--- title: LeanData Reviews meta_title: 'LeanData Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1051 reviews by the users' company size, role or industry to find out how LeanData works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 1051 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # LeanData Reviews **Vendor:** LeanData, Inc. **Category:** [Lead-to-Account Matching and Routing Software](https://www.g2.com/categories/lead-to-account-matching-and-routing) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,051 ## About LeanData LeanData is the leading platform for Intelligent GTM Orchestration. Sitting at the intersection of AI agents, human sellers, and the systems they share, LeanData helps B2B enterprises fuel efficient revenue growth by orchestrating every signal, whether human, system, or AI-driven, across the entire revenue lifecycle. Our platform acts as the connective tissue across your GTM motion, turning buyer signals into coordinated action from lead acquisition through retention and expansion. LeanData ensures AI becomes a first-class participant in your go-to-market strategy, not a disconnected signal or ungoverned black box. Every buyer interaction triggers the right deterministic action, reliably and every time. Built for enterprise complexity, LeanData handles any-object routing, buying group orchestration, and automated scheduling, all with full auditability and governance. No coding required. More than 1,000 leading companies, including Anthropic, OpenAI, and Databricks and others, rely on LeanData to bridge the gap between AI-generated insights and the revenue actions that drive growth. ## LeanData Pros & Cons **What users like:** - Users find LeanData to offer **ease of use** through visual elements and powerful features for managing lead routing efficiently. (54 reviews) - Users value the **routing efficiency** of LeanData, appreciating its flexible and customizable solutions for managing leads effectively. (44 reviews) - Users appreciate the **flexibility** of LeanData, enabling extensive customization to meet unique business requirements effectively. (27 reviews) - Users value the **seamless integrations** of LeanData, enhancing their workflow across multiple platforms effortlessly. (26 reviews) - Users laud LeanData's **helpful customer support** , enhancing their experience with efficient onboarding and troubleshooting assistance. (24 reviews) - Users appreciate the **implementation ease** of LeanData, allowing for quick setup and seamless integration with main objects. (24 reviews) - Users value the **powerful lead and opportunity routing engine** of LeanData, enhancing efficiency and productivity significantly. (24 reviews) - Time-saving (23 reviews) - Easy Setup (22 reviews) - Users highlight the **exceptional support** from LeanData, particularly praising team member Stevanie for her dedication and expertise. (22 reviews) **What users dislike:** - Users find LeanData to be **too technical and complicated** , wishing for a more intuitive and user-friendly experience. (29 reviews) - Users face **configuration challenges** with LeanData's HubSpot integration, leading to complex maintenance and management issues. (19 reviews) - Users find LeanData's setup **complex and convoluted** , especially when integrating with HubSpot and managing nodes over time. (17 reviews) - Users face a **steep learning curve** with LeanData, requiring significant time to master its complex features. (15 reviews) - Users face **limited customization** with LeanData, complicating setups and requiring significant maintenance for various integrations. (11 reviews) - Not Intuitive (11 reviews) - Users observe a lack of **missing features** in LeanData, hindering functionality compared to its standard routing options. (10 reviews) - Difficulty (9 reviews) - Time-Consuming (9 reviews) - Users often experience **poor customer support** with LeanData, facing responsiveness issues and inadequate assistance for automations. (7 reviews) ## LeanData Reviews ### 1. BookIt for LeanData is great **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin R. | Head of GTM Systems and Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2025 **What do you like best about LeanData?** BookIt was easy to set up and took last than week to get us up and running. Onboarding and the sales process was great. **What do you dislike about LeanData?** Documentation could be better, often trying to trouble shoot on your own you are relying on support as documentation isn't the best. **What problems is LeanData solving and how is that benefiting you?** Scheduler - Book It! ### 2. Profound impact on GTM efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler W. | Associate, Growth Operations, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about LeanData?** Managing very complicated routing scenarios with ease and simplicity **What do you dislike about LeanData?** I truly don't have any downsides to using LeanData **What problems is LeanData solving and how is that benefiting you?** LeanData is enabling us to manage our highly complex lead routing processes ### 3. Perfection for Lead Generation Department **Rating:** 5.0/5.0 stars **Reviewed by:** Enrika G. | Strategic and Enterprise SDR Team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2024 **What do you like best about LeanData?** It is such an easy tool to use. Gives a full overview of where does the lead go, what enrichment is missing as you can get email notifications, you can pause the leads and use round robons for "other"leads. My most favorite part is creating a report in SF where you have a full view of the leads which needs to be enriched so it can be routed to the reps. And we are using on a daily basis. and the courses there great as well! **What do you dislike about LeanData?** It took time to implement and build the workflows as you cannot copy/paste it. **What problems is LeanData solving and how is that benefiting you?** Merging the duplicates, converting the leads into contacts and accounts. Basically making sure our SalesForce environment is clean ### 4. Great product, great customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about LeanData?** Whenever we've had issues, our CSM, Stevanie, has jumped in and helped out! **What do you dislike about LeanData?** There is a learning curve, but once you put a bit of time in, it becomes intuitive. **What problems is LeanData solving and how is that benefiting you?** Routing inbound opportunities to the correct sales rep. ### 5. Must have lead routing for scaling business **Rating:** 4.5/5.0 stars **Reviewed by:** Jason L. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2023 **What do you like best about LeanData?** They've got a great support team and a really helpful knowledge portal. The router is also easy to use and set up. **What do you dislike about LeanData?** I don't have any negative feedback to give LeanData. Our time with them has been incredibly smooth **What problems is LeanData solving and how is that benefiting you?** The main problem that LeanData is helping us solve for is lead/account routing. We can now route leads with far more specificity ### 6. Routing that covers 95% of use cases + great onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2024 **What do you like best about LeanData?** Lots of features available, not much is missing for routing. Easy to implement with guided onboarding. Ability to add additional use cases once you're up and running. **What do you dislike about LeanData?** From a functionality perspective it would be great if duplicate matching rules were more flexible (e.g., being able to match duplicate records using salesforce duplicate rules instead of just default leandata matching rules). The Cloudingo integration is an add on which was not communicated upfront, so we're not able to use the integration even though we have both a leandata and cloudingo subscription. **What problems is LeanData solving and how is that benefiting you?** Routing lead/contact/custom object records. LeanData has resulted in multiple effiencies for our team, such as routing accuracy, time to lead, and transparency into the routing process. **Official Response from Katie Dunlop:** > Hi there, Thank you for your review! We're so glad that you had a great onboarding experience and that LeanData has helped your team be more efficient. I'll make sure someone from the LeanData team reaches out to you regarding the Cloudingo integration to ensure we've explored all our options. Thank you again for taking the time to leave us a review, and thank you for being a customer! - Katie from LeanData ### 7. Love Learning & Using this Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 03, 2024 **What do you like best about LeanData?** I immediately recognized how pwoerful and robust this tool is. Its capabilities to handle complex routing and matching processes amaze me, which is why I love learning more about this tool and how it can be useful for my organization. The biggest strength in my opinion is the scalability, how its able to handle large volumes of data and felxible routing options which become useful for clean-up projects. **What do you dislike about LeanData?** While LD is capable of so much, it is sometimes complex to setup and fully utilize. My team does appreciate the close collaboration we have with support in case we run into issues or have dumb questions :). **What problems is LeanData solving and how is that benefiting you?** Operatonal efficiencies and lead routing. This reduces manual work and allows the bsuiness to focus on their work more than worry about their Lead/Contact ownership in Salesforce. ### 8. Easiest Implementation Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Kacee C. | Global Head of Marketing Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2024 **What do you like best about LeanData?** Our LeanData implementation was so easy. Ash was always kind and patient with the team, as well as responsive/quick to address questions and concerns. We blew through it and felt 100% confident by launch time. **What do you dislike about LeanData?** I can't think of anything I disliked about purchasing or onboarding. **What problems is LeanData solving and how is that benefiting you?** LeanData helps us route out leads who did not schedule a time, as well as routing deal registrations and customer onboarding accounts. I love that we can see a log of where the contact, account or opportunity went. It's a gamechanger when troubleshooting. We're starting to integrate other tools using LeanData that is going to save hours of time across GTM when it comes to prospecting and working with Channel partners. ### 9. Lean Data - Simple yet Powerful **Rating:** 4.0/5.0 stars **Reviewed by:** Curtis W. | Senior Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about LeanData?** Lean data helps offload the Lead intake process and use an easy to read graph for complex routing made simple. **What do you dislike about LeanData?** I would like to see the Processing / Batch capacity increase to handle larger volumes of lead data per job and process faster. **What problems is LeanData solving and how is that benefiting you?** Helping in our complex contact routing graph to evaluate a multitude of conditions for assignments to our sales org. ### 10. Great tool with a lot of features **Rating:** 3.5/5.0 stars **Reviewed by:** Cindy F. | Sr Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about LeanData?** How easy it is to configure and all the functionality it grants. **What do you dislike about LeanData?** I would love to be able to utilize the matched record instead of the routed record on some of my update nodes, but there is an extra cost involved. **What problems is LeanData solving and how is that benefiting you?** Resolves the issue of having duplicate leads entered into the system. ### 11. A flexible and easy to use routing solution **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun H. | Senior Revenue Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about LeanData?** LeanData has come out with so many great developments over the years. Their bread and butter was Lead Routing, and now you can route any object in Salesforce. So many great integrations into other tools as well. It's easy to use, easy to troubleshoot, and overall a very intuitive solution. **What do you dislike about LeanData?** The UI can use an overhaul. Sometimes you think something should live in one tab, but it lives in another. Aside from that, I'm not a fan of their licensing model being based on unique records it needs to route to. **What problems is LeanData solving and how is that benefiting you?** LeanData helps us solve those complex Lead / Contact routing challenges. However you want to route record ownership across any object, LeanData can be that tool for you-- and much more! ### 12. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2025 **What do you like best about LeanData?** Makes it easy to for routing leads and contacts. **What do you dislike about LeanData?