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

"Amazing product for L2A and less routing"

What do you like best about LeanData? Ease of use, support, and how the product impacts our business. What do you dislike about LeanData?

"Great tool to streamline processes."

What do you like best about LeanData? This tool helped us streamline our entire lead assignment process for our global organization. We no longer need to worry about our lead assignment rules and our leads are now distributed by both a territory model and a round robin model based on our overall requirements.

"Incredible Support Team"

What do you like best about LeanData? Easy to customize Lean Data, Great support from Lean Data team What do you dislike about LeanData?

"So powerfully robust to meet all of our routing needs!"

What do you like best about LeanData? I love the ability to manage PTO of my team and keeping the flow of leads moving. I also love the time based conditions to move the leads when there is no action taken within a period of time. There are also scenarios where we want a lead to auto convert and we were able to do that to skip the step of having a manual converstion to an account.

"Powerful routing in Salesforce"

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.

"Great Experience All-Around"

What do you like best about LeanData? From implementation to their continued support their team has always been extremely knowledgable and timely. What do you dislike about LeanData?

"Best of the Best"

What do you like best about LeanData? Native Salesforce App that makes routing a breeze. Slick territory and round management, clean and insightful audit logs, quick processing speeds, integrations with Slack / Salesloft/ etc., custom object routing, amazing product roadmap with recent features built-in like SLA tracking / management, variables, and the recent release of BookIt

"Great Onboarding & Documentation"

What do you like best about LeanData? The toughest part of any new tooling is the setup. With Leandata, between the initial sales motion through to the onboarding and implementation, the experience is top-notch. We went with a managed onboarding package that came with a few hours from a consultant that was extremely helpful and I genuinely recommend (As an Ops Admin with a full SFDC Amin team) - there are some additional features to LeanData that a clear use case and understanding with ...

"LeanData-Tool to Use for routing"

What do you like best about LeanData? Lead Routing and Debugging the routing logic What do you dislike about LeanData?

"The best route to take"

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.