--- 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: '2026-07-20' 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. Must Have for Marketing! **Rating:** 4.5/5.0 stars **Reviewed by:** Megan M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2023 **What do you like best about LeanData?** I am a very new LeanData user, but this tool always amazes me. It is such a powerful tool and allows our marketing team to streamline some of our internal lead gen processes. It has saved us so much time and eliminated multiple headaches. They also have an excellent certification class with some great instructors. I learned so much more about how to use the tool more efficiently. Highly recommend the course as well. **What do you dislike about LeanData?** It takes a while to feel comfortable because the platform has many advanced capabilities. **What problems is LeanData solving and how is that benefiting you?** Leandata automatically routes our inbound marketing leads to our salesforce accounts and contacts. This saves us a lot of time and enables our salespeople to act on the leads faster. ### 2. Solid tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about LeanData?** Lead to account matching runs without a lot of oversight. It solves a lot of lead vs. contract conversations in Salesforce. Routing in general is pretty user-friendly. **What do you dislike about LeanData?** It's pretty easy for routing flows to get messy. Without a close eye, they can become hard to read and you lose the transparency the setup provides **What problems is LeanData solving and how is that benefiting you?** It helps us get a view of account penetration for top-of-funnel activity (before leads are converted to contacts). ### 3. Easy to use interface! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** September 21, 2023 **What do you like best about LeanData?** Automation, routing and emailing capabilities. Very powerful tool. **What do you dislike about LeanData?** Sometimes causes issues with Salesforce governor limits **What problems is LeanData solving and how is that benefiting you?** Routing Leads and Contacts to appropriate Reps. Account matching ### 4. User friendly tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 18, 2023 **What do you like best about LeanData?** We use lean data for less routing and conversion, it is a good tool that is user friendly and reliable. **What do you dislike about LeanData?** It would be nice to know how to utilize it better **What problems is LeanData solving and how is that benefiting you?** Lead routine and lead conversion, which we do only in Leandata ### 5. Useful resource **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2023 **What do you like best about LeanData?** The layout of the system and how easy it is to navigate with clear guides. **What do you dislike about LeanData?** Some of the nodes can be over complexed in the way that they are explained. It would be good to have specific examples of how you could use them with best practices. **What problems is LeanData solving and how is that benefiting you?** Routing the leads through the system to the SDRs. Saving time with automation. ### 6. Leandata Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ajay s. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about LeanData?** Powerful to route leads and very fast processing. **What do you dislike about LeanData?** Cost and packages can be modified to ease the selection process **What problems is LeanData solving and how is that benefiting you?** Account based routing, Country based routing ### 7. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about LeanData?** LeanData is very easy to use and learn. It is easy to update and customize to what our org needs with ease. **What do you dislike about LeanData?** I have no dislikes in regard to leandata. **What problems is LeanData solving and how is that benefiting you?** Account, lead and contact routing. Eventually case routing. Lead to account matching. ### 8. Great tool to manage your leads!! **Rating:** 4.5/5.0 stars **Reviewed by:** Harika M. | Staff Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** September 14, 2023 **What do you like best about LeanData?** It a great marketing tool that increased our revenue and helped us manage our leads better **What do you dislike about LeanData?** There are not much that I dislike about the tool but the UI can be improved a little better **What problems is LeanData solving and how is that benefiting you?** Creating leads from the software and ### 9. An absolute must for any org with any level of routing complexity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about LeanData?** Anyone who has tried to set up and maintain SF Assignment Rules knows how incredibly awful that experience is. This tool, in my opinion, is the best in the biz and is surprisingly simple considering how complex it actually is. The support and documentation quality is also above average so you can feel good about that as well. **What do you dislike about LeanData?** There are some small features I'd like to see added, but it's nothing that would keep me from recommending the tool. **What problems is LeanData solving and how is that benefiting you?** Replacing Assignment Rules is a godsend. The drag-and-drop UI and simple config makes this tremendously easier to build and maintain. Plus, every transaction is recorded so you can audit everything. ### 10. LeanData is Insightful and Effective **Rating:** 4.5/5.0 stars **Reviewed by:** Sara R. | Sales Operations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2023 **What do you like best about LeanData?