** I do not have any dislikes at the moment. **What problems is LeanData solving and how is that benefiting you?** LeanData is solving my routing problems. ### 13. LeanData can do it all! Customer Support & Product Management are second to none! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole L. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about LeanData?** LeanData in tandem with BookIt is a one stop shop for routing, data quality, scheduling and more! Everything lives inside of Salesforce as well which makes it easy from an adminstrative perspective in regards to activating and deactivating users, and building your flows. As a team of one, this makes it very efficient for me for anything that I need to do with the tool. The implementation team that I worked with for LeanData and BookIt really helped me succeed with the implementation as well which I was so thankful for! I am a team of one, so having this type of support was critical as I was learning both tools, and transitioning away from Chili Piper and BookIt. The transition from our old tools to LeanData and BookIt was extremely easy and seamless! Now that we have been customers for awhile, LeanData's Customer Success, Support,and Product Management teams have really raised the bar for what it means to have your customers best interest in mind. Any time that we have a random use case, a bug, or a feature request, they are on top of assisting where ever they can. We have had calls with developers and product managers from LeanData to work through complex use cases, and design custom items to help us solve it while they work on a GA solution. That type of support doesn't happen very often, and I have definitely worked with tools that I felt left in the dust after implementation. All of the folks I have interacted with at LeanData and BookIt really excel at what they do, and they will make sure you get the most out of the tool! Both tools are very easy to learn, and their training/certification program is insanely good in order to get others in any org up to speed on the functionalities. Super happy with our decision to go with LeanData and BookIt, and we are pumped to see how these tools continue growing! **What do you dislike about LeanData?** LeanData itself at its core really is a powerhouse. There are a lot of features to learn, and that can take some time, but is totally doable. I think there are also areas of opportunity for additional integrations like Apollo.io for example. BookIt is a newer tool, so it does lack some of the same features other scheduling tools currently have. However, the BookIt team is always on the scene and ready to chat about anything that it can't do. I feel reassured that those features are in the pipeline for development, and that the BookIt team will build the tool up to really compete with the other call schedulers out there. **What problems is LeanData solving and how is that benefiting you?** Our sales team was doing a lot of manual work, including our BDR team, when it came to handing off accounts to AEs, matching leads to existing contacts/accounts, and other sales related processes. We also were using Chili Piper which lives outside of SFDC, and that was challenging at times with troubleshooting and building new flows. We didn't really have a lot of routing and matching automation in place that could do some of the nuanced things that LeanData and BookIt do for us now. For example, when we have a lead come into SFDC from anywhere, LeanData picks it up, attempts to match it to an existing account, and converts the lead into a contact for us automatically. We also have a ton of other sales use cases we are using this for including annual agreement routing, organic install routing, handoffs to customer success, and handoffs from partnerships. It has made it really easy for all of the teams to use, and ensures that our customers receive the right support during their customer journey with us! We also use LeanData and BookIt for many aspects with our Customer Success team including automatically assigning CSMs to our accounts when they meet specific criteria, call scheduling based on strategic initiatives for our CSMs, and more. Prior to LeanData and BookIt, the CS team did not have any of this, and we were able to open the door even more for them with LeanData and BookIt. Lastly, the tools are very easy for me to manage, update, troubleshoot, and maintain since they are both native to Salesforce. From an ease of use perspective, I am beyond thrilled of how the UI is setup, and all of the features available. It makes it very easy for me to do what I need to do in the tools! ### 14. LeanData is a great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Suzen C. | Business Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about LeanData?** The routing and insights are best. One can create complex logic to route different objects and perform various tasks to fit one's needs. **What do you dislike about LeanData?** That LeanData is only supported in Salesforce. **What problems is LeanData solving and how is that benefiting you?** LeanData solved a complex logic to generate a task & chatter notification when a specific kind of Opportunity reaches a certain stage. To make it work, it required various conditions to be applied and add it to Org's live chart. ### 15. I Love LeanData **Rating:** 5.0/5.0 stars **Reviewed by:** Nate T. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2024 **What do you like best about LeanData?** LeanData is simple. If I need to make a change to routing, I can easily get in an make the change. Implementation was a breeze and their team was so friendly in getting everything pieced together. Any time I do have an issue, support is just an email away with a really quick turnaround to solve the issue. **What do you dislike about LeanData?** There really isn't a ton of bad things about LD. If I had to choose one thing to say, I would say something about having just one grab per object. For example, I have one graph for the lead flow. It would be very nice to be able to have the lead go to a seperate graph to make further decisions. **What problems is LeanData solving and how is that benefiting you?** It is making lead routing so easy. It gives me so much insight. It is also nice to be able to point stake holders to the insignts when there is a problem. ### 16. Easy to use and execute lead routing **Rating:** 4.0/5.0 stars **Reviewed by:** Michael L. | Vice President of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2024 **What do you like best about LeanData?