--- 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: '2026-08-04' 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. Excellent lead management and routing tool **Rating:** 4.0/5.0 stars **Reviewed by:** Abilaash U. | Marketing Ops Manager (B2B), Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2023 **What do you like best about LeanData?** 1. Easy to use and handle 2. Troubleshooting errors in an existing workflow is pretty straight forward 3. Have good integration with other platforms like slack, Slaesloft etc. 4. Native to salesforce 5. Better algoritm for matching/tagging leads, contacts and accounts **What do you dislike about LeanData?** 1.Its not possible to view the entire history of the lead's journey. 2.Complicated User interface 3. It will be really intersting if leandata supports lead enrichment **What problems is LeanData solving and how is that benefiting you?** Leandata helps us by taking the created leads and assigning it to a sales rep in no time, this helps us reach out to the leads as quick as possible when our brand is still on top of their head ### 2. Seamless lead routing and so much more **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2024 **What do you like best about LeanData?** A comprehensive tool for lead routing. Has most if not everything you need to make the marketing to sales hands-off process more efficient -- alerts, round robin, SLAs, meeting scheduler & more. Support and onboarding was top-notch. **What do you dislike about LeanData?** Can be challenging to learn as there's a lot to the platform. The troubleshooting view can be improved as it's a bit tedious to go through. **What problems is LeanData solving and how is that benefiting you?** LeanData has helped make an inefficient process, efficient through workflow automation. We were previously routing leads without a system and it was a challenge. ### 3. Really great routing platform **Rating:** 5.0/5.0 stars **Reviewed by:** Jena W. | Revenue Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2024 **What do you like best about LeanData?** Lean Data can really assist with the nuances of routing and gives you so much more control than other software platforms. **What do you dislike about LeanData?** Can be a bit convulted to set up the routing however once get the hang of it super easy to modify. **What problems is LeanData solving and how is that benefiting you?** Helping route leads, contacts and accounts to the correct owners. ### 4. Core tool for RevOps and all things lead management. **Rating:** 4.5/5.0 stars **Reviewed by:** Vanessa W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2023 **What do you like best about LeanData?** Best solution we've used for lead management and processing - not only for foundational processes L2A matching, routing, merging dupes, notifications - but also to orchestrate other automations, including integrations with UserGems and Outreach. I love the flow builder interface and the router audit logs are EXTREMELY helpful when troubleshooting. The team is extremely helpful and appreciate the wealth of knowledge hub resources available. **What do you dislike about LeanData?** There is a little bit of learning curve to building a functioning graph and all the options are a bit overwhelming at first I can also see that down the road, the more complexity we build into the tool, the harder it might be to maintain and troubleshoot. It would be great to receive some enablement from the teamon how to optimize our graphs as we scale. **What problems is LeanData solving and how is that benefiting you?** Transforming our routing flow! We used to have a unwieldy SFDC flow to operate routing - extremely burdensome. We also tried another tool for routing and were very dissappointed in its functionality. LeanData has by far been the best! Saving us so much time and energy. ### 5. LeanData - A real game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Ouida L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2023 **What do you like best about LeanData?** I've heard about LeanData for a long time, but have never been lucky enough to work with a team that has made that investment. The tool is described as being very simple and straightforward, but you can make so many tweaks that if feels really complicated. It really can be customized in so many directions. I highly recommend taking the certification course. There are tons of videos and good information, but I think learning with the team from A-Z is imperative. It is really easy to get yourself in trouble. Their customer care team is amazing. Each person I have worked with has gone above and beyond. They are happy to help, they ask great questions, and they follow up. They remind me of what customer care used to be, and that is a great thing! **What do you dislike about LeanData?** There are so many options that setup can really get overwhelming. Even though setup is pretty straighforward, there are so many possibilites. **What problems is LeanData solving and how is that benefiting you?** We use LD to route all leads and contacts to the Sales teams. ### 6. A Flexible Tool That Solves a Major SFDC System Gap **Rating:** 4.5/5.0 stars **Reviewed by:** Mark C. | Enterprise (> 1000 emp.) **Reviewed Date:** June 29, 2023 **What do you like best about LeanData?** The routing module is what initially drew me into using the tool. After spending countless hours working on the default salesforce lead assignment rules as well as building out hack jobs using flows to try to route contacts. We knew we needed a solution that allow us to accurately route leads in a timely fashion without the need for SFDC developers. **What do you dislike about LeanData?