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Best Lead-to-Account Matching and Routing Software for for Small Business

Julie Jung
JJ
Researched and written by Julie Jung

Products classified in the overall Lead-to-Account Matching and Routing category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Lead-to-Account Matching and Routing to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Lead-to-Account Matching and Routing category.

In addition to qualifying for inclusion in the Lead-to-Account Matching and Routing Software category, to qualify for inclusion in the Small Business Lead-to-Account Matching and Routing Software category, a product must have at least 10 reviews left by a reviewer from a small business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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11 Listings in Small Business Lead-to-Account Matching and Routing Available

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Apollo.io
By Apollo.io
(8,204)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Apollo.io
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

    Users
    • Account Executive
    • Business Development Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 68% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Apollo.io is a comprehensive software tool used for lead generation, email marketing, and data collection, with features such as AI-assisted email drafting, data filtering, and integration with platforms like LinkedIn and Google Workspace.
    • Reviewers appreciate Apollo.io's user-friendly interface, its ability to provide accurate and up-to-date contact information, the quality of its data, and its integration capabilities with other platforms, which streamline and enhance their marketing and sales processes.
    • Reviewers experienced issues with outdated or incorrect contact information, a complex initial setup, limitations on profile visits on LinkedIn, and a desire for more affordable plans and additional features for monthly subscribers.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apollo.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2,277
    Helpful
    1,723
    Lead Generation
    1,652
    Features
    1,553
    Contact Information
    1,481
    Cons
    Missing Features
    745
    Inaccurate Data
    542
    Contact Management
    523
    Outdated Contacts
    474
    Inaccuracy
    463
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apollo.io features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.7
    Priority Matching
    Average: 8.8
    8.2
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apollo.io
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @MeetApollo
    4,509 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,574 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apollo is an all-in-one sales intelligence platform with tools to help you prospect, engage, and drive more revenue. Sellers and marketers use Apollo to discover more customers in market, connect with

Users
  • Account Executive
  • Business Development Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 68% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Apollo.io is a comprehensive software tool used for lead generation, email marketing, and data collection, with features such as AI-assisted email drafting, data filtering, and integration with platforms like LinkedIn and Google Workspace.
  • Reviewers appreciate Apollo.io's user-friendly interface, its ability to provide accurate and up-to-date contact information, the quality of its data, and its integration capabilities with other platforms, which streamline and enhance their marketing and sales processes.
  • Reviewers experienced issues with outdated or incorrect contact information, a complex initial setup, limitations on profile visits on LinkedIn, and a desire for more affordable plans and additional features for monthly subscribers.
Apollo.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2,277
Helpful
1,723
Lead Generation
1,652
Features
1,553
Contact Information
1,481
Cons
Missing Features
745
Inaccurate Data
542
Contact Management
523
Outdated Contacts
474
Inaccuracy
463
Apollo.io features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.7
Priority Matching
Average: 8.8
8.2
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Apollo.io
Company Website
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@MeetApollo
4,509 Twitter followers
LinkedIn® Page
www.linkedin.com
1,574 employees on LinkedIn®
Default
By Default
(52)4.8 out of 5
3rd Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$650.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

    Users
    • Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Default Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    33
    Automation
    19
    Lead Generation
    16
    Scheduling
    16
    Easy Setup
    14
    Cons
    Learning Curve
    9
    Limitations
    4
    Not Intuitive
    4
    Software Bugs
    4
    Missing Features
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Default features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.4
    9.7
    Priority Matching
    Average: 8.8
    9.5
    Capping
    Average: 8.2
    6.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Default
    Year Founded
    2021
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    64 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fast-growing revenue teams use Default to automate pipeline conversion, lead routing, website scheduling, and any CRM automation.

Users
  • Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Small-Business
  • 37% Mid-Market
Default Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
33
Automation
19
Lead Generation
16
Scheduling
16
Easy Setup
14
Cons
Learning Curve
9
Limitations
4
Not Intuitive
4
Software Bugs
4
Missing Features
3
Default features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.4
9.7
Priority Matching
Average: 8.8
9.5
Capping
Average: 8.2
6.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Default
Year Founded
2021
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
64 employees on LinkedIn®

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Calendly
By Calendly
(2,289)4.7 out of 5
Optimized for quick response
7th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

    Users
    • Owner
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Calendly is a scheduling tool that allows users to set up appointments, integrate with various calendars, and send reminders.
    • Reviewers appreciate Calendly's ease of use, its ability to streamline appointment scheduling, and its seamless integration with various calendar systems.
    • Users mentioned some issues with Calendly, such as difficulties in customizing the integration code, lack of branding options, and occasional technical glitches.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Calendly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    457
    Scheduling
    397
    Scheduling Ease
    234
    Easy Scheduling
    194
    Booking Ease
    173
    Cons
    Scheduling Issues
    103
    Calendar Issues
    101
    Missing Features
    91
    Integration Issues
    65
    Limitations
    58
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Calendly features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    9.2
    Priority Matching
    Average: 8.8
    7.8
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Calendly
    Company Website
    Year Founded
    2013
    HQ Location
    Atlanta, Georgia
    Twitter
    @Calendly
    21,530 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    656 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Calendly helps individuals, teams, and organizations automate the meeting lifecycle by removing the back and forth with scheduling. Calendly’s cloud-based platform offers a new layer of the modern dig