** I enjoy that we can precisely track Lead routing on an individual basis. This allows our org to understand workload division, lead prioritization, and SLA effectiveness on a deeper level than with any other tool. The duplicate matching has also been a huge plus, allowing us to feel more confident in the quality of our CRM hygiene. **What do you dislike about LeanData?** There are some technical issues we have ran into overtime with limited abilities to alter the matching rules. We understand that this is standard to LeanData, but more flexibility for the customer would make this an above-and-beyond tool. A deeper analysis and reporting capabilities would also be beneficial, so that we could track how many of the leads were routed based on specific decisions (whether based on matching or other triggers in our graph) over a certain period, and to which endpoint users. **What problems is LeanData solving and how is that benefiting you?** I have not been tracking which issues LD is solving, but hopefully they will be able to take my above suggestions into consideration. However, our business performance has definitely increased during the period we have been utilizing the tool. ### 11. Great Routing tool and More! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about LeanData?** I like the ability to customize routing and make changes on the fly. I also like the ability to see complete audit logs. **What do you dislike about LeanData?** Every time you make a change and launch a new graph, your routing insights resets. **What problems is LeanData solving and how is that benefiting you?** Lead routing and speed to lead. We have seen a more organized flow of leads and how fast they get to the sales team. ### 12. A great routing platform **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel Z. | Senior Manager, Marketing Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about LeanData?** It is very intuitive for routing and then analyzing the routing itself. It is the most powerful routing tool I have seen. **What do you dislike about LeanData?** The flows can be overwhelming to look at and edit, would make it easier if you could group elements together. **What problems is LeanData solving and how is that benefiting you?** Lots of complicated routing and deduplication issues. It is really helping in a lot of ways. ### 13. Best Lead Router in the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Justin F. | Marketing Technology Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about LeanData?** Ease of use No code/low code implementation Support is awesome Listens to customers **What do you dislike about LeanData?** Looks a little dated Some confusing features, but strong for the most part. **What problems is LeanData solving and how is that benefiting you?** It has automated our lead routing for faster sales cycles. ### 14. Leandata Review as Sales Ops Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about LeanData?** Easy to Setup, Very advanced routing capabilities, Less downtime/issues, Easy to learn and work on customizations, Adapting to new changes quickly. **What do you dislike about LeanData?** If they can sell their calender feature with leandata routing license, it will be really helpful to improve the sales process. **What problems is LeanData solving and how is that benefiting you?** Routing leads and contacts to the respective owners based on salesforce data. ### 15. LeanData is an amazing company that goes above and beyond to help their customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Dante Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 13, 2023 **What do you like best about LeanData?** LeanData support is super helpful and always responding to issues we have immediately. The ticket turn around is always fast. **What do you dislike about LeanData?** I think LeanData could provide new features. **What problems is LeanData solving and how is that benefiting you?** Work around on tool support. ### 16. Good toll for Leandata Lead Routing **Rating:** 5.0/5.0 stars **Reviewed by:** Himanshu A. | Sr. Business System Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about LeanData?** I believe for me its more like using the ETM hierarchy of Salesforce along with Lead routing and Owner Assignment of Lead, Account and Opportunity **What do you dislike about LeanData?** Authorization process, every time I need to get the Leandat team to ask and make it Active **What problems is LeanData solving and how is that benefiting you?** Leandata Matched routing mechanism and Accommodating ETM functionality of Salesforce ### 17. Leandata is the Only Routing Solution I Would Use **Rating:** 5.0/5.0 stars **Reviewed by:** Shane C. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about LeanData?** Leandata is everything I love about Salesforce: intuitive, customizable, and powerful. Their declarative flow builder allows you almost unlimited control over how Leads, Contacts, Accounts, and other standard and custom objects are assigned in your instance. **What do you dislike about LeanData?** Business requirements can be complex, and as they evolve, this can lead to difficult-to-manage routers. Be sure to perform regular audits of your router to ensure it's staying as lean as possible and make sure you have immaculate documentation. Leandata has a new feature to add comments within the router, which helps with knowledge management about why you did what you did in the flow. **What problems is LeanData solving and how is that benefiting you?** Obviously, Leandata ensures that new Leads get where they need to be quickly. But their flow builder is so powerful we use them for all kinds of other business needs: setting MQL dates, assigning personas to new Leads, sending Slack notifications, disqualifying low-quality Leads, converting Leads, Setting Business Segments on Leads... The list goes on. We also use them for routing Contacts and Accounts. ### 18. Review for LeanData **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas D. | Sales and Marketing Systems Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about LeanData?