresh leads, with some users praising its user-friendly interface and accurate data.
  • Users reported issues with the login procedure, data accuracy, user interface, and the need for improvement in AI-based research tools and certain features in the free version.
Apollo.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
8.5
Priority Matching
Average: 8.7
8.0
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
RevenueHero
(158)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying expe

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 47% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RevenueHero features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.7
    Priority Matching
    Average: 8.7
    9.3
    Capping
    Average: 8.1
    5.1
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Information Technology and Services
    EI
    Such an easy-to-use and easy-to-implement solution. We were switched over from Calendly in about an afternoon. We wanted CRM-based routing as well... Read review
    Nicholas O.
    NO
    We've been using this lead routing tool for a while now, and I can confidently say it’s one of the best decisions we’ve made for our sales process.... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RevenueHero
    Company Website
    Year Founded
    2021
    HQ Location
    Claymont, US
    Twitter
    @RevenueHero
    321 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying expe

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 47% Small-Business
RevenueHero features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
9.7
Priority Matching
Average: 8.7
9.3
Capping
Average: 8.1
5.1
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Technology and Services
EI
Such an easy-to-use and easy-to-implement solution. We were switched over from Calendly in about an afternoon. We wanted CRM-based routing as well... Read review
Nicholas O.
NO
We've been using this lead routing tool for a while now, and I can confidently say it’s one of the best decisions we’ve made for our sales process.... Read review
Seller Details
Seller
RevenueHero
Company Website
Year Founded
2021
HQ Location
Claymont, US
Twitter
@RevenueHero
321 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®

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Fullcast
(449)4.6 out of 5
13th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management,

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Small-Business
    • 31% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fullcast features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    7.6
    Priority Matching
    Average: 8.7
    7.3
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Information Technology and Services
    UI
    This tool is amazing for writing copy. It has many premade prompts to choose from. From SEO strategy to Keyword filled content all can be generated... Read review
    Verified User in Marketing and Advertising
    UM
    The AI copywriting capabilities in Copy.ai have allowed us to quickly generate on-brand content that resonates with our target audience. Whether... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fullcast, Inc.
    Year Founded
    2017
    HQ Location
    Salt Lake City, UT
    LinkedIn® Page
    www.linkedin.com
    156 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fullcast is a sales performance management platform that provides AI, enabled, end-to-end management of revenue operations, from Plan to Pay. Products include Fullcast Plan (territory management,

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Small-Business
  • 31% Mid-Market
Fullcast features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
7.6
Priority Matching
Average: 8.7
7.3
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Verified User in Information Technology and Services
UI
This tool is amazing for writing copy. It has many premade prompts to choose from. From SEO strategy to Keyword filled content all can be generated... Read review
Verified User in Marketing and Advertising
UM
The AI copywriting capabilities in Copy.ai have allowed us to quickly generate on-brand content that resonates with our target audience. Whether... Read review
Seller Details
Seller
Fullcast, Inc.
Year Founded
2017
HQ Location
Salt Lake City, UT
LinkedIn® Page
www.linkedin.com
156 employees on LinkedIn®
ZoomInfo Operations
(350)4.4 out of 5
12th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Operations is a sophisticated data management solution designed to assist organizations in optimizing their go-to-market (GTM) strategies by effectively managing sales and marketing data. Thi

    Users
    • Salesforce Administrator
    • Marketing Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 20% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoomInfo Operations features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.1
    Priority Matching
    Average: 8.7
    8.7
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Shiva s.
    SS
    I use it pretty much every day, the best part for me is how much time it saves. A lot of the manual work around keeping data clean and organized... Read review
    Verified User in Computer Software
    UC
    ZoomInfo Operations provides highly accurate and up-to-date contact and company data, which helps streamline our sales and marketing workflows. Its... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,556 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,387 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Operations is a sophisticated data management solution designed to assist organizations in optimizing their go-to-market (GTM) strategies by effectively managing sales and marketing data. Thi

