LeanData is the historical gold standard for lead-to-account matching and lead routing. The flexibility and workflow to achieve complex rule sets are the best in the category. Also, the hands-on implementation process was great and helped us achieve value realization quickly. Review collected by and hosted on G2.com.

Being a native Salesforce app, they rely heavily on Salesforce reporting and analytics. The in-app analytics is not great. Review collected by and hosted on G2.com.

It's a visual router, which is helpful and easy to adjust. Most of the pathing is straightforward and they provide their own certification system to learn more. Review collected by and hosted on G2.com.

It's not wholly intuitive to track down issues outside of the error log. Sometimes it would be easier to actually trace an object in the same flow system where routing is set up to actually find the issue. Review collected by and hosted on G2.com.

I really appreciate that LeanData has made a lot of product improvements, both with and without AI, in the past year. The AI Graph Summary is really helpful as it provides high-level overviews and suggests improvements, making complex routing graphs more understandable, especially for new employees. I also find the version comparison and routing insight bot very useful. The routing insight bot allows end users to self-service before needing to contact the admin team. LeanData's pop-ups and documentation keep me well informed about new features, and their support team is great to work with. Review collected by and hosted on G2.com.

I wish there were a better way to do impact analysis in LeanData. Review collected by and hosted on G2.com.

The most helpful thing about LeanData is all the help it provides for keeping our data clean such as Account Matching, Lead to Contact Conversion and Deduplication. Review collected by and hosted on G2.com.

I think it has a lot of features we don't use, and the use of some of the features is not straight forward. Review collected by and hosted on G2.com.

The routing features and the easy to understand UX/UI Review collected by and hosted on G2.com.

We don't like very much how the graphs are saved and available in the flow builder section, I'd like to better visualize them maybe with some labels Review collected by and hosted on G2.com.

I appreciate LeanData's visual elements that let us orchestrate graph logic and view it, enhancing the end user experience when submitting sales forms. I also find their recent AI graph summary to do a decent job in explaining complex graphs, which is helpful as we consider optimizations. Review collected by and hosted on G2.com.

I would like to see more generated insights on simplifying complex graphs based on their recommendations. It can be a little convoluted, and we hit some weird edge cases fairly frequently. This results in us having very complex nodes that make it difficult to update and manage over time. Review collected by and hosted on G2.com.

I like how much manual work LeanData removes from my shoulders, especially with importing or exporting accounts and contacts for our outbound motion. The routing graphs in LeanData that pull from specific lists in Salesforce are also a favorite because they help us prioritize specific accounts without manually figuring out prioritization or routing to new owners. The initial setup was fairly simple. Review collected by and hosted on G2.com.

When someone is out of the office, it is not easy to turn off distributions. It would be great if the system could easily identify when someone is out of the office as opposed to having to go in and manually note it. Review collected by and hosted on G2.com.

The range of actions you can take within the graph. It's really developed over the years and we're managing to incorporate more of our requirements into LeanData automation - vs sending it out elsewhere to add to a campaign or add people to a cadence. Review collected by and hosted on G2.com.

Governance, but that's not a platform issue. The graphs are so easy to build and manage, that you have to keep a tight control on access... And then you have to be fair with that access, so some in the business don't have the access that would allow them to use it more efficiently and broadly. Review collected by and hosted on G2.com.

The flexibility of its routing functionality allows us to get very specific in the way we route things, while still keeping the graph clean enough for everyone to understand it. Review collected by and hosted on G2.com.

Current integrations to AI systems seem to be lacking behind, but this is currently on the roadmap which is exciting! Review collected by and hosted on G2.com.

What I like best about LeanData is how it simplifies complex lead routing and workflow automation. It helps teams work more efficiently by ensuring the right leads get to the right people quickly, improving collaboration and reducing manual effort. Review collected by and hosted on G2.com.

The platform has a bit of a learning curve at first, but once you're familiar with it, it's much easier to use. Review collected by and hosted on G2.com.