** The visual interface makes it incredibly easy for our team to adjust our lead routing items. It's a pretty comprehensive offering for lead routing and it's integration with Salesforce is smooth. **What do you dislike about LeanData?** There aren't really too many down sides to LeanData. Sometimes there are some manual items that a team member needs to interact with and share a lead with one of our reps rather than auto assigning, but that's mainly due to our set up. **What problems is LeanData solving and how is that benefiting you?** We needed an easy to use lead routing an dedupe system to manage our incoming leads that we could adjust on the fly due to our sales requirements. ### 17. Easy, and intuitive to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about LeanData?** The best part of LeanData is it's ease of use. It's a low-code/no-code option, which is ideal for lightweight operations teams looking to making continuous and itereative changes to routing and process. The routing tool is a visual map that helps us visual learners to easily map all the steps required to route specific objects to the correct users. The team at LeanData is also incredibly helpful. From the implementation process to ongoing support when needed, I always feel heard and supported by the team at LeanData. **What do you dislike about LeanData?** There isn't a lot to dislike about LeanData. The one thing I struggle (and even that's a strong word for it) with is understanding the user structure. It's licenses per user, but with our instance I've noticed that the total user count creeps up. This seems to be because LeanData counts a user based on any "interaction" with LeanData, regardless of how lightweight the interaction might be. For example, a user may be counted if they are the owner of an account that get's reassigned. Despite intentions being that that original user never gets anything routed to them, even if they are the original owner with te record being routed away from them, they would count as a user. With all of this being said, the LeanData team has been very helpful in trying to optimize for the ocrrect number of users, and to provide guidance around how to prevent these kinds of scenarios. **What problems is LeanData solving and how is that benefiting you?** LeanData helps to automate and optimize our inbound to sales qualification motion. It's reduced the need to build cumbersome and inflexible flows directly within Salesforce or within our Data warehouse. ### 18. LeanData makes routing leads easy! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about LeanData?** LeanData Can be both simple and complex to fit your business needs. If your routing needs aren't super complex this tool works well. However, if you have more complex routing requirements lean data can still handle all of them. The ability to see the routing flows visually is extremely helpful while setting up new routing. **What do you dislike about LeanData?** For more complicated setups, someone internally will need to learn the LeanData product to implement or you'll need an implementation partner. **What problems is LeanData solving and how is that benefiting you?** Complex routing and deduplication of inbound records to Salesforce. ### 19. LeanData Helps with 'Mean'Data :) **Rating:** 5.0/5.0 stars **Reviewed by:** Roel R. | Marketing Database Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2024 **What do you like best about LeanData?** Easy of use, UI, training materials. I like the comprehensive routing insights / audit logs for troubleshooting. **What do you dislike about LeanData?** There's nothing that I dislike but depending on what you're doing, one can make complex graphs based on business needs. **What problems is LeanData solving and how is that benefiting you?** Primarily used for routing/matching. ### 20. Puts salesforce to shame **Rating:** 5.0/5.0 stars **Reviewed by:** Derek M. | BSA, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about LeanData?** We mainly use Leadata routing. It is light years more advanced that Salesforces native funtion and much easier to use as an admin. **What do you dislike about LeanData?** A tool to analyze field relation could be created. For example, I am changing the value of a picklist and want to know everywhere in Leaddata it is used I have to click through all the setting. SFDC provides a list of all locations. **What problems is LeanData solving and how is that benefiting you?** We have a complex mapping, scoring and enriching for leads. ### 21. Lean Data Customer Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2024 **What do you like best about LeanData?** As a Sales Operations Manager, I use lean data to assign Leads to the different Sales Reps based on the territory. I can say the help provided by the customer success team was really helpful when I first got initiated to Lean Data. Their CSM helped me to understand all possibilities to optimise our lead assignment flows and they have been incredibly reactive and always helped us to find a solution when we were facing some blockers. **What do you dislike about LeanData?** The downsides are probably that we have to make manual changes anytime there is a structure change in our sales team. Although, it exists another solution that has been proposed by lean data but it requires some time and energy to update our flows. **What problems is LeanData solving and how is that benefiting you?** Lean data is helping us to assign leads to correct users based on multi criteria selection. ### 22. Saved our Operations team hours a week! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about LeanData?** Easy to use, intuitive UX. Good implementation. Auto converting leads saves a ton of time! Connections to slack, salesloft/outreach, crossbeam, etc have allowed for advanced orchestration. **What do you dislike about LeanData?** Scaled CS model for smaller contracts makes it difficult to get continued support. Upsells for basic features like grouping nodes and additional colors. **What problems is LeanData solving and how is that benefiting you?** Converting leads in bulk, deduplication of our database, intuitive slack notifications, auto-sequencing in our sequencing tool. ### 23. Massive Force Multiplier (No Pun Intended) **Rating:** 4.5/5.0 stars **Reviewed by:** Nate A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about LeanData?