** Not so much dislike it, but the routing diagram can be better represented maybe in a list form of sorts. Once you get past 50+ elements, the chart becomes overwhelming to read. It can be daunting to untangle the web of configs, especially when I am inheriting the existing system from a predecessor. It will be great if LeanData can convert the diagram in a way to help us create easily readable and sharable documentation that provides high-level details at a glance. **What problems is LeanData solving and how is that benefiting you?** It gives my team the ability to easily configure complex routing rules that would otherwise require salesforce developers. It has an intuitive UI that makes configuring the system pretty easy and has good diagnostic tools to help resolve problems when they arise. The account data management tool is also a game changer for the sales ops team as our territory changes frequently. Being able to set smart rules to re-assign not only accounts but also related fields under the object makes life so convenient. It plays well enough with native salesforce tools like flows and external API such as ZoomInfo. ### 7. Business Transformation with LeanData **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly G. | Manager, Revenue Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2023 **What do you like best about LeanData?** We can run our lead, contact, account, and case management out of LeanData without SFDC developer resources. They help us meet all of the routing KPIs and have helped us transform our business with their automation and workflows. Of all the vendors I work with, the LeanData team is best. Their customer success, support org, and ability to quickly implement customer feedback to the product are fantastic. They have built partner integrations allowing us to connect and run our lead management tech stack out of LeanData. **What do you dislike about LeanData?** They have fully built out products for most standard objects (lead, contact, account, opportunity, cases) but their product around custom objects is still minimal, although they are growing the product to better support custom objects. **What problems is LeanData solving and how is that benefiting you?** LeanData has helped with Lead-to-account matching, routing, and field automation on the objects. We have saved a 1/3 of the time an SFDC developer resource, helped us triage changes and issues faster (not working in monthly dev sprint cycle), and improved our lead management KPIs (speed-to-lead, lead velocity, open ops/pipeline). ### 8. Solid Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** July 11, 2024 **What do you like best about LeanData?** Routing to key users, mutliple integrations with industry standard tools. Easy to understand and update on the fly. Strong matching. **What do you dislike about LeanData?** Mutliple Graphs is an added feature vs Standard **What problems is LeanData solving and how is that benefiting you?** Form to Lead Routing and Market Qualified Routing ### 9. Does the job **Rating:** 2.5/5.0 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?** Makes round robin routing easier than manual work **What do you dislike about LeanData?** not easy to use, fair amount of bugs, glitches here and there **What problems is LeanData solving and how is that benefiting you?** lead routing, meeting booking **Official Response from Ashley Ward:** > Hello, Thank you for your feedback, we appreciate it. We are sorry to hear about your experience and are committed to addressing your concerns. Please reach out to us at customersuccessteam@leandata.com so we can set up time to get these issues resolved. Thank you, Ashley Ward ### 10. Good partner, very collaborative and the tool is spot on for the work we do with our B2B leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about LeanData?** The way we are able to automate our lead routing based on multiple decision tree variations. **What do you dislike about LeanData?** Nothing comes to mind, the team seems happy with the team and the tool. **What problems is LeanData solving and how is that benefiting you?** Automating a complicated strategic need to get tens of thousands of leads from multiple product lines/Business units, geographys and many sales reps and territories routed properly ### 11. Director of Marketing **Rating:** 4.5/5.0 stars **Reviewed by:** Kate G. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about LeanData?** It's robust! Any thing you want to do - you can. A sales person you're routing leads to is getting married, you can set a stop and start routing date. You have an intricate web of nuances to your routing and notification? You can branch of any filter or data. **What do you dislike about LeanData?** Its UX could use a refresh. I think it could do better in its testing abilities too. Sometimes we'd like to better test our new routing versus waiting to find the holes in real time. **What problems is LeanData solving and how is that benefiting you?** Deep integration with Salesforce. We're auto-converting leads to matched contacts and contacts to associated accounts. We're assigning through Lead Data and we're also sending notifications in Teams and via email in real time to the sales team. ### 12. LeanData-Tool to Use for routing **Rating:** 4.0/5.0 stars **Reviewed by:** Sakshi V. | Team Lead, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2022 **What do you like best about LeanData?