--- 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: '2026-07-18' 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. Enterprise level lead routing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about LeanData?** Flexibility - can route w/ so many different conditions and options, we can cover simple and complex routing rules Integrations - lots of options to integrate directly into the tools we're already using (MS Teams alerts, Outreach) **What do you dislike about LeanData?** It can get overly complex if you don't have someone who fully understands and owns the routing process. You'll need to have the resources to properly maintain and utilize it. **What problems is LeanData solving and how is that benefiting you?** We have a global sales team with multiple regions and Sales Teams requiring us to assign inbound leads to different groups. LeanData allows us to manage the complexity of our routing requirements while allowing us to make adjustments and have full visibility to any issues that may arise. ### 2. LeanData is a powerful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2023 **What do you like best about LeanData?** Once you know how to create the flows, your imagination can go further, I have enjoyed creating and using this tool in our team **What do you dislike about LeanData?** I don't have anything to share here for now. **What problems is LeanData solving and how is that benefiting you?** Routing all the leads, contacts coming from events, conferences and the free trial product we have and assigning to the correct person without worry about that ### 3. Longtime User **Rating:** 4.5/5.0 stars **Reviewed by:** Mitch J. | Sr. Marketing Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** The WYSIWYG editor for the routing graph is crucial to make LD a self-documenting platform. I love the audit logs and how easy it is to troubleshoot. **What do you dislike about LeanData?** I'd like to be able to clone graph structure between Contact and Lead objects and be given the option to re-map the fields. But I understand why it isnt in there currently. **What problems is LeanData solving and how is that benefiting you?** Automated lead routing. Scheduled routing. Account distribution. Deduplication coming soon. ### 4. mainstream routing and conversion tool but terrible sales team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about LeanData?** Leandata has a very visual graph for creating a routing map and has quite a bit of options for accounts, leads, contacts & opportunities. It also has this new feature called "Bookit" haven't tried it but it seems to be pretty cool for booking sales calls. It is a separate pricing. It also has a very detailed log, which you can easily dig into routing errors. **What do you dislike about LeanData?** It's hard to pass on if the graph gets very out of hand, which seems to be a pretty common thing. My current company uses campaign-based routing a lot, leandata doesn't have a robust function in relation to campaigns, it only reads very limited fields in campaign object. There's sales are terrible. Used leandata in 2 different companies, everyone from our companies that deal with leandata CSM & Sales has terrible feedback about them. They promised my old company with free beta trial on bookit function when we do our renewal. Our renewal is one month after their trial date ends, but the sales promised us that's no problem we even had it on zoom recording. They have no problem to go back on their words. They don't even make exception since they promised it. They quote you one price, and after you go through all the stakeholders to get approved, they'd be like nope it's more expensive now. Exhausting to deal with them tbh... how can a business treat their own customers this bad. **What problems is LeanData solving and how is that benefiting you?** Routing mostly is what leandata is good at. With its visual graph, it's a lot easier to set it up, if people want, they can read it a lot easier than some of other competitors. ### 5. LeanData made our complex lead routing rules easy to manage and implement **Rating:** 4.5/5.0 stars **Reviewed by:** Alex L. | Marketing Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about LeanData?** The flow builder is a great tool to help you make sure you are accounting for all the various criteria your organization may have to determine who receives what lead from Marketing. With four different sales orgs in our organization, LeanData made it easy to build out those logic rules and make sure each rep is truly getting what they should. **What do you dislike about LeanData?** Hardly any downsides, but I find myself having to play with the duplicate lead & contact logic. Occasionally, the results pull in the older data from the merger record causing some confusion with the rep. **What problems is LeanData solving and how is that benefiting you?** Previously, our lead routing was managed by the salesforce IT team so when there were changes in the sales team it took extra time to update those rules. Additionally, our ISR team receives leads on a round robin basis. Marketo and sfdc don't really support a RR routing solution so LD was a perfect fit for that. ### 6. An essential marketing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Korey S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2023 **What do you like best about LeanData?