** The most significant upside of LeanData is that it is turnkey. The interface is very user-friendly and easy to navigate. **What do you dislike about LeanData?** I understand that this is standard across the board, but I don't like how everyone needs a license to use it. We have cases where there are one-off occurrences that require a lead transfer, but they are not part of the round robin process. I have users that wouldn't benefit from a license, but there are one-off situations where they should be a lead owner for a new incoming lead. **What problems is LeanData solving and how is that benefiting you?** Primarily we are gaining the benefit of a cleaner lead flow and removing the manual process out of the user's hands. ### 19. Flexibility to Orchestrate your Ideal Data routing **Rating:** 5.0/5.0 stars **Reviewed by:** Tin M. | Director of Revenue Operations, Enterprise (> 1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about LeanData?** A flexible canvas that allows us to orchestrate a highly complex lead and contact routing. It is hard to put in words, but it can do so much!! We can ensure customers get to the right place faster while new business is routed properly based on a variety of criteria. In between that, we can check for duplicate records to keep our database clean and SO MUCH MORE! **What do you dislike about LeanData?** Not being able to automatically convert leads unless there is a matched account. **What problems is LeanData solving and how is that benefiting you?** Where do I start! I am in RevOps and I cannot do my job or create good processes without LeanData. It has help us get leads and contacts to the right place faster. It has reduces wrong lead routing which cost time for reps but also in getting timley answer to customers. LeanData takes a lot of manual work out of our to-do list. ### 20. Easy to understand and flexible tool for marketing and systems **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Fine Art | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2023 **What do you like best about LeanData?** LeanData is incredibly flexible for different business use cases. The ability it has to simply layer over Salesforce and draw on the data that exists there or enrich the data that exists there is impactful to our teams in a variety of ways. The flow set up allows us to make informed decisions and route contacts and leads to the individuals who need to see them. **What do you dislike about LeanData?** One issue with LeanData is that the back end is a little bit of a black box. If you are not familiar with running queries in a Dev Console or understanding flow/apex errors then when issues arrive you will require support to resolve them, which can become frustrating. **What problems is LeanData solving and how is that benefiting you?** LeanData is automating our Lead and Contact routing in a more intuitive and flexible way than other systems I have used in the past. This means that hot leads are followed up on sooner and sales are more likely to close than if leads were left to go stale or had to be manually updated each time. ### 21. LeanData makes routing, lead matching, and automation easy to manage. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2023 **What do you like best about LeanData?** LeanData makes Lead to Account matching easy. Which is crucial for ABM and routing leads. They also make routing a breeze compared to complex SFDC rules. I can easily match my new leads to accounts or opportunities while also checking for duplicate leads or contacts before deciding the best routing rule. **What do you dislike about LeanData?** The learning curve can be a little tricky since it can be as simple or as complex as you need it to be, but I've found their CS team very helpful. The lead routing validation errors can sometimes be vague and hard to figure out when you're setting up your flows and it can be frustrating figuring out the order of operation for some of those actions. **What problems is LeanData solving and how is that benefiting you?** LeanData is solving our lead and contact routing and lead to account matching. This helps our entire inbound process flow more smoothly and speeds up our lead hand-off SLA's. ### 22. LeanData: Crucial for Any RevOps Team **Rating:** 5.0/5.0 stars **Reviewed by:** Tim H. | Senior Salesforce Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2022 **What do you like best about LeanData?** LeanData allows you to: -Control lead flow from one central place (not just leads, but also contacts, accounts, opportunities, etc) -Review logs for exactly why a lead was routed a certain way -Continues to update their app with in-demand features (for example: direct notifications to users in Slack) -Design a beautiful process using their UI, which allows you to create color schemes and comments (which is extremely useful for understanding a router's purpose). -So much more! **What do you dislike about LeanData?** A couple of improvements would be helpful: -Being able to reference Custom Settings in the routers. I'm excited that variables are now available, but the variables don't persist across each router (ie they are local to that specific router). Tying into Salesforce Custom Settings would be valuable because then the routers can tie into Org level settings that can be changed from one place. -"Undo" feature would be great in the UI. -Overall these are minor improvements, but I'd love to see them. Great job LD team! **What problems is LeanData solving and how is that benefiting you?