** Lead Routing and Debugging the routing logic **What do you dislike about LeanData?** Sometimes the graphs are slow which is little annoying **What problems is LeanData solving and how is that benefiting you?** Lead Routing and Lead Duplication ### 13. Must have for Round Robin **Rating:** 5.0/5.0 stars **Reviewed by:** Ashleigh C. | Senior Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2023 **What do you like best about LeanData?** LeanData is the ultimate tool for routing. You can customize it to meet your companies needs. After taking the fundamentals course, I've seen so much more potential we haven't been utilizing making the app even more valuable. The best part of LeanData though, is their people. They are, without question, the most helpful company in our tech stack. They respond quickly and THOROUGHLY. **What do you dislike about LeanData?** I cannot think of a dislike at this time **What problems is LeanData solving and how is that benefiting you?** Easy way to round robin records, show which reps are out of office etc. My companies round robins almost everything, leads, opps, and accounts. ### 14. Outstanding customer onboarding **Rating:** 4.5/5.0 stars **Reviewed by:** Jay H. | VP of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about LeanData?** LeanData is an excellent, user-friendly routing and lead management tool - but I was especially impressed with their customer onboarding. Excellent hand-holding & set up, which made us feel very valued and supported, especially in creating all of our rules and routing paths. **What do you dislike about LeanData?** None - I'm quite happy with LeanData thanks to onboarding and set-up. **What problems is LeanData solving and how is that benefiting you?** It allows us to successfully route inbound leads while also alerting us to issues, even allowing managers to be notified if a BDR or AE isn't following up in a set amount of time. ### 15. I am very happy **Rating:** 5.0/5.0 stars **Reviewed by:** Simos P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about LeanData?** Audit logs view :) Is very helpfull the way **What do you dislike about LeanData?** Not a lot of things on Bookit flow :) :) **What problems is LeanData solving and how is that benefiting you?** The lean data matching and routing of course ### 16. LeanData knows their space and does it well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2023 **What do you like best about LeanData?** LeanData is the backbone of our Lead, Opportunity and Account routing and is critical to our business processes. They are continually releasing new features and improvements such as Credits that help make routing even more efficient. I also apprciate that LeanData is integrated into Salesforce. **What do you dislike about LeanData?** LeanData's user interface is dated and not particularly intuitive for a beginner. I'd love the ability to describe what I want to route in plain language and have LeanData recommend or start a map for me, potentially through AI. **What problems is LeanData solving and how is that benefiting you?** LeanData handles conversion of Leads to Contacts and ensures that Leads are equitably distributed amongst SDRs, and Opportunities to AEs. We also use LeanData to notify account managers when their customers request an upgrade in-app. ### 17. Ash Mcdonough was Amazing **Rating:** 4.0/5.0 stars **Reviewed by:** Richard H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about LeanData?** Ash Mcdonough was Amazing in our implementation. We had an extremely hard use case and she nailed it. **What do you dislike about LeanData?** Activity routing is needs to be advanced where activities can post to accounts. We were initially promised this in our intro calls but it ended up where this could not happen. **What problems is LeanData solving and how is that benefiting you?** We needed a lead router which would automatically make the lead to account relation. This use case is working great. ### 18. Demos booked directly for sales **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa M. | Senior Director Demand Generation, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2024 **What do you like best about LeanData?** BookIt is great because it routes demo request meetings to our sales team based on segment, region and account ownership immediately without having to have an SDR jump in. Gets the prospect all squared away immediately **What do you dislike about LeanData?** Nothing, love all of the flexible. Long time user at multiple companies **What problems is LeanData solving and how is that benefiting you?** Routing leads to the correct owner. Booking demo requests for AEs on our website correctly. ### 19. I don’t know how we survived before LeanData **Rating:** 5.0/5.0 stars **Reviewed by:** Chandler W. | Digital Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about LeanData?** Hands down the best tool for lead to account matching and routing. We're able to automate down to the slightest details a very complex. Any shortcomings that we've noticed somehow always end up being fixed in a new release. Every month they release new features and capabilities that make a real difference. I'm gonna lie, I love LeanData. **What do you dislike about LeanData?** LeanData BookIt is a relatively new product and some of its functionality shows, especially for forms. Integrating our website forms wasn't the easiest thing and I hope the product continues to mature because the solution is so promising. **What problems is LeanData solving and how is that benefiting you?