** Features and Functionality Recently took the training to become certified, and I found the content helpful and in-depth. The tool itself has a lot of capabilities…still getting familiar with everything, but excited to see what our team can accomplish with it! **What do you dislike about LeanData?** I haven't encountered any dislikes with the tool yet. **What problems is LeanData solving and how is that benefiting you?** LeanData is helping with our lead to account matching and routing. ### 7. Great Salesforce lead routing product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about LeanData?** LeadData has an intuitive UI and extensive routing capabilities **What do you dislike about LeanData?** There is t anything to dislike about tit **What problems is LeanData solving and how is that benefiting you?** Leandata is effectively and efficiently routing leads to sales reps ### 8. Critical piece to effective inbound lead routing **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel S. | Director, Global Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** The drag and drop interface is much easier to navigate than our previous SFDC routing logic. **What do you dislike about LeanData?** Depending on the complexity of your org - it can become a massive web that is challenging to follow the flow at times. **What problems is LeanData solving and how is that benefiting you?** It allows us to manage inbound leads flowing through Marketo. It has been reliable and effective in getts lead to the appropriate person for follow up. ### 9. Absolutely love the fast & straightforward setup for the onboarding process onward. **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie A. | Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about LeanData?** LeanData has provided visibility into Leads on other object levels like Accounts to finally see leads connected fully in Salesforce. I like that they function natively and fit right into the normal Salesforce view. **What do you dislike about LeanData?** The hardest part is learning to create my own flows which is why I went with LeanData to begin with. I relied heavily on their onboarding staff, to begin with, then their support team to ensure I route leads correctly for any flow changes. **What problems is LeanData solving and how is that benefiting you?** LeanData solved the lack of visibility of leads on each object first & then provides the sole lead routing for all inbound prospects that need to reach a team to be contacted. ### 10. Important tool if you need SFDC Routing **Rating:** 5.0/5.0 stars **Reviewed by:** Aashnee K. | Sr. Manager - Demand Generation, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2023 **What do you like best about LeanData?** Everything! But in particular, the option to quickly audit the duplicates and track down problems **What do you dislike about LeanData?** Utilising a lot of it can get complex sometimes **What problems is LeanData solving and how is that benefiting you?** ROUTING Plus avoiding duplicate and enrichment ### 11. Our solution for a very nuanced inbound lead process, and more **Rating:** 5.0/5.0 stars **Reviewed by:** MC Victoria D. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2022 **What do you like best about LeanData?** Love how we can assign leads, contacts, accounts, cases, etc to the right people automatically - and even alert them of these new assignments. We also really enjoy the Outreach integration, so after we assign, records go straight to Outreach sequences! **What do you dislike about LeanData?** Not a dislike, but more a product feature request-really want a meeting scheduler tied to their product, and now it's available! Excited to see how their Bookit feature works. **What problems is LeanData solving and how is that benefiting you?** We have a complicated routing system for our inbound. Someone requests a demo, but are they a new lead? Does their account exist in our system and we should autoconvert them to a contact? Are they actually a current prospect and there's already a live opp, so we should assign to the opportunity owner? Or are they a current customer? LeanData solves all those tricky situations and assigns the right person immediately to follow up. ### 12. Robust Product, Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Tom W. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2023 **What do you like best about LeanData?** The support. Hemal Sheth has been extremely helpful with optimizing our instance, as well as giving me the resources to become an expert. **What do you dislike about LeanData?** I'm actually not sure if this exists, but I would appreciate a LeanData sandbox that would let me experiment with changes before implementing them. **What problems is LeanData solving and how is that benefiting you?** LeanData routes and re-routes leads for us automatically, increasing our response times. ### 13. Good customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about LeanData?** Ease of use and very responsive customer service. The university and other educational resources available online make using LeanData very easy to use, leagues ahead of competition **What do you dislike about LeanData?** Sometimes it is difficult knowing how to configure endpoints in the lead and contact routing. Help text in the actual backend and set up of lean data would make it easier to use **What problems is LeanData solving and how is that benefiting you?** Ease of lead routing. ### 14. Great lead routing automation tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2023 **What do you like best about LeanData?