Users
  • Owner
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Calendly is a scheduling tool that allows users to set up appointments, integrate with various calendars, and send reminders.
  • Reviewers appreciate Calendly's ease of use, its ability to streamline appointment scheduling, and its seamless integration with various calendar systems.
  • Users mentioned some issues with Calendly, such as difficulties in customizing the integration code, lack of branding options, and occasional technical glitches.
Calendly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
457
Scheduling
397
Scheduling Ease
234
Easy Scheduling
194
Booking Ease
173
Cons
Scheduling Issues
103
Calendar Issues
101
Missing Features
91
Integration Issues
65
Limitations
58
Calendly features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
9.2
Priority Matching
Average: 8.8
7.8
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Calendly
Company Website
Year Founded
2013
HQ Location
Atlanta, Georgia
Twitter
@Calendly
21,530 Twitter followers
LinkedIn® Page
www.linkedin.com
656 employees on LinkedIn®
RevenueHero
By RevenueHero
(142)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 52% Mid-Market
    • 47% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RevenueHero Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    70
    Ease of Use
    48
    Easy Integrations
    25
    Helpful
    25
    CRM Integration
    23
    Cons
    Learning Curve
    8
    Integration Issues
    6
    Limitations
    6
    Missing Features
    5
    Not Intuitive
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RevenueHero features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.4
    9.7
    Priority Matching
    Average: 8.8
    9.3
    Capping
    Average: 8.2
    4.3
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RevenueHero
    Company Website
    Year Founded
    2021
    HQ Location
    Claymont, US
    Twitter
    @RevenueHero
    315 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

RevenueHero is the preferred scheduling tool for modern B2B Marketers, Sales, and Ops folks to convert 85% of their demo requests into booked meetings. It's the easiest way to provide a buying experi

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 52% Mid-Market
  • 47% Small-Business
RevenueHero Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
70
Ease of Use
48
Easy Integrations
25
Helpful
25
CRM Integration
23
Cons
Learning Curve
8
Integration Issues
6
Limitations
6
Missing Features
5
Not Intuitive
5
RevenueHero features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.4
9.7
Priority Matching
Average: 8.8
9.3
Capping
Average: 8.2
4.3
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
RevenueHero
Company Website
Year Founded
2021
HQ Location
Claymont, US
Twitter
@RevenueHero
315 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Get a quote
ZoomInfo Operations
By ZoomInfo
(308)4.3 out of 5
11th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

    Users
    • Salesforce Administrator
    • Marketing Operations Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 66% Mid-Market
    • 19% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • ZoomInfo Operations Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    33
    Data Accuracy
    31
    Contact Information
    21
    Accurate Data
    20
    Lead Generation
    18
    Cons
    Inaccuracy Issues
    12
    Data Quality
    11
    Inaccurate Data
    11
    Outdated Information
    11
    Expensive
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • ZoomInfo Operations features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    9.2
    Priority Matching
    Average: 8.8
    8.7
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ZoomInfo
    Company Website
    Year Founded
    2000
    HQ Location
    Vancouver, WA
    Twitter
    @ZoomInfo
    23,726 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,268 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ZoomInfo Operations is a comprehensive data quality management platform for operations teams to clean, enrich, and route their sales and marketing data. With no-code, automated data management engine,

Users
  • Salesforce Administrator
  • Marketing Operations Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 66% Mid-Market
  • 19% Small-Business
ZoomInfo Operations Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
33
Data Accuracy
31
Contact Information
21
Accurate Data
20
Lead Generation
18
Cons
Inaccuracy Issues
12
Data Quality
11
Inaccurate Data
11
Outdated Information
11
Expensive
10
ZoomInfo Operations features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
9.2
Priority Matching
Average: 8.8
8.7
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
ZoomInfo
Company Website
Year Founded
2000
HQ Location
Vancouver, WA
Twitter
@ZoomInfo
23,726 Twitter followers
LinkedIn® Page
www.linkedin.com
4,268 employees on LinkedIn®
Get a quote
Syncari
By Syncari
(42)4.8 out of 5
9th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syncari, a leader in data unification and automation, is modernizing enterprise master data management with its innovative Autonomous Data Management platform. Syncari is revolutionizing how enterpris