** LeanData has broadened the scope and capabilities of our lead routing exponentially, and is absolutely a key piece of our lead-to-cash process. The more I work with the system, the more I find to love about what it can do, and how intuitive the majority of the setup is. We use LeanData constantly, and the error reporting and routing alerts are very useful for us to keep track of the health of our system, as well. To top it all off, our implementation specialist, Erin, was AMAZING. If you need a lead routing solution that integrates fairly seamlessly with Salesforce, and offers a very robust feature set, you'd be doing yourself a disservice by not considering LeanData as an option. (This is my personal opinion as an administrator using LeanData, and not a statement intended to represent any opinion my company does or does not hold) **What do you dislike about LeanData?** My biggest gripes are that there are a few minor errors/confusing portions of the documentation that make it sound like one thing is the case, when the opposite is true. Additionally, getting detailed error information and logging from the batches can be a bit complicated at times. There are also a few limitations around variables and what field updates and comparisons are available that are far from deal-breakers, but do require a bit of creative problem solving to work around. **What problems is LeanData solving and how is that benefiting you?** LeanData is allowing us to route our leads and contacts fairly, and automatically merge and assign duplicate leads. This keeps our reps in good shape in regards to their pipelines, and removes a lot of manual management on the administrative side. ### 24. Amazing course experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about LeanData?** Its flexible, easy going, lots of scope for incorporating data in our system. **What do you dislike about LeanData?** There should be more video based knowledge be available for easy assembly of the processes. **What problems is LeanData solving and how is that benefiting you?** Assigning appropriate account and contact owners. lead routing and routing scheduler is a great asset as well. ### 25. Great routing and distribution software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about LeanData?** Much better than SFDC native routing functionality. Support is extremely knowledgeable and helpful with specific buildouts. **What do you dislike about LeanData?** They are currently developing a lot of new product lines, and sometimes launches create downtime. **What problems is LeanData solving and how is that benefiting you?** We moved our inbound motion from specific reps to pool-based round robins. LeanData allowed quick setup and a wealth of features for extreme customizeability. ### 26. Powerful all-in-one tool **Rating:** 5.0/5.0 stars **Reviewed by:** Ann S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about LeanData?** Leandata is a powerful tool for routing with a bonus of the ease of use. As Leandata is releasing more features, it becomes an all in one tool with the ease to use. It does take some time to ramp up but once you use Leandata day-to-day you appreciate the tool. **What do you dislike about LeanData?** I wish the support team could be a bit more proactive when responding tickets. **What problems is LeanData solving and how is that benefiting you?** Majority of how we use Leandata is for accuracy of routing. I leverage the pool, routing, matching, and audit logs almost on daily basiss, and it has been extremely helpful when working with SDR managers on updating routing and when troubleshooting. ### 27. Great Sales tool with helpful administration tools **Rating:** 4.5/5.0 stars **Reviewed by:** Jamison V. | Senior CRM Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2024 **What do you like best about LeanData?** This app extends Salesforce feature sets for lead, account, contact and opportunity matching, and provides admins with the information needed to easily investigate/troubleshoot when the business wants to know why records were matched or routed the way they were. **What do you dislike about LeanData?** It would be helpful to have a dif output between routing graphs, but change management processes typically document this. **What problems is LeanData solving and how is that benefiting you?** LeanData helps take lead routing to the next level, taking a more intuitive direction that the rules provided in Salesforce. ### 28. If You Use Salesforce, you need Lean Data **Rating:** 5.0/5.0 stars **Reviewed by:** Raul G. | Director, Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2024 **What do you like best about LeanData?** The product is amazing but their support is also great! **What do you dislike about LeanData?** Initial set-up can be difficult if you do it on your own - w/o Lean Data's assistance. **What problems is LeanData solving and how is that benefiting you?** Lead and Account routing. ### 29. Best Routing Product on the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Heather R. | Revenue Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about LeanData?** The thing I like most about LeanData is the flexibility to be able to do just about anything when it comes to routing. I appreciate how easy it is to set up territories and update them. I have also appreciated the helpfulness of their customer support. The team is very helpful when it comes to anything you run into. As the admin, I am in LeanData at least once a week whether that is making an update or trying to improve something. I would also highly recommend their Fundamentals Certification. It is incredbily helpful to new or experienced users. **What do you dislike about LeanData?** The only dislike would probably be the learning curve of getting started. I wish I would have taken the Certification course sooner. Many of the things I learned on my own, which took a little longer but it is doable. Outside of that, there really hasn't been anything I've come across. Once you get the hang of it, you start to realize the power of LeanData. **What problems is LeanData solving and how is that benefiting you?** LeanData is solving a few problems for us. First it is helping us with routing of various types of leads. It is also our source of truth when it comes to territoties since that is the backbone of our routing. ### 30. Great routing and keeps getting better, They continue to add abilities to our existing subscription **Rating:** 4.5/5.0 stars **Reviewed by:** Peter H. | Senior Sales Operations Specialist , Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about LeanData?