** robust routing capabilities with fuzzy matching, dedupe, alert, and more **What do you dislike about LeanData?** none so far, the tool and support have been great **What problems is LeanData solving and how is that benefiting you?** routing ### 15. Great routing tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Lori L. | Director, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2023 **What do you like best about LeanData?** Ease of implementation. Easy to administer. Very powerful routing tool that has helped a lot with visibility into lead flow. **What do you dislike about LeanData?** I haven't experienced any downsides. This is the second time I have purchased and implemented LeanData and consider it invaluable. **What problems is LeanData solving and how is that benefiting you?** It is our new lead routing tool. We were using Hubspot prior and it just didn't have the level of flexibility we needed. ### 16. Easy to use and can handle complex routing **Rating:** 4.5/5.0 stars **Reviewed by:** Elisa P. | Sr. Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** The drag-and-drop features make it easy to use and build flows. The audit logs and failure messages enable us to catch errors quickly. **What do you dislike about LeanData?** Having to add vacation schedules for individual users. **What problems is LeanData solving and how is that benefiting you?** Easy no-code routing for leads and contacts based on a variety of criteria. Converting leads to contacts for certain matched accounts. ### 17. Best Routing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Anumeet K. | Sr. Salesforce Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2022 **What do you like best about LeanData?** I love how easy it is to debug the issues and review the logs for the assigned records to find out how and why they got assigned to the particular rep. and take necessary steps **What do you dislike about LeanData?** Nothing to dislike. This tool is intuitive, and LeanData support is also rapid in resolving the issues if you encounter any. You can also dig into how many records were assigned entering the particular node. **What problems is LeanData solving and how is that benefiting you?** Routing Lead/Accounts/Contacts/Opportunities without any Apex code which ultimately helps Admins manage the routing piece and you can view all the routing logic on one screen. ### 18. Super effective Lead Routing management Tool for Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** alexandre S. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2023 **What do you like best about LeanData?** LeanData helps us be in charge and fully control lead assignments without depending on salesforce admins. As marketers it gives us the flexibility to answer our complex assignments needs. **What do you dislike about LeanData?** Sometimes LeanData can be challenging to manage, but audit logs and error messages are here to help. **What problems is LeanData solving and how is that benefiting you?** Our company has a complex lead assignment process; LeanData allows us to be flexible without depending on our internal salesforce admin team. As marketers, we can answer any need and ask from the sales team in a few clicks. ### 19. Empowering tool for salesforce admins **Rating:** 4.5/5.0 stars **Reviewed by:** Tal A. | Customer Success Operation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about LeanData?** The easy workflow builder can do powerful things and even trigger events outside of salesforce. It is easy to configure, very stable, and the leandata team gives great support! **What do you dislike about LeanData?** I wish there was an easier way to consume the logs. Also, a step to trigger a post request would have been nice and will allow to trigger webhooks from within the flow. **What problems is LeanData solving and how is that benefiting you?** It allows building a complex rules for assigning ownership. It is much easier to handle than salesforce Flows. It increases readability on workflows and assignment rules ### 20. 5 stars **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2023 **What do you like best about LeanData?** Lean Data helps send me all of the leads that I need. I'm in a sales position, and whenever I get an email from Lean Data I get excited because I know I got a new lead! **What do you dislike about LeanData?** Honestly, I haven't dug into it too much to find out anything that I dislike about Lean Data. It all seems to work very smooth and user friendly. I'd recommend! **What problems is LeanData solving and how is that benefiting you?** Lean Data helps assign the right leads to the right representatives. It assigns lead creation, accounts, and everything else to the right person depending on territories. ### 21. Good Service **Rating:** 3.5/5.0 stars **Reviewed by:** Rachael R. | Senior Marketing Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2023 **What do you like best about LeanData?** Leandata has great sales and customer service reps that were always very helpful and quick to respond. Their attribution and lead routing platforms were great. **What do you dislike about LeanData?** Expensive price point and sunsetting of their attribution product. **What problems is LeanData solving and how is that benefiting you?** Leandata was solving for lead routing and for attribution but since they are sunsetting attribution, it is not as worth it. ### 22. We love leandata! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter F. | Business Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about LeanData?