Jotform vs. LeanData

We use it for mostly community surveys and I absolutely prefer it over any other survey program out there. It is easy to create, easy to understand and easy to navigate. I love the QR code option it creates for you to share your form/ survey with others. It really is the best out there!

It is best because it works like a native Salesforce application. It is not a campaign tool or a reporting tool. Routing match and reporting match are not the same thing. If you put every campaign exception on the graph instead of in a table, the graph diagram gets too big to maintain.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Gathers information on my clients
• Gathers and organizes information on my prospects
• Enables my Team to use the form I create as a Template so they don't have to re-create it which saves them valuable time.
• Educates clients about the benefit of supplementation
• Educates my prospects

• LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
• LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
• Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The price is too high for casual users like myself
• The automation took some time to figure out (that's understandable)
• Making the forms look uniform took a lot of time to setup
• Some parts like the approval emails, notification emails can be confusing

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
• We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.

I need this software to run my business, it's built around it.

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

As a seasoned user who relies on seamless online forms for a multitude of purposes, I can confidently attest that JotForm has not only simplified the form creation process but has also elevated it to new heights.JotForm's interface is a masterpiece of intuitive design. Even if you're a newcomer to the world of online form creation, the platform's user-friendly layout will have you crafting professional-grade forms in no time.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It has. a really specific use case, but it has delivered all that it has promised. There has been no missing piece of the puzzle in the way we are actually using our tool; everything that was promised is in there, and we have been able to use it swimmingly.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I honestly have not used the support feature with Jotform. From what I can see when I look information up, everything I want to do something that I can't figure out myself it seems to not be a possible solution or edit that Jotform is currently capable of.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

the most valuable things that Jotform give free trial, so the resistant users can get the experiences of the easiness and more handling to the digital things

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Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Typeform is better hands down [in my opinion]. It's not even a comparison as [I feel] JotForm doesn't work properly and [from my experience I think] their support is very problematic. I would suggest using Typeform or using GravityForms as an alternative to JotForm. Whatever you do, [I feel you shouldn't] depend on JotForm for something that is important to your business or research project.

I selected LeanData as it's more scalable, very user-friendly, easy to work on and be integrated with existing SFDC workflows. I really find it more visually appealing compared to Traction Complete as it's, for me, complicated, cumbersome, has a learning curve with it

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It saved me time. Within minutes I was able to create and share forms to collect demographic data.
• While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
• I could not easily identify what new information was provided in a resubmission by a respondent.

• It's allowed me more time to dig into other larger projects.
• It helps me avoid spending too much time on manual tasks like list analysis and lead routing.
• It provides audit logs so I don't waste time digging to find the source of an error.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info