** Lead and Contact Routing. I also really appreciate that they continue to expand what can be routed. The recent addition of being able to route any object is going to be very useful. They have also added great a great "Hold Until" feature that lets y ou track lead activity. **What do you dislike about LeanData?** The Cost. They have a very powerful product and that can do many things... but it is quite expensive. **What problems is LeanData solving and how is that benefiting you?** Lead and Contact Routing. Lead to Account matching. Lead followup tracking ### 31. LeanData works great & has great support **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon T. | Sr Manager, Marketing and Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about LeanData?** LeanData does a great job at what it's designed to do. It's pretty easy to use, but I recently took the LeanData certification program and found out about even more features that can help us solve even more problems. Really great product, highly recommend. **What do you dislike about LeanData?** It does take a while to process leads if we make a big batch change, but we found a work around by adding a field called "Skip Routing" and have used that to make mass changes without triggering routing delays. **What problems is LeanData solving and how is that benefiting you?** We have many territories and rules around how to assigne ownerships. This tool makes it easy to use custom owner fields and assign those fields to the right owners based on complex logic that can reference related objects. We also leverage the account matching information heavily to help us treat incoming leads correctly. ### 32. Marketing Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Hatif N. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about LeanData?** The ease of use and how there's a lot of items documented for us to use and implementation. **What do you dislike about LeanData?** Very niche but I wish some common SOQL queries were availble for various node configurations. **What problems is LeanData solving and how is that benefiting you?** Efficient lead routing, we struggled with it in the past and now we are running a very strong lead routing system. ### 33. Lean Data is a must have! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about LeanData?** Lean Data is a game changer! It does more than just routing. If you want to get Leads and Accounts distributed and organized, Lean Data has to be part of your tech stack. **What do you dislike about LeanData?** I can't think of one. Their product and support is top-notch. **What problems is LeanData solving and how is that benefiting you?** Routing Leads and Accounts. ### 34. depends on their needs/use case, but if it were similar to ours, very likely to recomment **Rating:** 4.5/5.0 stars **Reviewed by:** Daytona B. | Sr Director of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about LeanData?** Duplicate notifications, round-robining, lead to account matching, and their responsiveness + support and implementation help were all great. It's generally easy to use as well. **What do you dislike about LeanData?** not much so far- it is a little hard to remember exactly how to set stuff up sometimes as i dont do it that often **What problems is LeanData solving and how is that benefiting you?** lead to account matching was non-existent before. helps us to ensure inbound leads are round-robined fairly, notifies us when dupes are detected ### 35. LeanData BookIt Feature **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2023 **What do you like best about LeanData?** The BookIt calendar feature integrates with our Hubspot form. Implementation took longer than expected due to some issues we ran into but their support team was helpful. We use BookIt daily since it's located on our main form on our website. Our sales reps seem to like BookIt but there are some features it lacks. **What do you dislike about LeanData?** BookIt lacks some basic features you would expect in a calendar feature. However, some suggestions we made have already been added so hopefully that is a good sign more updates are to come. **What problems is LeanData solving and how is that benefiting you?** BookIt gives our form submission leads an opportunity to book time directly on a reps calendar based on certain criteria. ### 36. Great product and great support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about LeanData?** The routing tool has been super helpful for our team, we've been using it for the last 2.5 years and it has continously been a crutial part of our lead gen workflow. Additionally, when we've had questions, concerns, and issues, the LD team has been quick to help troubleshoot and solve/address our situation. **What do you dislike about LeanData?** The one thing that I would say needs work is the UI. It could be a little easier to navigate and easier on the eyes. **What problems is LeanData solving and how is that benefiting you?** Lean Data is enabling us to route leads/contacts to the appropriate reps on our team, in a quick and effective manner. We're also able to notify the reps that they have been assigned a lead/contact through an easy Slack integration! ### 37. It was a pleasure working with experts in the industry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2024 **What do you like best about LeanData?** We had a great experience working with the professional service team. They were knowledgeable and flexible, offering us a solid solution to our unique problems. **What do you dislike about LeanData?** Nothing. My team enjoyed the experience working with a professional team of experts. **What problems is LeanData solving and how is that benefiting you?** Lead routing ### 38. Good system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about LeanData?** it is an easy system to learn and to manage **What do you dislike about LeanData?** it has some limitations, like the merging algorithm and hold-until nodes **What problems is LeanData solving and how is that benefiting you?** Lead Distribution, we don't need to manually distribute **Official Response from Katie Dunlop:** > Thanks for taking the time to leave us a review! We'd love to get in touch to see if there are any ways to optimize your setup around hold-until nodes and merging settings. If you feel that you'd benefit from a 1:1 session with a member of our Customer Success Team, please don't hesitate to reach out to us at customersuccessteam@leandata.com. Thank you again for being a valued customer! ### 39. Best in class for Lead Routing and Account Matching **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about LeanData?