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LeanData Reviews

User Rating

4.8/5 (Based on 950 Ratings)

Rating Distribution

  • Excellent

    76.4%
  • Very Good

    22.4%
  • Average

    0.7%
  • Poor

    0.2%
  • Terrible

    0.2%

User Sentiments

Accurate Lead-to-Account Matching, Customizable Routing Logic, User-Friendly Interface, Extensive Integrations

Occasional Software Bugs, Complex Initial Setup, Limited Customization Options, Dated User Interface

Do You Use LeanData?

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Review Summary

Users praise LeanData's ability to streamline and automate lead qualification and distribution processes, significantly improving sales productivity. Its intuitive interface and ease of use are highly commended, enabling quick setup and smooth integration with existing systems. The platform's robust data management capabilities and customizable workflows enhance lead scoring and routing accuracy. However, some users have reported occasional technical glitches and a need for improved customer support responsiveness. Overall, LeanData is a powerful tool that automates lead management tasks, helping businesses qualify and prioritize leads effectively.

Pros

  • Automates data capture and enrichment processes, saving time and effort.
  • Improves data quality and accuracy by eliminating manual entry errors.
  • Integrates with various CRM and marketing automation platforms for seamless data transfer.

Cons

  • May require a learning curve for users unfamiliar with data automation tools.
  • Limited customization options compared to some competitors.
  • Occasional glitches and bugs reported by some users.

AI-Generated from the text of User Reviews

Reviews
GL

George L

June 2, 2025 Source: G2.com
Stevanie is simply incredible!
What do you like best about LeanData?
I just want to say that working with Stevanie is magical. In a world where support is run by Chatbots , it's nice to talk to someone who is an absoulte pro. Stevanie will obsess about your issue until she finds the best solution. I appreaciate that so much. Lean Data management, please give Stevanie her own parking spot with her name on it and a healthy raise because she is simply amazing at her job. You can tell she really loves working there too. I love the product, but the support I got from Stevanie is worth the price of the product alone. Thank You!!!
What do you dislike about LeanData?
I wish the merge lead functionality was a little more customizable.
What problems is LeanData solving and how is that benefiting you?
Better routing and the data tables is a real nice feature.
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RW

Rob W

May 23, 2025 Source: G2.com
You'll stay for everything else.
What do you like best about LeanData?
LeanData routing provides almost everything that Salesforce's native automations don't - single-object focused process flows on an accessible drag-and-drop interface with comprehensible audits. Yes, AUDITS. But it's not just for routing - you can create these for damn-near any object (custom too for the right price) and for almost any situation. The product really comes into its own when you realize the power of this.
What do you dislike about LeanData?
Recommendations to others considering LeanData?
The recent addition of example process automations (graphs) for organizations with different complexity environments means you can implement much faster than before. That said, LeanData customer support is among the best I've encountered in a B2B SaaS company, and I've been doing this for more than 15 years.
What problems is LeanData solving and how is that benefiting you?
Notice I said it provides ALMOST everything flows has. It doesn't have a debug feature, and that would be really useful. They have made it easier in recent years to test automations by allowing you to install in a sandbox and then export and import graphs, but there's no debug feature on the live or draft graphs.
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IK

Irit K

May 15, 2025 Source: G2.com
Very cool product! makes sf admin easier
What do you like best about LeanData?
.easy to use
What do you dislike about LeanData?
fair pricing
Recommendations to others considering LeanData?
Ease of Implementation
What problems is LeanData solving and how is that benefiting you?
takes time to learn and understand the logic of how to set this up
Read more
VS

Verified User in Computer Software

May 15, 2025 Source: G2.com
Logical rules based routing
What do you like best about LeanData?
Along with our primary use of lead routing to our BDR team, we've moved several critical workflows out of Salesforce and into LeanData because the maintenance is easier and the built-in country verification reduces manually created exceptions. I was able to upskill multiple team members in to the ecosystem relatively quickly and as a result have more LD administrators than any other tool other than Salesforce. Their customer support is some of the friendliest I've ever encountered.
What do you dislike about LeanData?
There are some ease of use functionality they are still missing (copying logic rules, renaming the default path) and we still fight occasionally with getting the same lead routed twice due to rapid updates and I'd love to see better reporting rather than using Salesforce.
What problems is LeanData solving and how is that benefiting you?
Speed to lead, we are able to get leads into the correct BDRs hand in an average of 2.5 minutes from MQL, including all the enrichment and routing and deduping. LD is responsible for all out country normalization and territory assignment, as well as keeping our account assignments, ownership policies and account lifecycle activities accurate and up to date.
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VS