** Lean Data makes the routing of leads very easy and straightforward. We also use it to route opportunities to our account managers and this is similarly a very easy, straightforward process to setup, maintain, and debug when there are errors. **What do you dislike about LeanData?** Similar to how salesforce has an autolayout in flow, I wish Leandata would have this. It can look quite messy in the freeform and so enabling this view would be a win for users. **What problems is LeanData solving and how is that benefiting you?** Quick lead routing based on a lot of criteria that we are able to set ### 23. LeanData has been a great tool for us to get Leads to the correct reps as quickly as possible. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2020 **What do you like best about LeanData?** Being able to change field values with various flags and validation. **What do you dislike about LeanData?** Not being able to merge accounts has been difficult. **Recommendations to others considering LeanData:** LeanData is very easy to use and to learn, and they have a great support team who will ensure that you are 100% ready to deploy and will always be willing to help with new developments **What problems is LeanData solving and how is that benefiting you?** First we started off with just lead routing, but realized it was a much stronger tool for all sorts of operations. We transferred to an account based model with the ability to track inactive accounts and re-route them to other active reps. We have also used some of the functions in LeanData to replace SFDC's process builder. The benefit in doing so allowed us to effectively audit these automation processes. ### 24. Great Software for lead routing on a large scale **Rating:** 4.0/5.0 stars **Reviewed by:** Maor V. | Salesforce Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2023 **What do you like best about LeanData?** easy to create custom and advanced logic for lead routing **What do you dislike about LeanData?** get's complicated sometimes to get the big picture of the routing due to the main routing flow editor **What problems is LeanData solving and how is that benefiting you?** help route the tight leads to the right user ### 25. A gamechanger for lead routing! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about LeanData?** We use LeanDate for 100% of our lead routing and we cannot live without it! You can create endless layers of custom routing to fit the needs of your team/org **What do you dislike about LeanData?** Occasional routing issues which we are not able to identify or explain without the help of our CSM, but nothing too critical **What problems is LeanData solving and how is that benefiting you?** Sending leads to the right person at the right time ### 26. Amazing support - our CSM is on top of things, responsive and always willing to help. **Rating:** 4.0/5.0 stars **Reviewed by:** Kristin B. | Manager, Marketing Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2022 **What do you like best about LeanData?** The amazing support and intuitive interface, the platform is easy to use and digest. The product team cares to hear about what is working and what can be improved. **What do you dislike about LeanData?** I can't think of any downsides. With the platform living in Salesforce, there are times where things are a bit slow due to conflicting processes. **What problems is LeanData solving and how is that benefiting you?** LeanData takes care of our contact routing. Routing is something that is changed/updated often, LeanData makes it easy for admins and leaders to jump in and make those changes. ### 27. The best route to take **Rating:** 5.0/5.0 stars **Reviewed by:** Brianna G. | Demand Generation Manager, ABM, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about LeanData?** With LeanData, I can rest easy knowing that our Salesforce contacts will be matched to known accounts and routed to the account owner. Automation around this process is crucial for a positive experience for both account owners and contacts. **What do you dislike about LeanData?** When routing doesn't quite work as intended, there are easy-to-access resources to troubleshoot what went wrong and find a fix. It's a balance of capabilities of the software itself plus spending time to make sure we have routing flows set up to work as intended. **What problems is LeanData solving and how is that benefiting you?** Working in Account Based Marketing, anything we can do to group records together and get information in front of the account owner pays off! When looking at accounts in our Salesforce instance, I have a higher level of trust in the accuracy of data for the number of contacts at each account than if the data was matched manually or with a less accurate tool - an important part of acting on ABM. ### 28. Great tool and support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2023 **What do you like best about LeanData?** The support team is great and attentive. **What do you dislike about LeanData?** Sometimes the words used when creating a new node for a flow can be confusing. **What problems is LeanData solving and how is that benefiting you?** Matching leads with preexisting accounts; Notifying members of our sales team when a contact has engaged with content on our site. ### 29. Good product, great support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about LeanData?** Logical and easy to use interface. Great training and support access for new users. **What do you dislike about LeanData?