** Duplicates, lead to account matching, routing, scheduling. ### 20. Great Routing and Demo Booking Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Manish P. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2023 **What do you like best about LeanData?** I love the no code process and the visual graph that you can see with ease. You can create very complicated routing scenarios in half the time it would take you to code it. **What do you dislike about LeanData?** Not really a fan of the batch processing, I wish it was instant. **What problems is LeanData solving and how is that benefiting you?** This tool solved all of our routing issues, and allowed us to create very detailed routing rules with ease ### 21. Amazing tool for lead routing **Rating:** 5.0/5.0 stars **Reviewed by:** Sourabha J. | Director of Sales Operations/Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about LeanData?** We have been using LeanData for lead routing, and merging leads and assignments. It is very easy for us to use the tool and setup the mapping. Easy to update anytime the mapping needs to change. **What do you dislike about LeanData?** Sometimes we can build rules that can override each other. If there was a way to know that quickly, it would be a help to the Ops team. **What problems is LeanData solving and how is that benefiting you?** LeadData is helping us accurately assign the Leads to the right accounts and identify any dupes. Building complex routing rules based on product and region. ### 22. LeanData has changed our life **Rating:** 5.0/5.0 stars **Reviewed by:** Rob J. | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about LeanData?** The ability to automate lead, opportunity, case, and, frankly, almost every other Salesforce object routing has been incredible and saved our operations teams countless hours of effort. **What do you dislike about LeanData?** Some of our processes are very complex and thus require customer code to implement. I would like to see the product evolve to include those types of use cases through configuration. **What problems is LeanData solving and how is that benefiting you?** LeanData has saved us countless man hours each and every day as we no longer require and operations resource to manually assign each and every lead that comes into us. ### 23. Very powerful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about LeanData?** This is a really powerful tool you can basically do anything you want in terms of lead/contact/accounts rerouting within in Salesforce. I really like their extra plugins like Saleloft and Slack notifications. **What do you dislike about LeanData?** Not much really, but it is a complex tool and we did have a hard transition from Lane 4. However, the implementation team is top notch **What problems is LeanData solving and how is that benefiting you?** It really help us on the notification side of things so poeple know when a lead or account is routed to them. Otherwise it really is doing the same as our previous system but in a better way. ### 24. Easy to use for our salesteams **Rating:** 5.0/5.0 stars **Reviewed by:** Don H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about LeanData?** We use Leandata to help manage our lead scoring and routing for our team. It makes it easy for accurate lead assignment with large regional salesteams. **What do you dislike about LeanData?** It is unlike any other tools out there so there is a learning curve. The good news is that theres a certification course to help us use it. **What problems is LeanData solving and how is that benefiting you?** We have thousands of accounts in our CRM and lead routing to the account is critical for speed-to-lead targeting for our salesteam. ### 25. leandata review - Best routing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jason J. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about LeanData?** Very user friendly tool for admins. I really enjoy using leandata for the following reasons 1.very user friendly tool and easy learning curve for admins to manage 2. audit log provides 360 view for admins to troubleshoot **What do you dislike about LeanData?** Overall, leandata has been a great tool. not sure If I have anything I dislike about the tool at this time. However, 1 thing that comes to mind - Although UX is great, but the UI can be improved a bit **What problems is LeanData solving and how is that benefiting you?** when lead is created, leandata looks at that lead and determine which account that lead should be related to. <- This functionaliy is not easy to achieve without salesforce native feature ### 26. Effective, efficient & everything we were missing! **Rating:** 4.5/5.0 stars **Reviewed by:** Ashley M. | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about LeanData?** Easy of use! One of the best tools I have implemented at my current organization. Helping us to scale, quickly! **What do you dislike about LeanData?** Learning curve. As an SFDC Admin, you think you know a lot but, there is quite a different perspective when trying to build your graphs to be effective. **What problems is LeanData solving and how is that benefiting you?** De-duplication, speed to lead issues & routing to a complex territory strategy. ### 27. Best lead routing software on the market **Rating:** 4.5/5.0 stars **Reviewed by:** Trent B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about LeanData?** Lean data is a fantastic tool with great features. They continue to add more tech regularly and the customer support has been excelllent. Highly recommend for small and large companies regardless of your use case. **What do you dislike about LeanData?