** LeanData solves: -Predictable record routing, which allows our team to quickly respond to leads. -Audit logs which allows our RevOps team to make iterative improvements with each version of routing. -Overall, LeanData allows me, as a Salesforce Developer, to focus on other projects because I'm confident that LD does what it's supposed to! ### 23. Intuitive tool to incorporate all the need related to Lead routing. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2020 **What do you like best about LeanData?** The Intuitive flow builder and easy to use block to program the routing on any standard SF object. Easy to use and modify. Great customer support services and customersuccess team **What do you dislike about LeanData?** Constant innovation and integrations with diff tools **Recommendations to others considering LeanData:** Impactful tool, easy to configure and manage. **What problems is LeanData solving and how is that benefiting you?** Our complex lead routing flow. recently I build the contact routing flow which will be a game changer for sales and marketing. ### 24. LeanData helps us solve and stay on top of multi-object routing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about LeanData?** I like the ease of use offered by their user interface. The support a number of integrations across relevant technologies (UserGems, Slack ,Outreach, etc.) In terms of implementing, it's fairfly straightforward. **What do you dislike about LeanData?** Salesforce apex errors trigger when dealing with large volumes of records that back up the scheduler for LeanData **What problems is LeanData solving and how is that benefiting you?** Lead, Contact, and Account routing ### 25. Lean Data Makes Complex Salesforce Routing Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa S. | Senior Marketing Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2023 **What do you like best about LeanData?** I love the UI of the graphs and the ease-of-use this tool offers. The advanced routing features and logic make even the most complex territory maps a breeze to implement routing across teams. **What do you dislike about LeanData?** Sometimes the platform can be slow in your salesforce instance. Within the UI I sometimes wish I could customize the names of modules or if there was an "auto-align" tool to make organizing the nodes easier within the interface. **What problems is LeanData solving and how is that benefiting you?** I have clients that come to me with very large complicated projects, which need automation to solve. LeanData is a simple tool that is easy to use and makes working with data a breeze. ### 26. Best tool for leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2020 **What do you like best about LeanData?** Super easy to set up, very user friendly, easy to troubleshoot, and the team was awesome! Tool also looks really nice in the UI. And you can even get certification on the tool, so you can put in on your resume. **What do you dislike about LeanData?** Nothing really - the tool worked very well. didnt really have any complaints there. **Recommendations to others considering LeanData:** Make sure to document your lead cycle prior so it’s easy to implement **What problems is LeanData solving and how is that benefiting you?** Accurate lead routing, flexibility in account to lead routing, and being able to troubleshoot. Benefits of this tool and the flexibility of the settings in the back end, such as how many leads to route per batch. ### 27. LeanData was a game changer for our Org **Rating:** 5.0/5.0 stars **Reviewed by:** Neil E. | Sales Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2023 **What do you like best about LeanData?** LeanData's routing automation was a game changer for our org. Our org was relying solely on excel spreadsheets to manually assign, round-robin, and distribute accounts. LeanData was easy to implement and customize to our process. **What do you dislike about LeanData?** Can't think of any cons at the moment. If I was to choose one - I would say to improve the UI of the audit page. Our admins love using this feature but sometimes it's a bit hard to figure out where to go when it comes to reviewing audit trails of routing. **What problems is LeanData solving and how is that benefiting you?** LeanData solved our manual process of account assignment for both AE and SDRs. ### 28. Great customer service and routing features **Rating:** 4.5/5.0 stars **Reviewed by:** Han M. | Demand Generation Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about LeanData?** We migrated our routing system from Lane4 to LeanData and the team made the process very smooth. **What do you dislike about LeanData?** We don't have any complaints. There was a slight learning curve to the product but we were able to quickly pick up what we needed to learn. **What problems is LeanData solving and how is that benefiting you?** Automatic routing for our SDR team. ### 29. LeanData has been a helpful tool in my field marketing work. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** What I like the most is the ability to match, route, and find leads more efficiently and accurately. There are so many shortcuts! I can't imagine navigating salesforce without LD as a tool. **What do you dislike about LeanData?** It is still a very intricate process, and I feel like there still so many shortcuts and helpful tools that I haven't been able to use yet. LeanData university is a great start, and I hope to get the fullest experience out of my LeanData. **What problems is LeanData solving and how is that benefiting you?** As my company has moved from being lead-focused to contact-focused, LeanData is helping me solve the issues around matching leads to existing accounts in our salesforce. Sometimes we do get weird or insufficient leads, and LD has been able to help us overcome those obstacles to make sure that we are keeping track of the best leads. ### 30. Powerful and intuitive. **Rating:** 5.0/5.0 stars **Reviewed by:** Colby H. | Senior Manager, Marketing Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2023 **What do you like best about LeanData?** Anyone who has used any Marketing Automation Platform & has a solid understanding of Salesforce will pick up LeanData in no time. And having everything you need for routing, deduplication, territory management, and all of the logs for any of those processes to see if it happened exactly as you think you built it is so helpful. **What do you dislike about LeanData?** The pricing is based on Salesforce objects, so if you want to really take full advantage of the platform across all of your Salesforce Objects, it will cost more. Maybe you don't need all of the objects, but it is great to have those because as you identify one use-case for LeanData you will undoubtedly find more that you'll want to tackle. **What problems is LeanData solving and how is that benefiting you?** It's managing our lead routing, territories, and round robin pools. ### 31. Very great routing tool to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about LeanData?** I like how user friendly LeanData is with the add and drop for nodes and you can add all different options. **What do you dislike about LeanData?** Sometimes I feel like it can be slow and not load as fast as expected when needed to make changes **What problems is LeanData solving and how is that benefiting you?** LeanData is used for our inbound lead routing ### 32. More than routing **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. | Sr. Architect, GTM Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** the interface to understand your system processes is one of the best that I've seen, the ability to look at exactly what happened when through the audit function, and the support team's ability to diagnose issues **What do you dislike about LeanData?** There are very few things that are not possible in LeanData, but they are getting better with the ability to set variables and create that kind of functionality. **What problems is LeanData solving and how is that benefiting you?** All of our lead-to-account routing, deduplication logic, territory routing, partner routing, sales engagement cadencing, and campaign filtering is owned in LeanData. Our round-robin logic and sales vacation management are as well. ### 33. Trusty Routing Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about LeanData?** Object routing is highly configurable for our needs, and LeanData has introduced new features like variables within routing graphs that show they're listening to customer feedback. **What do you dislike about LeanData?** Lead to account matching accuracy is an ongoing topic compounded by i.e. duplicate accounts in our system. We've also experienced routing graph bugs which are usually solved by a package upgrade/patch fix which support is helpful about. **What problems is LeanData solving and how is that benefiting you?** Speed to lead & getting the right leads to the right sales reps at the right time ### 34. Marketing and SDR Operations manger **Rating:** 5.0/5.0 stars **Reviewed by:** Moran G. | Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about LeanData?** The ability to route leads based on complicated scenarios, to clean the data, to automatically convert leads to contents. **What do you dislike about LeanData?** We are currently in the implementation process of the LeanData platform/product, so for now, it is still early to point out what we dislike. **What problems is LeanData solving and how is that benefiting you?** Leads routing based on Account approach and leads to account matching for ABM purposes (supporting the Outbound process). ### 35. Excellent Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Carie V. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about LeanData?** No matter what question I have, the support team has my back. They are proactive and notify me when any issues occur in my system and are quick to remedy the issue. **What do you dislike about LeanData?** Nothing. I have throughly enjoyed learning the functionality of the system. **What problems is LeanData solving and how is that benefiting you?** We currently use LD to route and convert leads to the correct account owners. In addition we use to merge duplicate records. ### 36. As Advertised **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** It does exactly what we need it to do... lead routing. Marketo and SFDC native functionality requires a lot of lift to get to the capability that LeanData provides out of the box. **What do you dislike about LeanData?** The pricing model is strange. The fact that the base package only allows you to route leads and not contacts would immediately create a gap for a business. **What problems is LeanData solving and how is that benefiting you?** Out-of-the-box functionality to map to accounts and routing logic is simpler than building it through other technologies. We love the ability to do time-to-action reports, again, out-of-the-box. ### 37. LeanData Review **Rating:** 5.0/5.0 stars **Reviewed by:** Julie P. | Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about LeanData?** Easy integration process and high level of accuracy for identifying duplicate leads. **What do you dislike about LeanData?** That it currently works only on "lead" module and not "contact records". **What problems is LeanData solving and how is that benefiting you?** Helping keep our Salesforce environment data clean instead of having multiple lead records for the same individual. ### 38. Visual routing, works well. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about LeanData?** Easy to understand flows and routing logic. **What do you dislike about LeanData?** Takes a lot of forethought and planning to effectively implement. Very easy to build yourself in the wrong direction. **What problems is LeanData solving and how is that benefiting you?** Getting leads and contact assigned correctly ### 39. Makes my job easier **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney P. | Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about LeanData?** Simplicity, CS team is helpful and responsive, custom settings allow for complicated routing scenarios. Easy integration and setup **What do you dislike about LeanData?** I think the reporting is bulky. Hard to get a good picture of historicals in SF **What problems is LeanData solving and how is that benefiting you?** Routing ### 40. Did not meet expectation **Rating:** 1.5/5.0 stars **Reviewed by:** Melanie T. | Sales Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2023 **What do you like best about LeanData?** LeanData was able to do basic routing. Anything beyond or complex or customized was extremely difficult. but it was able to do a basic lead routing based on mapping **What do you dislike about LeanData?** It can't and doesn't connect to ZoomInfo. when we bought it had the integration, and then as soon as we went live it went away so we couldnt enrich any of our leads and it almost became useless for any lead that wasnt already in our CRM. In almost 1 year of having it there was no solution or fix to the issue. **What problems is LeanData solving and how is that benefiting you?** Auto routing leads based on information on the lead and then auto routing quickly to the correct AE based on territory mapping you provide it can also auto trigger an email cadence **Official Response from Ashley Ward:** > Melanie - Thank you for your feedback and transparency here. We also were disappointed when ZoomInfo stopped supporting the integration for our joint customers, but we have developed an alternative solution that many ZoomInfo users are successfully using today. Your account team will be in touch to set up a plan to get LeanData to a place that meets your expectations. ### 41. The best lead management tool around **Rating:** 5.0/5.0 stars **Reviewed by:** Marc O. | Associate Manager, Business Applications, Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2022 **What do you like best about LeanData?** LeanData allows you to build your lead or account management workflow like a flowchart. LeanData's visual interface is priceless when building complex lead management processes. And you don't need to be an Apex developer to build LeanData flows successfully. **What do you dislike about LeanData?** I've seen that LeanData can take a little more time to process than I think a solution built 100% inside of Salesforce would take. But I recognize that this is somewhat to be expected given that LeanData's engine integrates with Salesforce and provides a lot of flexibility vs. doing it all with code. **What problems is LeanData solving and how is that benefiting you?** LeanData has made our Lead Management process easier to build and maintain than it ever would be if we were doing it all with code. Collaborating with business users over a LeanData flow is much easier than taking them through code. ### 42. Very useful tool once you've learned how to use it effectively **Rating:** 4.0/5.0 stars **Reviewed by:** Nathaniel S. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** LeanData makes it easy and efficient for all our leads and contacts to route to the correct people **What do you dislike about LeanData?** It takes some time to learn the product and it requires a lot of customization due to the nature of the solution **What problems is LeanData solving and how is that benefiting you?** LeanData provides us with the best way to route leads to the proper people; every other way I've seen simply isn't good enough. It saves us lots of admin time once it's built and the leads are routing more accurately than they would otherwise ### 43. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about LeanData?** The flexibility of the tool is what does it for me. It's super quick and easy to go in and make updates when routing processes change. Most updates only take seconds to make and are active as soon as you hit the save button! **What do you dislike about LeanData?** We're only using the Lead and Contact graphs so far. We will potentially be reviewing how to get the most out of Account graphs and eventually Opportunity graphs. As of right now I don't have any dislikes to report. **What problems is LeanData solving and how is that benefiting you?** LeanData helps us solve complex routing and notification problems all in one place. The simplicity of their graph tools mean that the admin of LeanData doesn't have to be super technical or fluent in Salesforce in order to build routing flows or make updates. ### 44. Enjoy using lean data to route contacts and accounts **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about LeanData?** Once warmed up a bit, LD is very user-friendly and allows the admin to configure a number of different routing/matching procedures to match business requirements. **What do you dislike about LeanData?** It would be great if Lean Data had the capability to just "auto convert all leads" as we don't work with leads as a business. Instead we have a flow that does the same thing in a few steps, but the timing of our processes can be a bit misaligned that way. **What problems is LeanData solving and how is that benefiting you?** We had a problem where we had reps working out of contacts/accounts but still had many leads sitting unconverted, LD has assisted with this greatly. ### 45. Ease of Use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about LeanData?** Visual flow editor makes it easy to diagram out routing **What do you dislike about LeanData?