LR
Luis R.
"Optimizes Lead Flow Despite Steep Learning Curve"
4.5/5
What do you like best about LeanData?

I like LeanData's excellent CSM team and its Help Center, which is great when I'm stuck on a technical or operational task. Also, its integration with Salesforce is smooth, achieving operational excellence when needed the most. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

It is too technical sometimes, so not as intuitive as anybody can use it, like HubSpot could be, to mention an example. Review collected by and hosted on G2.com.

Henrik W.
HW
Henrik W.
Business Operations Analyst, GTM
Enterprise (> 1000 emp.)
"Lead Routing Automation Made Simple for Everyone"
4.5/5
What do you like best about LeanData?

Automating our lead routing process. It simplifies it to where novice users can understand quickly. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

the audit logs can be a little confusing. a lot of information on a small space. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting
AS
Verified User in Staffing and Recruiting
Mid-Market (51-1000 emp.)
"Excellent Support, Ongoing Learning, and Powerful Functionality"
4/5
What do you like best about LeanData?

The support, continued learning, and functionality of the tool Review collected by and hosted on G2.com.

What do you dislike about LeanData?

It's easy to get the graph tangled up and messy Review collected by and hosted on G2.com.

Federico P.
FP
Federico P.
Revenue Operations Manager
Mid-Market (51-1000 emp.)
"Good solution for lead routing"
3.5/5
What do you like best about LeanData?

I like the fact that the tool is easy to use and navigate. It is also highly customisable to your needs. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

I wish LeanData offered functionality to merge duplicate records in our CRM, but unfortunately, that feature isn't currently available. Additionally, customer support can sometimes be less responsive and less helpful than expected when it comes to building automations. Review collected by and hosted on G2.com.

Jenna C.
JC
Jenna C.
Senior Director, Marketing Technology
Mid-Market (51-1000 emp.)
"Easy Setup and Support, But Initial Flows Take Time"
5/5
What do you like best about LeanData?

the team was very easy to get ahold of and for how complicated the tool is its quite easy to set up Review collected by and hosted on G2.com.

What do you dislike about LeanData?

it took us a while to get a simple flow working but we got there eventually Review collected by and hosted on G2.com.

Louisa S.
LS
Louisa S.
Senior Director Revenue Operations
Mid-Market (51-1000 emp.)
"Powerful tool & comprehensive implementation"
5/5
What do you like best about LeanData?

The audit logs are amazing for tech teams who are managing complex integration environments and need to see exactly how and why something is breaking down. I reference them every single day.

The layout of the graphs makes everything visual and clear to understand; love the ability to color code and annotate everything. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

It's a double edged sword - it can do anything, which means you need to have a very clear point of view on what you want to use it for, or else you can get lost in the complexity and nuance. Review collected by and hosted on G2.com.

AN
Verified User in Mental Health Care
"Great product and great team!"
5/5
What do you like best about LeanData?

The flexibility and scalability. We are always changing requirements and growing - LeanData provides the flexibility for us now and will help us scale as we continue to grow. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

Nothing - there are a few features we would like to have but were told they will launch in Q1 of '26. Review collected by and hosted on G2.com.

Alex P.
AP
Alex P.
RevOps Analyst
Mid-Market (51-1000 emp.)
"Saves Time on Routing, But Has Some Drawbacks"
4/5
What do you like best about LeanData?

Saving time from manual routing, increase speed to lead Review collected by and hosted on G2.com.

What do you dislike about LeanData?

Was not easy to implement due to our internal process of using a custom object, I think we are an outlier Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Logical rules based routing"
4.5/5
What do you like best about LeanData?

Along with our primary use of lead routing to our BDR team, we've moved several critical workflows out of Salesforce and into LeanData because the maintenance is easier and the built-in country verification reduces manually created exceptions. I was able to upskill multiple team members in to the ecosystem relatively quickly and as a result have more LD administrators than any other tool other than Salesforce. Their customer support is some of the friendliest I've ever encountered. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

There are some ease of use functionality they are still missing (copying logic rules, renaming the default path) and we still fight occasionally with getting the same lead routed twice due to rapid updates and I'd love to see better reporting rather than using Salesforce. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"LeanData has helped make our organization's inbound routing more efficient and accurate."
4.5/5
What do you like best about LeanData?

The LeanData Lead and Contact Router have turned a previously very time intensive process into an automated and time saving inbound flow. Also having a tool to manage this has enabled us to create a unified approach in lead routing.

We have also seen success in BookIt for some geographic areas. By cutting down our response time, we have seen improvements in our inbound to deal time frame.

Our customer success manager and the general LeanData support team are always eager and quick to support us in any development questions or technical issues. Review collected by and hosted on G2.com.

What do you dislike about LeanData?

Technically in the platform there are sometimes some aspects that create quite some time intensive maintenance.

For example our organization has a lot of different Round Robin Pools, and keeping them all up to date for the lead, contact and BookIt router can be quite time intensive and sometimes lead to pool mangers forgetting to update each location.

Also it is not possible to use the same territory manager in both the lead and the contact router, which also causes double the amount of maintenance if updates need to be made. Review collected by and hosted on G2.com.