** not much, its a pretty good product. It doesn't try to do too much **What problems is LeanData solving and how is that benefiting you?** Helping us to enable lead routing for a global solution even with varying regional initiatives ### 30. LeanData is an intuitive tool that simplifies how we manage our lead lifecycle. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about LeanData?** The intuitive UI helps visualize how records are routed and updated. **What do you dislike about LeanData?** The matching function can be tricky to decipher. **What problems is LeanData solving and how is that benefiting you?** LeanData helps streamline our lead-management process in one graph that would otherwise require dozens of flows or workflows. Auditing is also much simpler/faster. ### 31. VP of Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Sean M. | Head of Accounts, Finance, and Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2020 **What do you like best about LeanData?** LeanData solves process, workflow, and update issues that Salesforce isn't able to solve — unless you write a crazy amount of Apex code. Specifically, LeanData is great for setting up rules to route leads and contacts to the right owners, send alerts based on specific factors, and assigning accounts based on territories. **What do you dislike about LeanData?** LeanData's model of pricing based on seats, rather than usage or api calls. **What problems is LeanData solving and how is that benefiting you?** Saves a ton of time and effort in automating routing and assignment rules. ### 32. Excellent for our growing team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2022 **What do you like best about LeanData?** I love LeanData's audit logs and how easy it is to test/map a Lead's routing history. We also love how easy it is to update, making complex processes very simple to visualize and change. We also love how we can route custom objects and manage different routing rules based on specific campaign memberships. The onboarding was phenomenal, and the technical team was incredibly knowledgeable and helped us cover even our most bizarre corner cases. **What do you dislike about LeanData?** Not much to dislike! It'd be nice to have an Add to Campaign step, but nothing major we'd change. **What problems is LeanData solving and how is that benefiting you?** We have had so much trouble understanding why certain things route certain ways, LeanData's audit logs make reviewing volume and paths SO easy. ### 33. RevOps Involvement **Rating:** 5.0/5.0 stars **Reviewed by:** Karen D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about LeanData?** Easy to navigate for someone just starting out using LeanData **What do you dislike about LeanData?** Can't think of anything off the top of my head **What problems is LeanData solving and how is that benefiting you?** Keeps track of employees schedules and skips routing to them ### 34. Super helpful tool when it comes to lead routing and updating leads/contact fields. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 13, 2021 **What do you like best about LeanData?** It's pretty straightforward when it comes to working within the tool. I came into my current role with no previous experience using LeanData, but after spending a little time playing around with the tool and having a 1:1 training, it was super intuitive. There are times when I want to see if an idea is possible and can figure something out on my own, but if I'm unsure, customer support is super helpful and quick to respond. **What do you dislike about LeanData?** When you assign a lead/contact, you can't make the Account owner in SFDC the same owner in the Lead Routing. It would be nice to have it done within the same flow builder instead of making a node in the Contact Flowbuilder. Another dislike is that it will only look back so far at historical routing which is a big miss from my perspective. **What problems is LeanData solving and how is that benefiting you?** Mainly lead routing. We work with several different markets and lots of sales folks, which both are only growing over the next several months. This helps us keep lead routing straight and fair. ### 35. Marketing Operations Dream Come True **Rating:** 4.5/5.0 stars **Reviewed by:** Mallory G. | Vice President Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about LeanData?** 1. Intuitive - Once you figure out how the nodes work and what they mean, building out flows and revising flows is extremely easy. 2. Troubleshooting - There is nothing worse than something failing or receiving an error and you can't figure out where the error originated from. LeanData makes it really easy to review records that failed and determine the reason behind it. 3. Improves workflow efficiency - Trying to make Leads work in SFDC straight from Marketo when you don't use Leads, we use Contacts was an operational nightmare. Records failed and broke entire batch uploads, sometimes over a hundred records, with no way to determine which record failed the flow. Removed a lot of manual lead routing due to processes breaking. 4. Improved Speed to Lead - I no longer have to worry that all my leads are making it into the hands of my SDRs. Slack notifications are a big plus and the ability to route based on account criteria and more than one field is an improvement over how we could build Routing Flows in Marketo (which makes sense, because that isn't what the platform is designed to do). **What do you dislike about LeanData?