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Best Lead-to-Account Matching and Routing Software for Small Business

Julie Jung
JJ
Researched and written by Julie Jung

Products classified in the overall Lead-to-Account Matching and Routing category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Lead-to-Account Matching and Routing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Lead-to-Account Matching and Routing category.

In addition to qualifying for inclusion in the Lead-to-Account Matching and Routing Software category, to qualify for inclusion in the Small Business Lead-to-Account Matching and Routing Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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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.

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12 Listings in Small Business Lead-to-Account Matching and Routing Available

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    G2 Score
Apollo.io
(9,252)4.7 out of 5
Optimized for quick response
4th 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
    • 68% 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 and marketing software that combines prospecting, email outreach, and CRM features in one platform, allowing users to find verified contacts, understand company details, and run email campaigns without switching tools.
    • Reviewers appreciate Apollo.io's comprehensive and intuitive interface for managing outreach and prospecting, its powerful contact database with built-in engagement tools, and its ability to save time and ensure consistent follow-up through accurate contact data and automated sequences.
    • Users experienced issues with Apollo.io's data accuracy, with some contacts being outdated or having incomplete information, and some users reported that the contact data isn't fully accurate or up to date, leading to bounced emails.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apollo.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1,875
    Helpful
    1,515
    Lead Generation
    1,509
    Features
    1,490
    Time-saving
    1,190
    Cons
    Missing Features
    647
    Inaccurate Data
    503
    Learning Curve
    478
    Data Inaccuracy
    450
    Limited Features
    441
    View All Pros and Cons
  • 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: 8.8
    8.0
    Capping
    Average: 8.3
    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
  • 68% 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 and marketing software that combines prospecting, email outreach, and CRM features in one platform, allowing users to find verified contacts, understand company details, and run email campaigns without switching tools.
  • Reviewers appreciate Apollo.io's comprehensive and intuitive interface for managing outreach and prospecting, its powerful contact database with built-in engagement tools, and its ability to save time and ensure consistent follow-up through accurate contact data and automated sequences.
  • Users experienced issues with Apollo.io's data accuracy, with some contacts being outdated or having incomplete information, and some users reported that the contact data isn't fully accurate or up to date, leading to bounced emails.
Apollo.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1,875
Helpful
1,515
Lead Generation
1,509
Features
1,490
Time-saving
1,190
Cons
Missing Features
647
Inaccurate Data
503
Learning Curve
478
Data Inaccuracy
450
Limited Features
441
View All Pros and Cons
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: 8.8
8.0
Capping
Average: 8.3
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®
Calendly
(2,472)4.7 out of 5
Optimized for quick response
7th 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 software that allows users to book appointments without the need for back-and-forth emails, integrating with various calendars and automatically adjusting for time zones.
    • Reviewers appreciate Calendly's seamless integration with calendars, automatic time zone adjustments, and its ability to streamline scheduling, saving users significant time and reducing the need for frequent communication.
    • Users experienced limitations with advanced features such as custom branding and automated reminders only being available in paid plans, and some found integration with certain calendar systems to be challenging.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Calendly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    150
    Scheduling
    131
    Easy Scheduling
    121
    Scheduling Ease
    89
    Calendar Integration
    82
    Cons
    Calendar Issues
    43
    Missing Features
    40
    Integration Issues
    30
    Scheduling Issues
    29
    Learning Curve
    24
    View All Pros and Cons
  • 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: 8.8
    8.0
    Capping
    Average: 8.3
    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
    21,892 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 software that allows users to book appointments without the need for back-and-forth emails, integrating with various calendars and automatically adjusting for time zones.
  • Reviewers appreciate Calendly's seamless integration with calendars, automatic time zone adjustments, and its ability to streamline scheduling, saving users significant time and reducing the need for frequent communication.
  • Users experienced limitations with advanced features such as custom branding and automated reminders only being available in paid plans, and some found integration with certain calendar systems to be challenging.
Calendly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
150
Scheduling
131
Easy Scheduling
121
Scheduling Ease
89
Calendar Integration
82
Cons
Calendar Issues
43
Missing Features
40
Integration Issues
30
Scheduling Issues
29
Learning Curve
24
View All Pros and Cons
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: 8.8
8.0
Capping
Average: 8.3
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
21,892 Twitter followers
LinkedIn® Page
www.linkedin.com
534 employees on LinkedIn®