** The software can be difficult to master without taking the certification course. It would be nice for that to be included with the purchase for 1-2 users so companies can get the most out of the product from the start. **What problems is LeanData solving and how is that benefiting you?** We have a complex lead routing SOP that makes using out of the box salesforce features almost impossible. This product has helped up streamline routing and matching so we can focus on selling instead of monitoring lead distribution . ### 28. Easy to use lead/contact router for Global Team **Rating:** 5.0/5.0 stars **Reviewed by:** Janine B. | Inside Sales, Enablement and Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about LeanData?** I appreciate the ease of use for the tool. Although Leandata offers a superb certification course, it was a simple enough tool to start with without the full course. **What do you dislike about LeanData?** I wish there were more LeanData specs around merge proportions, on the LeanData ruleset side (rather than our CRM) **What problems is LeanData solving and how is that benefiting you?** LeanData helps us route our inbound leads, Auto-converting to matched accounts in the process. It's also helped us prevent duplicate lead/contact creation substantially from before implementing the tool. ### 29. Visually Appealing, Great Training **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsey G. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about LeanData?** Much easier than using lead routing rules in Salesforce. The visual interface of Lean Data makes it easy to see how your company's lead rules are set up. Lean Data did a great job of getting us set up with our Lead configurations. LeanData's certification class is top notch! The trainers do an excellent job of explaining how to use LeanData. **What do you dislike about LeanData?** We recently encountered a bug that did not allow us to update our lead routing in Lean Data flow builder. It took over a week for Lean Data developers to fix the issue and in that time our leads were not able to be routed correctly. **What problems is LeanData solving and how is that benefiting you?** LeanData is helping us to more easily manage lead routing so that SDR's are able to be assigned and contact leads more efficiently. SDR's are able to quickly learn about new lead assignments through Slack. ### 30. LeanData is the real MVP in our Marketing tech stack **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about LeanData?** Data hygiene issues. Inaccurate lead assignments. Lack of visibility and troubleshooting. These are all common issues us Ops folks deal with on a day to day basis without a platform like LeanData. LeanData helps solve all of the above issues with their lead to account (L2A) matching capabilities and easy to use drag and drop functionality within the graph builder. Our Sales team loves the L2A functionality as it gives them a more complete view of their Accounts. It gives them more time back in their day to sell (huge win for the company) as they aren't bogged down converting Leads. As an Ops professional, I'm a huge fan of the robust graph builder. It's extremely easy to set up and manage, and the territory management feature makes keeping up with territory adjustments/rep transitions a breeze. When you need to troubleshoot, the audit log saves the day. **What do you dislike about LeanData?** There's an opporutnity to improve the merging capabilities. I would like to use the feature, but I need the ability to make field by field selections vs a one size fits all approach. **What problems is LeanData solving and how is that benefiting you?** 1. Account management - converting Leads to Contacts for a more 360 degree view of the Account 2. Accurate lead assignment - solves our ABM approach, routing to the correct sales teams based on matched account data first, person geo data as a fallback 3. Time Efficiency Gains - gives our Ops and Sales teams more time back in their day to focus on less admin level activities ### 31. Valuable tool and great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** James L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about LeanData?** LeanData make routing and distributing leads to our sales teams fast and organized. The native integration with Salesforce is a big benefit. I appreciate the level of depth that the platform allows you to go into when creating your lead-matching and routing strategies. Their resource section and articles have been very helpful when researching how to do something. And their customer service team is responsive and can be hands-on when helping to solve an issue. **What do you dislike about LeanData?** Sometimes the complexity of using the platform and knowing which node or functions to use can be a little daunting if you have not used a similar tool before. I think creating multiple common lead matching and routing scenarios, along with detailed walk-throughs of setup and implementation, would be very helpful for all level of users. **What problems is LeanData solving and how is that benefiting you?** LeanData routes leads, along with matching leads to accounts, to multiple sales teams. We also use the routing scheduler and list analyzer for one-off applications and needs. ### 32. Oh wow, so awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about LeanData?