** I don't know that I have a response to this. So far, it's been a great investment for our business that I think we will only continue to grow into. **What problems is LeanData solving and how is that benefiting you?** Speed to lead, operational efficiency, matching and routing ### 36. LeanData is a great application, easy to use and really helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Karla R. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2022 **What do you like best about LeanData?** There are a lot of good features but my favorite is the ability to monitor the workflow and the routing insights **What do you dislike about LeanData?** There is nothing to dislike. I would love to see improvements in the fuzzy matching algorithm but as it is works fine **What problems is LeanData solving and how is that benefiting you?** The mess of reallocating territories: before using LeanData the process of checking each criteria left room for human mistakes, now that has been eliminated ### 37. Intuitive Lead Routing Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about LeanData?** LeanData is a very versatile platform, and I appreciate the near-unlimited ways I'm able to customize our lead flow to fit the needs of the business. They're also quite receptive to feedback, and will give clients the opportunity to explain a new use case to the product team, which I've done several times. A few weeks/months later, I'll see that feature included in an upcoming release. **What do you dislike about LeanData?** With the platform being nearly an empty sandbox, it can take quite a bit of time to complete an initial configuration and implementation. Once the lead flow is in an operational state though, maintenance is pretty straightforward. **What problems is LeanData solving and how is that benefiting you?** We've got multiple software products in our offering and multiple sales teams in our company, which means we need a solution that can route the right leads to the right teams with high accuracy, and LeanData does a great job at doing that. ### 38. Great tool for Lead Routing & Matching! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarthak S. | System Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2023 **What do you like best about LeanData?** The routing flows are really smooth & flexible. Plus the customer support team is really hands-on with all the concerns. **What do you dislike about LeanData?** The matching algorithm seems a bit vague to even the support team. Would be great if the logic could be shared. **What problems is LeanData solving and how is that benefiting you?** We are easily able to route "hot leads" on a weekly basis to our best-performing sales reps. Before LeanData, this process was really cumbersome & time-consuming. ### 39. This tool can do so much!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2023 **What do you like best about LeanData?** I can't speak to other competitors, but the training was excellent and gave many scenarios to fit most business cases. The ability to analyze csv files before uploading is also a great feature. **What do you dislike about LeanData?** The nodes can be overwhelming because there are so many choices on what you can do with them, but once you get the hang of it and use the tool more, I believe it will feel like second nature. **What problems is LeanData solving and how is that benefiting you?** We needed a tool to account for multiple scenarios within our business process. We have a pretty in-depth lead routing process, and LeanData allowed us to build it with their Flow Builder. ### 40. Satisfies our complicated routing requirements yet simple to administer **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa L. | Senior Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about LeanData?** LeanData workflow builder is intuitive and has all of the functionality one could need for even the most complicated lead routing, and it integrates with many third-party sales apps such as Outreach. Also, the audit logs are amazing for helping to understand why leads were routed a particular way. **What do you dislike about LeanData?** I really don't have any major complaints, but if I had to pick something I'd say that field mapping in the workflow builder can be cumbersome. **What problems is LeanData solving and how is that benefiting you?** We are able to achieve fast and accurate lead routing based on a number of complicated requirements, and immediately send leads into an Outreach sequence so that they receive an email right away with a link to book a call with one of our sales reps. Often times leads book a meeting within minutes of submitting their initial request for info, freeing up our sales reps to continue prospecting instead of chasing down inbound leads to get a meeting secured. ### 41. I do not worry - ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2023 **What do you like best about LeanData?** Easy to use. 99.9% uptime. Customer support is responsive Customer success builds a relationship with you FAQ documents are up-to-date and well written New features continue to roll out in a timely fashion **What do you dislike about LeanData?** The only downside is LeanData is an excellent product; hence the cost associated with LeanData will be greater than less robust solutions. **What problems is LeanData solving and how is that benefiting you?