** Best in class for Lean Routing and Account Matching **What do you dislike about LeanData?** Reporting / Dashboard features could be better **What problems is LeanData solving and how is that benefiting you?** Lead Routing , Account Matching , Territory matching/routing ### 40. Powerful Lead Routing Tool for Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Dan A. | Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2024 **What do you like best about LeanData?** Leandata is a powerful tool for routing leads in Salesforce. It has an amazing number of features to make sure leads are routed to the correct sales rep. This tool can also be used for Lead to Account, which helps bring Salesforce data together. Their Customer Support is also veryhelpful **What do you dislike about LeanData?** It's a powerful tool with a larget number of features and settings. I wish I had more time to learn about them all. This is less of a dislike of LeanData, and more acknowledging this tool has a rich feature set. **What problems is LeanData solving and how is that benefiting you?** LeanData helps us better manage our lead routing rules and provides additonal insights in Salesforce with Lead to Account matching. ### 41. Sales Dev Ops Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about LeanData?** LeanData is easy to use, configure, test and deploy to production. It has some great integrations with slack and Outreach that we use frequently to streamline workflows for our sales reps. The audit logs are great for understanding why things happened. **What do you dislike about LeanData?** At times I wish we were able to create more records outside of opps/tasks/standard object records. **What problems is LeanData solving and how is that benefiting you?** We primarily use LeanData for lead routing. Rules frequently change, and LeanData allows us to be agile along with those changes. Things like Lead to Account matching, business hours, and SLA tracking are invaluable and would be quite difficult to build out in a standard flow. ### 42. Air traffic controlling for the fast paced sales person **Rating:** 5.0/5.0 stars **Reviewed by:** Ryann M. | Senior Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about LeanData?** How it assists me in routing leads, it's working while I am working and I never have to worry about leads getting to the right place or misfiring because if they do, I am able to triage on the spot. **What do you dislike about LeanData?** There isn't much I dislike, I guess how I do not have a direct CSM rather just support assistance. LeanData's support is top notch and extremely quick to respond. **What problems is LeanData solving and how is that benefiting you?** LeanData routes all leads and converts them into contacts and accounts. We use LD to assist with SLAs and rerouting if neccessary. We also use LD for creating round robins of SDRs for fair and equitable lead proportion. ### 43. A good complement to Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2024 **What do you like best about LeanData?** We use it primarily for lead qualification and routing. It sits in the middle of our lead flow and helps move people to our sales automation platform without manual review. The graph makes it fairly easy to add layers without making the flow too difficult to understand. Lead to account matching also runs without us needing to think about it — it simplifies things when we're trying to measure results across objects. **What do you dislike about LeanData?** The graphs are helpful compared to a lot of alternatives, but at a certain size they become unwieldy. **What problems is LeanData solving and how is that benefiting you?** It helps us qualify leads without slowing down routing with manual reviews **Official Response from Katie Dunlop:** > Thank you so much for your time and feedback! We’re glad that you’ve been able to simplify your processes using LeanData. If you haven’t had a chance, we highly recommend checking out the Graph Optimization Toolkit in our Learning Center. You might find some tips in there to help you keep your graph from getting too unwieldy! You can also reach out to the team at customersuccessteam@leandata.com and we’d be happy to conduct a Graph Review with you to make sure everything is optimized. Thank you for your feedback and for being a valued customer! ### 44. Must have Routing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about LeanData?** Leandata has definitely made my life as a Salesforce Administrator way easier. They got rockstar support and compared to other similar tools , leandata has way easier adoption curve. **What do you dislike about LeanData?** Sometimes the leandata batching fails to pass through . **What problems is LeanData solving and how is that benefiting you?** Leandata is helping us to solve routing and matching and list analyzing. ### 45. LeanData is great but the BookIt side still needs improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about LeanData?** LeanData is perfect for our company as we outgrew CP. The routing capabilities allow for more flexibility, specifificity and better aligns to our GTM strategy. **What do you dislike about LeanData?** We also use LeanData's BookIt solution that competes with CP. We wanted to consolidate and not use both platforms. There are definitely differences between the two, and I'd say that LeanData is actively working on it and getting theres to really compete against CP; however, there are some frustrating limitations. **What problems is LeanData solving and how is that benefiting you?** It's ensuring that we are routing leads to the right individuals and allowing our customers to book time with the right individuals. ### 46. Amazing product, well designed, easy to use and learn **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about LeanData?** This product is so powerful and I really enjoy using it/building in it. I feel like I am just scratching the surface but have enjoyed what I am doing now. The LD team has also been great to work with. **What do you dislike about LeanData?** There is a bit of a learning curve, but nothing that can't be overcome with some time and effort. **What problems is LeanData solving and how is that benefiting you?** Matching, routing accounts. Helping with exact and fuzzy matches of leads to contacts. ### 47. Migrated to LeanData from Distribution Engine. Much for capability and functionality. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about LeanData?** LeanData lets you route on just about anything. From each object, leads, contacts and accounts, routing Inbound, being able to route outbound - Use the tool for list uploads and have those automatically routed. The capabilities such as lead to account matching, de-duping, auto-conversion are things that we have not yet taken advantage of but look forward to. **What do you dislike about LeanData?** I think the way Territory Management plays into leanData can be improved. I know there are thins on the roadmap but we have not gotten that information fro our rep after meeting and requesting. LeanData does have the territory management tab, but I feel like has limited features as of right now. Our business just switched to ETM in salesforce and are looking for more functionality to help meet the needs of our routing. **What problems is LeanData solving and how is that benefiting you?** We currently use LeanData to work with our inbound tools to route all inbound Leads/contacts to our reps based on georgraphy, company size, lead source and more. We also use this to route our outbound sales reps efforts to "pass" records to AE's for meetings. LeanData helps us solve all of our routing needs and has much more capabilities and integrations that we are not currently utilizing. ### 48. Immaculate tool, great service **Rating:** 5.0/5.0 stars **Reviewed by:** Lucia d. | Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about LeanData?** I've worked with LeanData for some years and I absolutely love it. Even if at first it may look like a complex tool to use, once you get going it's actually quite intuitive in my opinion. Things typically work well and any issues arising it's usually a setup issue on our end rather than a LeanData problem. It's one of those tools that just works well! I love that is embedded in SFDC which makes implementation and use extra easy. I appreciate the investment in new features quite regularly and the way they listen to the customers. We always get very good support and are overall very happy with this product. **What do you dislike about LeanData?** Not a dislike per se but I'd love to see the Slack integration to work within the Send Notification as yet another option, so we wouldn't need another node to send a Slack notification but make it part of the same node. **What problems is LeanData solving and how is that benefiting you?** Managing very complex routing rules across different regions, and the ability to update these very quickly and efficiently. ### 49. Salesforce clean up, de-dupe and routing automation **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2024 **What do you like best about LeanData?** In my opinion, the workflows and the customer support make the investment worthwhile. While no software solution is perfect, LeanData is easy to use and does a great job at helping you visualize your logic and troubleshoot your issues. I've done two LeanData implementations and found it easy to integrate with our CRM. If I need help in the future, I won't hesitate to bring in LeanData. **What do you dislike about LeanData?** You have to have a little bit of patience sometimes to solve a particular issue. It will get solved but you have to be willing to allow the process to play out. We've always been able to get help and have our issues resolved. **What problems is LeanData solving and how is that benefiting you?** We went from having Salesforce and not using it to using Salesforce and being able to actively manage our customer relationships. Prior to LeanData, we could not match our leads to accounts, manage our acccount data or route leads to the proper salesperson. LeanData helped us solve these issues. ### 50. Powerful lead routing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Scott H. | Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about LeanData?** The FlowBuilder interface is an amazing tool that makes it easy to bring complex routing flows to life. The visual layout and no-code interface enables power users closer to the business rules and routing strategy to implement flows and make updates, instead of being dependent on SFDC admins or developers. Some key features we love are the Hold Until nodes and built-in Time to Action reporting, and the ability to use data tables in LeanData to manage complex routing scenarios. Overall, we have a very complex lead routing process and LeanData is powerful and flexible enough to meet our requirements. **What do you dislike about LeanData?** One snag we've had is with trigger nodes that control when a record enters a routing flow: you can not reference formula fields, and are limited to referencing only fields directly on the object to be routed. This means you can't use lookup fields to reference data points on related objects to dictate when a record should enter the routing flow. There are workarounds by adding a decision node right after the trigger to filter records out as needed, but this adds unnecessary processing burden. **What problems is LeanData solving and how is that benefiting you?** Centralizing lead routing logic to one system - improved visibility and control over routing logic. Implementing error alerts to identify and fix errors proactively, reducing risk of routing issues and missed or delayed follow up. 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Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Matching** - Priority Matching - Account Tiebreakers - Fuzzy Matching **Integrations** - Email Integration - Zoom Integration - Google Meet Integration - Salesforce Integration - Third-Party Integrations **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Account-Based Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis - Trend Analysis **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Routing** - Match and Route - Multi-Objects - Territories - Working Hours **Branding & Customizatio** - Custom Booking Page - Personalized Links - Personalized Web Embed - Online Booking - Room Booking **Lead Management** - Segmentation - Account Identification - Lead Scoring **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Platform Operations** - Service level Agreements - Audit Logs - Duplicate Match - Capping - Analytics - Integrations - Alerts & Notifications - AI Lead Matching & Routing **Automatic Rules & Configurations** - Set Working Hours - Automatic Updates - Buffer Times - Real-Time Updates **Marketing Campaigns** - Revenue Planning - Media Attribution - Opportunity Timeline - Customization - Journey Analytics - Reporting/Analytics - Campaign Analytics **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - 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