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ZoomInfo Operations
(350)4.4 out of 5
14th 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoomInfo Operations Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Data Accuracy
    26
    Lead Generation
    19
    Accurate Data
    17
    Automation
    17
    Cons
    Inaccuracy Issues
    12
    Expensive
    11
    Inaccurate Data
    10
    Learning Curve
    9
    Outdated Information
    8
    View All Pros and Cons
  • 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: 8.8
    8.7
    Capping
    Average: 8.3
    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
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,567 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Data Accuracy
26
Lead Generation
19
Accurate Data
17
Automation
17
Cons
Inaccuracy Issues
12
Expensive
11
Inaccurate Data
10
Learning Curve
9
Outdated Information
8
View All Pros and Cons
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: 8.8
8.7
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,567 Twitter followers
LinkedIn® Page
www.linkedin.com
4,387 employees on LinkedIn®
Default
(59)4.6 out of 5
11th 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Default Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Scheduling
    13
    Automation
    12
    Easy Setup
    9
    Integrations
    9
    Cons
    Learning Curve
    8
    Poor User Experience
    5
    Limitations
    4
    Not Intuitive
    4
    Integration Issues
    3
    View All Pros and Cons
  • 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: 8.8
    9.1
    Capping
    Average: 8.3
    5.0
    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
    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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Scheduling
13
Automation
12
Easy Setup
9
Integrations
9
Cons
Learning Curve
8
Poor User Experience
5
Limitations
4
Not Intuitive
4
Integration Issues
3
View All Pros and Cons
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: 8.8
9.1
Capping
Average: 8.3
5.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Default
Year Founded
2021
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
75 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RevenueHero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    53
    Ease of Use
    31
    Scheduling
    22
    CRM Integration
    21
    Helpful
    21
    Cons
    Learning Curve
    9
    Limitations
    8
    Complexity
    6
    Integration Issues
    4
    Layout Issues
    4
    View All Pros and Cons
  • 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: 8.8
    9.3
    Capping
    Average: 8.3
    5.1
    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
    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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
53
Ease of Use
31
Scheduling
22
CRM Integration
21
Helpful
21
Cons
Learning Curve
9
Limitations
8
Complexity
6
Integration Issues
4
Layout Issues
4
View All Pros and Cons
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: 8.8
9.3
Capping
Average: 8.3
5.1
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
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®
Sugar Market
(215)4.2 out of 5
View top Consulting Services for Sugar Market
Save to My Lists
Entry Level Price:Starting at $1,000.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sugar Market is marketing automation that helps teams create campaigns faster, engage prospects across channels, and deliver better leads to sales. Marketers can build emails, landing pages, and forms

    Users
    • Marketing Manager
    • Director of Marketing
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sugar Market Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    CRM Integration
    3
    Customer Support
    3
    Email Marketing
    3
    Time-saving
    3
    Cons
    Learning Curve
    4
    Integration Issues
    3
    Complexity
    2
    Limitations
    2
    Limited Customization
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sugar Market features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    7.9
    Priority Matching
    Average: 8.8
    8.1
    Capping
    Average: 8.3
    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
    SugarCRM
    Year Founded
    2004
    HQ Location
    Cupertino, CA
    Twitter
    @SugarCRM
    20,946 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    570 employees on LinkedIn®
    Phone
    +1 (408) 454-6900
Product Description
How are these determined?Information
This description is provided by the seller.

