--- description: Review of LeanData Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: LeanData | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Lead Management Software](/directory/1682/lead-management/software) > [LeanData](/software/265607/lead2account) # LeanData Canonical: https://www.softwareadvice.co.nz/software/265607/lead2account Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/265607/lead2account?page=2) > LeanData is a go-to-market orchestration platform built as a native Salesforce application. It sits between a company's CRM, marketing automation platform, and customer success tools, matching, routing, and assigning records so that leads, accounts, and buying signals reach the right person with the right context at every stage of the revenue lifecycle. The platform is designed for B2B companies with complex sales motions and large sales teams, typically 50 or more members, where manual routing rules and disconnected systems can no longer keep pace with the volume and complexity of incoming signals. Primary users include revenue operations, sales operations, and marketing operations professionals, along with CRM administrators and go-to-market leaders who need one shared, accurate view of customer data across marketing, sales, and customer success. The platform's core capabilities include a matching engine that continuously resolves and cleans account and contact data, FlowBuilder, a no-code workflow tool that encodes business rules such as account ownership and service-level agreements into deterministic, auditable actions inside Salesforce, and buying group orchestration that maps every stakeholder involved in a deal so handoffs between teams retain full context. LeanData also includes scheduling tools that convert buyer intent into booked meetings, and reporting and governance features that give administrators visibility into how leads and accounts move through the system. As companies adopt AI agents for tasks such as lead qualification, enrichment, and outreach, the reliability of the underlying data and documented business rules becomes a more significant factor in whether those agents perform accurately. LeanData is the orchestration layer that gives AI agents and human teams a shared source of clean data and codified process logic, supporting deterministic execution and full auditability as organizations expand their use of AI in go-to-market workflows. LeanData has been in operation for more than ten years and is used by over 1,000 companies, including Anthropic, OpenAI, and Databricks. > > Verdict: Rated **4.4/5** by 15 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 15 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: LeanData - **Location**: Sunnyvale, US - **Founded**: 2012 ## Commercial Context - **Pricing model**: Per User - **Pricing Details**: Please contact LeanData for pricing. - **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, France, Germany, Ireland, Italy, Mexico, New Zealand, Norway, Switzerland, United Kingdom, United States ## Features - API - Alerts/Notifications - CRM - Campaign Management - Customizable Fields - Drag & Drop - Interaction Tracking - Lead Capture - Lead Distribution - Lead Generation - Lead Qualification - Lead Segmentation - Monitoring - Opportunity Management - Real-Time Data - Reporting/Analytics - Source Tracking - Web Forms - Workflow Management ## Integrations (16 total) - 1mind - 6sense - BambooHR - Cloudingo - Cognism - Crossbeam - Demandbase One - G2 Marketing Solutions - Microsoft Teams - Outreach - Salesforce Marketing Cloud - Salesforce Platform - Salesforce Sales Cloud - Salesintel - Salesloft ... and 1 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Lead Management Software](https://www.softwareadvice.co.nz/directory/1682/lead-management/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4481 reviews) 2. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (620 reviews) 3. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews) 4. [Meritto](https://www.softwareadvice.co.nz/software/340562/comprehensive-admission-suite) — 4.6/5 (619 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 reviews) ## Reviews ### "Great tool\!" — 4.0/5 > **samantha** | *17 September 2020* | Computer Networking | Recommendation rating: 8.0/10 > > **Pros**: It is the best source of bridging the gap between sales and the accounts information. By minimizing the gaps users can easily create a link between sales to accounts and can create qualitative analysis. The app also provides detailed description of the market which core market analysis do not provide. > > **Cons**: The app comes with limited features and does not involve any information about the sales touches. This mislead the user. Documentation is an important part of any system. This system does not give in detail documentation features and is limited in this regard as well. > > LeanData is an app that helps the companies in making various analysis more acceptable and qualitative. There are variety of leads available in the app and by using these leads one can easily make comprehensive analysis of the data for decision making purposes. ----- ### "Definitely the top lead converter in the market" — 5.0/5 > **Verified Reviewer** | *16 April 2019* | Construction | Recommendation rating: 9.0/10 > > **Pros**: We use lean data to route all of our leads. As we convert our leads directly into contacts, lean data allows us to take logic and apply it to the lead. This then allows us to assign it to the right Rep. I love their round robin feature that creates an easy way to round robin leads based on criteria. > > **Cons**: The only cons of lean data are that it takes a few Minutes to convert leads and if there are a large volume of leads coming in at the same time, lean data can sometimes barf or get backed up. > > It’s helped our start up route our leads and has been crucial to our success ----- ### "Misaligned Sales and CS teams" — 1.0/5 > **Sarah** | *10 January 2019* | Computer Software | Recommendation rating: 0.0/10 > > **Pros**: We've been a customer for several months at this point and lean data has delivered no value. Their support team is not client focused, their priority is following their internal "implementation methodology" regardless of use case. > > **Cons**: Unfortunately, the sales and customer support team are completely misaligned. Their talented sales reps understand that LeanData should solve business problems, their customer success team does not. After several months, the customer success team is still unable to provide a list of technical requirements to get up an running or share an implementation guide. The team consistently does not respond to emails and prefers to schedule a call to answer any question. As a tech professional that wears multiple hats, THIS IS NOT FEASIBLE. > > NONE. Working with LeanData means, babysitting. They are not proactive and have no interest in answering any questions outside of their "implementation methodology." ----- ### "Makes complicated lead routing super simple" — 5.0/5 > **Rachel** | *2 April 2019* | Computer & Network Security | Recommendation rating: 10.0/10 > > **Pros**: Our company has a fairly complicated lead routing workflow. Leads are distributed among a team of 25 - by geo, device size, account status, and by marketing engagement. This would have been impossible with our previous solution, but LeanData makes it dead simple. And if by chance, we ever have an inquiry about why a Lead was routed to a particular person, we can look at the Audit logs to investigate. > > **Cons**: Not a lot of cons. It works as it should. The lead matching is not 100% perfect, but no tool is. And we have other data integrity/de-duping tools that help with that. > > The customer support has been outstanding. We just told our LeanData CSM what we wanted and she built everything for us. We would test it, and then she would re-adjust until it was perfect. Very quick response, and always so helpful. ----- ### "Making Routing Leads Easy" — 5.0/5 > **Verified Reviewer** | *20 August 2018* | Computer Software | Recommendation rating: 8.0/10 > > **Pros**: Drag and drop style. Easy to transfer changes using a file from sandbox to production. Great support. > > **Cons**: They need to allow be different types of access, such as super user but not admin. > > Love Lean Data, great support and product. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/265607/lead2account?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/265607/lead2account) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data