LeanData Features
Lead Intelligence (6)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 46 LeanData reviews.
Account-level Insights
As reported in 63 LeanData reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. This feature was mentioned in 73 LeanData reviews.
Market Insights
Based on 126 LeanData reviews and verified by the G2 Product R&D team. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
As reported in 149 LeanData reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. This feature was mentioned in 165 LeanData reviews.
Lead Management (5)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. 77 reviewers of LeanData have provided feedback on this feature.
Account Identification
As reported in 81 LeanData reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. This feature was mentioned in 199 LeanData reviews.
Predictive Scoring
Based on 81 LeanData reviews. Automatically scores prospects based on behavior and engagement levels.
Account Identification
Based on 209 LeanData reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (10)
Revenue Planning
Based on 44 LeanData reviews. Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. 42 reviewers of LeanData have provided feedback on this feature.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. 50 reviewers of LeanData have provided feedback on this feature.
Customization
Allows for custom report types to match the goals of a company. This feature was mentioned in 58 LeanData reviews.
Journey Analytics
Provides tools to analyze every stage of the customer journey to customize an account-based funnel. This feature was mentioned in 30 LeanData reviews.
Omni-Channel Tracking
Based on 82 LeanData reviews. Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Based on 117 LeanData reviews. Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. This feature was mentioned in 118 LeanData reviews.
Opportunity Timeline
Based on 121 LeanData reviews and verified by the G2 Product R&D team. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Based on 151 LeanData reviews. Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
As reported in 69 LeanData reviews. Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
As reported in 135 LeanData reviews. Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content. This feature was mentioned in 115 LeanData reviews.
Email Campaigns
As reported in 77 LeanData reviews. Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Matching (3)
Priority Matching
Based on 342 LeanData reviews. Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts. This feature was mentioned in 327 LeanData reviews.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names. This feature was mentioned in 347 LeanData reviews.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners. 357 reviewers of LeanData have provided feedback on this feature.
Multi-Objects
Allows users to build custom routing rules. 305 reviewers of LeanData have provided feedback on this feature.
Territories
Based on 300 LeanData reviews. Allows users to assign leads to selected territories and regions.
Working Hours
Based on 293 LeanData reviews. Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible. This feature was mentioned in 246 LeanData reviews.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts. 336 reviewers of LeanData have provided feedback on this feature.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts. This feature was mentioned in 330 LeanData reviews.
Capping
As reported in 226 LeanData reviews. Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing. This feature was mentioned in 283 LeanData reviews.
Integrations
Provides integrations for CRMs and marketing automation platforms. 321 reviewers of LeanData have provided feedback on this feature.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Integrations (4)
Email Integration
Based on 38 LeanData reviews. This software integrates with popular email providers.
Zoom Integration
As reported in 35 LeanData reviews. This software integrates with Zoom.
Google Meet Integration
Based on 30 LeanData reviews. This software integrates with Google Meet.
Salesforce Integration
This software integrates with Salesforce. 46 reviewers of LeanData have provided feedback on this feature.
Branding & Customizatio (3)
Custom Booking Page
Based on 36 LeanData reviews. Provide the ability to create a custom booking page.
Personalized Links
As reported in 35 LeanData reviews. Provide the ability to create custom scheduling URLs.
Personalized Web Embed
As reported in 34 LeanData reviews. Provide the ability to create a personalized web embed.
Automatic Rules & Configurations (3)
Set Working Hours
As reported in 41 LeanData reviews. Allow users to set automatic working hours.
Automatic Updates
Based on 38 LeanData reviews. Automatically update calendars after a meeting has been booked.
Buffer Times
As reported in 40 LeanData reviews. Provide the ability to incorporate buffer times, leaving time before and after meetings.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes