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 50% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syncari Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Integrations
    12
    Easy Integrations
    10
    Data Management
    9
    Customer Support
    8
    Cons
    Learning Curve
    7
    Learning Difficulty
    7
    Initial User Difficulty
    5
    Limitations
    5
    Complexity
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syncari features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.4
    9.6
    Priority Matching
    Average: 8.8
    8.9
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syncari
    Year Founded
    2019
    HQ Location
    Newark, California
    Twitter
    @syncari
    225 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    38 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syncari, a leader in data unification and automation, is modernizing enterprise master data management with its innovative Autonomous Data Management platform. Syncari is revolutionizing how enterpris

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 50% Mid-Market
  • 43% Small-Business
Syncari Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Integrations
12
Easy Integrations
10
Data Management
9
Customer Support
8
Cons
Learning Curve
7
Learning Difficulty
7
Initial User Difficulty
5
Limitations
5
Complexity
4
Syncari features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.4
9.6
Priority Matching
Average: 8.8
8.9
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Syncari
Year Founded
2019
HQ Location
Newark, California
Twitter
@syncari
225 Twitter followers
LinkedIn® Page
www.linkedin.com
38 employees on LinkedIn®
Read Syncari Reviews
LeanData
By LeanData, Inc.
(932)4.6 out of 5
Optimized for quick response
5th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for LeanData
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Join the growth leaders seeing a 30% increase in lead conversion rates, a 99% reduction in routing update times, and consistently sending the right lead to the right person at the right time. Lean

    Users
    • Marketing Operations Manager
    • Salesforce Administrator
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 72% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LeanData Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    126
    Routing Efficiency
    107
    Customer Support
    65
    Lead Generation
    65
    Features
    55
    Cons
    Limitations
    57
    Learning Curve
    49
    Steep Learning Curve
    24
    Complexity
    22
    Missing Features
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LeanData features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.8
    Priority Matching
    Average: 8.8
    8.3
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LeanData, Inc.
    Company Website
    Year Founded
    2012
    HQ Location
    Santa Clara, CA
    Twitter
    @LeanData
    4,143 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Join the growth leaders seeing a 30% increase in lead conversion rates, a 99% reduction in routing update times, and consistently sending the right lead to the right person at the right time. Lean

Users
  • Marketing Operations Manager
  • Salesforce Administrator
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 72% Mid-Market
  • 21% Enterprise
LeanData Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
126
Routing Efficiency
107
Customer Support
65
Lead Generation
65
Features
55
Cons
Limitations
57
Learning Curve
49
Steep Learning Curve
24
Complexity
22
Missing Features
20
LeanData features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.8
Priority Matching
Average: 8.8
8.3
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
LeanData, Inc.
Company Website
Year Founded
2012
HQ Location
Santa Clara, CA
Twitter
@LeanData
4,143 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Get a quote
Sugar Market
By SugarCRM
(213)4.2 out of 5
View top Consulting Services for Sugar Market
Save to My Lists
Entry Level Price:Starting at $1,000.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sugar Market is an all-in-one marketing automation solution built to work for marketing mavericks. With a curated toolset that includes highly intuitive campaign builders, advanced automation, and sup

    Users
    • Marketing Manager
    • Director of Marketing
    Industries
    • Information Technology and Services
    • Marketing and Advertising
    Market Segment
    • 47% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Sugar Market Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Intuitive
    6
    Automation
    5
    Helpful
    5
    Time-saving
    5
    Cons
    Time-Consuming
    4
    Email Functionality
    3
    Integration Issues
    3
    Learning Curve
    3
    Limitations
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Sugar Market features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.4
    7.9
    Priority Matching
    Average: 8.8
    8.1
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SugarCRM
    Year Founded
    2004
    HQ Location
    Cupertino, CA
    Twitter
    @SugarCRM
    21,254 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    583 employees on LinkedIn®
    Phone
    +1 (408) 454-6900
Product Description
How are these determined?Information
This description is provided by the seller.

Sugar Market is an all-in-one marketing automation solution built to work for marketing mavericks. With a curated toolset that includes highly intuitive campaign builders, advanced automation, and sup

Users
  • Marketing Manager
  • Director of Marketing
Industries
  • Information Technology and Services
  • Marketing and Advertising
Market Segment
  • 47% Mid-Market
  • 39% Small-Business
Sugar Market Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Intuitive
6
Automation
5
Helpful
5
Time-saving
5
Cons
Time-Consuming
4
Email Functionality
3
Integration Issues
3
Learning Curve
3
Limitations
3
Sugar Market features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.4
7.9
Priority Matching
Average: 8.8
8.1
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
SugarCRM
Year Founded
2004
HQ Location
Cupertino, CA
Twitter
@SugarCRM
21,254 Twitter followers
LinkedIn® Page
www.linkedin.com
583 employees on LinkedIn®
Phone
+1 (408) 454-6900
Read Sugar Market Reviews
Retreaver
By Retreaver
(63)4.9 out of 5
Optimized for quick response
4th Easiest To Use in Lead-to-Account Matching and Routing software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

    Users
    • President
    Industries
    • Marketing and Advertising
    • Insurance
    Market Segment
    • 79% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Retreaver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Customer Support
    11
    Reliability
    10
    Call Management
    5
    Positive Experience
    5
    Cons
    Learning Curve
    4
    Inaccurate Reporting
    2
    Inadequate Reporting
    2
    Steep Learning Curve
    2
    Access Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Retreaver features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.4
    10.0
    Priority Matching
    Average: 8.8
    10.0
    Capping
    Average: 8.2
    2.5
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Retreaver
    Company Website
    Year Founded
    2012
    HQ Location
    Toronto, Canada
    Twitter
    @helloretreaver
    4,112 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retreaver helps marketers, agencies and brands better understand their customer journey. Our cloud based software provides real-time inbound call data by tagging, tracking and routing the caller to th

Users
  • President
Industries
  • Marketing and Advertising
  • Insurance
Market Segment
  • 79% Small-Business
  • 21% Mid-Market
Retreaver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Customer Support
11
Reliability
10
Call Management
5
Positive Experience
5
Cons
Learning Curve
4
Inaccurate Reporting
2
Inadequate Reporting
2
Steep Learning Curve
2
Access Limitations
1
Retreaver features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.4
10.0
Priority Matching
Average: 8.8
10.0
Capping
Average: 8.2
2.5
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Retreaver
Company Website
Year Founded
2012
HQ Location
Toronto, Canada
Twitter
@helloretreaver
4,112 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Get a quote
Tray.ai
By Tray.io
(156)4.5 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 56% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Tray.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Easy Integrations
    10
    Flexibility
    10
    Connectors
    8
    Automation
    7
    Cons
    Limitations
    7
    Connector Issues
    5
    Data Management Issues
    5
    Expensive
    5
    Limited Connectors
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tray.ai features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    9.4
    Priority Matching
    Average: 8.8
    8.3
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tray.io
    Year Founded
    2012
    HQ Location
    San Francisco, CA
    Twitter
    @tray
    3,122 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    160 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tray.ai offers a composable AI integration and automation platform that transforms AI into standout business performance. The Tray Universal Automation Cloud is an AI-ready platform that eliminates th

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 56% Mid-Market
  • 34% Small-Business
Tray.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Easy Integrations
10
Flexibility
10
Connectors
8
Automation
7
Cons
Limitations
7
Connector Issues
5
Data Management Issues
5
Expensive
5
Limited Connectors
5
Tray.ai features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
9.4
Priority Matching
Average: 8.8
8.3
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Tray.io
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@tray
3,122 Twitter followers
LinkedIn® Page
www.linkedin.com
160 employees on LinkedIn®
Read Tray.ai Reviews
Chili Piper
By Chili Piper
(687)4.6 out of 5
Optimized for quick response
13th Easiest To Use in Lead-to-Account Matching and Routing software
View top Consulting Services for Chili Piper
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

    Users
    • Account Executive
    • Sales Development Representative
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Chili Piper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Easy Setup
    5
    Customer Support
    4
    Ease of Use
    4
    Features
    3
    Scheduling
    3
    Cons
    Learning Curve
    3
    Poor User Experience
    2
    Complex Settings
    1
    Credit Issues
    1
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Chili Piper features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.4
    9.0
    Priority Matching
    Average: 8.8
    8.9
    Capping
    Average: 8.2
    10.0
    What is your organization's estimated ROI on the product (payback period in months)?
    Average: 10
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Chili Piper
    Company Website
    Year Founded
    2016
    HQ Location
    Brooklyn, NY
    Twitter
    @chilipiper
    2,107 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    252 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Chili Piper is the all-in-one Demand Conversion Platform, used by Intuit, Spotify, Airbnb, Gong, and thousands more 🌶️ We are the only platform that consolidates Form Routing, Chat, Lead Distributi

Users
  • Account Executive
  • Sales Development Representative
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 22% Small-Business
Chili Piper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Easy Setup
5
Customer Support
4
Ease of Use
4
Features
3
Scheduling
3
Cons
Learning Curve
3
Poor User Experience
2
Complex Settings
1
Credit Issues
1
Expensive
1
Chili Piper features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.4
9.0
Priority Matching
Average: 8.8
8.9
Capping
Average: 8.2
10.0
What is your organization's estimated ROI on the product (payback period in months)?
Average: 10
Seller Details
Seller
Chili Piper
Company Website
Year Founded
2016
HQ Location
Brooklyn, NY
Twitter
@chilipiper
2,107 Twitter followers
LinkedIn® Page
www.linkedin.com
252 employees on LinkedIn®
Get a quote
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