** Very cool tool that makes complex operations very simple. It's easy to manipulate and see what went wrong in a specific area. It's always nice to go back into the audit logs and explain to a sales rep why it ended up with them. **What do you dislike about LeanData?** Limitations on some account matching logic. Sometimes a user might have a similar website to an account but is not exactly the same as the one on the account. This causes issues with matching. It would also be nice if your database on subsidaries expanded **What problems is LeanData solving and how is that benefiting you?** It solves lead routing automation for us, notifying sales reps so I don't have to, alerting me if things are going wrong and keeping track of territories across the org. ### 33. Very Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Justin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2024 **What do you like best about LeanData?** Much easier to configure and more powerful than standard Salesforce assignment rules. Initial set up was easy and the support team is fantastic. Integrates easily with slack/MS teams/Salesloft/etc. **What do you dislike about LeanData?** Some of the pages load pretty slow and migrating the metadata between production and sandboxes can be a hassle. **What problems is LeanData solving and how is that benefiting you?** Easily solved our relatively complex routing logic ### 34. Marketing Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about LeanData?** The ability to customize what you need for your specific organization. The flexibility of the nodes makes it extremely easy to do exactly what you are looking for. **What do you dislike about LeanData?** The copy and paste functionality is finicky and often does not work. **What problems is LeanData solving and how is that benefiting you?** Routing all accounts and contacts to the appropriate sales rep. ### 35. LeanData is vital to our business and is the best tool for our sales team! **Rating:** 5.0/5.0 stars **Reviewed by:** Derrick E. | Salesforce Administrator, Staffing and Recruiting, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about LeanData?** The speed in which leads are routed, being able to customize the criteria at such a minuscule level, being able to import/export graphs between our production org and sandbox org, the training LeanData provides **What do you dislike about LeanData?** I wish there was a way to test a graph update within LeanData, similar to the debugging tool in flow builder. I think that would save a lot of time. Currently I'm having to create test leads to see how they'd route through the graph **What problems is LeanData solving and how is that benefiting you?** Solving the problem of lead routing and not having our sales team have to manually decide what Outreach sequence to put each lead in or who should be assigned the lead ### 36. A powerful and highly customizable tool that's perfect for scaling RevOps teams **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about LeanData?** LeanData is one of the most customizable platforms I have seen in terms of lead/contact/opportunity routing. Because of how it lives in Salesforce, the complex routing rules (for net new leads or extensions of Salesforce flows) do not use API calls, meaning you don't have to worry about shutting down your tech stack when you upload a massive list of new leads. **What do you dislike about LeanData?** As with any tool where customizability is impressive, knowing how to get started can be a challenge. When I first came to my new company, the current admin had created a 'spiderweb' of logic. This is sometimes required in order to manage territories on a very granular level or for handling a multitude lead sources **What problems is LeanData solving and how is that benefiting you?** LeanData has two essential places in our workflow. First, it takes all leads from Pardot, dedupes, assigns to accounts, and then routes to the correct territories via custom routing rules. Second, we use it to assign Account Managers and CSMs to accounts after winning the initial New Business opportunity. Both functions serve to reduce hands-on data management by our RevOps team. ### 37. Easy to use for lead routing and monitoring! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2024 **What do you like best about LeanData?** Clean interface Easy to manage Advanced monitoring of everything we set up **What do you dislike about LeanData?** Some learning curve required to have good mastery of the tool **What problems is LeanData solving and how is that benefiting you?** We have complex lead routing rules which LeanData is advanced enough to manage and process. We also use it for lead duplication detection and other account management ### 38. Strong tool, mixed success in practice **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah W. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about LeanData?** LeanData's tool is incredibly powerful and has allowed us not only to route efficiently, but to more effectively lead to contact match than we would have otherwise been able to with HubSpot routing. **What do you dislike about LeanData?** LeanData has some lead status limitations - we found it difficult to lead to contact match while preserving lead status, and our support experience with this issue took quite some time. We would have loved a stronger solution & more responsive customer service team during this, as it continued to be a big roadblock for our organization. The platform itself is also clunkier-looking from a UX perspective than other routing tools. **What problems is LeanData solving and how is that benefiting you?