I really like how LeanData is a thoughtfully built product, offering features and settings that provides impressive flexibility. Review collected by and hosted on G2.com.

Some of the flow graph node names can be a bit confusing. While the nodes offer many helpful built-in features, their short labels can make it hard to remember what each one actually does. That said, the documentation is very helpful, and this is certainly not a dealbreaker! Review collected by and hosted on G2.com.

De-duplication and account matching features have helped us quite a bit with data organization. Review collected by and hosted on G2.com.

Some features that exist in LeanData standard routing do not have the same equivalent in BookIt. Feels like there's a big opportunity to get feature parity across both products that would make customers of both products lives a lot easier. Review collected by and hosted on G2.com.

I find LeanData incredibly useful for solving complex routing logic, especially when it involves various exceptions within service lines. This capability significantly enhances our efficiency in handling lead assignments, including features like round robin and boomerang lead matching. I appreciate how easy it is to set up, making the process straightforward and hassle-free. As an administrator, I particularly value the audit log and insights for troubleshooting, which streamline my oversight of operations. Their strong support team stands out as a remarkable aspect, providing reliable assistance whenever needed. Review collected by and hosted on G2.com.

I think the navigation could be improved. Review collected by and hosted on G2.com.

I really like LeanData's ability to do account matching and how it lets us view any additional related account information and apply it to leads. This is a really big standout for us. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I really like the configuration of flows in LeanData, which is very advanced. This allows us to adapt LeanData specifically to the use we want to make of it and to be very precise about how we reassign leads. Review collected by and hosted on G2.com.

I am not encountering any particular problem, perhaps the fact that some Leads are merged when we would like these Leads to be revived to try to create a relationship. Review collected by and hosted on G2.com.

it solves complex problems like lead to account matching, lead routing and lead conversion process in a simple visual and no-code interface. Review collected by and hosted on G2.com.

Since the tool helps simplify complex problems, the range of things to solve in LeanData is quite diverse. It also requires a certain level of hands-on experience, along with using the Learning Center and available resources, to become truly proficient with the tool. Review collected by and hosted on G2.com.

(1) Easy to learn for new users. The LD team did a good job at onboarding our team with the tool and it helps that Leandata's UX is straightforward

(2) Does the job smoothly; Review collected by and hosted on G2.com.

When the routing logic becomes complex and the nodes start becoming numerous, the graph can look cluttered.

Having an "auto arrange nodes" feature or have nodes snap to grids could help Review collected by and hosted on G2.com.

I love how LeanData is user-friendly, making it easy and quick to make changes and test workflows. The support team is fantastic, and the support articles are great. I appreciate the flexibility and customization LeanData offers. Review collected by and hosted on G2.com.

Audit log investigations took time to onboard how to use these features. Review collected by and hosted on G2.com.

I like the visual element of the routing board. Being able to see all the possible places for our leads to be routed in one space makes it easier to manage. Review collected by and hosted on G2.com.

When I have a technical question, my CSM usually cannot answer it. Review collected by and hosted on G2.com.

Helps orchestrate complex routing and operational tasks that native Salesforce tools cannot accomplish. Review collected by and hosted on G2.com.

Does require a bit of work to understand how the routing processes work and the overall application's capabilities. Review collected by and hosted on G2.com.