Sugar Market is marketing automation that helps teams create campaigns faster, engage prospects across channels, and deliver better leads to sales. Marketers can build emails, landing pages, and forms

Users
  • Marketing Manager
  • Director of Marketing
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 39% Small-Business
Sugar Market Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
CRM Integration
3
Customer Support
3
Email Marketing
3
Time-saving
3
Cons
Learning Curve
4
Integration Issues
3
Complexity
2
Limitations
2
Limited Customization
2
View All Pros and Cons
Sugar Market features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
7.9
Priority Matching
Average: 8.8
8.1
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
SugarCRM
Year Founded
2004
HQ Location
Cupertino, CA
Twitter
@SugarCRM
20,946 Twitter followers
LinkedIn® Page
www.linkedin.com
570 employees on LinkedIn®
Phone
+1 (408) 454-6900
Syncari
(41)4.8 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.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syncari Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Analytics
    1
    Analytics Tools
    1
    Automation
    1
    Automation Features
    1
    Cons
    Complex Implementation
    1
    Complex Onboarding
    1
    Data Management Issues
    1
    Initial User Difficulty
    1
    Insufficient Training
    1
    View All Pros and Cons
  • 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: 8.8
    8.9
    Capping
    Average: 8.3
    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
    Syncari
    Year Founded
    2019
    HQ Location
    Newark, California
    Twitter
    @syncari
    234 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Analytics
1
Analytics Tools
1
Automation
1
Automation Features
1
Cons
Complex Implementation
1
Complex Onboarding
1
Data Management Issues
1
Initial User Difficulty
1
Insufficient Training
1
View All Pros and Cons
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: 8.8
8.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Syncari
Year Founded
2019
HQ Location
Newark, California
Twitter
@syncari
234 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
LeanData
(981)4.6 out of 5
Optimized for quick response
3rd Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for LeanData
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.

    LeanData simplifies and accelerates how B2B companies align go-to-market execution to the buyer journey. Powered by no-code automation, LeanData GTM Orchestration connects every play, process, and

    Users
    • Marketing Operations Manager
    • Salesforce Administrator
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 71% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LeanData Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    69
    Routing Efficiency
    69
    Customer Support
    41
    Lead Generation
    34
    Helpful
    29
    Cons
    Limitations
    38
    Learning Curve
    26
    Missing Features
    16
    Complexity
    13
    Limited Features
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LeanData features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.3
    8.8
    Priority Matching
    Average: 8.8
    8.3
    Capping
    Average: 8.3
    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
    LeanData, Inc.
    Company Website
    Year Founded
    2012
    HQ Location
    Santa Clara, CA
    Twitter
    @LeanData
    4,076 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    202 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LeanData simplifies and accelerates how B2B companies align go-to-market execution to the buyer journey. Powered by no-code automation, LeanData GTM Orchestration connects every play, process, and

Users
  • Marketing Operations Manager
  • Salesforce Administrator
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 71% Mid-Market
  • 21% Enterprise
LeanData Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
69
Routing Efficiency
69
Customer Support
41
Lead Generation
34
Helpful
29
Cons
Limitations
38
Learning Curve
26
Missing Features
16
Complexity
13
Limited Features
12
View All Pros and Cons
LeanData features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.3
8.8
Priority Matching
Average: 8.8
8.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
LeanData, Inc.
Company Website
Year Founded
2012
HQ Location
Santa Clara, CA
Twitter
@LeanData
4,076 Twitter followers
LinkedIn® Page
www.linkedin.com
202 employees on LinkedIn®
Retreaver
(63)4.9 out of 5
Optimized for quick response
2nd 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.

    Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

    Users
    • President
    Industries
    • Marketing and Advertising
    • Insurance
    Market Segment
    • 79% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Retreaver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Customer Support
    11
    Reliability
    10
    Call Management
    5
    Positive Experience
    5
    Cons
    Learning Curve
    4
    Inaccurate Reporting
    2
    Inadequate Reporting
    2
    Steep Learning Curve
    2
    Access Limitations
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Retreaver features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.3
    10.0
    Priority Matching
    Average: 8.8
    10.0
    Capping
    Average: 8.3
    2.5
    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
    Retreaver
    Company Website
    Year Founded
    2012
    HQ Location
    Toronto, Canada
    Twitter
    @helloretreaver
    1,405 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