Users
  • Salesforce Administrator
  • Marketing Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 20% Small-Business
ZoomInfo Operations features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.1
Priority Matching
Average: 8.7
8.7
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Shiva s.
SS
I use it pretty much every day, the best part for me is how much time it saves. A lot of the manual work around keeping data clean and organized... Read review
Verified User in Computer Software
UC
ZoomInfo Operations provides highly accurate and up-to-date contact and company data, which helps streamline our sales and marketing workflows. Its... Read review
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,556 Twitter followers
LinkedIn® Page
www.linkedin.com
4,387 employees on LinkedIn®
Calendly
(2,475)4.7 out of 5
Optimized for quick response
5th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Calendly
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

    Users
    • Owner
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Calendly is a scheduling tool that allows users to manage their appointments, integrate with other applications, and customize their booking pages.
    • Reviewers frequently mention the ease of use, seamless integration with other tools like Google Calendar and Zoom, and the ability to customize meeting types and messages.
    • Users mentioned issues with pricing, limited customization options in the free version, and occasional difficulties with international time zones and calendar syncing.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Calendly features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Priority Matching
    Average: 8.7
    8.0
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Calendly
    Company Website
    Year Founded
    2013
    HQ Location
    Atlanta, Georgia
    Twitter
    @Calendly
    21,889 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    534 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

Users
  • Owner
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Calendly is a scheduling tool that allows users to manage their appointments, integrate with other applications, and customize their booking pages.
  • Reviewers frequently mention the ease of use, seamless integration with other tools like Google Calendar and Zoom, and the ability to customize meeting types and messages.
  • Users mentioned issues with pricing, limited customization options in the free version, and occasional difficulties with international time zones and calendar syncing.
Calendly features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.0
Priority Matching
Average: 8.7
8.0
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Calendly
Company Website
Year Founded
2013
HQ Location
Atlanta, Georgia
Twitter
@Calendly
21,889 Twitter followers
LinkedIn® Page
www.linkedin.com
534 employees on LinkedIn®
LeadAngel
(45)4.5 out of 5
8th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The early bird gets the sale. Filter match, and route leads to the right salesperson instantly. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and

    Users
    No information available
    Industries
    • Restaurants
    • Computer Software
    Market Segment
    • 87% Mid-Market
    • 9% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LeadAngel features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.3
    8.5
    Priority Matching
    Average: 8.7
    7.8
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Pattie R.
    PR
    Taking the time to understand our business needs, very collaborative, and quick to respond. We use Salesforce with this Software. Read review
    Verified User in Information Technology and Services
    AI
    This app has been very effective and easy, simple to set up and use. We are using free-version getting what we need Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LeadAngel
    Year Founded
    2018
    HQ Location
    Sunnyvale, US
    Twitter
    @Theleadangel
    119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The early bird gets the sale. Filter match, and route leads to the right salesperson instantly. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and

Users
No information available
Industries
  • Restaurants
  • Computer Software
Market Segment
  • 87% Mid-Market
  • 9% Small-Business
LeadAngel features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.3
8.5
Priority Matching
Average: 8.7
7.8
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Pattie R.
PR
Taking the time to understand our business needs, very collaborative, and quick to respond. We use Salesforce with this Software. Read review
Verified User in Information Technology and Services
AI
This app has been very effective and easy, simple to set up and use. We are using free-version getting what we need Read review
Seller Details
Seller
LeadAngel
Year Founded
2018
HQ Location
Sunnyvale, US
Twitter
@Theleadangel
119 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
Default
(59)4.6 out of 5
10th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$650.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Small-Business
    • 39% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Default features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    9.3
    Priority Matching
    Average: 8.7
    9.1
    Capping
    Average: 8.1
    5.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Liam M.
    LM
    Default replaces the need to buy multiple tools (data enrichment, lead routing, automated demo scheduling, automated workflows) and makes life far... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Default
    Year Founded
    2021
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    75 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Small-Business
  • 39% Mid-Market
Default features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
9.3
Priority Matching
Average: 8.7
9.1
Capping
Average: 8.1
5.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Liam M.
LM
Default replaces the need to buy multiple tools (data enrichment, lead routing, automated demo scheduling, automated workflows) and makes life far... Read review
Seller Details
Seller
Default
Year Founded
2021
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
75 employees on LinkedIn®
Syncari
(41)4.8 out of 5
11th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syncari features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.6
    Priority Matching
    Average: 8.7
    8.9
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • John M.
    JM
    The fact that Syncari can be operated by a "business technologist" is one of the best features of this product. While many members of my team have... Read review
    Peter L.
    PL
    Syncari makes it very easy to create new tables and sync/merge application data to them. It takes care of all the connection, api, rate limit,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syncari
    Year Founded
    2019
    HQ Location
    Newark, California
    Twitter
    @syncari
    233 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syncari is an AI-ready, Agentic MDM platform that unifies, governs, and activates trusted data across all your systems, domains, and cloud infrastructure. Built for enterprises navigating the complexi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 44% Small-Business
Syncari features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
9.6
Priority Matching
Average: 8.7
8.9
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
John M.
JM
The fact that Syncari can be operated by a "business technologist" is one of the best features of this product. While many members of my team have... Read review
Peter L.
PL
Syncari makes it very easy to create new tables and sync/merge application data to them. It takes care of all the connection, api, rate limit,... Read review
Seller Details
Seller
Syncari
Year Founded
2019
HQ Location
Newark, California
Twitter
@syncari
233 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
Plauti
(113)4.5 out of 5
Optimized for quick response
7th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Plauti keeps your CRM data accurate, complete, and ready for business. Verify, deduplicate, manipulate, and assign records automatically so your teams can trust their data and act fast. Because w