Verified User in Computer Software

May 12, 2025 Source: G2.com
Leads Excellent!
What do you like best about LeanData?
.flexibility for managing lead routing, matching, and data quality within Salesforce
What do you dislike about LeanData?
not so easy to configure the flow and to debug error with a particular Lead
What problems is LeanData solving and how is that benefiting you?
Matching, deduping and routing
Read more
AP

Alex P

May 8, 2025 Source: G2.com
Better Visualizer than Flows
What do you like best about LeanData?
The ability to help non-technical/operations people understand routing, decisions, expectations, logs, etc. is absolutely amazing. Being able to open a log and *see* how decisions were made is a huge benefit.
What do you dislike about LeanData?
Additionally, the Support team from LeanData is spectacular. They work hard to review graphs and answer some pretty detailed questions, as well as supply workarounds or improved ideas.
Recommendations to others considering LeanData?
Flows/Apex can capture way more data from related records, and have more functionality in how/when changes can be allocated.
What problems is LeanData solving and how is that benefiting you?
Very customized routing of records across multiple teams and business units. We also have other systems connected within the graphs for Slack alerting, Sequence assignment, etc.
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VS

Verified User in Computer Software

May 7, 2025 Source: G2.com
LeanData has helped make our organization's inbound routing more efficient and accurate.
What do you like best about LeanData?
The LeanData Lead and Contact Router have turned a previously very time intensive process into an automated and time saving inbound flow. Also having a tool to manage this has enabled us to create a unified approach in lead routing.
What do you dislike about LeanData?
Recommendations to others considering LeanData?
We have also seen success in BookIt for some geographic areas. By cutting down our response time, we have seen improvements in our inbound to deal time frame.
What problems is LeanData solving and how is that benefiting you?
Read more
VS

Verified User in Information Technology and Services

May 7, 2025 Source: G2.com
Easy setup, good support, great product
What do you like best about LeanData?
Setup was relatively easy. If you're familiar with Hubspot workflows or Salesforce Flows, then setting up routing in LeanData will be pretty easy. After we set it up, there hasn't really been any maintenance needed other than changing the routing flow when staffing changes happen. The audit log makes it really easy to see what is happening behind the scenes. It has really decreased the time it takes for us to take a contact from a lead to an opportunity.
What do you dislike about LeanData?
It was a little tricky to get the correct code for the form to send people to the scheduler, there is different code for different types of pages and it was tricky figuring which was the correct to use. That being said, it didn't take long for the support team to help us figure it out.
What problems is LeanData solving and how is that benefiting you?
Automating meeting scheduling with the correct person based on account information and location.
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MD

Melissa D

May 7, 2025 Source: G2.com
Highly recommend LeanData
What do you like best about LeanData?
The ease of use. LeanData really caters towards their users and keeps them in mind when updating their product. They also have such a great training and CS staff, so you can continue to learn and utilize them as your company needs grows.
What do you dislike about LeanData?
Not that I can think of....our CS support helps us with any roadblocks I may come across.
What problems is LeanData solving and how is that benefiting you?
LeanData allows us to route our leads/contacts to the correct teams with efficiency and ease. It allows our sales to focus more on selling than on if they have the correct records routed to them.
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SP

Steve P

May 7, 2025 Source: G2.com
Powerful tool
What do you like best about LeanData?
Flexible and powerful, that is coupled with great customer service.
What do you dislike about LeanData?
Things can get really complex fast. It takes experience to sort through the complexity and learn tricks to present things is a cleaner way.
What problems is LeanData solving and how is that benefiting you?
Gets our incoming leads and contacts assigned to the right sales rep
Read more

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