Users
  • President
Industries
  • Marketing and Advertising
  • Insurance
Market Segment
  • 79% Small-Business
  • 21% Mid-Market
Retreaver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Customer Support
11
Reliability
10
Call Management
5
Positive Experience
5
Cons
Learning Curve
4
Inaccurate Reporting
2
Inadequate Reporting
2
Steep Learning Curve
2
Access Limitations
1
View All Pros and Cons
Retreaver features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.3
10.0
Priority Matching
Average: 8.8
10.0
Capping
Average: 8.3
2.5
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Retreaver
Company Website
Year Founded
2012
HQ Location
Toronto, Canada
Twitter
@helloretreaver
1,405 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
Tray.ai
(156)4.5 out of 5
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.

    Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Tray.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Easy Integrations
    4
    Flexibility
    4
    Automation
    3
    API Integration
    2
    Cons
    Learning Curve
    3
    Complex Pricing
    2
    Complex Usability
    2
    Difficult Learning
    2
    Expensive
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tray.ai features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.3
    9.4
    Priority Matching
    Average: 8.8
    8.3
    Capping
    Average: 8.3
    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
    Tray.io
    Year Founded
    2012
    HQ Location
    San Francisco, CA
    Twitter
    @tray
    3,109 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    143 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 34% Small-Business
Tray.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Easy Integrations
4
Flexibility
4
Automation
3
API Integration
2
Cons
Learning Curve
3
Complex Pricing
2
Complex Usability
2
Difficult Learning
2
Expensive
2
View All Pros and Cons
Tray.ai features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.3
9.4
Priority Matching
Average: 8.8
8.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Tray.io
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@tray
3,109 Twitter followers
LinkedIn® Page
www.linkedin.com
143 employees on LinkedIn®
Chili Piper
(694)4.6 out of 5
Optimized for quick response
View top Consulting Services for Chili Piper
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.

    Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Chili Piper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reliability
    4
    Scheduling
    4
    Booking Efficiency
    3
    Ease of Use
    3
    Easy Implementation
    3
    Cons
    Expensive
    3
    Calendar Issues
    2
    Credit Issues
    1
    Difficult Setup
    1
    Learning Curve
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Chili Piper features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.3
    9.0
    Priority Matching
    Average: 8.8
    8.9
    Capping
    Average: 8.3
    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
    Chili Piper
    Company Website
    Year Founded
    2016
    HQ Location
    Brooklyn, NY
    Twitter
    @chilipiper
    2,093 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    259 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 22% Small-Business
Chili Piper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reliability
4
Scheduling
4
Booking Efficiency
3
Ease of Use
3
Easy Implementation
3
Cons
Expensive
3
Calendar Issues
2
Credit Issues
1
Difficult Setup
1
Learning Curve
1
View All Pros and Cons
Chili Piper features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.3
9.0
Priority Matching
Average: 8.8
8.9
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Chili Piper
Company Website
Year Founded
2016
HQ Location
Brooklyn, NY
Twitter
@chilipiper
2,093 Twitter followers
LinkedIn® Page
www.linkedin.com
259 employees on LinkedIn®
Fullcast
(449)4.6 out of 5
15th 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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Fullcast Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Helpful
    34
    Ease of Use
    31
    Insights
    21
    Customer Support
    19
    Intuitive
    14
    Cons
    Learning Curve
    12
    Limited Customization
    8
    Salesforce Integration
    8
    Content Quality
    7
    Data Management Issues
    7
    View All Pros and Cons
  • 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: 8.8
    7.3
    Capping
    Average: 8.3
    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
    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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
34
Ease of Use
31
Insights
21
Customer Support
19
Intuitive
14
Cons
Learning Curve
12
Limited Customization
8
Salesforce Integration
8
Content Quality
7
Data Management Issues
7
View All Pros and Cons
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: 8.8
7.3
Capping
Average: 8.3
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Fullcast, Inc.
Year Founded
2017
HQ Location
Salt Lake City, UT
LinkedIn® Page
www.linkedin.com
156 employees on LinkedIn®
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