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 35% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Plauti features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.3
    0.0
    No information available
    0.0
    No information available
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • DE
    We recently performed a mass migration from another CRM and used Duplicate Check, which was incredibly valuable and time-saving in terms of our... Read review
    RH
    The ease of use, the quick processing time even with hundreds of thousands of records, and the tools and ability to have our end users participate... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Plauti
    Company Website
    Year Founded
    2011
    HQ Location
    Arnhem, Netherlands
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Plauti keeps your CRM data accurate, complete, and ready for business. Verify, deduplicate, manipulate, and assign records automatically so your teams can trust their data and act fast. Because w

Users
No information available
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 35% Small-Business
Plauti features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.3
0.0
No information available
0.0
No information available
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
DE
We recently performed a mass migration from another CRM and used Duplicate Check, which was incredibly valuable and time-saving in terms of our... Read review
RH
The ease of use, the quick processing time even with hundreds of thousands of records, and the tools and ability to have our end users participate... Read review
Seller Details
Seller
Plauti
Company Website
Year Founded
2011
HQ Location
Arnhem, Netherlands
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
D&B Connect
(128)4.1 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    D&B Connect (the next generation of D&B Optimizer) is an AI-driven Data Management Platform based on the D&B Cloud that provides businesses with customer data and market insights. With D&a

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 45% Mid-Market
    • 32% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • D&B Connect is a data management tool that provides access to business data and assists in updating and enriching company records.
    • Reviewers like the comprehensive database coverage of D&B Connect, including credit risks, corporate linkages, firmographics, and its ability to conduct valuable risk assessments and create a credible brand due to its stability and accuracy in data management.
    • Users reported that D&B Connect sometimes focuses on inaccurate or outdated data, has a complex interface for those unfamiliar with data management tools, and can be slow when processing large amounts of data.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • D&B Connect features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.3
    8.5
    Priority Matching
    Average: 8.7
    6.3
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dun & Bradstreet
    Company Website
    HQ Location
    Short Hills, NJ
    Twitter
    @DunBradstreet
    22,818 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,919 employees on LinkedIn®
    Ownership
    NYSE: DNB
Product Description
How are these determined?Information
This description is provided by the seller.

D&B Connect (the next generation of D&B Optimizer) is an AI-driven Data Management Platform based on the D&B Cloud that provides businesses with customer data and market insights. With D&a

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 45% Mid-Market
  • 32% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • D&B Connect is a data management tool that provides access to business data and assists in updating and enriching company records.
  • Reviewers like the comprehensive database coverage of D&B Connect, including credit risks, corporate linkages, firmographics, and its ability to conduct valuable risk assessments and create a credible brand due to its stability and accuracy in data management.
  • Users reported that D&B Connect sometimes focuses on inaccurate or outdated data, has a complex interface for those unfamiliar with data management tools, and can be slow when processing large amounts of data.
D&B Connect features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.3
8.5
Priority Matching
Average: 8.7
6.3
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Dun & Bradstreet
Company Website
HQ Location
Short Hills, NJ
Twitter
@DunBradstreet
22,818 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
Sweep
(33)4.9 out of 5
4th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sweep is the first agentic workspace for Salesforce and HubSpot, built to keep your systems as agile as your business. It brings business and technical teams into one visual workspace, where AI agents

