Video Reviews
Solved multiple pain points for us
939 LeanData Reviews
I have implemented LD at 3 companies now and am constently pleases with their supprt, ease of use and constant product improvements. It continues to grow with its end user needs and helps me streamline my work as admin. Review collected by and hosted on G2.com.
While understanding the need to diversify the techstack within the tool, I would love for the focus to maintain in the routing, workflows, and integrations vs new tools like Bookit. Review collected by and hosted on G2.com.
We love Leandata overall and Bookit is icing on the cake. We use it to fully automate our inbound process. We are averaging 8 minutes or less speed to lead by using lead/contact routing, the Outreach integration, and bookit. Can't recommend it enough. Review collected by and hosted on G2.com.
Because it is so complex, there is a lot of room for error during routing. Troubleshooting can be complex at times. i also wish Bookit had an option to integrate with CAPTCHA. We currently prevent anyone who fails captcha from running through lead router, but bookit still allows them to book time with the rep and it gets confusing. Review collected by and hosted on G2.com.
BookIt was easy to set up and took last than week to get us up and running. Onboarding and the sales process was great. Review collected by and hosted on G2.com.
Documentation could be better, often trying to trouble shoot on your own you are relying on support as documentation isn't the best. Review collected by and hosted on G2.com.
flexibility for managing lead routing, matching, and data quality within Salesforce Review collected by and hosted on G2.com.
not so easy to configure the flow and to debug error with a particular Lead Review collected by and hosted on G2.com.
It is such an easy tool to use. Gives a full overview of where does the lead go, what enrichment is missing as you can get email notifications, you can pause the leads and use round robons for "other"leads. My most favorite part is creating a report in SF where you have a full view of the leads which needs to be enriched so it can be routed to the reps. And we are using on a daily basis.
and the courses there great as well! Review collected by and hosted on G2.com.
It took time to implement and build the workflows as you cannot copy/paste it. Review collected by and hosted on G2.com.
Very solid tool that enables you to create some pretty advanced business motions.
Fantastic support and customer experience. Whenever we have needed help, we've got it quickly and with the answers we needed.
Focus primiarily on increasing the functionality of their core tool/platform and haven't gotten too upsell focused like many other sales and marketing techhnology tools Review collected by and hosted on G2.com.
Heavy lift to implement and requires a lot of admin oversight. This is the tool we spend the most time updating and keeping healthy, next to Salesforce, even though it is not the most business critical. Review collected by and hosted on G2.com.
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.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
Whenever we've had issues, our CSM, Stevanie, has jumped in and helped out! Review collected by and hosted on G2.com.
There is a learning curve, but once you put a bit of time in, it becomes intuitive. Review collected by and hosted on G2.com.
They've got a great support team and a really helpful knowledge portal. The router is also easy to use and set up. Review collected by and hosted on G2.com.
I don't have any negative feedback to give LeanData. Our time with them has been incredibly smooth Review collected by and hosted on G2.com.