** Effective routing ### 39. Great tool for ops teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2024 **What do you like best about LeanData?** It keeps our database clean - we use it to merge duplicates, attach Leads to Accounts, and route leads easily. **What do you dislike about LeanData?** I wish it was cheaper to implement all of the tool's features **What problems is LeanData solving and how is that benefiting you?** Lean Data gives us a way to merge duplicates & match Leads to Accounts as they enter the database which keeps things clean & accurate. It also routes Leads to sales AND gives us exceptionally clean detail as to why it routed someone the way it did which allows for easy troubleshooting. ### 40. Lifesaver for routing leads **Rating:** 5.0/5.0 stars **Reviewed by:** Dan D. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about LeanData?** I love how intuitive LeanData's flowbuilder is. If you have used flow charts in the past then you can easily use FlowBuilder. Their support team is top notch as well if there is ever an issue that arises. **What do you dislike about LeanData?** Their BookIt tool was not as useful as tools like Chili Piper when we used it in the past, but from I understand they have rolled out major enhancements so I'm sure it's much more useful now. **What problems is LeanData solving and how is that benefiting you?** I just had a panic attack thinking about my days before using LeanData, routing leads the old fashioned way using lead assignment rules. LeanData makes routing leads to the correct owners and round robining new leads extremely easy. ### 41. LeanData is reliable, dependable and an overall; great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Domonic J. | Sr. Rev Ops mananger, Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2024 **What do you like best about LeanData?** The ease in implementing the tool. Leandata made the transition to using the tool as easy as possible **What do you dislike about LeanData?** Can be a bit complicated at first, but that's just from not having experience with the tool **What problems is LeanData solving and how is that benefiting you?** Ease of routing leads/accounts to the correct owners ### 42. Great tool and great support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about LeanData?** LeanData has helped us navigate very complex lead routing rules and improved the efficiency of our process. They are always available to help us update the process as well as providing insight into better efficienies. They also have an expansive tool set that will allow us to expand our relationship further. **What do you dislike about LeanData?** I do not have anything negative to say about LeanData. Once you understand how the tool works and how best to use it for your company - it is a lifesaver. **What problems is LeanData solving and how is that benefiting you?** LeanData solved our lead routing for both inbound and outbound sales teams. It also has solved a unique use case for us with bad form fills and allows us to route those to a queueing system to be evaluated. ### 43. Easy to use, intuitive, great support team. **Rating:** 4.0/5.0 stars **Reviewed by:** Natalia G. | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2023 **What do you like best about LeanData?** I like availability of tge documentation and support team that's always ready to respond to any of my questions. **What do you dislike about LeanData?** Intuitive drag and and drop type of setup at the same time removes flexibility in complexity of the logic that is sometimes needed. **What problems is LeanData solving and how is that benefiting you?** Allows to creat logical routing and record data updates, as well as duplicates detection with fair bit of flexibility. ### 44. Great and Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Zak B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2023 **What do you like best about LeanData?** If you are comfortable with SFD Flow builder you should have no problem with LeanData. There is so much more this tool can do than I know! **What do you dislike about LeanData?** Sometimes will get backed up if you do bulk data edits. Need to prepare LD properly to be ready for those bulk update and exclude them. **What problems is LeanData solving and how is that benefiting you?** Lead matching and routing ### 45. Great, highly customizable solution. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about LeanData?** - Very dynamic, flexible and customizable. - Powerful automation capabilities. - Implementation and support teams are very knowledgable, helpful and responsive. **What do you dislike about LeanData?** Definitely not the most intuitive tool. Building your own graphs, or editing existing graphs can be cumbersome. **What problems is LeanData solving and how is that benefiting you?** We primarily use LeanData for: Lead Routing (complex assignment rules) Lead to Account Matching Duplicate management for inbound leads It works incredibly well. Being able to match leads to account helps surface essential information for lead routing, and for our team to quickly get up-to-speed on the lead and reach out, improving our time-to-contact. ### 46. The best tool to route leads! **Rating:** 5.0/5.0 stars **Reviewed by:** João A. | Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about LeanData?** Leandata it's simply the best tool for lead routing that we can get! we use it to basically route every lead that we get worldwide to the correct SDR/AE and even owner accounts! **What do you dislike about LeanData?