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 67% Mid-Market
    • 30% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sweep features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.3
    9.4
    Priority Matching
    Average: 8.7
    8.8
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Emma H.
    EH
    UI enhancements for my reps make them happy and make me look great :) Read review
    Alen A.
    AA
    Making the changes I need is always straightforward Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Sweep
    Year Founded
    2021
    HQ Location
    New York, US
    Twitter
    @sweep_io
    21 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    72 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sweep is the first agentic workspace for Salesforce and HubSpot, built to keep your systems as agile as your business. It brings business and technical teams into one visual workspace, where AI agents

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 67% Mid-Market
  • 30% Small-Business
Sweep features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.3
9.4
Priority Matching
Average: 8.7
8.8
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Emma H.
EH
UI enhancements for my reps make them happy and make me look great :) Read review
Alen A.
AA
Making the changes I need is always straightforward Read review
Seller Details
Seller
Sweep
Year Founded
2021
HQ Location
New York, US
Twitter
@sweep_io
21 Twitter followers
LinkedIn® Page
www.linkedin.com
72 employees on LinkedIn®
Avoma
(1,352)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Int

    Users
    • Account Executive
    • Customer Success Manager
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 53% Small-Business
    • 46% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Avoma is a platform that automatically records, transcribes, and summarizes meetings, providing insights for follow-ups and integrating with tools like Zoom, Google Meet, and CRMs like Salesforce.
    • Reviewers appreciate Avoma's AI-driven transcription and summarization capabilities, its seamless integration with other platforms, and its ability to save significant time for sales and customer-facing teams by streamlining meetings and enhancing productivity.
    • Users reported occasional inaccuracies in Avoma's AI transcription and summarization features, particularly in challenging conditions like poor audio quality, accents, or technical jargon-heavy discussions, and some found the user interface to be clunky and old school.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Avoma features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.3
    7.9
    Priority Matching
    Average: 8.7
    7.1
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Avoma
    Company Website
    Year Founded
    2017
    HQ Location
    Palo Alto, California
    Twitter
    @AvomaInc
    388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    59 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Avoma is the only AI-first Growth Acceleration Platform designed for customer-facing teams at startups and scaleups. By combining AI Meeting Assistance with Conversational Intelligence and Revenue Int

Users
  • Account Executive
  • Customer Success Manager
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 53% Small-Business
  • 46% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Avoma is a platform that automatically records, transcribes, and summarizes meetings, providing insights for follow-ups and integrating with tools like Zoom, Google Meet, and CRMs like Salesforce.
  • Reviewers appreciate Avoma's AI-driven transcription and summarization capabilities, its seamless integration with other platforms, and its ability to save significant time for sales and customer-facing teams by streamlining meetings and enhancing productivity.
  • Users reported occasional inaccuracies in Avoma's AI transcription and summarization features, particularly in challenging conditions like poor audio quality, accents, or technical jargon-heavy discussions, and some found the user interface to be clunky and old school.
Avoma features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.3
7.9
Priority Matching
Average: 8.7
7.1
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Avoma
Company Website
Year Founded
2017
HQ Location
Palo Alto, California
Twitter
@AvomaInc
388 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
Insycle
(186)4.7 out of 5
Optimized for quick response
9th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Starting at $1.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Insycle is a powerful and intuitive solution that keeps your CRM data clean, accurate, and organized. Insycle integrates with HubSpot, Salesforce, Pipedrive, and more, giving users the power to ac

    Users
    • Marketing Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Insycle features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Priority Matching
    Average: 8.7
    7.8
    Capping
    Average: 8.1
    9.9
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Laura N.
    LN
    We used Inscyle to clean up data in standard and custom objects in Salesforce. It is helpful for the initial deduplication, as well the ongoing... Read review
    AJ
    Good UI and relatively easy to understand! Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Insycle
    Company Website
    Year Founded
    2016
    HQ Location
    New York
    Twitter
    @insycle
    291 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Insycle is a powerful and intuitive solution that keeps your CRM data clean, accurate, and organized. Insycle integrates with HubSpot, Salesforce, Pipedrive, and more, giving users the power to ac