** Lead/Contact Routing and notification Account notifications Cases ### 42. Powerful routing in Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Nick S. | Sales Engineer Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about LeanData?** Leandata puts all the tools in the layman's hands to route leads based on their organization's needs without requiring a Salesforce Administrator's certificate. **What do you dislike about LeanData?** There is still a significant learning curve to getting it up and running, and it can be a bit of a logic puzzle to get certain rules in place. Once it's up and running, it's very easy to maintain. **What problems is LeanData solving and how is that benefiting you?** Our sales team is very fluid in terms of territories and team movement, so it creates a way for us to manage these updates and how leads are routed within our sales team, rather than waiting for separate team to make adjustments. ### 43. LeanData **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about LeanData?** Connects the right data at each step in the processo **What do you dislike about LeanData?** I dont know of anything at this time. I do. Have anything to add here **What problems is LeanData solving and how is that benefiting you?** Seamless integration with revenue data ### 44. Good Offering for the Price **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2023 **What do you like best about LeanData?** Leandata is the gold standard when it comes to lead routing. It integrates well and almost feels like a turnkey product since implementation was quick. **What do you dislike about LeanData?** Very few downsides to the product. I do think it would benefit from a better UX/UI **What problems is LeanData solving and how is that benefiting you?** Leandagta helps us maintain data integrity and allow our SDR team to move quickly on leads. ### 45. Very good platform if you trying to solve for lead routing **Rating:** 4.0/5.0 stars **Reviewed by:** Palaniappan K. | Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about LeanData?** Building workflow is extremly easy and UI is awesome. They have an excellent audit log of all the leads and contact. **What do you dislike about LeanData?** They can expand on their functionalities, right now it is just for lead routing. **What problems is LeanData solving and how is that benefiting you?** It solves the lead routing problem for us. The leads almost gets routed instantly ### 46. LeanData is vital for any Sales Org **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** With a bit of training, the user interface is easy to use and navigate. It is very robust and allows for multiple layers of routing. Lots of attributes that are available to use. **What do you dislike about LeanData?** A downside of Lean Data is that it can be a bit confusing if the user does not have proper training. Trying to find errors can be challenging at times as well. **What problems is LeanData solving and how is that benefiting you?** The ability to route a magnitude of leads that come from multiple lead sources to a variety of teams. ### 47. Confusing, but helpful SalesForce tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about LeanData?** LeanData helps us to keep our SalesForce instance organized while routing leads to the right place. **What do you dislike about LeanData?** There is a bit of knowledge of SF and workflows needed in order to properly use the tool **What problems is LeanData solving and how is that benefiting you?** LeanData is reviewing incoming leads and sorting/routing them in our SalesForce instance. ### 48. Great Product and Great Product Team **Rating:** 4.5/5.0 stars **Reviewed by:** J F. | Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2023 **What do you like best about LeanData?** How easy to use the tool is and how much the product team listens to its customers. **What do you dislike about LeanData?** Some features that are bugged don't get fixed in the current version and to fix the bug you must upgrade versions. **What problems is LeanData solving and how is that benefiting you?** Automated routing without code. ### 49. Customizable and Flexible Lead Routing **Rating:** 4.0/5.0 stars **Reviewed by:** Susan F. | Marketing Operations & Automation, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about LeanData?** I appreciate that the software can be adapted to unique lead routing situations giving the user the ability to route leads intelligently and quickly. **What do you dislike about LeanData?** I would love it if the product would integrate with Salesforce's territory management capabilities. We had to build in some custom fields to get past this. **What problems is LeanData solving and how is that benefiting you?** LeanData is allowing us to route leads the way we want now, and in such a way that makes it easy for us to scale our sales team and not have to recreate our routing. ### 50. This has been a great experience thus far **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?** I really love the UI and the ease of use. Lean data has made routing easy for our company as we continue to scale **What do you dislike about LeanData?** Nothing that I can think of at the moment. **What problems is LeanData solving and how is that benefiting you?** Lean data makes complex salesforce routing easy as possible ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+03%3A16%3A30+-0500&secure%5Bsession_id%5D=81c35993-a81f-4be7-8ec1-bc08222a640a&secure%5Btoken%5D=326dd1cf227c6bb7f9a3404ae0e349186faceb6386bfddc52df3c5b396a079e5&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)