LeanData Reviews in April 2025: User Ratings, Pros & Cons

"One stop shop for lead management!"

What do you like best about LeanData? The flow set-up of the Routing makes things a lot easier, especially with it being built in Salesforce as a managed package. In addition, the in-built matching eases things instead of relying on another platform.

"A great tool in which to scale your business operations."

What do you like best about LeanData? The ability to route different objects based on the qualities of a record. This has allowed for us to build our business in a smooth and orderly manner while maintaining visibility into the logic.

"Outstanding Routing Solution"

What do you like best about LeanData? Great no-code solution for what would otherwise be difficult operations for SFDC. Outstanding auditing capability makes diagnosing issues and testing very easy/simple.

"Intuitive Lead Routing Automation"

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.

"The one tool that should be in every B2B tech stack"

What do you like best about LeanData? Graphical user interface that makes it easy to build off of the powerful abilities of salesforce and other integrated appes without needing to write custom code

"Super helpful tool when it comes to lead routing and updating leads/contact fields."

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.

"Customizable and Flexible Lead Routing"

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.

"Steep learning curve but powerful tool"

What do you like best about LeanData? I really like how powerful the tool is. Being able to analyze large amounts of leads without sending it through Salesforce is huge for me.

"Our solution for a very nuanced inbound lead process, and more"

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!

"Advanced Routing for Enterprise Orgs"

What do you like best about LeanData? LeanData is extremely useful for cleansing CRM data and routing leads to the correct sales representatives. I enjoy using the flow builder, and the detailed audit logs make it easy to validate the process and troubleshoot errors.