LeanData Reviews & Product Details

The audit logs are amazing for tech teams who are managing complex integration environments and need to see exactly how and why something is breaking down. I reference them every single day.

The layout of the graphs makes everything visual and clear to understand; love the ability to color code and annotate everything. Review collected by and hosted on G2.com.

It's a double edged sword - it can do anything, which means you need to have a very clear point of view on what you want to use it for, or else you can get lost in the complexity and nuance. Review collected by and hosted on G2.com.

The most helpful part of LeanData is its powerful and intuitive lead and opportunity routing engine. The visual flow builder makes it easy to design, test, and deploy complex routing logic without needing code — and it’s flexible enough to support real-world GTM structures like round robins, ownership territories, handoffs between teams, and edge-case logic.

It also adds a layer of transparency and accountability by allowing us to trace exactly how and why a lead or opportunity was routed, making debugging and optimization much easier. This has significantly improved our speed-to-lead, pipeline hygiene, and rep productivity. Review collected by and hosted on G2.com.

Honestly, I don’t have anything negative to say about LeanData. It’s been a reliable and impactful tool for our GTM operations, and the support team has always been responsive and helpful. Review collected by and hosted on G2.com.

LeanData makes it really easy for us to build out all of our routing in one place. I've been able to simplify our routing process and make it easy to follow as other people evaluate the graph. The interface is easy to use and has been very helpful. Review collected by and hosted on G2.com.

Sometimes it is a little difficult working across objects since there is some limitations around that, but most things are able to be solved with a simple workaround. Review collected by and hosted on G2.com.

Ease of configuration and the intuitive UI. You don't always need a developer for changes since the system is so easy to understand and implement. Integrating Slack was a nice addition for notifications to routed users. Review collected by and hosted on G2.com.

Graphs can get really complex when business logic is diverse with multiple business units using the same objects. If there was a way to allow multiple active graphs the way we have flows in salesforce that could be helpful. Review collected by and hosted on G2.com.

Stevanie at LeanData! I reached out for help in understanding our existing setup (as it's something I inherited) and she was SO helpful. She came to our call having already reviewed our flows and provided many great improvement recommendations.

LeanData allows us to automate SO many processes. To name a few: converting leads to contacts, checking for dupes when new leads are generated, creating records to match new leads generated (after checking to see if account already exists in SF), automatically populating opportunities when specific trigger criteria is met... and we're just getting started.

Random fun fact: I love that you can customer label and COLOR nodes in your flows. The color coding is a great visual aid when making changes to logic; additionally, the customer node labeling gives you the ability to easliy decipher audit logs to see what paths records took in your flows. Review collected by and hosted on G2.com.

It is odd that you can only have ONE flow active per record type. Although I did learn that you can have various entry points and "islands" of actions. 🤷🏻‍♀️ Review collected by and hosted on G2.com.

From a Salesforce Admin's perspective, the drag/drop routers are very similar to Flow. The graphs allow you to build complex automation with plenty of if/then variables to ensure leads or contacts are routed to the right people at the right time. Easy to build, but leaves plenty of room to expand as your usecase demands.

I've implemented the tool twice in the last 6yrs; the increased functionality between those periods is night and day. Plenty of knowledge articles, and their Admin exam reinforces the core functionality very well. Review collected by and hosted on G2.com.

Like any automation, it's up to the stakeholder and admin to review and maintain. The graphs allow for lots of flexibility, but a 'debug' mode would be a huge help to see how a record runs through the current state in real time, allowing you to inutitively see successes/failures - not just rely on the routing insights to see a cumulitive view of records. Review collected by and hosted on G2.com.

The ease of implementation was amazing. Always felt fully supported throughout the whole process. I use LeanData daily and have been very impressed with the continuous number of new features which opens the doors for process improvements - all boiling down to the best speed to lead times possible.

Setting up/editing the routers in the platform is also extremely easy, love the visual aspect of it in comparison to other competitors. Lastly, the number of integrations LeanData has ensures you can integrate routing functions with a variety of tech stack tools (Ex. MS Teams, Slack, Outreach, Groove, etc.) Review collected by and hosted on G2.com.

Occasionally when editing the router, an error message will pop up after a while that prevents me from saving any of my edit progress. I am then ultimately forced to close and reopen the graph which then defaults to the point of the most recent save. Super frustrating to have to re-do any edits that were unsaved.

Easy workaround for this is to save your graph while editing every 5-10min. While this issue is not frequent, it is unpredictable in terms of when it will happen. Review collected by and hosted on G2.com.

I've worked with a few different routing tools and LeanData is has been been the strongest tool I've had the opportunity to use. I have had the opportunity to both implement LeanData and migrate from another routing tool, and I have also inherited existing LeanData flows created by another user. I like the visualization of the platform - my mind works best when I can actually see the workflow. The number of nodes is expansive and the way it's able to reference multiple object relationships is fantastic.

I appreciate that the LD product team is constantly working to improve both the tools functionality and the user experience. The recent release of snippets and being able to retrigger routing through the routing log instead of having to run a one-time router through the scheduler is a big efficiency for my team. They've made a lot of changes over the last few years and I find an impactful improvement in most of their releases. Territory routing is pretty easy to understand as are setting up round robin pools.

My team and I are in the tool daily. Routing is a living, breathing model, regardless of the solution you use, and the audit log makes it very easy to understand why a record did or didn't route the way it did.

I've been through a few LD integrations. I have had different experiences, but overall I find that the PM assigned to the project does a good job at keeping the project on track. The LD team will help build your model if that's what you prefer and they do help with testing as well.

I've also had different experiences with LD support but for the most part they are quick to resolve the issue. Review collected by and hosted on G2.com.

This isn't LeanData specific, but routing can get overcomplicated pretty easily, and sometimes following the complexities within the flow can be difficult. I do wish that there was an easier way to compartmentalize more complex sections of our router. Currently you can only have one live flow. I'd like it if I could break out different parts of our flow into different graphs and request those graphs through a parent graph instead of having everything live on a similar graph.

I do wish there was a way to organize the content within the different sections, for example if we were able to create folders and archive older routing models instead of having them all displayed in one area.

None of my wish list items impact the tools functionality. I have no qualms with the functionality of the router itself.

In transparency, there was once a bug within the tool that incorrectly merged 900 records within our Salesforce. The data isn't backed up in a server, so pulling the records apart was very difficult, if not impossible for some records. This was a one-off but it did happen. Review collected by and hosted on G2.com.

Ease of use for SDR/BDR leadership

ability to set up pools, capacity, re routing, vacation coverage, flexibility on holidays and work days

If you have any sort of complication for ICP, products, size, regions etc makes it a breeze

very smart matching when end user doesn't provide corporate email or to help with parent child acconts across regions

Implemnted at one company and used at two

Would HIGHLY recommend to anyone who needs help to scale routing

Integeration with slack is critical for not only employee workflow but audits, leadership insight and cross functional collaboration Review collected by and hosted on G2.com.

More 1:1 time with CSM but understand that is dependant on organization size Review collected by and hosted on G2.com.

i have been trained on lean just 2 months back so far my experince with lean data has been amazing. It changed my life for better , now i do not struggle with lead routing. Manual task of converting leads to contacts and checking duplicates was killing alot of my work time. Thank you Leandata for easing my job. I love vacation option for lead routing when any sales rep is away on vacation. Review collected by and hosted on G2.com.

So far i have not encounterd anything wrong with leandata. It is amazing and has eased my job alot. There is noting so far i dislike about leandata. Review collected by and hosted on G2.com.