LeanData Review

Our score: 7.7 User satisfaction: 100%

What is LeanData?

LeanData is a next-generation lead management software. It has processed more than 75 million leads for fast-scaling start-ups, rapidly growing companies, and established enterprises.

With the help of LeanData’s innovative lead routing technology, businesses can put the process on auto-pilot, save time, and boost their chances of booking more meetings and winning new customers instead of manually routing leads.

Also, LeanData provides companies with trustworthy data. It does this with accurate reporting that makes connections with seemingly unconnected aspects. This enables businesses to drill-down into leads, accounts, campaigns, and other objects, so they can determine exactly which factors impact their operations most.

Overview of LeanData Benefits

More Visible Relationships

LeanData utilizes its powerful algorithms to find new connections between data objects in Salesforce that were previously unknown. While the application does so, it makes certain that objects are perfect fits for each other. It can do this by employing fuzzy matching algorithms to scan multiple fields in every record for the best results.

Additionally, the solution comes with customizable tiebreakers that let administrators set factors to determine the soundest matches. This way, companies can look forward to accurate routing even if their data is not perfect.

Certified Salesforce Partner

LeanData’s algorithms work natively within Salesforce. This means that while the solution accesses the CRM, it maintains high levels of security to ensure that no data leaks occur during information exchanges. Also, companies can rest assured that LeanData does not import or export anything from Salesforce and that their workflows remain solid throughout.

Visual Lead Flows

LeanData has a visually-appealing drag-and-drop interface. It allows users to move objects around with a few clicks to build their lead distribution workflows. Other than that, this function facilitates smooth collaboration between different departments as they can effortlessly adapt to changes. Because of that, they can have a more flexible marketing strategy and can be pliant enough to implement critical changes on the fly.

Fair Prospect Distribution

With LeanData, every member of the sales team has an equal opportunity to contact a top prospect. That is because the solution employs a round robin system that builds a fair environment. This intelligent lead routing ensures that all members can contribute to the success of the business.

Actionable Insights

LeanData provides operations departments with clear and actionable insights. These allow them to view exactly how leads are flowing in the Salesforce system and how they can utilize their data to continuously optimize their lead distribution. Also, the application shows real-time insights into the lead flow. This lets them see whether leads have been properly processed, and if not, what had caused their errors, so they can be remedied.

Overview of LeanData Features

  • Object Matching
  • Real-Time Matching Results
  • Customizable Tiebreakers
  • Drag-and-Drop Function
  • Automatic Lead Routing
  • Round Robin System
  • Real-Time Routing Insights
  • Audit Logs
  • Workflow Monitoring & Control
  • Real-Time Flow Insights
  • Flow History Review
  • One-Click Reports
  • Customizable Attribution Model
  • Flexible Dashboard

LeanData Position In Our Categories

Since businesses have unique business-related demands, it is only logical they steer clear of purchasing an all-encompassing, “perfect” software. At any rate, it is difficult to try to find such application even among popular software systems. The logical thing to undertake can be to spell out the numerous important functions which necessitate examination such as critical features, price plans, skill competence of the users, business size, etc. The second step is, you must double down on the research comprehensively. Read these LeanData evaluations and look into the other software products in your shortlist in detail. Such all-encompassing product investigation guarantees you avoid mismatched software solutions and buy the system that includes all the tools you require business requires.

Position of LeanData in our main categories:

TOP 500

LeanData is one of the top 500 Sales Software products

LeanData is also listed in the following subcategories:

Since each organization has unique business wants, it is prudent for them to abstain from seeking a one-size-fits-all faultless software solution. Needless to say, it would be futile to try to find such a system even among popular software platforms. The clever thing to do would be to jot down the various important elements that require consideration such as required features, finances, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some LeanData Lead Management Software reviews and investigate each of the other systems in your shortlist in detail. Such exhaustive research can make certain you weed out ill-fitting platforms and choose the app that presents all the elements you require for business success.

How Much Does LeanData Cost?

LeanData Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

LeanData is a web-based, next-generation lead routing system. Companies interested in the solution can ask for a demo and request their enterprise pricing information by phone, email, or web form.

User Satisfaction

Positive Social Media Mentions 50
Negative Social Media Mentions 0

We realize that when you make a decision to buy Lead Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and LeanData reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with LeanData. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are LeanData pricing details?

LeanData Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

LeanData is a web-based, next-generation lead routing system. Companies interested in the solution can ask for a demo and request their enterprise pricing information by phone, email, or web form.

What integrations are available for LeanData?

No information available.


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Reviewed By Louie Andre
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