** Unable to edit matching algorithm for accounts **What problems is LeanData solving and how is that benefiting you?** solving our lead and account routing ### 46. Great product! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2023 **What do you like best about LeanData?** It's easy to use once implemented and once you have been trained on the platform. The routing certification course is well put together and sets you up well to be successful on the platform. **What do you dislike about LeanData?** I don't have much feedback to leave here. Overall I find the tool easy to use, and the product enhancements that LD rolls out are always extremely useful and make the tool more efficient to use. **What problems is LeanData solving and how is that benefiting you?** Lead routing & named account lead matching/routing. We use LD to route all of our inbound leads, and while we have quite a substantial inbound lead routing process, LD makes it relatively easy to manage and update. ### 47. Great tool for Inbound Leads **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about LeanData?** Makes it super easy for us to route our inbound leads vie Revenue Segmant :) **What do you dislike about LeanData?** Had some communication problems with the sales team but they quickly sorted them upon renwal. **What problems is LeanData solving and how is that benefiting you?** We get a bunch of Inbound leads from organic and paid and we need to distribute these to the team equally based on job role. Im talking almost 300 per day which we have to sort between a team of 4. ### 48. Simplified Lead Routing **Rating:** 4.5/5.0 stars **Reviewed by:** Casey C. | Director, Demand Generation, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** We were able to take what felt like a complex approach to lead routing and map out different if/then scenarios to get to our desired business outcome. This is something we could not achieve with Salesforce or Marketo, and necessary for our operations and ultimately pipeline building. Now LeanData is a required part of our tech stack! **What do you dislike about LeanData?** Nothing to dislike, just be prepared for onboarding and setup to take a minute. It's best to have all of your key decision makers involved early on. **What problems is LeanData solving and how is that benefiting you?** LeanData is helping us solve complex lead-to-account matching and routing -- getting leads into the right hands faster to help us achieve our pipeline goals. ### 49. Great tool to visualize your data flows **Rating:** 4.5/5.0 stars **Reviewed by:** shannon w. | sales rep, Retail, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** I really liked how easy it was to see our objects laid out and could pinpoint with less time areas to improve. The platform is great to use once it is all configured **What do you dislike about LeanData?** There is a bit of a learning curve which at times can be frustrating but they do provide resources so if you take the time to walk yourself through it you will be fine **What problems is LeanData solving and how is that benefiting you?** lean data is using various workflows to route leads to the correct individual at the correct time via a series of criteria that we set up. This helps us respond quickly to new leads and keep our data clean ### 50. We use leandata for routing accounts and managing territories. Overall it is a great solution. **Rating:** 4.5/5.0 stars **Reviewed by:** Nathan F. | Head of Business Systems Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** Leandata territory management is one of the stand-out features. The support is also very helpful and easy to communicate with over slack. **What do you dislike about LeanData?** Difficulty in identifying time delays or order of operations to prioritize certain items. I would also like to see more intelligent capping and %-based routingsolutions **What problems is LeanData solving and how is that benefiting you?** Leandata is allowing us to route accounts based on territory as well as managing handoff logic of opportunities and won accounts. ## 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=8&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+03%3A42%3A09+-0500&secure%5Bsession_id%5D=44fd9734-b184-4ae4-ac50-fe12fa36f245&secure%5Btoken%5D=70df7900e39b52f4780b7f3a41a8d3eb414053babd9a85fed274b3d80ed036a6&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) - [Cloudingo](https://www.g2.com/products/cloudingo/reviews) - [D&B Hoovers](https://www.g2.com/products/dun-bradstreet-d-b-hoovers/reviews) - [Dynamics 365 Field Service](https://www.g2.com/products/dynamics-365-field-service/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [UserGems](https://www.g2.com/products/usergems/reviews) ## LeanData Features **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 **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 **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 **Lead Management** - Segmentation - Account Identification **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 **Marketing Campaigns** - Revenue Planning - Media Attribution - Opportunity Timeline - Customization - Journey Analytics **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - Email Campaigns **Agentic AI - Business Scheduling** - Autonomous Task Execution - Multi-step Planning **Agentic AI - Account Data Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top LeanData Alternatives - [Traction Complete](https://www.g2.com/products/traction-complete/reviews) - 4.7/5.0 (173 reviews) - [Chili Piper](https://www.g2.com/products/chili-piper/reviews) - 4.6/5.0 (718 reviews) - [Adobe Marketo Measure (formerly Bizible)](https://www.g2.com/products/adobe-marketo-measure-formerly-bizible/reviews) - 4.7/5.0 (142 reviews)