** It can be a bit hard to understand all features at first. A different way to organize the full map would also be nice. **What problems is LeanData solving and how is that benefiting you?** We needed a tool to help us route leads/contacts to the correct owners since we're a worldwide company, and leandata help us doing it with no problems and zero issues! ### 47. Great way to route leads **Rating:** 4.5/5.0 stars **Reviewed by:** Benny Z. | Sr. RevOps Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about LeanData?** Leandata is the best declarative automation tool available for routing functionality. All other tools are either code-based or clunky. We use it often. **What do you dislike about LeanData?** Leandata hasnt had a UI update for a while, and many features are lacking **What problems is LeanData solving and how is that benefiting you?** Lead routing ### 48. Lead routing made seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2023 **What do you like best about LeanData?** Using Leandata has been a great experience for me. The software is user-friendly and the certification training provided was very helpful. It's not only about having a tool to streamline our processes but also receiving proper training to maximize its benefits. Leandata enables us to align our routing rules with our go-to-market strategies effectively. **What do you dislike about LeanData?** People who do not regularly use LD tend to get overwhelmed when they look at it. **What problems is LeanData solving and how is that benefiting you?** Leandata graphs are easy to modify which allows us to keep up to date with our GTM stategies. ### 49. LeanData has been amazing and reliable! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2023 **What do you like best about LeanData?** Its realiable, set it and forget it and the support team has been amazing. We were up and running within days! **What do you dislike about LeanData?** We have not had any issues in the year that we have been using LeanData. **What problems is LeanData solving and how is that benefiting you?** LeanData has been extremely beneficial in helping improve our conversion rate on inbound demo requests by allowing propsects to book a call directly through our site. I like that it gives us the ability to round robin these amongst reps and even put criteria in place to send it to the right rep. ### 50. Amazing Product & Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about LeanData?** LeanData has a game-changer for our organization. It's automated lead routing and intelligent matching capabilities streamline operations, saving time and effort. They also have an exceptional customer support team. Recently attended their certification training which showed me how powerful the tool was. Look forward to implementing the new features I learned during the training in my org. Highly recommended! **What do you dislike about LeanData?** While it has some de-duping features, you cannot de-dup your entire database with Leandata. You would need to go with a different software (like Cloudingo). I was hoping for that to help with tech stack consideration. Love it other than that and maybe they will add that in the feature. **What problems is LeanData solving and how is that benefiting you?** We use it to bring in Hubspot leads to be routed correctly, moved directly into accounts, and created opportunities. We also use the notification functionality to help review leads that could be junk and have a manager check those immediately. ## LeanData Discussions - [Which CRMs do you integrate with?](https://www.g2.com/discussions/crm) - 3 comments, 2 upvotes - [View LeanData pricing details and edition comparison](https://www.g2.com/products/leandata/reviews?page=6§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+08%3A49%3A08+-0500&secure%5Bsession_id%5D=c39ac3e2-e751-4f30-9ab5-fb9042ef0fb7&secure%5Btoken%5D=9bb358f3db73f3374e9e32d2389497d0ed8cf82a31662951ab229073088a848c&format=llm_user) ## LeanData Integrations - [6sense Revenue Marketing](https://www.g2.com/products/6sense-revenue-marketing/reviews) - [6sense Sales Intelligence](https://www.g2.com/products/6sense-sales/reviews) - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 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[Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [UserGems](https://www.g2.com/products/usergems/reviews) ## LeanData Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - 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 - Email Campaigns **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Additional Functionality** - Content Delivery - Multi-Channel Communication - Alerts/Notifications - Pipeline Reports - Data Synchronization - Contact Database - Lead Nurturing - AI Copilot - Performance Metrics - Prioritization - Lead Qualification - Marketing Automation - Search/Filter - Content Creation **Additional Functionality** - Task Scheduling - Customizable Branding - Customizable Fields - Reminders - Shift Swapping - Automated Scheduling - Drag & Drop - Mobile Access - Real-time Scheduling - Multi-Location - Personalization and Recommendation - Access Controls/Permissions - Resource Scheduling - Activity Tracking - Timesheet Management - Availability Management - API - Absence Management - Self Service Portal - Generative AI - Calendar Management - Real-Time Notifications - Class Scheduling - Employee Scheduling - Facility Scheduling - Booking Management - User Management - 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