Users
  • Marketing Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 44% Small-Business
Insycle features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
9.0
Priority Matching
Average: 8.7
7.8
Capping
Average: 8.1
9.9
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Laura N.
LN
We used Inscyle to clean up data in standard and custom objects in Salesforce. It is helpful for the initial deduplication, as well the ongoing... Read review
AJ
Good UI and relatively easy to understand! Read review
Seller Details
Seller
Insycle
Company Website
Year Founded
2016
HQ Location
New York
Twitter
@insycle
291 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Gradient Works
(11)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Gradient Works is a dynamic book management platform for commercial sales teams. Dynamic book management is a modern approach to sales territory management that dynamically allocates accounts to reps

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 55% Mid-Market
    • 18% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Gradient Works features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.6
    Priority Matching
    Average: 8.7
    9.4
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Stephen L.
    SL
    - Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
    John S.
    JS
    Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Gradient Works
    Year Founded
    2020
    HQ Location
    Austin, US
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Gradient Works is a dynamic book management platform for commercial sales teams. Dynamic book management is a modern approach to sales territory management that dynamically allocates accounts to reps

Users
No information available
Industries
  • Computer Software
Market Segment
  • 55% Mid-Market
  • 18% Enterprise
Gradient Works features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.3
9.6
Priority Matching
Average: 8.7
9.4
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Stephen L.
SL
- Easy to implement - The support and implemtation team is amazing - The price is great - The use cases are endless - Gradient works team... Read review
John S.
JS
Provides the team with more even distribution and being able to attain quotas; Enables "focus" to be on appropriate accounts; Eases the Scaling... Read review
Seller Details
Seller
Gradient Works
Year Founded
2020
HQ Location
Austin, US
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
Cirrus Insight
(1,511)4.2 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$14.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From CRM hygiene to AI-orchestrated selling, Cirrus is uniquely positioned to fuel your end-to-end sales engine. For over a decade, we’ve been listening, logging, and capturing the relationship histor

    Users
    • Account Executive
    • Account Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 37% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Cirrus Insights is a program that allows users to attach incoming emails directly to the relevant Salesforce lead, contact, or account without leaving Gmail.
    • Reviewers like the ease of use, comprehensive prognosis, user-friendly interface, and the ability to sync emails, meetings, events, and tasks with Salesforce, enhancing CRM adoption.
    • Users reported issues such as lack of graphics, inability to sync an email/calendar invite to a Contact, Account and Opportunity simultaneously, reliance on Salesforce for insights, synchronization issues, and slow operation due to Gmail and Outlook integration.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cirrus Insight features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.3
    6.7
    Priority Matching
    Average: 8.7
    5.0
    Capping
    Average: 8.1
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cirrus Insight
    Company Website
    Year Founded
    2011
    HQ Location
    Irvine, CA
    Twitter
    @cirrusinsight
    3,221 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From CRM hygiene to AI-orchestrated selling, Cirrus is uniquely positioned to fuel your end-to-end sales engine. For over a decade, we’ve been listening, logging, and capturing the relationship histor

Users
  • Account Executive
  • Account Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 37% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Cirrus Insights is a program that allows users to attach incoming emails directly to the relevant Salesforce lead, contact, or account without leaving Gmail.
  • Reviewers like the ease of use, comprehensive prognosis, user-friendly interface, and the ability to sync emails, meetings, events, and tasks with Salesforce, enhancing CRM adoption.
  • Users reported issues such as lack of graphics, inability to sync an email/calendar invite to a Contact, Account and Opportunity simultaneously, reliance on Salesforce for insights, synchronization issues, and slow operation due to Gmail and Outlook integration.
Cirrus Insight features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.3
6.7
Priority Matching
Average: 8.7
5.0
Capping
Average: 8.1
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Cirrus Insight
Company Website
Year Founded
2011
HQ Location
Irvine, CA
Twitter
@cirrusinsight
3,221 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®